BSC
WTW icon

BOLTON SECURITIES CORPORATION’s Willis Towers Watson WTW Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.73K Sell
6
-10
-63% -$3.16K ﹤0.01% 2114
2026
Q2 		$4.18K Buy
+16
New +$4.28K ﹤0.01% 1985

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's WTW Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Willis Towers Watson (WTW) stake by 63% in Q3 2026, selling an estimated $3.16K and leaving 6 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

BOLTON SECURITIES CORPORATION first reported a position in WTW in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.18K in Q2 2026. 487 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 6 shares of Willis Towers Watson worth $1.73K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 10 Willis Towers Watson shares in Q3 2026, an estimated $3.16K.
  • Willis Towers Watson made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #2114 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Willis Towers Watson in Q2 2026 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's Willis Towers Watson position peaked at $4.18K in Q2 2026.
  • 487 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.