Adage Capital Partners
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Adage Capital Partners’s Willis Towers Watson WTW Stock Holding History

Adage Capital Partners’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
Q1 		$34.9M Buy
120,188
+53,700
+81% +$16.5M 0.05% 325
2025
Q4 		$21.8M Buy
66,488
+20,700
+45% +$6.78M 0.03% 459
2025
Q3 		$15.8M Buy
+45,788
New +$14.8M 0.03% 534
2025
Q2 		– Sell
-216,088
Closed -$73M – 961
2025
Q1 		$73M Sell
216,088
-8,000
-4% -$2.61M 0.14% 148
2024
Q4 		$70.2M Sell
224,088
-121,600
-35% -$37.3M 0.12% 161
2024
Q3 		$102M Sell
345,688
-142,400
-29% -$39.8M 0.18% 103
2024
Q2 		$128M Buy
488,088
+47,500
+11% +$12.3M 0.24% 76
2024
Q1 		$121M Sell
440,588
-29,700
-6% -$7.81M 0.23% 85
2023
Q4 		$113M Buy
470,288
+46,100
+11% +$10.7M 0.23% 95
2023
Q3 		$88.6M Buy
424,188
+398,200
+1,532% +$85M 0.2% 120
2023
Q2 		$6.12M Buy
25,988
+19,100
+277% +$4.4M 0.01% 647
2023
Q1 		$1.6M Buy
+6,888
New +$1.67M ﹤0.01% 778
2022
Q2 		– Sell
-27,488
Closed -$6.49M – 1151
2022
Q1 		$6.49M Sell
27,488
-728,314
-96% -$167M 0.01% 792
2021
Q4 		$179M Sell
755,802
-288,886
-28% -$68.4M 0.32% 65
2021
Q3 		$243M Sell
1,044,688
-554,000
-35% -$123M 0.48% 36
2021
Q2 		$368M Buy
1,598,688
+476,600
+42% +$119M 0.72% 18
2021
Q1 		$257M Buy
1,122,088
+252,300
+29% +$55M 0.52% 30
2020
Q4 		$183M Buy
869,788
+372,000
+75% +$76.6M 0.4% 45
2020
Q3 		$104M Buy
497,788
+48,300
+11% +$9.86M 0.26% 82
2020
Q2 		$88.5M Buy
449,488
+124,850
+38% +$23.9M 0.23% 106
2020
Q1 		$55.1M Sell
324,638
-79,037
-20% -$15.5M 0.16% 155
2019
Q4 		$81.5M Buy
403,675
+32,900
+9% +$6.31M 0.2% 135
2019
Q3 		$71.5M Buy
370,775
+10,600
+3% +$2.07M 0.18% 148
2019
Q2 		$69M Sell
360,175
-18,100
-5% -$3.28M 0.17% 152
2019
Q1 		$66.4M Buy
378,275
+106,400
+39% +$17.7M 0.17% 154
2018
Q4 		$41.3M Sell
271,875
-21,900
-7% -$3.28M 0.11% 207
2018
Q3 		$41.4M Sell
293,775
-68,300
-19% -$10.3M 0.09% 254
2018
Q2 		$54.9M Buy
362,075
+185,925
+106% +$28.3M 0.13% 210
2018
Q1 		$26.8M Sell
176,150
-11,700
-6% -$1.84M 0.06% 335
2017
Q4 		$28.3M Sell
187,850
-3,600
-2% -$569K 0.06% 332
2017
Q3 		$29.5M Buy
191,450
+9,900
+5% +$1.48M 0.07% 332
2017
Q2 		$26.4M Sell
181,550
-2,800
-2% -$391K 0.06% 357
2017
Q1 		$24.1M Sell
184,350
-2,600
-1% -$331K 0.06% 365
2016
Q4 		$22.9M Sell
186,950
-2,500
-1% -$312K 0.06% 342
2016
Q3 		$25.2M Sell
189,450
-16,100
-8% -$2M 0.07% 344
2016
Q2 		$25.6M Buy
205,550
+450
+0.2% +$55.5K 0.07% 319
2016
Q1 		$24.3M Buy
+205,100
New +$23.6M 0.07% 323
2013
Q3 		– Sell
-89,368
Closed -$9.65M – 742
2013
Q2 		$9.65M Buy
+89,368
New +$9.46M 0.03% 510

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners's WTW Position: Q1 2026 in Review

Adage Capital Partners increased its Willis Towers Watson (WTW) stake by 81% in Q1 2026, buying an estimated $16.5M and bringing the position to 120,188 shares worth $34.9M. The position accounts for 0.05% of the portfolio, ranked #325.

Adage Capital Partners first reported a position in WTW in Q2 2013 and has held it in 38 quarters since. The position peaked at $368M in Q2 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Adage Capital Partners held 120,188 shares of Willis Towers Watson worth $34.9M as of Q1 2026.
  • Adage Capital Partners bought 53,700 Willis Towers Watson shares in Q1 2026, an estimated $16.5M.
  • Willis Towers Watson made up 0.05% of Adage Capital Partners's portfolio in Q1 2026, its #325 holding.
  • Adage Capital Partners first reported a position in Willis Towers Watson in Q2 2013 and has held it in 38 quarters since.
  • Adage Capital Partners's Willis Towers Watson position peaked at $368M in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.