Advisors Capital Management’s Willis Towers Watson WTW Stock Holding History

Advisors Capital Management’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 Q2	$1.06M	Sell	4,072 -41	-1%	-$11K	0.01%	338
2026 Q1	$1.2M	Sell	4,113 -225	-5%	-$69K	0.01%	302
2025 Q4	$1.43M	Sell	4,338 -81	-2%	-$26.5K	0.02%	289
2025 Q3	$1.53M	Buy	4,419 +308	+7%	+$99.7K	0.02%	284
2025 Q2	$1.26M	Buy	4,111 +10	+0.2%	+$3.1K	0.02%	281
2025 Q1	$1.39M	Buy	4,101 +80	+2%	+$26.1K	0.02%	261
2024 Q4	$1.26M	Buy	4,021 +10	+0.2%	+$3.07K	0.02%	278
2024 Q3	$1.18M	Sell	4,011 -13	-0.3%	-$3.64K	0.02%	276
2024 Q2	$1.05M	Buy	+4,024	New	+$1.04M	0.02%	289

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisors Capital Management's WTW Position: Q2 2026 in Review

Advisors Capital Management reduced its Willis Towers Watson (WTW) stake by 1% in Q2 2026, selling an estimated $11K and leaving 4,072 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #338.

Advisors Capital Management first reported a position in WTW in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.53M in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Advisors Capital Management held 4,072 shares of Willis Towers Watson worth $1.06M as of Q2 2026.
Advisors Capital Management sold 41 Willis Towers Watson shares in Q2 2026, an estimated $11K.
Willis Towers Watson made up 0.01% of Advisors Capital Management's portfolio in Q2 2026, its #338 holding.
Advisors Capital Management first reported a position in Willis Towers Watson in Q2 2024 and has held it in 9 quarters since.
Advisors Capital Management's Willis Towers Watson position peaked at $1.53M in Q3 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.