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 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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisors Capital Management's WTW Position: Q1 2026 in Review

Advisors Capital Management reduced its Willis Towers Watson (WTW) stake by 5.2% in Q1 2026, selling an estimated $69K and leaving 4,113 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #302.

Advisors Capital Management first reported a position in WTW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Advisors Capital Management held 4,113 shares of Willis Towers Watson worth $1.2M as of Q1 2026.
Advisors Capital Management sold 225 Willis Towers Watson shares in Q1 2026, an estimated $69K.
Willis Towers Watson made up 0.01% of Advisors Capital Management's portfolio in Q1 2026, its #302 holding.
Advisors Capital Management first reported a position in Willis Towers Watson in Q2 2024 and has held it in 8 quarters since.
Advisors Capital Management's Willis Towers Watson position peaked at $1.53M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Advisors Capital Management's 13F filing for Q1 2026, filed 1 May 2026.