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AGF Management’s Willis Towers Watson WTW Stock Holding History

AGF 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 		– Sell
-11,973
Closed -$3.48M – 743
2026
Q1 		$3.48M Buy
11,973
+2,283
+24% +$700K 0.02% 362
2025
Q4 		$3.18M Buy
9,690
+381
+4% +$125K 0.01% 336
2025
Q3 		$3.22M Sell
9,309
-345
-4% -$112K 0.01% 392
2025
Q2 		$2.96M Buy
9,654
+1,508
+19% +$468K 0.01% 403
2025
Q1 		$2.75M Sell
8,146
-332
-4% -$108K 0.01% 369
2024
Q4 		$2.66M Sell
8,478
-1,886
-18% -$579K 0.01% 358
2024
Q3 		$3.05M Buy
10,364
+1,244
+14% +$348K 0.02% 439
2024
Q2 		$2.39M Buy
9,120
+930
+11% +$240K 0.01% 387
2024
Q1 		$2.25M Sell
8,190
-3,349
-29% -$881K 0.01% 459
2023
Q4 		$2.78M Buy
+11,539
New +$2.67M 0.02% 437

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AGF Management's WTW Position: Q2 2026 in Review

AGF Management sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 11,973 shares — an estimated $3.48M sold.

AGF Management first reported a position in WTW in Q4 2023 and held it in 10 quarters. The position peaked at $3.48M in Q1 2026. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • AGF Management reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • AGF Management sold 11,973 Willis Towers Watson shares in Q2 2026, an estimated $3.48M.
  • AGF Management first reported a position in Willis Towers Watson in Q4 2023 and held it in 10 quarters.
  • AGF Management's Willis Towers Watson position peaked at $3.48M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.