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AlphaCore Capital’s Willis Towers Watson WTW Stock Holding History

AlphaCore Capital’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 		$337K Buy
+1,290
New +$345K 0.01% 865
2026
Q1 		– Sell
-1,040
Closed -$342K – 1525
2025
Q4 		$342K Buy
+1,040
New +$340K 0.01% 752

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 $3.37T AUM 44.26% 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

AlphaCore Capital's WTW Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Willis Towers Watson (WTW) in Q2 2026: 1,290 shares worth $337K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in WTW as recently as Q4 2025.

AlphaCore Capital first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. The position peaked at $342K in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • AlphaCore Capital held 1,290 shares of Willis Towers Watson worth $337K as of Q2 2026.
  • Willis Towers Watson was a new AlphaCore Capital position in Q2 2026.
  • Willis Towers Watson made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #865 holding.
  • AlphaCore Capital first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • AlphaCore Capital's Willis Towers Watson position peaked at $342K in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.