American Capital Advisory’s Willis Towers Watson WTW Stock Holding History

American Capital Advisory’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	$1.16K	Buy	4 +1	+33%	+$307	﹤0.01%	655
2025 Q4	$986	Hold	3	–	–	﹤0.01%	605
2025 Q3	$1.04K	Buy	3 +1	+50%	+$324	﹤0.01%	531
2025 Q2	$613	Buy	2 +1	+100%	+$310	﹤0.01%	580
2025 Q1	$338	Buy	+1	New	+$326	﹤0.01%	585

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

American Capital Advisory's WTW Position: Q1 2026 in Review

American Capital Advisory increased its Willis Towers Watson (WTW) stake by 33% in Q1 2026, buying an estimated $307 and bringing the position to 4 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

American Capital Advisory first reported a position in WTW in Q1 2025 and has held it in 5 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

American Capital Advisory held 4 shares of Willis Towers Watson worth $1.16K as of Q1 2026.
American Capital Advisory bought 1 Willis Towers Watson share in Q1 2026, an estimated $307.
Willis Towers Watson made up ﹤0.01% of American Capital Advisory's portfolio in Q1 2026, its #655 holding.
American Capital Advisory first reported a position in Willis Towers Watson in Q1 2025 and has held it in 5 quarters since.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.