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

Anchor Capital Advisors’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 		– Sell
-660
Closed -$217K – 270
2025
Q4 		$217K Hold
660
– – 0.01% 247
2025
Q3 		$228K Hold
660
– – 0.01% 237
2025
Q2 		$202K Hold
660
– – 0.01% 238
2025
Q1 		$223K Hold
660
– – 0.01% 236
2024
Q4 		$207K Buy
+660
New +$202K 0.01% 238
2023
Q3 		– Sell
-213,356
Closed -$50.2M – 275
2023
Q2 		$50.2M Sell
213,356
-7,853
-4% -$1.81M 1.3% 31
2023
Q1 		$51.4M Sell
221,209
-5,766
-3% -$1.39M 1.36% 33
2022
Q4 		$55.5M Sell
226,975
-4,682
-2% -$1.07M 1.43% 27
2022
Q3 		$46.5M Sell
231,657
-19,644
-8% -$4.05M 1.28% 28
2022
Q2 		$49.6M Sell
251,301
-23,612
-9% -$5.06M 1.26% 30
2022
Q1 		$64.9M Buy
274,913
+4,823
+2% +$1.1M 1.37% 25
2021
Q4 		$64.1M Sell
270,090
-8,566
-3% -$2.03M 1.27% 28
2021
Q3 		$64.8M Buy
+278,656
New +$62M 1.34% 25
2018
Q4 		– Sell
-5,204
Closed -$733K – 284
2018
Q3 		$733K Sell
5,204
-334
-6% -$50.5K 0.03% 198
2018
Q2 		$840K Sell
5,538
-141
-2% -$21.5K 0.03% 188
2018
Q1 		$864K Buy
5,679
+59
+1% +$9.26K 0.03% 212
2017
Q4 		$847K Buy
5,620
+47
+0.8% +$7.42K 0.03% 188
2017
Q3 		$860K Sell
5,573
-1,999
-26% -$298K 0.03% 181
2017
Q2 		$1.1M Sell
7,572
-483
-6% -$67.5K 0.04% 159
2017
Q1 		$1.05M Buy
8,055
+291
+4% +$37K 0.04% 165
2016
Q4 		$949K Sell
7,764
-684
-8% -$85.3K 0.04% 173
2016
Q3 		$1.12M Buy
8,448
+166
+2% +$20.7K 0.04% 173
2016
Q2 		$1.03M Buy
8,282
+55
+0.7% +$6.79K 0.03% 164
2016
Q1 		$976K Buy
+8,227
New +$947K 0.02% 174

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Anchor Capital Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 660 shares — an estimated $217K sold.

Anchor Capital Advisors first reported a position in WTW in Q1 2016 and held it in 24 quarters. The position peaked at $64.9M in Q1 2022. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Anchor Capital Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Anchor Capital Advisors sold 660 Willis Towers Watson shares in Q1 2026, an estimated $217K.
  • Anchor Capital Advisors first reported a position in Willis Towers Watson in Q1 2016 and held it in 24 quarters.
  • Anchor Capital Advisors's Willis Towers Watson position peaked at $64.9M in Q1 2022.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Anchor Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.