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Ancora Advisors’s Willis Towers Watson WTW Stock Holding History

Ancora 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
Q2 		$9.15K Sell
35
-29
-45% -$7.76K ﹤0.01% 1494
2026
Q1 		$18.6K Sell
64
-63
-50% -$19.3K ﹤0.01% 1564
2025
Q4 		$41.7K Buy
127
+91
+253% +$29.8K ﹤0.01% 1206
2025
Q3 		$12.4K Hold
36
– – ﹤0.01% 1351
2025
Q2 		$11K Sell
36
-540
-94% -$167K ﹤0.01% 1353
2025
Q1 		$195K Sell
576
-9
-2% -$2.93K ﹤0.01% 713
2024
Q4 		$183K Buy
585
+284
+94% +$87.1K ﹤0.01% 731
2024
Q3 		$88.7K Buy
301
+191
+174% +$53.4K ﹤0.01% 856
2024
Q2 		$28.8K Buy
+110
New +$28.4K ﹤0.01% 1083
2023
Q1 		– Sell
-2
Closed – – 2065
2022
Q4 		$0 Buy
+2
New +$457 ﹤0.01% 1970
2021
Q3 		– Sell
-1,000
Closed -$230K – 2306
2021
Q2 		$230K Hold
1,000
– – 0.01% 726
2021
Q1 		$229K Buy
+1,000
New +$218K 0.01% 694
2020
Q4 		– Sell
-4,000
Closed -$835K – 1544
2020
Q3 		$835K Hold
4,000
– – 0.03% 347
2020
Q2 		$788K Hold
4,000
– – 0.03% 354
2020
Q1 		$679K Buy
+4,000
New +$786K 0.03% 396

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

Ancora Advisors's WTW Position: Q2 2026 in Review

Ancora Advisors reduced its Willis Towers Watson (WTW) stake by 45% in Q2 2026, selling an estimated $7.76K and leaving 35 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Ancora Advisors first reported a position in WTW in Q1 2020 and has held it in 15 quarters since. The position peaked at $835K in Q3 2020. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Ancora Advisors held 35 shares of Willis Towers Watson worth $9.15K as of Q2 2026.
  • Ancora Advisors sold 29 Willis Towers Watson shares in Q2 2026, an estimated $7.76K.
  • Willis Towers Watson made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1494 holding.
  • Ancora Advisors first reported a position in Willis Towers Watson in Q1 2020 and has held it in 15 quarters since.
  • Ancora Advisors's Willis Towers Watson position peaked at $835K in Q3 2020.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.