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Annis Gardner Whiting Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Annis Gardner Whiting 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
Q2 		– Sell
-120
Closed -$35K – 1261
2026
Q1 		$35K Buy
120
+3
+3% +$920 0.01% 635
2025
Q4 		$38.5K Sell
117
-4
-3% -$1.31K 0.01% 565
2025
Q3 		$41.9K Sell
121
-13
-10% -$4.21K 0.01% 523
2025
Q2 		$41.2K Buy
134
+1
+0.8% +$310 0.01% 450
2025
Q1 		$45.1K Buy
133
+1
+0.8% +$326 0.02% 360
2024
Q4 		$41.5K Sell
132
-7
-5% -$2.15K 0.01% 367
2024
Q3 		$41.1K Buy
139
+11
+9% +$3.08K 0.01% 387
2024
Q2 		$33.7K Buy
128
+38
+42% +$9.81K 0.01% 469
2024
Q1 		$24.8K Buy
90
+5
+6% +$1.31K 0.01% 503
2023
Q4 		$20.6K Hold
85
– – 0.01% 396
2023
Q3 		$17.8K Buy
+85
New +$18.1K 0.01% 404

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

Annis Gardner Whiting Capital Advisors's WTW Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 120 shares — an estimated $35K sold.

Annis Gardner Whiting Capital Advisors first reported a position in WTW in Q3 2023 and held it in 11 quarters. The position peaked at $45.1K in Q1 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 120 Willis Towers Watson shares in Q2 2026, an estimated $35K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Willis Towers Watson in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's Willis Towers Watson position peaked at $45.1K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.