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Applied Finance Capital Management’s Willis Towers Watson WTW Stock Holding History

Applied Finance Capital Management’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 		$303K Buy
1,159
+149
+15% +$39.9K 0.02% 182
2026
Q1 		$294K Buy
+1,010
New +$310K 0.02% 191

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Massachusetts Financial Services
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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

Applied Finance Capital Management's WTW Position: Q2 2026 in Review

Applied Finance Capital Management increased its Willis Towers Watson (WTW) stake by 15% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,159 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #182.

Applied Finance Capital Management first reported a position in WTW in Q1 2026 and has held it in 2 quarters since. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Applied Finance Capital Management held 1,159 shares of Willis Towers Watson worth $303K as of Q2 2026.
  • Applied Finance Capital Management bought 149 Willis Towers Watson shares in Q2 2026, an estimated $39.9K.
  • Willis Towers Watson made up 0.02% of Applied Finance Capital Management's portfolio in Q2 2026, its #182 holding.
  • Applied Finance Capital Management first reported a position in Willis Towers Watson in Q1 2026 and has held it in 2 quarters since.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.