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Brinker Capital Investments’s Willis Towers Watson WTW Stock Holding History

Brinker Capital Investments’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 		$2.29M Sell
8,770
-458
-5% -$123K 0.02% 722
2026
Q1 		$2.68M Buy
9,228
+1,480
+19% +$454K 0.02% 616
2025
Q4 		$2.55M Sell
7,748
-2,518
-25% -$824K 0.02% 723
2025
Q3 		$3.55M Sell
10,266
-562
-5% -$182K 0.03% 559
2025
Q2 		$3.32M Buy
10,828
+867
+9% +$269K 0.03% 546
2025
Q1 		$3.37M Buy
9,961
+302
+3% +$98.4K 0.03% 483
2024
Q4 		$3.03M Buy
9,659
+1,775
+23% +$544K 0.03% 510
2024
Q3 		$2.32M Buy
7,884
+752
+11% +$210K 0.02% 614
2024
Q2 		$1.87M Buy
7,132
+1,696
+31% +$438K 0.02% 669
2024
Q1 		$1.5M Buy
5,436
+284
+6% +$74.7K 0.02% 796
2023
Q4 		$1.25M Buy
5,152
+113
+2% +$26.1K 0.01% 845
2023
Q3 		$1.05M Sell
5,039
-391
-7% -$83.4K 0.01% 911
2023
Q2 		$1.28M Buy
5,430
+601
+12% +$138K 0.01% 844
2023
Q1 		$1.12M Sell
4,829
-932
-16% -$225K 0.01% 821
2022
Q4 		$1.41M Sell
5,761
-2,063
-26% -$471K 0.03% 614
2022
Q3 		$1.57M Sell
7,824
-1
-0% -$206 0.03% 535
2022
Q2 		$1.54M Buy
7,825
+5,417
+225% +$1.16M 0.03% 582
2022
Q1 		$569K Buy
2,408
+260
+12% +$59.5K 0.01% 1002
2021
Q4 		$510K Buy
2,148
+736
+52% +$174K 0.01% 1046
2021
Q3 		$325K Hold
1,412
– – 0.01% 1113
2021
Q2 		$325K Sell
1,412
-263
-16% -$65.4K ﹤0.01% 1168
2021
Q1 		$384K Buy
+1,675
New +$365K 0.01% 973
2020
Q4 		– Sell
-1,780
Closed -$372K – 1214
2020
Q3 		$372K Buy
+1,780
New +$363K 0.01% 967
2020
Q1 		– Sell
-26
Closed -$5K – 774
2019
Q4 		$5K Hold
26
– – ﹤0.01% 674
2019
Q3 		$5K Hold
26
– – ﹤0.01% 643
2019
Q2 		$5K Hold
26
– – ﹤0.01% 845
2019
Q1 		$5K Hold
26
– – ﹤0.01% 719
2018
Q4 		$4K Hold
26
– – ﹤0.01% 583
2018
Q3 		$4K Buy
+26
New +$3.93K ﹤0.01% 565

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

Brinker Capital Investments's WTW Position: Q2 2026 in Review

Brinker Capital Investments reduced its Willis Towers Watson (WTW) stake by 5% in Q2 2026, selling an estimated $123K and leaving 8,770 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #722.

Brinker Capital Investments first reported a position in WTW in Q3 2018 and has held it in 29 quarters since. The position peaked at $3.55M in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Brinker Capital Investments held 8,770 shares of Willis Towers Watson worth $2.29M as of Q2 2026.
  • Brinker Capital Investments sold 458 Willis Towers Watson shares in Q2 2026, an estimated $123K.
  • Willis Towers Watson made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #722 holding.
  • Brinker Capital Investments first reported a position in Willis Towers Watson in Q3 2018 and has held it in 29 quarters since.
  • Brinker Capital Investments's Willis Towers Watson position peaked at $3.55M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.