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Cape Investment Advisory’s Willis Towers Watson WTW Stock Holding History

Cape Investment Advisory’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
-54
Closed -$17.7K – 1225
2025
Q4 		$17.7K Buy
54
+34
+170% +$11.1K 0.01% 642
2025
Q3 		$6.91K Buy
+20
New +$6.48K 0.01% 465

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cape Investment Advisory's WTW Position: Q1 2026 in Review

Cape Investment Advisory sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 54 shares — an estimated $17.7K sold.

Cape Investment Advisory first reported a position in WTW in Q3 2025 and held it in 2 quarters. The position peaked at $17.7K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Cape Investment Advisory reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 54 Willis Towers Watson shares in Q1 2026, an estimated $17.7K.
  • Cape Investment Advisory first reported a position in Willis Towers Watson in Q3 2025 and held it in 2 quarters.
  • Cape Investment Advisory's Willis Towers Watson position peaked at $17.7K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.