Capital Advisors Ltd’s Willis Towers Watson WTW Stock Holding History

Capital Advisors Ltd’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	$31K	Sell	118 -60	-34%	-$16.1K	﹤0.01%	596
2026 Q1	$52K	Hold	178	–	–	0.01%	492
2025 Q4	$58K	Hold	178	–	–	0.01%	466
2025 Q3	$61K	Hold	178	–	–	0.01%	444
2025 Q2	$55K	Hold	178	–	–	0.01%	453
2025 Q1	$60K	Hold	178	–	–	0.01%	428
2024 Q4	$56K	Hold	178	–	–	0.01%	430
2024 Q3	$52K	Hold	178	–	–	0.01%	445
2024 Q2	$47K	Buy	178 +4	+2%	+$1.03K	0.01%	455
2024 Q1	$48K	Buy	174 +2	+1%	+$526	0.01%	444
2023 Q4	$41K	Hold	172	–	–	0.01%	456
2023 Q3	$36K	Hold	172	–	–	0.01%	463
2023 Q2	$41K	Buy	+172	New	+$39.6K	0.01%	457
2023 Q1	–	Sell	-172	Closed	–	–	1593
2022 Q4	$0	Buy	+172	New	+$39.3K	﹤0.01%	1697
2022 Q3	–	Sell	-6	Closed	-$1K	–	1560
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	927
2022 Q1	$1K	Buy	6 +4	+200%	+$916	﹤0.01%	834
2021 Q4	$0	Buy	+2	New	+$473	﹤0.01%	962

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's WTW Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Willis Towers Watson (WTW) stake by 34% in Q2 2026, selling an estimated $16.1K and leaving 118 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Capital Advisors Ltd first reported a position in WTW in Q4 2021 and has held it in 17 quarters since. The position peaked at $61K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Capital Advisors Ltd held 118 shares of Willis Towers Watson worth $31K as of Q2 2026.
Capital Advisors Ltd sold 60 Willis Towers Watson shares in Q2 2026, an estimated $16.1K.
Willis Towers Watson made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #596 holding.
Capital Advisors Ltd first reported a position in Willis Towers Watson in Q4 2021 and has held it in 17 quarters since.
Capital Advisors Ltd's Willis Towers Watson position peaked at $61K in Q3 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.