Capital Analysts LLC’s Willis Towers Watson WTW Stock Holding History

Capital Analysts LLC’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	-4	Closed	-$1K	–	1606
2026 Q1	$1K	Buy	+4	New	+$1.23K	﹤0.01%	1531
2025 Q4	–	Sell	-1,385	Closed	-$478K	–	1509
2025 Q3	$478K	Hold	1,385	–	–	0.01%	428
2025 Q2	$425K	Hold	1,385	–	–	0.01%	409
2025 Q1	$468K	Hold	1,385	–	–	0.02%	377
2024 Q4	$434K	Sell	1,385 -7	-0.5%	-$2.15K	0.02%	354
2024 Q3	$410K	Sell	1,392 -15	-1%	-$4.2K	0.02%	357
2024 Q2	$369K	Buy	1,407 +92	+7%	+$23.8K	0.02%	370
2024 Q1	$362K	Hold	1,315	–	–	0.02%	360
2023 Q4	$317K	Hold	1,315	–	–	0.02%	366
2023 Q3	$275K	Hold	1,315	–	–	0.02%	360
2023 Q2	$310K	Hold	1,315	–	–	0.02%	338
2023 Q1	$306K	Hold	1,315	–	–	0.02%	339
2022 Q4	$322K	Sell	1,315 -12	-0.9%	-$2.74K	0.02%	349
2022 Q3	$267K	Buy	1,327 +7	+0.5%	+$1.44K	0.02%	328
2022 Q2	$261K	Sell	1,320 -15	-1%	-$3.22K	0.02%	316
2022 Q1	$315K	Sell	1,335 -5	-0.4%	-$1.15K	0.02%	300
2021 Q4	$318K	Hold	1,340	–	–	0.02%	303
2021 Q3	$311K	Buy	+1,340	New	+$298K	0.02%	299

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 $3.38T AUM 44.17% 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 Analysts LLC's WTW Position: Q2 2026 in Review

Capital Analysts LLC sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 4 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in WTW in Q3 2021 and held it in 18 quarters. The position peaked at $478K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Capital Analysts LLC reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Capital Analysts LLC sold 4 Willis Towers Watson shares in Q2 2026, an estimated $1K.
Capital Analysts LLC first reported a position in Willis Towers Watson in Q3 2021 and held it in 18 quarters.
Capital Analysts LLC's Willis Towers Watson position peaked at $478K in Q3 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.