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 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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Analysts LLC's WTW Position: Q1 2026 in Review

Capital Analysts LLC opened a new position in Willis Towers Watson (WTW) in Q1 2026: 4 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1531 among its holdings. This is a return to the name: Capital Analysts LLC previously reported a position in WTW as recently as Q3 2025.

Capital Analysts LLC first reported a position in WTW in Q3 2021 and has held it in 18 quarters since. The position peaked at $478K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Capital Analysts LLC held 4 shares of Willis Towers Watson worth $1K as of Q1 2026.
Willis Towers Watson was a new Capital Analysts LLC position in Q1 2026.
Willis Towers Watson made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1531 holding.
Capital Analysts LLC first reported a position in Willis Towers Watson in Q3 2021 and has held it in 18 quarters since.
Capital Analysts LLC's Willis Towers Watson position peaked at $478K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.