Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Willis Towers Watson WTW Stock Holding History

Capital Fund Management (CFM)’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 		$4.97M Sell
19,004
-14,295
-43% -$3.82M 0.02% 917
2026
Q1 		$9.68M Buy
33,299
+14,927
+81% +$4.58M 0.04% 567
2025
Q4 		$6.04M Sell
18,372
-10,966
-37% -$3.59M 0.02% 1082
2025
Q3 		$10.1M Sell
29,338
-1,885
-6% -$610K 0.03% 823
2025
Q2 		$9.57M Buy
+31,223
New +$9.68M 0.03% 773
2024
Q1 		– Sell
-24,725
Closed -$5.96M – 2310
2023
Q4 		$5.96M Buy
+24,725
New +$5.72M 0.02% 1007
2020
Q1 		– Sell
-1,411
Closed -$285K – 2087
2019
Q4 		$285K Buy
+1,411
New +$270K ﹤0.01% 1621
2019
Q2 		– Sell
-3,800
Closed -$667K – 1960
2019
Q1 		$667K Buy
+3,800
New +$631K 0.01% 1156
2018
Q4 		– Sell
-35,636
Closed -$5.02M – 2266
2018
Q3 		$5.02M Buy
+35,636
New +$5.39M 0.03% 764
2018
Q2 		– Sell
-10,747
Closed -$1.64M – 2307
2018
Q1 		$1.64M Sell
10,747
-16,653
-61% -$2.61M 0.01% 1075
2017
Q4 		$4.13M Buy
+27,400
New +$4.33M 0.02% 737
2015
Q4 		– Sell
-31,861
Closed -$3.46M – 1753
2015
Q3 		$3.46M Buy
+31,861
New +$3.78M 0.04% 476
2014
Q2 		– Sell
-52,457
Closed -$6.13M – 1973
2014
Q1 		$6.13M Buy
52,457
+40,892
+354% +$4.65M 0.08% 301
2013
Q4 		$1.37M Buy
+11,565
New +$1.37M 0.02% 842

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

Capital Fund Management (CFM)'s WTW Position: Q2 2026 in Review

Capital Fund Management (CFM) reduced its Willis Towers Watson (WTW) stake by 43% in Q2 2026, selling an estimated $3.82M and leaving 19,004 shares worth $4.97M. The position accounts for 0.02% of the portfolio, ranked #917.

Capital Fund Management (CFM) first reported a position in WTW in Q4 2013 and has held it in 14 quarters since. The position peaked at $10.1M in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Capital Fund Management (CFM) held 19,004 shares of Willis Towers Watson worth $4.97M as of Q2 2026.
  • Capital Fund Management (CFM) sold 14,295 Willis Towers Watson shares in Q2 2026, an estimated $3.82M.
  • Willis Towers Watson made up 0.02% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #917 holding.
  • Capital Fund Management (CFM) first reported a position in Willis Towers Watson in Q4 2013 and has held it in 14 quarters since.
  • Capital Fund Management (CFM)'s Willis Towers Watson position peaked at $10.1M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.