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
2020
Q1 		– Sell
-3,700
Closed -$747K – 2088
2019
Q4 		$747K Buy
3,700
+1,300
+54% +$249K 0.01% 1229
2019
Q3 		$463K Buy
+2,400
New +$469K ﹤0.01% 1286

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 $3.38T AUM 44.17% 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. 693 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.
  • 693 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.