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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Fund Management (CFM)'s WTW Position: Q1 2026 in Review

Capital Fund Management (CFM) increased its Willis Towers Watson (WTW) stake by 81% in Q1 2026, buying an estimated $4.58M and bringing the position to 33,299 shares worth $9.68M. The position accounts for 0.04% of the portfolio, ranked #567.

Capital Fund Management (CFM) first reported a position in WTW in Q4 2013 and has held it in 13 quarters since. The position peaked at $10.1M in Q3 2025. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Capital Fund Management (CFM) held 33,299 shares of Willis Towers Watson worth $9.68M as of Q1 2026.
  • Capital Fund Management (CFM) bought 14,927 Willis Towers Watson shares in Q1 2026, an estimated $4.58M.
  • Willis Towers Watson made up 0.04% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #567 holding.
  • Capital Fund Management (CFM) first reported a position in Willis Towers Watson in Q4 2013 and has held it in 13 quarters since.
  • Capital Fund Management (CFM)'s Willis Towers Watson position peaked at $10.1M in Q3 2025.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.