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Caprock Group’s Willis Towers Watson WTW Stock Holding History

Caprock Group’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 		$674K Buy
2,569
+807
+46% +$216K 0.01% 756
2026
Q1 		$514K Sell
1,762
-295
-14% -$90.5K 0.01% 740
2025
Q4 		$678K Buy
2,057
+571
+38% +$187K 0.01% 719
2025
Q3 		$486K Buy
+1,486
New +$481K 0.01% 817
2025
Q1 		$560K Buy
1,651
+187
+13% +$60.9K 0.02% 675
2024
Q4 		$460K Buy
1,464
+206
+16% +$63.2K 0.02% 650
2024
Q3 		$372K Buy
1,258
+233
+23% +$65.2K 0.01% 651
2024
Q2 		$270K Buy
1,025
+144
+16% +$37.2K 0.01% 717
2024
Q1 		$243K Sell
881
-389
-31% -$102K 0.01% 624
2023
Q4 		$307K Buy
+1,270
New +$294K 0.02% 528

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

Caprock Group's WTW Position: Q2 2026 in Review

Caprock Group increased its Willis Towers Watson (WTW) stake by 46% in Q2 2026, buying an estimated $216K and bringing the position to 2,569 shares worth $674K. The position accounts for 0.01% of the portfolio, ranked #756.

Caprock Group first reported a position in WTW in Q4 2023 and has held it in 10 quarters since. The position peaked at $678K in Q4 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Caprock Group held 2,569 shares of Willis Towers Watson worth $674K as of Q2 2026.
  • Caprock Group bought 807 Willis Towers Watson shares in Q2 2026, an estimated $216K.
  • Willis Towers Watson made up 0.01% of Caprock Group's portfolio in Q2 2026, its #756 holding.
  • Caprock Group first reported a position in Willis Towers Watson in Q4 2023 and has held it in 10 quarters since.
  • Caprock Group's Willis Towers Watson position peaked at $678K in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.