CG
WTW icon

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
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 $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

Caprock Group's WTW Position: Q1 2026 in Review

Caprock Group reduced its Willis Towers Watson (WTW) stake by 14% in Q1 2026, selling an estimated $90.5K and leaving 1,762 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #740.

Caprock Group first reported a position in WTW in Q4 2023 and has held it in 9 quarters since. The position peaked at $678K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Caprock Group held 1,762 shares of Willis Towers Watson worth $514K as of Q1 2026.
  • Caprock Group sold 295 Willis Towers Watson shares in Q1 2026, an estimated $90.5K.
  • Willis Towers Watson made up 0.01% of Caprock Group's portfolio in Q1 2026, its #740 holding.
  • Caprock Group first reported a position in Willis Towers Watson in Q4 2023 and has held it in 9 quarters since.
  • Caprock Group's Willis Towers Watson position peaked at $678K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.