Capstone Investment Advisors
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Capstone Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Capstone Investment Advisors’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
2025
Q4 		– Sell
-1,530
Closed -$529K – 2106
2025
Q3 		$529K Buy
+1,530
New +$496K ﹤0.01% 1339
2025
Q1 		– Sell
-2,050
Closed -$642K – 1925
2024
Q4 		$642K Sell
2,050
-96
-4% -$29.4K ﹤0.01% 1225
2024
Q3 		$632K Buy
2,146
+851
+66% +$238K ﹤0.01% 1122
2024
Q2 		$339K Buy
+1,295
New +$334K ﹤0.01% 1521
2024
Q1 		– Sell
-268
Closed -$70.5K – 2579
2023
Q4 		$64.6K Sell
268
-54,299
-100% -$12.6M ﹤0.01% 1986
2023
Q3 		$11.4M Buy
54,567
+2,595
+5% +$554K 0.05% 251
2023
Q2 		$12.2M Buy
51,972
+49,881
+2,386% +$11.5M 0.06% 223
2023
Q1 		$486K Buy
2,091
+699
+50% +$169K ﹤0.01% 1018
2022
Q4 		$340K Sell
1,392
-14,382
-91% -$3.29M ﹤0.01% 1197
2022
Q3 		$3.17M Buy
15,774
+3,690
+31% +$761K 0.02% 559
2022
Q2 		$2.38M Buy
12,084
+4,100
+51% +$879K 0.01% 697
2022
Q1 		$1.89M Buy
7,984
+1,367
+21% +$313K 0.01% 1082
2021
Q4 		$1.57M Sell
6,617
-1,191
-15% -$282K ﹤0.01% 1182
2021
Q3 		$1.81M Sell
7,808
-110,097
-93% -$24.5M ﹤0.01% 1229
2021
Q2 		$27.1M Buy
117,905
+47,905
+68% +$11.9M 0.06% 289
2021
Q1 		$16M Sell
70,000
-52,441
-43% -$11.4M 0.05% 343
2020
Q4 		$25.8M Buy
122,441
+76,391
+166% +$15.7M 0.09% 194
2020
Q3 		$9.62M Sell
46,050
-183,302
-80% -$37.4M 0.05% 340
2020
Q2 		$45.2M Buy
+229,352
New +$43.9M 0.3% 56
2019
Q3 		– Sell
-171
Closed -$33.4K – 1461
2019
Q2 		$33K Buy
+171
New +$31K ﹤0.01% 1345

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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

Capstone Investment Advisors's WTW Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 1,530 shares — an estimated $529K sold.

Capstone Investment Advisors first reported a position in WTW in Q2 2019 and held it in 20 quarters. The position peaked at $45.2M in Q2 2020. 747 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,530 Willis Towers Watson shares in Q4 2025, an estimated $529K.
  • Capstone Investment Advisors first reported a position in Willis Towers Watson in Q2 2019 and held it in 20 quarters.
  • Capstone Investment Advisors's Willis Towers Watson position peaked at $45.2M in Q2 2020.
  • 747 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.