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
Q1 		– Sell
-400
Closed -$125K – 1924
2024
Q4 		$125K Buy
400
+300
+300% +$92K ﹤0.01% 1670
2024
Q3 		$29.5K Sell
100
-2,600
-96% -$727K ﹤0.01% 1836
2024
Q2 		$708K Sell
2,700
-100
-4% -$25.8K ﹤0.01% 1139
2024
Q1 		$770K Sell
2,800
-1,200
-30% -$316K ﹤0.01% 1298
2023
Q4 		$965K Buy
4,000
+2,500
+167% +$578K ﹤0.01% 1065
2023
Q3 		$313K Sell
1,500
-300
-17% -$64K ﹤0.01% 1572
2023
Q2 		$424K Hold
1,800
– – ﹤0.01% 1228
2023
Q1 		$418K Buy
1,800
+700
+64% +$169K ﹤0.01% 1068
2022
Q4 		$269K Buy
1,100
+300
+38% +$68.5K ﹤0.01% 1244
2022
Q3 		$161K Sell
800
-100
-11% -$20.6K ﹤0.01% 1509
2022
Q2 		$178K Sell
900
-2,600
-74% -$557K ﹤0.01% 1438
2022
Q1 		$827K Sell
3,500
-1,800
-34% -$412K ﹤0.01% 1381
2021
Q4 		$1.26M Sell
5,300
-2,700
-34% -$639K ﹤0.01% 1238
2021
Q3 		$1.86M Buy
8,000
+6,000
+300% +$1.34M ﹤0.01% 1223
2021
Q2 		$460K Buy
2,000
+1,500
+300% +$373K ﹤0.01% 1410
2021
Q1 		$114K Buy
500
+300
+150% +$65.4K ﹤0.01% 1505
2020
Q4 		$42K Buy
200
+100
+100% +$20.6K ﹤0.01% 1632
2020
Q3 		$21K Buy
+100
New +$20.4K ﹤0.01% 1372
2020
Q1 		– Sell
-2,100
Closed -$424K – 1401
2019
Q4 		$424K Sell
2,100
-600
-22% -$115K ﹤0.01% 1175
2019
Q3 		$521K Buy
+2,700
New +$527K ﹤0.01% 1084

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.