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
-700
Closed -$242K – 2107
2025
Q3 		$242K Buy
+700
New +$227K ﹤0.01% 1731
2025
Q1 		– Sell
-3,200
Closed -$1M – 1926
2024
Q4 		$1M Buy
3,200
+500
+19% +$153K ﹤0.01% 1073
2024
Q3 		$795K Sell
2,700
-3,200
-54% -$895K ﹤0.01% 1055
2024
Q2 		$1.55M Buy
5,900
+900
+18% +$232K ﹤0.01% 814
2024
Q1 		$1.38M Sell
5,000
-5,200
-51% -$1.37M 0.01% 975
2023
Q4 		$2.46M Buy
10,200
+3,500
+52% +$809K 0.01% 744
2023
Q3 		$1.4M Sell
6,700
-2,300
-26% -$491K 0.01% 859
2023
Q2 		$2.12M Buy
9,000
+700
+8% +$161K 0.01% 626
2023
Q1 		$1.93M Sell
8,300
-32,100
-79% -$7.76M 0.01% 613
2022
Q4 		$9.88M Buy
40,400
+100
+0.2% +$22.8K 0.07% 230
2022
Q3 		$8.1M Buy
40,300
+2,800
+7% +$578K 0.05% 275
2022
Q2 		$7.4M Sell
37,500
-13,000
-26% -$2.79M 0.04% 317
2022
Q1 		$11.9M Buy
50,500
+27,300
+118% +$6.25M 0.03% 414
2021
Q4 		$5.51M Sell
23,200
-16,800
-42% -$3.98M 0.01% 796
2021
Q3 		$9.3M Buy
40,000
+34,300
+602% +$7.64M 0.02% 647
2021
Q2 		$1.31M Buy
5,700
+900
+19% +$224K ﹤0.01% 1156
2021
Q1 		$1.1M Sell
4,800
-2,100
-30% -$458K ﹤0.01% 1090
2020
Q4 		$1.45M Buy
6,900
+3,700
+116% +$762K ﹤0.01% 965
2020
Q3 		$668K Sell
3,200
-1,800
-36% -$368K ﹤0.01% 1115
2020
Q2 		$985K Buy
+5,000
New +$957K 0.01% 924
2020
Q1 		– Sell
-7,700
Closed -$1.55M – 1402
2019
Q4 		$1.55M Sell
7,700
-900
-10% -$172K 0.01% 908
2019
Q3 		$1.66M Buy
8,600
+7,200
+514% +$1.41M 0.01% 779
2019
Q2 		$268K Buy
+1,400
New +$254K ﹤0.01% 1217

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.