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Davis Capital Management’s Willis Towers Watson WTW Stock Holding History

Davis Capital Management’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
Q3 		$576 Hold
2
– – ﹤0.01% 602
2026
Q2 		$523 Buy
+2
New +$535 ﹤0.01% 607
2025
Q4 		– Sell
-1
Closed -$345 – 659
2025
Q3 		$345 Buy
+1
New +$324 ﹤0.01% 453

Other funds holding WTW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Davis Capital Management's WTW Position: Q3 2026 in Review

Davis Capital Management held its Willis Towers Watson (WTW) position steady in Q3 2026 at 2 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Davis Capital Management first reported a position in WTW in Q3 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Davis Capital Management held 2 shares of Willis Towers Watson worth $576 as of Q3 2026.
  • Davis Capital Management left its Willis Towers Watson share count unchanged in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #602 holding.
  • Davis Capital Management first reported a position in Willis Towers Watson in Q3 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.