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Empowered Funds’s Willis Towers Watson WTW Stock Holding History

Empowered Funds’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
Q2 		$3.46M Buy
13,253
+4,557
+52% +$1.22M 0.02% 886
2026
Q1 		$2.53M Buy
8,696
+3,616
+71% +$1.11M 0.02% 974
2025
Q4 		$1.67M Buy
5,080
+302
+6% +$98.9K 0.03% 535
2025
Q3 		$1.65M Buy
4,778
+2,205
+86% +$714K 0.02% 1002
2025
Q2 		$789K Buy
2,573
+173
+7% +$53.6K 0.01% 1160
2025
Q1 		$811K Buy
2,400
+347
+17% +$113K 0.01% 1071
2024
Q4 		$643K Sell
2,053
-2,364
-54% -$725K 0.01% 1089
2024
Q3 		$1.3M Buy
4,417
+120
+3% +$33.6K 0.02% 828
2024
Q2 		$1.13M Sell
4,297
-4,814
-53% -$1.24M 0.02% 820
2024
Q1 		$2.51M Buy
9,111
+7,836
+615% +$2.06M 0.05% 533
2023
Q4 		$308K Buy
1,275
+163
+15% +$37.7K 0.01% 1106
2023
Q3 		$232K Buy
1,112
+244
+28% +$52.1K 0.01% 1113
2023
Q2 		$204K Buy
+868
New +$200K 0.01% 1070

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's WTW Position: Q2 2026 in Review

Empowered Funds increased its Willis Towers Watson (WTW) stake by 52% in Q2 2026, buying an estimated $1.22M and bringing the position to 13,253 shares worth $3.46M. The position accounts for 0.02% of the portfolio, ranked #886.

Empowered Funds first reported a position in WTW in Q2 2023 and has held it in 13 quarters since. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Empowered Funds held 13,253 shares of Willis Towers Watson worth $3.46M as of Q2 2026.
  • Empowered Funds bought 4,557 Willis Towers Watson shares in Q2 2026, an estimated $1.22M.
  • Willis Towers Watson made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #886 holding.
  • Empowered Funds first reported a position in Willis Towers Watson in Q2 2023 and has held it in 13 quarters since.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.