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

Everence 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 Q2	$608K	Sell	2,325 -1,336	-36%	-$357K	0.03%	362
2026 Q1	$1.06M	Buy	3,661 +935	+34%	+$287K	0.06%	230
2025 Q4	$896K	Buy	2,726 +946	+53%	+$310K	0.05%	258
2025 Q3	$615K	Hold	1,780	–	–	0.04%	335
2025 Q2	$546K	Sell	1,780 -600	-25%	-$186K	0.04%	347
2025 Q1	$804K	Sell	2,380 -790	-25%	-$257K	0.05%	267
2024 Q4	$993K	Buy	+3,170	New	+$972K	0.06%	233
2023 Q4	–	Sell	-2,810	Closed	-$587K	–	810
2023 Q3	$587K	Buy	2,810 +1,560	+125%	+$333K	0.05%	336
2023 Q2	$274K	Hold	1,250	–	–	0.02%	555
2023 Q1	$290K	Buy	+1,250	New	+$302K	0.02%	554
2020 Q4	–	Sell	-1,560	Closed	-$326K	–	744
2020 Q3	$326K	Sell	1,560 -2,350	-60%	-$480K	0.04%	432
2020 Q2	$793K	Hold	3,910	–	–	0.09%	182
2020 Q1	$664K	Hold	3,910	–	–	0.09%	180
2019 Q4	$790K	Buy	3,910 +1,560	+66%	+$299K	0.12%	188
2019 Q3	$453K	Hold	2,350	–	–	0.07%	293
2019 Q2	$450K	Hold	2,350	–	–	0.07%	297
2019 Q1	$413K	Sell	2,350 -1,674	-42%	-$278K	0.07%	304
2018 Q4	$611K	Hold	4,024	–	–	0.14%	176
2018 Q3	$567K	Hold	4,024	–	–	0.11%	205
2018 Q2	$610K	Hold	4,024	–	–	0.13%	193
2018 Q1	$612K	Hold	4,024	–	–	0.14%	190
2017 Q4	$606K	Buy	4,024 +1,674	+71%	+$264K	0.13%	193
2017 Q3	$362K	Buy	+2,350	New	+$351K	0.08%	267

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everence Capital Management's WTW Position: Q2 2026 in Review

Everence Capital Management reduced its Willis Towers Watson (WTW) stake by 36% in Q2 2026, selling an estimated $357K and leaving 2,325 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #362.

Everence Capital Management first reported a position in WTW in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.06M in Q1 2026. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Everence Capital Management held 2,325 shares of Willis Towers Watson worth $608K as of Q2 2026.
Everence Capital Management sold 1,336 Willis Towers Watson shares in Q2 2026, an estimated $357K.
Willis Towers Watson made up 0.03% of Everence Capital Management's portfolio in Q2 2026, its #362 holding.
Everence Capital Management first reported a position in Willis Towers Watson in Q3 2017 and has held it in 23 quarters since.
Everence Capital Management's Willis Towers Watson position peaked at $1.06M in Q1 2026.
692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.