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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
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 -$587 – 810
2023
Q3 		$587 Buy
2,810
+1,560
+125% +$333K 0.05% 336
2023
Q2 		$274K Hold
1,250
– – 0.02% 555
2023
Q1 		$290 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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

Everence Capital Management's WTW Position: Q1 2026 in Review

Everence Capital Management increased its Willis Towers Watson (WTW) stake by 34% in Q1 2026, buying an estimated $287K and bringing the position to 3,661 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #230.

Everence Capital Management first reported a position in WTW in Q3 2017 and has held it in 22 quarters since. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Everence Capital Management held 3,661 shares of Willis Towers Watson worth $1.06M as of Q1 2026.
  • Everence Capital Management bought 935 Willis Towers Watson shares in Q1 2026, an estimated $287K.
  • Willis Towers Watson made up 0.06% of Everence Capital Management's portfolio in Q1 2026, its #230 holding.
  • Everence Capital Management first reported a position in Willis Towers Watson in Q3 2017 and has held it in 22 quarters since.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.