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Fidelis Capital Partners’s Willis Towers Watson WTW Stock Holding History

Fidelis Capital Partners’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 		$358K Buy
1,232
+27
+2% +$8.28K 0.03% 368
2025
Q4 		$396K Hold
1,205
– – 0.03% 350
2025
Q3 		$416K Buy
1,205
+1
+0.1% +$324 0.03% 339
2025
Q2 		$392K Sell
1,204
-30
-2% -$9.3K 0.04% 304
2025
Q1 		$373K Buy
1,234
+6
+0.5% +$1.96K 0.04% 291
2024
Q4 		$406K Buy
1,228
+5
+0.4% +$1.53K 0.04% 285
2024
Q3 		$357K Buy
1,223
+37
+3% +$10.4K 0.04% 290
2024
Q2 		$327K Buy
1,186
+83
+8% +$21.4K 0.05% 272
2024
Q1 		$303K Buy
1,103
+5
+0.5% +$1.31K 0.05% 287
2023
Q4 		$265K Buy
1,098
+111
+11% +$25.7K 0.06% 269
2023
Q3 		$206K Sell
987
-7
-0.7% -$1.49K 0.07% 253
2023
Q2 		$234K Buy
994
+4
+0.4% +$922 0.09% 242
2023
Q1 		$226K Buy
+990
New +$239K 0.1% 218

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

Fidelis Capital Partners's WTW Position: Q1 2026 in Review

Fidelis Capital Partners increased its Willis Towers Watson (WTW) stake by 2.2% in Q1 2026, buying an estimated $8.28K and bringing the position to 1,232 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #368.

Fidelis Capital Partners first reported a position in WTW in Q1 2023 and has held it in 13 quarters since. The position peaked at $416K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Fidelis Capital Partners held 1,232 shares of Willis Towers Watson worth $358K as of Q1 2026.
  • Fidelis Capital Partners bought 27 Willis Towers Watson shares in Q1 2026, an estimated $8.28K.
  • Willis Towers Watson made up 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #368 holding.
  • Fidelis Capital Partners first reported a position in Willis Towers Watson in Q1 2023 and has held it in 13 quarters since.
  • Fidelis Capital Partners's Willis Towers Watson position peaked at $416K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.