FORA Capital’s Willis Towers Watson WTW Stock Holding History

FORA Capital’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	$2.09M	Sell	7,990 -1,204	-13%	-$322K	0.14%	161
2026 Q1	$2.67M	Buy	+9,194	New	+$2.82M	0.2%	139
2023 Q1	–	Sell	-4,311	Closed	-$1.05M	–	725
2022 Q4	$1.05M	Buy	+4,311	New	+$985K	0.17%	158
2022 Q3	–	Sell	-2,813	Closed	-$555K	–	606
2022 Q2	$555K	Sell	2,813 -4,411	-61%	-$946K	0.11%	228
2022 Q1	$1.73M	Buy	7,224 +1,490	+26%	+$341K	0.31%	89
2021 Q4	$1.36M	Buy	+5,734	New	+$1.36M	0.53%	46
2021 Q2	–	Sell	-5,496	Closed	-$1.26M	–	1185
2021 Q1	$1.26M	Buy	+5,496	New	+$1.2M	0.41%	54
2020 Q1	–	Sell	-1,045	Closed	-$211K	–	1387
2019 Q4	$211K	Buy	+1,045	New	+$200K	0.02%	603

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

FORA Capital's WTW Position: Q2 2026 in Review

FORA Capital reduced its Willis Towers Watson (WTW) stake by 13% in Q2 2026, selling an estimated $322K and leaving 7,990 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #161.

FORA Capital first reported a position in WTW in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.67M in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

FORA Capital held 7,990 shares of Willis Towers Watson worth $2.09M as of Q2 2026.
FORA Capital sold 1,204 Willis Towers Watson shares in Q2 2026, an estimated $322K.
Willis Towers Watson made up 0.14% of FORA Capital's portfolio in Q2 2026, its #161 holding.
FORA Capital first reported a position in Willis Towers Watson in Q4 2019 and has held it in 8 quarters since.
FORA Capital's Willis Towers Watson position peaked at $2.67M in Q1 2026.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.