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Heartland Advisors’s Willis Towers Watson WTW Stock Holding History

Heartland Advisors’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 		$4.52M Buy
17,279
+3,437
+25% +$919K 0.2% 176
2026
Q1 		$4.02M Sell
13,842
-1,758
-11% -$539K 0.21% 175
2025
Q4 		$5.13M Sell
15,600
-8,359
-35% -$2.74M 0.28% 143
2025
Q3 		$8.28M Buy
23,959
+4,859
+25% +$1.57M 0.44% 91
2025
Q2 		$5.85M Sell
19,100
-14,788
-44% -$4.59M 0.33% 124
2025
Q1 		$11.5M Sell
33,888
-8,480
-20% -$2.76M 0.66% 50
2024
Q4 		$13.3M Buy
42,368
+9,151
+28% +$2.81M 0.72% 47
2024
Q3 		$9.78M Buy
33,217
+18,690
+129% +$5.23M 0.51% 77
2024
Q2 		$3.81M Buy
+14,527
New +$3.75M 0.21% 140
2014
Q1 		– Sell
-10,644
Closed -$1.26M – 266
2013
Q4 		$1.26M Sell
10,644
-225,366
-95% -$26.6M 0.02% 236
2013
Q3 		$27.1M Sell
236,010
-121
-0.1% -$13.7K 0.49% 73
2013
Q2 		$25.5M Buy
+236,131
New +$25M 0.47% 86

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

Heartland Advisors's WTW Position: Q2 2026 in Review

Heartland Advisors increased its Willis Towers Watson (WTW) stake by 25% in Q2 2026, buying an estimated $919K and bringing the position to 17,279 shares worth $4.52M. The position accounts for 0.2% of the portfolio, ranked #176.

Heartland Advisors first reported a position in WTW in Q2 2013 and has held it in 12 quarters since. The position peaked at $27.1M in Q3 2013. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Heartland Advisors held 17,279 shares of Willis Towers Watson worth $4.52M as of Q2 2026.
  • Heartland Advisors bought 3,437 Willis Towers Watson shares in Q2 2026, an estimated $919K.
  • Willis Towers Watson made up 0.2% of Heartland Advisors's portfolio in Q2 2026, its #176 holding.
  • Heartland Advisors first reported a position in Willis Towers Watson in Q2 2013 and has held it in 12 quarters since.
  • Heartland Advisors's Willis Towers Watson position peaked at $27.1M in Q3 2013.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.