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Horizon Investments’s Willis Towers Watson WTW Stock Holding History

Horizon Investments’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 		$295K Buy
3,249
+43
+1% +$11.5K ﹤0.01% 946
2026
Q1 		$932K Buy
3,206
+68
+2% +$20.9K 0.01% 669
2025
Q4 		$1.03M Buy
3,138
+160
+5% +$52.4K 0.01% 624
2025
Q3 		$1.03M Buy
2,978
+76
+3% +$24.6K 0.01% 617
2025
Q2 		$889K Buy
2,902
+1,469
+103% +$456K 0.01% 595
2025
Q1 		$484K Buy
1,433
+45
+3% +$14.7K 0.01% 380
2024
Q4 		$435K Buy
1,388
+11
+0.8% +$3.37K 0.01% 394
2024
Q3 		$406K Sell
1,377
-57
-4% -$15.9K 0.01% 396
2024
Q2 		$376K Buy
1,434
+5
+0.3% +$1.29K 0.01% 418
2024
Q1 		$393K Sell
1,429
-20
-1% -$5.26K 0.01% 406
2023
Q4 		$349K Buy
1,449
+15
+1% +$3.47K 0.01% 397
2023
Q3 		$300K Sell
1,434
-24
-2% -$5.12K 0.01% 407
2023
Q2 		$343K Buy
1,458
+106
+8% +$24.4K 0.01% 392
2023
Q1 		$314K Sell
1,352
-491
-27% -$119K 0.01% 393
2022
Q4 		$451K Buy
1,843
+709
+63% +$162K 0.01% 396
2022
Q3 		$228K Buy
+1,134
New +$234K 0.01% 452
2022
Q2 		– Sell
-1,067
Closed -$252K – 554
2022
Q1 		$252K Buy
1,067
+155
+17% +$35.5K 0.01% 469
2021
Q4 		$217K Buy
+912
New +$216K 0.01% 449
2020
Q1 		– Sell
-1,676
Closed -$338K – 499
2019
Q4 		$338K Buy
+1,676
New +$321K 0.01% 370

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 $3.38T AUM 44.17% 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

Horizon Investments's WTW Position: Q2 2026 in Review

Horizon Investments increased its Willis Towers Watson (WTW) stake by 1.3% in Q2 2026, buying an estimated $11.5K and bringing the position to 3,249 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Horizon Investments first reported a position in WTW in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Horizon Investments held 3,249 shares of Willis Towers Watson worth $295K as of Q2 2026.
  • Horizon Investments bought 43 Willis Towers Watson shares in Q2 2026, an estimated $11.5K.
  • Willis Towers Watson made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #946 holding.
  • Horizon Investments first reported a position in Willis Towers Watson in Q4 2019 and has held it in 19 quarters since.
  • Horizon Investments's Willis Towers Watson position peaked at $1.03M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.