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IEQ Capital’s Willis Towers Watson WTW Stock Holding History

IEQ 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
Q1 		$2.79M Buy
9,601
+8,568
+829% +$2.63M 0.01% 659
2025
Q4 		$339K Buy
1,033
+1
+0.1% +$327 ﹤0.01% 1486
2025
Q3 		$357K Sell
1,032
-9,977
-91% -$3.23M ﹤0.01% 1449
2025
Q2 		$3.37M Buy
11,009
+6,174
+128% +$1.91M 0.02% 525
2025
Q1 		$1.63M Sell
4,835
-388
-7% -$126K 0.01% 633
2024
Q4 		$1.64M Buy
5,223
+118
+2% +$36.2K 0.02% 547
2024
Q3 		$1.5M Buy
5,105
+1,116
+28% +$312K 0.02% 439
2024
Q2 		$1.05M Buy
3,989
+1,205
+43% +$311K 0.01% 466
2024
Q1 		$766K Buy
2,784
+156
+6% +$41K 0.01% 516
2023
Q4 		$634K Sell
2,628
-604
-19% -$140K 0.01% 521
2023
Q3 		$675K Buy
3,232
+831
+35% +$177K 0.01% 482
2023
Q2 		$565K Sell
2,401
-623
-21% -$144K 0.01% 523
2023
Q1 		$703K Buy
3,024
+639
+27% +$154K 0.02% 474
2022
Q4 		$583K Sell
2,385
-256
-10% -$58.5K 0.02% 477
2022
Q3 		$531K Buy
2,641
+851
+48% +$176K 0.01% 514
2022
Q2 		$353K Buy
1,790
+171
+11% +$36.7K 0.01% 554
2022
Q1 		$382K Buy
1,619
+114
+8% +$26.1K 0.01% 574
2021
Q4 		$358K Buy
1,505
+275
+22% +$65.1K 0.01% 543
2021
Q3 		$286K Buy
+1,230
New +$274K 0.01% 570
2020
Q2 		– Sell
-1,417
Closed -$240K – 403
2020
Q1 		$240K Buy
1,417
+350
+33% +$68.8K 0.02% 310
2019
Q4 		$216K Buy
+1,067
New +$204K 0.02% 373

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

IEQ Capital's WTW Position: Q1 2026 in Review

IEQ Capital increased its Willis Towers Watson (WTW) stake by 829% in Q1 2026, buying an estimated $2.63M and bringing the position to 9,601 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #659.

IEQ Capital first reported a position in WTW in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.37M in Q2 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • IEQ Capital held 9,601 shares of Willis Towers Watson worth $2.79M as of Q1 2026.
  • IEQ Capital bought 8,568 Willis Towers Watson shares in Q1 2026, an estimated $2.63M.
  • Willis Towers Watson made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #659 holding.
  • IEQ Capital first reported a position in Willis Towers Watson in Q4 2019 and has held it in 21 quarters since.
  • IEQ Capital's Willis Towers Watson position peaked at $3.37M in Q2 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.