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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
Q2 		$4.92M Buy
18,842
+9,241
+96% +$2.47M 0.02% 501
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 $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

IEQ Capital's WTW Position: Q2 2026 in Review

IEQ Capital increased its Willis Towers Watson (WTW) stake by 96% in Q2 2026, buying an estimated $2.47M and bringing the position to 18,842 shares worth $4.92M. The position accounts for 0.02% of the portfolio, ranked #501.

IEQ Capital first reported a position in WTW in Q4 2019 and has held it in 22 quarters since. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • IEQ Capital held 18,842 shares of Willis Towers Watson worth $4.92M as of Q2 2026.
  • IEQ Capital bought 9,241 Willis Towers Watson shares in Q2 2026, an estimated $2.47M.
  • Willis Towers Watson made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #501 holding.
  • IEQ Capital first reported a position in Willis Towers Watson in Q4 2019 and has held it in 22 quarters since.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.