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InceptionR’s Willis Towers Watson WTW Stock Holding History

InceptionR’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 		$518K Buy
1,982
+619
+45% +$166K 0.13% 301
2026
Q1 		$396K Buy
+1,363
New +$418K 0.1% 391
2025
Q3 		– Sell
-2,610
Closed -$800K – 969
2025
Q2 		$800K Buy
+2,610
New +$809K 0.19% 200
2024
Q4 		– Sell
-1,531
Closed -$451K – 899
2024
Q3 		$451K Buy
+1,531
New +$428K 0.11% 345
2024
Q2 		– Sell
-4,375
Closed -$1.2M – 885
2024
Q1 		$1.2M Buy
+4,375
New +$1.15M 0.31% 98

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

InceptionR's WTW Position: Q2 2026 in Review

InceptionR increased its Willis Towers Watson (WTW) stake by 45% in Q2 2026, buying an estimated $166K and bringing the position to 1,982 shares worth $518K. The position accounts for 0.13% of the portfolio, ranked #301.

InceptionR first reported a position in WTW in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q1 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • InceptionR held 1,982 shares of Willis Towers Watson worth $518K as of Q2 2026.
  • InceptionR bought 619 Willis Towers Watson shares in Q2 2026, an estimated $166K.
  • Willis Towers Watson made up 0.13% of InceptionR's portfolio in Q2 2026, its #301 holding.
  • InceptionR first reported a position in Willis Towers Watson in Q1 2024 and has held it in 5 quarters since.
  • InceptionR's Willis Towers Watson position peaked at $1.2M in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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