JM2 Capital
WTW icon

JM2 Capital’s Willis Towers Watson WTW Stock Holding History

JM2 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
Q3 		$345K Hold
1,197
– – 0.23% 87
2026
Q2 		$313K Hold
1,197
– – 0.21% 95
2026
Q1 		$348K Hold
1,197
– – 0.29% 80
2025
Q4 		$393K Buy
+1,197
New +$392K 0.32% 76

Other funds holding WTW

First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

JM2 Capital's WTW Position: Q3 2026 in Review

JM2 Capital held its Willis Towers Watson (WTW) position steady in Q3 2026 at 1,197 shares worth $345K. The position accounts for 0.23% of the portfolio, ranked #87.

JM2 Capital first reported a position in WTW in Q4 2025 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 423 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • JM2 Capital held 1,197 shares of Willis Towers Watson worth $345K as of Q3 2026.
  • JM2 Capital left its Willis Towers Watson share count unchanged in Q3 2026.
  • Willis Towers Watson made up 0.23% of JM2 Capital's portfolio in Q3 2026, its #87 holding.
  • JM2 Capital first reported a position in Willis Towers Watson in Q4 2025 and has held it in 4 quarters since.
  • JM2 Capital's Willis Towers Watson position peaked at $393K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.