JC
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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

JM2 Capital's WTW Position: Q2 2026 in Review

JM2 Capital held its Willis Towers Watson (WTW) position steady in Q2 2026 at 1,197 shares worth $313K. The position accounts for 0.21% of the portfolio, ranked #95.

JM2 Capital first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $393K in Q4 2025. 317 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • JM2 Capital held 1,197 shares of Willis Towers Watson worth $313K as of Q2 2026.
  • JM2 Capital left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.21% of JM2 Capital's portfolio in Q2 2026, its #95 holding.
  • JM2 Capital first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • JM2 Capital's Willis Towers Watson position peaked at $393K in Q4 2025.
  • 317 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.