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Leeward Investments’s Willis Towers Watson WTW Stock Holding History

Leeward Investments’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 		$8.58M Sell
32,824
-1,891
-5% -$506K 0.39% 106
2026
Q1 		$10.1M Sell
34,715
-1,195
-3% -$367K 0.5% 92
2025
Q4 		$11.8M Sell
35,910
-2,099
-6% -$687K 0.6% 72
2025
Q3 		$13.1M Sell
38,009
-1,373
-3% -$445K 0.67% 57
2025
Q2 		$12.1M Sell
39,382
-883
-2% -$274K 0.64% 60
2025
Q1 		$13.6M Sell
40,265
-1,404
-3% -$458K 0.72% 57
2024
Q4 		$13.1M Sell
41,669
-1,381
-3% -$424K 0.65% 60
2024
Q3 		$12.7M Sell
43,050
-11,142
-21% -$3.12M 0.59% 72
2024
Q2 		$14.2M Sell
54,192
-2,487
-4% -$642K 0.65% 64
2024
Q1 		$15.6M Buy
56,679
+18,588
+49% +$4.89M 0.69% 55
2023
Q4 		$9.19M Buy
+38,091
New +$8.81M 0.43% 113

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

Leeward Investments's WTW Position: Q2 2026 in Review

Leeward Investments reduced its Willis Towers Watson (WTW) stake by 5.4% in Q2 2026, selling an estimated $506K and leaving 32,824 shares worth $8.58M. The position accounts for 0.39% of the portfolio, ranked #106.

Leeward Investments first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.6M in Q1 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Leeward Investments held 32,824 shares of Willis Towers Watson worth $8.58M as of Q2 2026.
  • Leeward Investments sold 1,891 Willis Towers Watson shares in Q2 2026, an estimated $506K.
  • Willis Towers Watson made up 0.39% of Leeward Investments's portfolio in Q2 2026, its #106 holding.
  • Leeward Investments first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Leeward Investments's Willis Towers Watson position peaked at $15.6M in Q1 2024.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.