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Louisbourg Investments’s Willis Towers Watson WTW Stock Holding History

Louisbourg 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 		$5.01M Buy
24,991
+2,525
+11% +$675K 0.92% 45
2026
Q1 		$5.09M Buy
22,466
+3,773
+20% +$1.16M 0.96% 46
2025
Q4 		$4.82M Buy
18,693
+1,022
+6% +$335K 0.96% 42
2025
Q3 		$4.65M Hold
17,671
– – 1.02% 36
2025
Q2 		$4.2M Hold
17,671
– – 0.99% 36
2025
Q1 		$4.44M Buy
17,671
+2,180
+14% +$711K 1.21% 32
2024
Q4 		$3.65M Sell
15,491
-2,420
-14% -$742K 0.96% 37
2024
Q3 		$4.15M Sell
17,911
-2,221
-11% -$621K 1.05% 39
2024
Q2 		$4.09M Buy
20,132
+540
+3% +$139K 1.15% 36
2024
Q1 		$4.18M Sell
19,592
-115
-0.6% -$30.3K 1.16% 35
2023
Q4 		$3.77M Buy
+19,707
New +$4.56M 1.14% 31

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

Louisbourg Investments's WTW Position: Q2 2026 in Review

Louisbourg Investments increased its Willis Towers Watson (WTW) stake by 11% in Q2 2026, buying an estimated $675K and bringing the position to 24,991 shares worth $5.01M. The position accounts for 0.92% of the portfolio, ranked #45.

Louisbourg Investments first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.09M in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Louisbourg Investments held 24,991 shares of Willis Towers Watson worth $5.01M as of Q2 2026.
  • Louisbourg Investments bought 2,525 Willis Towers Watson shares in Q2 2026, an estimated $675K.
  • Willis Towers Watson made up 0.92% of Louisbourg Investments's portfolio in Q2 2026, its #45 holding.
  • Louisbourg Investments first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's Willis Towers Watson position peaked at $5.09M in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.