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Machina Capital’s Willis Towers Watson WTW Stock Holding History

Machina 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
Q1 		– Sell
-1,415
Closed -$465K – 463
2025
Q4 		$465K Buy
+1,415
New +$463K 0.09% 251
2025
Q2 		– Sell
-3,436
Closed -$1.16M – 413
2025
Q1 		$1.16M Buy
3,436
+876
+34% +$286K 0.34% 106
2024
Q4 		$802K Buy
+2,560
New +$785K 0.34% 115
2024
Q3 		– Sell
-1,113
Closed -$292K – 370
2024
Q2 		$292K Buy
+1,113
New +$287K 0.13% 228
2023
Q3 		– Sell
-2,773
Closed -$653K – 375
2023
Q2 		$653K Sell
2,773
-437
-14% -$101K 0.37% 108
2023
Q1 		$746K Buy
+3,210
New +$776K 0.65% 34
2022
Q3 		– Sell
-2,410
Closed -$476K – 198
2022
Q2 		$476K Buy
2,410
+719
+43% +$154K 1.07% 25
2022
Q1 		$399K Buy
1,691
+391
+30% +$89.5K 0.88% 42
2021
Q4 		$309K Buy
+1,300
New +$308K 0.75% 67
2021
Q3 		– Sell
-1,800
Closed -$414K – 216
2021
Q2 		$414K Buy
+1,800
New +$448K 0.7% 58
2020
Q1 		– Sell
-5,027
Closed -$1.01M – 309
2019
Q4 		$1.01M Sell
5,027
-1,741
-26% -$334K 0.4% 83
2019
Q3 		$1.31M Buy
+6,768
New +$1.32M 0.6% 41
2019
Q2 		– Sell
-1,837
Closed -$323K – 653
2019
Q1 		$323K Buy
+1,837
New +$305K 0.13% 202

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Machina Capital's WTW Position: Q1 2026 in Review

Machina Capital sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 1,415 shares — an estimated $465K sold.

Machina Capital first reported a position in WTW in Q1 2019 and held it in 13 quarters. The position peaked at $1.31M in Q3 2019. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Machina Capital reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Machina Capital sold 1,415 Willis Towers Watson shares in Q1 2026, an estimated $465K.
  • Machina Capital first reported a position in Willis Towers Watson in Q1 2019 and held it in 13 quarters.
  • Machina Capital's Willis Towers Watson position peaked at $1.31M in Q3 2019.
  • 723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.