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MAI Capital Management’s Willis Towers Watson WTW Stock Holding History

MAI Capital Management’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 		$322K Sell
1,233
-400
-24% -$107K ﹤0.01% 1549
2026
Q1 		$475K Buy
1,633
+513
+46% +$157K ﹤0.01% 1046
2025
Q4 		$368K Buy
1,120
+4
+0.4% +$1.31K ﹤0.01% 1077
2025
Q3 		$386K Sell
1,116
-55
-5% -$17.8K ﹤0.01% 1009
2025
Q2 		$359K Buy
1,171
+82
+8% +$25.4K ﹤0.01% 948
2025
Q1 		$368K Sell
1,089
-46
-4% -$15K ﹤0.01% 909
2024
Q4 		$356K Buy
+1,135
New +$348K ﹤0.01% 944
2014
Q2 		– Sell
-1,906
Closed -$223K – 417
2014
Q1 		$223K Buy
1,906
+180
+10% +$20.5K 0.02% 354
2013
Q4 		$205K Sell
1,726
-60
-3% -$7.09K 0.02% 359
2013
Q3 		$205K Buy
+1,786
New +$202K 0.03% 318

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

MAI Capital Management's WTW Position: Q2 2026 in Review

MAI Capital Management reduced its Willis Towers Watson (WTW) stake by 24% in Q2 2026, selling an estimated $107K and leaving 1,233 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

MAI Capital Management first reported a position in WTW in Q3 2013 and has held it in 10 quarters since. The position peaked at $475K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • MAI Capital Management held 1,233 shares of Willis Towers Watson worth $322K as of Q2 2026.
  • MAI Capital Management sold 400 Willis Towers Watson shares in Q2 2026, an estimated $107K.
  • Willis Towers Watson made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1549 holding.
  • MAI Capital Management first reported a position in Willis Towers Watson in Q3 2013 and has held it in 10 quarters since.
  • MAI Capital Management's Willis Towers Watson position peaked at $475K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.