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

Marathon 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 		$4.29M Sell
16,415
-127
-0.8% -$34K 0.87% 38
2026
Q1 		$4.81M Sell
16,542
-38
-0.2% -$11.7K 1.08% 31
2025
Q4 		$5.45M Sell
16,580
-83
-0.5% -$27.2K 1.17% 28
2025
Q3 		$5.76M Sell
16,663
-260
-2% -$84.2K 1.32% 24
2025
Q2 		$5.19M Sell
16,923
-2,195
-11% -$681K 1.32% 21
2025
Q1 		$6.46M Sell
19,118
-615
-3% -$200K 1.72% 15
2024
Q4 		$6.18M Sell
19,733
-200
-1% -$61.3K 1.54% 17
2024
Q3 		$5.87M Hold
19,933
– – 1.42% 18
2024
Q2 		$5.23M Sell
19,933
-120
-0.6% -$31K 1.33% 17
2024
Q1 		$5.51M Sell
20,053
-100
-0.5% -$26.3K 1.32% 21
2023
Q4 		$4.86M Sell
20,153
-220
-1% -$50.9K 1.22% 21
2023
Q3 		$4.26M Buy
20,373
+15,660
+332% +$3.34M 1.07% 26
2023
Q2 		$1.11M Sell
4,713
-5
-0.1% -$1.15K 0.27% 67
2023
Q1 		$1.1M Buy
4,718
+10
+0.2% +$2.42K 0.27% 69
2022
Q4 		$1.15M Hold
4,708
– – 0.32% 59
2022
Q3 		$946K Buy
4,708
+40
+0.9% +$8.25K 0.27% 65
2022
Q2 		$921K Buy
+4,668
New +$1M 0.3% 63
2022
Q1 		– Sell
-4,293
Closed -$1.02M – 166
2021
Q4 		$1.02M Buy
4,293
+600
+16% +$142K 0.24% 64
2021
Q3 		$859K Buy
+3,693
New +$822K 0.2% 72

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

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

Marathon Capital Management reduced its Willis Towers Watson (WTW) stake by 0.77% in Q2 2026, selling an estimated $34K and leaving 16,415 shares worth $4.29M. The position accounts for 0.87% of the portfolio, ranked #38.

Marathon Capital Management first reported a position in WTW in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.46M in Q1 2025. 690 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Marathon Capital Management held 16,415 shares of Willis Towers Watson worth $4.29M as of Q2 2026.
  • Marathon Capital Management sold 127 Willis Towers Watson shares in Q2 2026, an estimated $34K.
  • Willis Towers Watson made up 0.87% of Marathon Capital Management's portfolio in Q2 2026, its #38 holding.
  • Marathon Capital Management first reported a position in Willis Towers Watson in Q3 2021 and has held it in 19 quarters since.
  • Marathon Capital Management's Willis Towers Watson position peaked at $6.46M in Q1 2025.
  • 690 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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