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

MV 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 		$21.4K Sell
82
-5
-6% -$1.34K ﹤0.01% 449
2026
Q1 		$25.3K Hold
87
– – ﹤0.01% 411
2025
Q4 		$28.6K Hold
87
– – ﹤0.01% 384
2025
Q3 		$30.1K Hold
87
– – ﹤0.01% 378
2025
Q2 		$26.7K Sell
87
-4
-4% -$1.24K ﹤0.01% 393
2025
Q1 		$30.8K Buy
91
+1
+1% +$326 ﹤0.01% 372
2024
Q4 		$28.2K Buy
90
+2
+2% +$613 ﹤0.01% 364
2024
Q3 		$25.9K Buy
88
+3
+4% +$839 ﹤0.01% 392
2024
Q2 		$22.3K Buy
85
+4
+5% +$1.03K ﹤0.01% 400
2024
Q1 		$22.3K Sell
81
-7
-8% -$1.84K ﹤0.01% 405
2023
Q4 		$21.2K Buy
88
+12
+16% +$2.77K ﹤0.01% 408
2023
Q3 		$15.9K Buy
76
+9
+13% +$1.92K ﹤0.01% 432
2023
Q2 		$15.8K Buy
67
+8
+14% +$1.84K ﹤0.01% 447
2023
Q1 		$13.7K Sell
59
-2
-3% -$483 ﹤0.01% 463
2022
Q4 		$14.9K Buy
61
+12
+24% +$2.74K ﹤0.01% 399
2022
Q3 		$10K Buy
49
+8
+20% +$1.65K ﹤0.01% 465
2022
Q2 		$8K Buy
41
+3
+8% +$643 ﹤0.01% 493
2022
Q1 		$9K Sell
38
-9
-19% -$2.06K ﹤0.01% 506
2021
Q4 		$11K Buy
47
+17
+57% +$4.02K ﹤0.01% 448
2021
Q3 		$7K Buy
30
+12
+67% +$2.67K ﹤0.01% 533
2021
Q2 		$4K Buy
18
+13
+260% +$3.23K ﹤0.01% 551
2021
Q1 		$1K Buy
+5
New +$1.09K ﹤0.01% 444

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

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

MV Capital Management reduced its Willis Towers Watson (WTW) stake by 5.7% in Q2 2026, selling an estimated $1.34K and leaving 82 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

MV Capital Management first reported a position in WTW in Q1 2021 and has held it in 22 quarters since. The position peaked at $30.8K in Q1 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • MV Capital Management held 82 shares of Willis Towers Watson worth $21.4K as of Q2 2026.
  • MV Capital Management sold 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
  • Willis Towers Watson made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #449 holding.
  • MV Capital Management first reported a position in Willis Towers Watson in Q1 2021 and has held it in 22 quarters since.
  • MV Capital Management's Willis Towers Watson position peaked at $30.8K in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.