RS
WTW icon

R Squared’s Willis Towers Watson WTW Stock Holding History

R Squared’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 		– Sell
-1,182
Closed -$344K – 707
2026
Q1 		$344K Buy
+1,182
New +$363K 0.19% 172
2025
Q3 		– Sell
-1,464
Closed -$449K – 727
2025
Q2 		$449K Buy
1,464
+364
+33% +$113K 0.25% 124
2025
Q1 		$372K Buy
+1,100
New +$359K 0.4% 91

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 $3.38T AUM 44.17% 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

R Squared's WTW Position: Q2 2026 in Review

R Squared sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 1,182 shares — an estimated $344K sold.

R Squared first reported a position in WTW in Q1 2025 and held it in 3 quarters. The position peaked at $449K in Q2 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • R Squared reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 1,182 Willis Towers Watson shares in Q2 2026, an estimated $344K.
  • R Squared first reported a position in Willis Towers Watson in Q1 2025 and held it in 3 quarters.
  • R Squared's Willis Towers Watson position peaked at $449K in Q2 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.