Sanibel Captiva Trust Company
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Sanibel Captiva Trust Company’s Willis Towers Watson WTW Stock Holding History

Sanibel Captiva Trust Company’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 		$277K Buy
1,059
+19
+2% +$5.08K 0.01% 409
2026
Q1 		$302K Sell
1,040
-160
-13% -$49.1K 0.01% 383
2025
Q4 		$394K Hold
1,200
– – 0.01% 325
2025
Q3 		$415K Hold
1,200
– – 0.01% 320
2025
Q2 		$368K Hold
1,200
– – 0.01% 321
2025
Q1 		$406K Hold
1,200
– – 0.01% 299
2024
Q4 		$376K Sell
1,200
-120
-9% -$36.8K 0.01% 310
2024
Q3 		$389K Hold
1,320
– – 0.01% 298
2024
Q2 		$346K Hold
1,320
– – 0.01% 300
2024
Q1 		$363K Buy
1,320
+8
+0.6% +$2.1K 0.01% 297
2023
Q4 		$316K Buy
+1,312
New +$303K 0.01% 295

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BlackRock
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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

Sanibel Captiva Trust Company's WTW Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Willis Towers Watson (WTW) stake by 1.8% in Q2 2026, buying an estimated $5.08K and bringing the position to 1,059 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #409.

Sanibel Captiva Trust Company first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q3 2025. 694 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sanibel Captiva Trust Company held 1,059 shares of Willis Towers Watson worth $277K as of Q2 2026.
  • Sanibel Captiva Trust Company bought 19 Willis Towers Watson shares in Q2 2026, an estimated $5.08K.
  • Willis Towers Watson made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #409 holding.
  • Sanibel Captiva Trust Company first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Willis Towers Watson position peaked at $415K in Q3 2025.
  • 694 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.