Saxon Interests’s Willis Towers Watson WTW Stock Holding History

Saxon Interests’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	$479K	Sell	1,831 -11	-0.6%	-$2.94K	0.13%	157
2026 Q1	$535K	Buy	1,842 +11	+0.6%	+$3.38K	0.18%	133
2025 Q4	$602K	Hold	1,831	–	–	0.21%	104
2025 Q3	$598K	Hold	1,831	–	–	0.23%	88
2025 Q2	$619K	Hold	1,831	–	–	0.29%	80
2025 Q1	$619K	Hold	1,831	–	–	0.29%	80
2024 Q4	$574K	Hold	1,831	–	–	0.25%	88
2024 Q3	$539K	Hold	1,831	–	–	0.25%	92
2024 Q2	$480K	Hold	1,831	–	–	0.23%	99
2024 Q1	$504K	Hold	1,831	–	–	0.24%	100
2023 Q4	$442K	Buy	+1,831	New	+$423K	0.22%	108
2023 Q3	–	Sell	-1,831	Closed	-$431K	–	195
2023 Q2	$431K	Hold	1,831	–	–	0.23%	106
2023 Q1	$425K	Hold	1,831	–	–	0.24%	108
2022 Q4	$467K	Hold	1,831	–	–	0.27%	95
2022 Q3	$389K	Hold	1,831	–	–	0.24%	89
2022 Q2	$361K	Buy	+1,831	New	+$393K	0.22%	98

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Saxon Interests's WTW Position: Q2 2026 in Review

Saxon Interests reduced its Willis Towers Watson (WTW) stake by 0.6% in Q2 2026, selling an estimated $2.94K and leaving 1,831 shares worth $479K. The position accounts for 0.13% of the portfolio, ranked #157.

Saxon Interests first reported a position in WTW in Q2 2022 and has held it in 16 quarters since. The position peaked at $619K in Q2 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Saxon Interests held 1,831 shares of Willis Towers Watson worth $479K as of Q2 2026.
Saxon Interests sold 11 Willis Towers Watson shares in Q2 2026, an estimated $2.94K.
Willis Towers Watson made up 0.13% of Saxon Interests's portfolio in Q2 2026, its #157 holding.
Saxon Interests first reported a position in Willis Towers Watson in Q2 2022 and has held it in 16 quarters since.
Saxon Interests's Willis Towers Watson position peaked at $619K in Q2 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.