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

Sone 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
Q1 		$3.91M Buy
+13,437
New +$4.12M 0.33% 79
2025
Q3 		– Sell
-41,669
Closed -$12.8M – 126
2025
Q2 		$12.8M Sell
41,669
-14,032
-25% -$4.35M 1.18% 32
2025
Q1 		$18.8M Sell
55,701
-11,434
-17% -$3.73M 1.94% 14
2024
Q4 		$21M Buy
+67,135
New +$20.6M 2.66% 3

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sone Capital Management's WTW Position: Q1 2026 in Review

Sone Capital Management opened a new position in Willis Towers Watson (WTW) in Q1 2026: 13,437 shares worth $3.91M. The stake represents 0.33% of the portfolio and ranks #79 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in WTW as recently as Q2 2025.

Sone Capital Management first reported a position in WTW in Q4 2024 and has held it in 4 quarters since. The position peaked at $21M in Q4 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Sone Capital Management held 13,437 shares of Willis Towers Watson worth $3.91M as of Q1 2026.
  • Willis Towers Watson was a new Sone Capital Management position in Q1 2026.
  • Willis Towers Watson made up 0.33% of Sone Capital Management's portfolio in Q1 2026, its #79 holding.
  • Sone Capital Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 4 quarters since.
  • Sone Capital Management's Willis Towers Watson position peaked at $21M in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.