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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
Q2 		$6.7M Buy
25,646
+12,209
+91% +$3.27M 0.51% 69
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 $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

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

Sone Capital Management increased its Willis Towers Watson (WTW) stake by 91% in Q2 2026, buying an estimated $3.27M and bringing the position to 25,646 shares worth $6.7M. The position accounts for 0.51% of the portfolio, ranked #69.

Sone Capital Management first reported a position in WTW in Q4 2024 and has held it in 5 quarters since. The position peaked at $21M in Q4 2024. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sone Capital Management held 25,646 shares of Willis Towers Watson worth $6.7M as of Q2 2026.
  • Sone Capital Management bought 12,209 Willis Towers Watson shares in Q2 2026, an estimated $3.27M.
  • Willis Towers Watson made up 0.51% of Sone Capital Management's portfolio in Q2 2026, its #69 holding.
  • Sone Capital Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 5 quarters since.
  • Sone Capital Management's Willis Towers Watson position peaked at $21M in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.