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

Sterling 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 		$787K Sell
3,012
-409
-12% -$109K 0.01% 635
2026
Q1 		$994K Sell
3,421
-2,470
-42% -$758K 0.02% 504
2025
Q4 		$1.94M Sell
5,891
-418
-7% -$137K 0.03% 407
2025
Q3 		$2.18M Sell
6,309
-612
-9% -$198K 0.03% 361
2025
Q2 		$2.12M Buy
6,921
+1,123
+19% +$348K 0.03% 376
2025
Q1 		$1.96M Sell
5,798
-363
-6% -$118K 0.03% 368
2024
Q4 		$1.93M Buy
6,161
+2,095
+52% +$643K 0.03% 419
2024
Q3 		$1.2M Buy
+4,066
New +$1.14M 0.02% 535
2017
Q3 		– Sell
-727,812
Closed -$106M – 984
2017
Q2 		$106M Sell
727,812
-24,409
-3% -$3.41M 1.02% 16
2017
Q1 		$98.5M Sell
752,221
-76,934
-9% -$9.78M 0.93% 29
2016
Q4 		$101M Sell
829,155
-45,011
-5% -$5.61M 0.91% 28
2016
Q3 		$116M Sell
874,166
-50,762
-5% -$6.32M 1.07% 17
2016
Q2 		$115M Sell
924,928
-64,547
-7% -$7.97M 1.05% 13
2016
Q1 		$117M Buy
989,475
+10,721
+1% +$1.23M 1.07% 10
2015
Q4 		$144M Sell
978,754
-29,283
-3% -$3.47M 1.28% 5
2015
Q3 		$109M Sell
1,008,037
-25,079
-2% -$2.97M 0.98% 20
2015
Q2 		$128M Sell
1,033,116
-38,371
-4% -$4.89M 1.16% 13
2015
Q1 		$137M Buy
1,071,487
+832
+0.1% +$102K 1.22% 14
2014
Q4 		$127M Sell
1,070,655
-48,640
-4% -$5.44M 1.11% 22
2014
Q3 		$123M Buy
1,119,295
+11,104
+1% +$1.23M 1.49% 8
2014
Q2 		$127M Sell
1,108,191
-77,092
-7% -$8.67M 1.1% 25
2014
Q1 		$139M Buy
1,185,283
+207,165
+21% +$23.6M 1.18% 18
2013
Q4 		$116M Buy
978,118
+171,923
+21% +$20.3M 1.06% 28
2013
Q3 		$92.5M Buy
806,195
+24,141
+3% +$2.73M 1.09% 30
2013
Q2 		$84.5M Buy
+782,054
New +$82.8M 1.04% 32

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

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

Sterling Capital Management reduced its Willis Towers Watson (WTW) stake by 12% in Q2 2026, selling an estimated $109K and leaving 3,012 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #635.

Sterling Capital Management first reported a position in WTW in Q2 2013 and has held it in 25 quarters since. The position peaked at $144M in Q4 2015. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sterling Capital Management held 3,012 shares of Willis Towers Watson worth $787K as of Q2 2026.
  • Sterling Capital Management sold 409 Willis Towers Watson shares in Q2 2026, an estimated $109K.
  • Willis Towers Watson made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #635 holding.
  • Sterling Capital Management first reported a position in Willis Towers Watson in Q2 2013 and has held it in 25 quarters since.
  • Sterling Capital Management's Willis Towers Watson position peaked at $144M in Q4 2015.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.