SS
WTW icon

Steve Schonfeld’s Willis Towers Watson WTW Stock Holding History

Steve Schonfeld’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
2022
Q3 		– Sell
-10,000
Closed -$1.97M – 3197
2022
Q2 		$1.97M Sell
10,000
-20,000
-67% -$4.29M 0.02% 748
2022
Q1 		$7.09M Buy
+30,000
New +$6.87M 0.06% 339

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 $59.9B AUM 27.01% 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

Steve Schonfeld's WTW Position: Q2 2026 in Review

Steve Schonfeld reduced its Willis Towers Watson (WTW) stake by 35% in Q2 2026, selling an estimated $3.36M and leaving 22,923 shares worth $5.99M. The position accounts for 0.02% of the portfolio, ranked #577.

Steve Schonfeld first reported a position in WTW in Q2 2017 and has held it in 33 quarters since. The position peaked at $130M in Q3 2021. 686 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Steve Schonfeld held 22,923 shares of Willis Towers Watson worth $5.99M as of Q2 2026.
  • Steve Schonfeld sold 12,550 Willis Towers Watson shares in Q2 2026, an estimated $3.36M.
  • Willis Towers Watson made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #577 holding.
  • Steve Schonfeld first reported a position in Willis Towers Watson in Q2 2017 and has held it in 33 quarters since.
  • Steve Schonfeld's Willis Towers Watson position peaked at $130M in Q3 2021.
  • 686 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.