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

Stevens 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	$235K	Buy	+898	New	+$240K	0.06%	198
2024 Q2	–	Sell	-1,569	Closed	-$431K	–	348
2024 Q1	$431K	Buy	+1,569	New	+$413K	0.08%	200
2022 Q1	–	Sell	-2,198	Closed	-$522K	–	320
2021 Q4	$522K	Buy	+2,198	New	+$520K	0.12%	159
2019 Q4	–	Sell	-18,974	Closed	-$3.66M	–	811
2019 Q3	$3.66M	Buy	+18,974	New	+$3.71M	0.33%	84
2019 Q2	–	Sell	-6,824	Closed	-$1.2M	–	884
2019 Q1	$1.2M	Buy	+6,824	New	+$1.13M	0.05%	365
2018 Q4	–	Sell	-60,615	Closed	-$8.54M	–	955
2018 Q3	$8.54M	Buy	+60,615	New	+$9.16M	0.31%	98
2016 Q2	–	Sell	-67,617	Closed	-$8.02M	–	1156
2016 Q1	$8.02M	Buy	+67,617	New	+$7.78M	0.32%	97
2015 Q4	–	Sell	-3,123	Closed	-$339K	–	1177
2015 Q3	$339K	Sell	3,123 -21,433	-87%	-$2.54M	0.02%	652
2015 Q2	$3.05M	Buy	+24,556	New	+$3.13M	0.11%	214
2014 Q3	–	Sell	-4,438	Closed	-$509K	–	1284
2014 Q2	$509K	Buy	+4,438	New	+$499K	0.01%	658
2014 Q1	–	Sell	-31,263	Closed	-$3.71M	–	1363
2013 Q4	$3.71M	Buy	+31,263	New	+$3.7M	0.11%	218
2013 Q3	–	Sell	-17,534	Closed	-$1.89M	–	1236
2013 Q2	$1.89M	Buy	+17,534	New	+$1.86M	0.06%	329

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 $3.37T AUM 44.26% 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

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

Stevens Capital Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 898 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings. This is a return to the name: Stevens Capital Management previously reported a position in WTW as recently as Q1 2024.

Stevens Capital Management first reported a position in WTW in Q2 2013 and has held it in 12 quarters since. The position peaked at $8.54M in Q3 2018. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Stevens Capital Management held 898 shares of Willis Towers Watson worth $235K as of Q2 2026.
Willis Towers Watson was a new Stevens Capital Management position in Q2 2026.
Willis Towers Watson made up 0.06% of Stevens Capital Management's portfolio in Q2 2026, its #198 holding.
Stevens Capital Management first reported a position in Willis Towers Watson in Q2 2013 and has held it in 12 quarters since.
Stevens Capital Management's Willis Towers Watson position peaked at $8.54M in Q3 2018.
691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Stevens Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.