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SummitTX Capital’s Willis Towers Watson WTW Stock Holding History

SummitTX Capital’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 		$578K Sell
1,990
-3,306
-62% -$1.01M 0.02% 541
2025
Q4 		$1.74M Buy
+5,296
New +$1.73M 0.05% 330
2025
Q2 		– Sell
-13,825
Closed -$4.67M – 1040
2025
Q1 		$4.67M Buy
+13,825
New +$4.51M 0.2% 127

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

SummitTX Capital's WTW Position: Q1 2026 in Review

SummitTX Capital reduced its Willis Towers Watson (WTW) stake by 62% in Q1 2026, selling an estimated $1.01M and leaving 1,990 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #541.

SummitTX Capital first reported a position in WTW in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.67M in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • SummitTX Capital held 1,990 shares of Willis Towers Watson worth $578K as of Q1 2026.
  • SummitTX Capital sold 3,306 Willis Towers Watson shares in Q1 2026, an estimated $1.01M.
  • Willis Towers Watson made up 0.02% of SummitTX Capital's portfolio in Q1 2026, its #541 holding.
  • SummitTX Capital first reported a position in Willis Towers Watson in Q1 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Willis Towers Watson position peaked at $4.67M in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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