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Syntax Research’s Willis Towers Watson WTW Stock Holding History

Syntax Research’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 		$26.1K Sell
100
-150
-60% -$40.1K 0.02% 114
2026
Q1 		$72.8K Sell
250
-50
-17% -$15.3K 0.05% 88
2025
Q4 		$98.7K Sell
300
-1,999
-87% -$654K 0.06% 78
2025
Q3 		$794K Sell
2,299
-4,689
-67% -$1.52M 0.51% 46
2025
Q2 		$2.14M Buy
+6,988
New +$2.17M 1.52% 26

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

Syntax Research's WTW Position: Q2 2026 in Review

Syntax Research reduced its Willis Towers Watson (WTW) stake by 60% in Q2 2026, selling an estimated $40.1K and leaving 100 shares worth $26.1K. The position accounts for 0.02% of the portfolio, ranked #114.

Syntax Research first reported a position in WTW in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.14M in Q2 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Syntax Research held 100 shares of Willis Towers Watson worth $26.1K as of Q2 2026.
  • Syntax Research sold 150 Willis Towers Watson shares in Q2 2026, an estimated $40.1K.
  • Willis Towers Watson made up 0.02% of Syntax Research's portfolio in Q2 2026, its #114 holding.
  • Syntax Research first reported a position in Willis Towers Watson in Q2 2025 and has held it in 5 quarters since.
  • Syntax Research's Willis Towers Watson position peaked at $2.14M in Q2 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.