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Truvestments Capital’s Willis Towers Watson WTW Stock Holding History

Truvestments 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
Q2 		– Sell
-42
Closed -$12.2K – 1300
2026
Q1 		$12.2K Hold
42
– – ﹤0.01% 724
2025
Q4 		$13.8K Hold
42
– – ﹤0.01% 650
2025
Q3 		$14.5K Buy
+42
New +$13.6K ﹤0.01% 654

Other funds holding WTW

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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

Truvestments Capital's WTW Position: Q2 2026 in Review

Truvestments Capital sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 42 shares — an estimated $12.2K sold.

Truvestments Capital first reported a position in WTW in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Truvestments Capital reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Truvestments Capital sold 42 Willis Towers Watson shares in Q2 2026, an estimated $12.2K.
  • Truvestments Capital first reported a position in Willis Towers Watson in Q3 2025 and held it in 3 quarters.
  • Truvestments Capital's Willis Towers Watson position peaked at $14.5K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.