WC
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Westerkirk Capital’s Willis Towers Watson WTW Stock Holding History

Westerkirk 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 		$424K Hold
1,624
– – 0.04% 159
2026
Q1 		$472K Hold
1,624
– – 0.05% 150
2025
Q4 		$534K Buy
+1,624
New +$532K 0.05% 148

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

Westerkirk Capital's WTW Position: Q2 2026 in Review

Westerkirk Capital held its Willis Towers Watson (WTW) position steady in Q2 2026 at 1,624 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #159.

Westerkirk Capital first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $534K in Q4 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Westerkirk Capital held 1,624 shares of Willis Towers Watson worth $424K as of Q2 2026.
  • Westerkirk Capital left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.04% of Westerkirk Capital's portfolio in Q2 2026, its #159 holding.
  • Westerkirk Capital first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Westerkirk Capital's Willis Towers Watson position peaked at $534K in Q4 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Westerkirk Capital's 13F filing for Q2 2026, filed 10 Aug 2026.