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Xponance’s Willis Towers Watson WTW Stock Holding History

Xponance’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 		$4.5M Sell
17,232
-1,184
-6% -$317K 0.03% 413
2026
Q1 		$5.35M Sell
18,416
-295
-2% -$90.5K 0.04% 350
2025
Q4 		$6.15M Sell
18,711
-6,279
-25% -$2.06M 0.05% 291
2025
Q3 		$8.63M Sell
24,990
-1,172
-4% -$380K 0.07% 217
2025
Q2 		$8.02M Buy
26,162
+11,907
+84% +$3.69M 0.07% 236
2025
Q1 		$4.82M Sell
14,255
-95
-0.7% -$31K 0.05% 308
2024
Q4 		$4.49M Sell
14,350
-308
-2% -$94.5K 0.04% 335
2024
Q3 		$4.32M Buy
14,658
+225
+2% +$62.9K 0.04% 336
2024
Q2 		$3.78M Sell
14,433
-1,617
-10% -$417K 0.04% 349
2024
Q1 		$4.41M Buy
16,050
+1,082
+7% +$285K 0.05% 325
2023
Q4 		$3.61M Sell
14,968
-508
-3% -$117K 0.04% 330
2023
Q3 		$3.23M Buy
15,476
+279
+2% +$59.5K 0.04% 341
2023
Q2 		$3.58M Buy
15,197
+1,779
+13% +$410K 0.05% 326
2023
Q1 		$3.12M Buy
13,418
+330
+3% +$79.8K 0.05% 355
2022
Q4 		$3.2M Buy
13,088
+1,827
+16% +$417K 0.05% 322
2022
Q3 		$2.26M Buy
11,261
+1,592
+16% +$329K 0.04% 361
2022
Q2 		$1.91M Buy
9,669
+1,784
+23% +$382K 0.04% 385
2022
Q1 		$1.86M Buy
7,885
+49
+0.6% +$11.2K 0.03% 392
2021
Q4 		$1.86M Buy
7,836
+1,311
+20% +$310K 0.03% 402
2021
Q3 		$1.52M Sell
6,525
-602
-8% -$134K 0.03% 426
2021
Q2 		$1.64M Buy
7,127
+1,639
+30% +$408K 0.03% 411
2021
Q1 		$1.26M Sell
5,488
-97
-2% -$21.1K 0.03% 417
2020
Q4 		$1.18M Buy
5,585
+336
+6% +$69.2K 0.03% 428
2020
Q3 		$1.1M Buy
5,249
+7
+0.1% +$1.43K 0.03% 395
2020
Q2 		$1.03M Buy
+5,242
New +$1M 0.03% 377

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

Xponance's WTW Position: Q2 2026 in Review

Xponance reduced its Willis Towers Watson (WTW) stake by 6.4% in Q2 2026, selling an estimated $317K and leaving 17,232 shares worth $4.5M. The position accounts for 0.03% of the portfolio, ranked #413.

Xponance first reported a position in WTW in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.63M in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Xponance held 17,232 shares of Willis Towers Watson worth $4.5M as of Q2 2026.
  • Xponance sold 1,184 Willis Towers Watson shares in Q2 2026, an estimated $317K.
  • Willis Towers Watson made up 0.03% of Xponance's portfolio in Q2 2026, its #413 holding.
  • Xponance first reported a position in Willis Towers Watson in Q2 2020 and has held it in 25 quarters since.
  • Xponance's Willis Towers Watson position peaked at $8.63M in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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