ARQ Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

ARQ Wealth Advisors’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	$2.21M	Sell	7,704 -5,848	-43%	-$1.56M	0.27%	90
2026 Q1	$3.94M	Buy	13,552 +12,185	+891%	+$3.74M	0.71%	52
2025 Q4	$449K	Sell	1,367 -250	-15%	-$81.8K	0.12%	96
2025 Q3	$560K	Buy	+1,617	New	+$524K	0.17%	84

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ARQ Wealth Advisors's WTW Position: Q2 2026 in Review

ARQ Wealth Advisors reduced its Willis Towers Watson (WTW) stake by 43% in Q2 2026, selling an estimated $1.56M and leaving 7,704 shares worth $2.21M. The position accounts for 0.27% of the portfolio, ranked #90.

ARQ Wealth Advisors first reported a position in WTW in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.94M in Q1 2026. 240 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

ARQ Wealth Advisors held 7,704 shares of Willis Towers Watson worth $2.21M as of Q2 2026.
ARQ Wealth Advisors sold 5,848 Willis Towers Watson shares in Q2 2026, an estimated $1.56M.
Willis Towers Watson made up 0.27% of ARQ Wealth Advisors's portfolio in Q2 2026, its #90 holding.
ARQ Wealth Advisors first reported a position in Willis Towers Watson in Q3 2025 and has held it in 4 quarters since.
ARQ Wealth Advisors's Willis Towers Watson position peaked at $3.94M in Q1 2026.
240 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.