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Calder Financial’s Willis Towers Watson WTW Stock Holding History

Calder Financial’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 		$782K Hold
2,991
– – 0.74% 24
2026
Q1 		$860K Hold
2,991
– – 0.85% 23
2025
Q4 		$983K Buy
+2,991
New +$979K 0.96% 21

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 $59.9B AUM 27.01% 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

Calder Financial's WTW Position: Q2 2026 in Review

Calder Financial held its Willis Towers Watson (WTW) position steady in Q2 2026 at 2,991 shares worth $782K. The position accounts for 0.74% of the portfolio, ranked #24.

Calder Financial first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. The position peaked at $983K in Q4 2025. 686 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Calder Financial held 2,991 shares of Willis Towers Watson worth $782K as of Q2 2026.
  • Calder Financial left its Willis Towers Watson share count unchanged in Q2 2026.
  • Willis Towers Watson made up 0.74% of Calder Financial's portfolio in Q2 2026, its #24 holding.
  • Calder Financial first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • Calder Financial's Willis Towers Watson position peaked at $983K in Q4 2025.
  • 686 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Calder Financial's 13F filing for Q2 2026, filed 7 Jul 2026.