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Cambria Investment Management’s Willis Towers Watson WTW Stock Holding History

Cambria Investment Management’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
Q1 		– Sell
-678
Closed -$223K – 738
2025
Q4 		$223K Sell
678
-26
-4% -$8.51K 0.01% 569
2025
Q3 		$243K Buy
+704
New +$228K 0.01% 482
2015
Q4 		– Sell
-171
Closed -$19K – 278
2015
Q3 		$19K Hold
171
– – 0.01% 232
2015
Q2 		$21K Buy
171
+140
+452% +$17.8K 0.01% 202
2015
Q1 		$4 Hold
31
– – ﹤0.01% 203
2014
Q4 		$4K Buy
+31
New +$3.47K ﹤0.01% 196

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambria Investment Management's WTW Position: Q1 2026 in Review

Cambria Investment Management sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 678 shares — an estimated $223K sold.

Cambria Investment Management first reported a position in WTW in Q4 2014 and held it in 6 quarters. The position peaked at $243K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Cambria Investment Management reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • Cambria Investment Management sold 678 Willis Towers Watson shares in Q1 2026, an estimated $223K.
  • Cambria Investment Management first reported a position in Willis Towers Watson in Q4 2014 and held it in 6 quarters.
  • Cambria Investment Management's Willis Towers Watson position peaked at $243K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.