Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Willis Towers Watson WTW Stock Holding History

Cambridge Investment Research 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 		$366K Sell
1,399
-106
-7% -$28.4K ﹤0.01% 3031
2026
Q1 		$437K Buy
1,505
+206
+16% +$63.2K ﹤0.01% 2926
2025
Q4 		$427K Sell
1,299
-400
-24% -$131K ﹤0.01% 2880
2025
Q3 		$587K Buy
1,699
+337
+25% +$109K ﹤0.01% 2521
2025
Q2 		$418K Buy
1,362
+121
+10% +$37.5K ﹤0.01% 2700
2025
Q1 		$419K Sell
1,241
-131
-10% -$42.7K ﹤0.01% 2601
2024
Q4 		$430K Sell
1,372
-108
-7% -$33.1K ﹤0.01% 2554
2024
Q3 		$436K Buy
1,480
+66
+5% +$18.5K ﹤0.01% 2511
2024
Q2 		$371K Sell
1,414
-64
-4% -$16.5K ﹤0.01% 2540
2024
Q1 		$406K Sell
1,478
-184
-11% -$48.4K ﹤0.01% 2456
2023
Q4 		$401K Sell
1,662
-188
-10% -$43.5K ﹤0.01% 2371
2023
Q3 		$387K Sell
1,850
-3
-0.2% -$640 ﹤0.01% 2296
2023
Q2 		$436K Sell
1,853
-15,793
-89% -$3.64M ﹤0.01% 2242
2023
Q1 		$4.1M Buy
17,646
+13,913
+373% +$3.36M 0.02% 739
2022
Q4 		$913K Buy
3,733
+2,332
+166% +$533K ﹤0.01% 1569
2022
Q3 		$282K Sell
1,401
-486
-26% -$100K ﹤0.01% 2415
2022
Q2 		$372K Sell
1,887
-143
-7% -$30.7K ﹤0.01% 2187
2022
Q1 		$479K Buy
2,030
+109
+6% +$25K ﹤0.01% 2133
2021
Q4 		$456K Sell
1,921
-3
-0.2% -$710 ﹤0.01% 2181
2021
Q3 		$447K Buy
1,924
+267
+16% +$59.4K ﹤0.01% 2130
2021
Q2 		$381K Sell
1,657
-31
-2% -$7.71K ﹤0.01% 2278
2021
Q1 		$386K Sell
1,688
-31
-2% -$6.75K ﹤0.01% 2094
2020
Q4 		$362K Sell
1,719
-38
-2% -$7.82K ﹤0.01% 1998
2020
Q3 		$367K Buy
1,757
+37
+2% +$7.55K ﹤0.01% 1796
2020
Q2 		$339K Sell
1,720
-39
-2% -$7.47K ﹤0.01% 1791
2020
Q1 		$299K Sell
1,759
-779
-31% -$153K ﹤0.01% 1688
2019
Q4 		$513K Buy
2,538
+165
+7% +$31.6K ﹤0.01% 1562
2019
Q3 		$458K Buy
2,373
+165
+7% +$32.2K ﹤0.01% 1560
2019
Q2 		$423K Buy
2,208
+140
+7% +$25.4K ﹤0.01% 1540
2019
Q1 		$363K Buy
2,068
+389
+23% +$64.6K ﹤0.01% 1689
2018
Q4 		$255K Sell
1,679
-127
-7% -$19K ﹤0.01% 1769
2018
Q3 		$255K Sell
1,806
-16
-0.9% -$2.42K ﹤0.01% 1899
2018
Q2 		$276K Buy
1,822
+8
+0.4% +$1.22K ﹤0.01% 1794
2018
Q1 		$276K Buy
1,814
+9
+0.5% +$1.41K ﹤0.01% 1737
2017
Q4 		$272K Sell
1,805
-17
-0.9% -$2.69K ﹤0.01% 1720
2017
Q3 		$281K Buy
1,822
+432
+31% +$64.5K ﹤0.01% 1593
2017
Q2 		$202K Buy
+1,390
New +$194K ﹤0.01% 1753
2016
Q4 		– Sell
-2,700
Closed -$358K – 1823
2016
Q3 		$358K Buy
2,700
+11
+0.4% +$1.37K 0.01% 1207
2016
Q2 		$334K Buy
2,689
+29
+1% +$3.58K 0.01% 1127
2016
Q1 		$316K Buy
+2,660
New +$306K 0.01% 1142

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors's WTW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Willis Towers Watson (WTW) stake by 7% in Q2 2026, selling an estimated $28.4K and leaving 1,399 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #3031.

Cambridge Investment Research Advisors first reported a position in WTW in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.1M in Q1 2023. 161 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,399 shares of Willis Towers Watson worth $366K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 106 Willis Towers Watson shares in Q2 2026, an estimated $28.4K.
  • Willis Towers Watson made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3031 holding.
  • Cambridge Investment Research Advisors first reported a position in Willis Towers Watson in Q1 2016 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's Willis Towers Watson position peaked at $4.1M in Q1 2023.
  • 161 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.