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CBIZ Investment Advisory Services’s Willis Towers Watson WTW Stock Holding History

CBIZ Investment Advisory Services’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
-5
Closed -$1.65K – 751
2025
Q4 		$1.65K Hold
5
– – ﹤0.01% 669
2025
Q3 		$1.73K Buy
5
+3
+150% +$972 ﹤0.01% 581
2025
Q2 		$615 Buy
+2
New +$620 ﹤0.01% 624

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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

CBIZ Investment Advisory Services's WTW Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 5 shares — an estimated $1.65K sold.

CBIZ Investment Advisory Services first reported a position in WTW in Q2 2025 and held it in 3 quarters. The position peaked at $1.73K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 5 Willis Towers Watson shares in Q1 2026, an estimated $1.65K.
  • CBIZ Investment Advisory Services first reported a position in Willis Towers Watson in Q2 2025 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Willis Towers Watson position peaked at $1.73K in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.