Cerity Partners
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Cerity Partners’s Willis Towers Watson WTW Stock Holding History

Cerity Partners’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 		$3.69M Sell
14,135
-5,325
-27% -$1.42M ﹤0.01% 1250
2026
Q1 		$5.66M Sell
19,460
-16,337
-46% -$5.01M 0.01% 949
2025
Q4 		$11.8M Buy
35,797
+16,111
+82% +$5.27M 0.02% 580
2025
Q3 		$6.8M Sell
19,686
-171
-0.9% -$55.4K 0.01% 736
2025
Q2 		$6.09M Buy
19,857
+384
+2% +$119K 0.01% 725
2025
Q1 		$6.58M Buy
19,473
+2,300
+13% +$750K 0.01% 625
2024
Q4 		$5.3M Buy
17,173
+448
+3% +$137K 0.01% 688
2024
Q3 		$4.93M Buy
16,725
+10,965
+190% +$3.07M 0.01% 699
2024
Q2 		$1.51M Sell
5,760
-2,127
-27% -$549K ﹤0.01% 1045
2024
Q1 		$2.17M Buy
7,887
+3,948
+100% +$1.04M 0.01% 936
2023
Q4 		$950K Buy
3,939
+2,285
+138% +$528K ﹤0.01% 1004
2023
Q3 		$346K Sell
1,654
-1,678
-50% -$358K ﹤0.01% 1104
2023
Q2 		$785K Sell
3,332
-229
-6% -$52.8K ﹤0.01% 1002
2023
Q1 		$3.27M Sell
3,561
-345
-9% -$83.4K 0.01% 581
2022
Q4 		$955K Buy
3,906
+458
+13% +$105K 0.01% 706
2022
Q3 		$693K Buy
3,448
+68
+2% +$14K 0.01% 598
2022
Q2 		$666K Buy
3,380
+682
+25% +$146K 0.01% 655
2022
Q1 		$638K Buy
+2,698
New +$618K 0.01% 538

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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cerity Partners's WTW Position: Q2 2026 in Review

Cerity Partners reduced its Willis Towers Watson (WTW) stake by 27% in Q2 2026, selling an estimated $1.42M and leaving 14,135 shares worth $3.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Cerity Partners first reported a position in WTW in Q1 2022 and has held it in 18 quarters since. The position peaked at $11.8M in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cerity Partners held 14,135 shares of Willis Towers Watson worth $3.69M as of Q2 2026.
  • Cerity Partners sold 5,325 Willis Towers Watson shares in Q2 2026, an estimated $1.42M.
  • Willis Towers Watson made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1250 holding.
  • Cerity Partners first reported a position in Willis Towers Watson in Q1 2022 and has held it in 18 quarters since.
  • Cerity Partners's Willis Towers Watson position peaked at $11.8M in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.