Cetera Investment Advisers
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Cetera Investment Advisers’s Willis Towers Watson WTW Stock Holding History

Cetera Investment Advisers’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 		$1.12M Sell
4,286
-96
-2% -$25.7K ﹤0.01% 2950
2026
Q1 		$1.27M Sell
4,382
-470
-10% -$144K ﹤0.01% 2697
2025
Q4 		$1.59M Sell
4,852
-352
-7% -$115K ﹤0.01% 2412
2025
Q3 		$1.8M Sell
5,204
-4,526
-47% -$1.47M ﹤0.01% 2268
2025
Q2 		$2.98M Buy
9,730
+2,989
+44% +$927K 0.01% 1552
2025
Q1 		$2.28M Sell
6,741
-3,766
-36% -$1.23M ﹤0.01% 1656
2024
Q4 		$3.29M Buy
10,507
+1,961
+23% +$602K 0.01% 1298
2024
Q3 		$2.52M Buy
8,546
+855
+11% +$239K 0.01% 1453
2024
Q2 		$2.02M Buy
7,691
+600
+8% +$155K ﹤0.01% 1566
2024
Q1 		$1.95M Buy
+7,091
New +$1.87M ﹤0.01% 1562
2023
Q3 		– Sell
-1,622
Closed -$382K – 2315
2023
Q2 		$382K Sell
1,622
-299
-16% -$68.9K ﹤0.01% 1597
2023
Q1 		$446K Sell
1,921
-813
-30% -$197K ﹤0.01% 1492
2022
Q4 		$669K Buy
2,734
+1,175
+75% +$268K 0.01% 1208
2022
Q3 		$313K Sell
1,559
-20
-1% -$4.13K 0.01% 1241
2022
Q2 		$312K Sell
1,579
-104
-6% -$22.3K 0.01% 1393
2022
Q1 		$398K Sell
1,683
-10
-0.6% -$2.29K 0.01% 1321
2021
Q4 		$402K Buy
1,693
+6
+0.4% +$1.42K 0.01% 1318
2021
Q3 		$392K Buy
+1,687
New +$376K 0.01% 1277

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

Cetera Investment Advisers's WTW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Willis Towers Watson (WTW) stake by 2.2% in Q2 2026, selling an estimated $25.7K and leaving 4,286 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2950.

Cetera Investment Advisers first reported a position in WTW in Q3 2021 and has held it in 18 quarters since. The position peaked at $3.29M in Q4 2024. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cetera Investment Advisers held 4,286 shares of Willis Towers Watson worth $1.12M as of Q2 2026.
  • Cetera Investment Advisers sold 96 Willis Towers Watson shares in Q2 2026, an estimated $25.7K.
  • Willis Towers Watson made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2950 holding.
  • Cetera Investment Advisers first reported a position in Willis Towers Watson in Q3 2021 and has held it in 18 quarters since.
  • Cetera Investment Advisers's Willis Towers Watson position peaked at $3.29M in Q4 2024.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.