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
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 $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

Cetera Investment Advisers's WTW Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Willis Towers Watson (WTW) stake by 9.7% in Q1 2026, selling an estimated $144K and leaving 4,382 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Cetera Investment Advisers first reported a position in WTW in Q3 2021 and has held it in 17 quarters since. The position peaked at $3.29M in Q4 2024. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Cetera Investment Advisers held 4,382 shares of Willis Towers Watson worth $1.27M as of Q1 2026.
  • Cetera Investment Advisers sold 470 Willis Towers Watson shares in Q1 2026, an estimated $144K.
  • Willis Towers Watson made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2697 holding.
  • Cetera Investment Advisers first reported a position in Willis Towers Watson in Q3 2021 and has held it in 17 quarters since.
  • Cetera Investment Advisers's Willis Towers Watson position peaked at $3.29M in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.