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Checchi Capital Advisers’s Willis Towers Watson WTW Stock Holding History

Checchi Capital 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 		– Sell
-946
Closed -$275K – 651
2026
Q1 		$275K Buy
946
+224
+31% +$68.7K 0.01% 490
2025
Q4 		$237K Sell
722
-17
-2% -$5.57K 0.01% 489
2025
Q3 		$255K Sell
739
-94
-11% -$30.4K 0.01% 481
2025
Q2 		$255K Sell
833
-59
-7% -$18.3K 0.01% 492
2025
Q1 		$301K Buy
892
+6
+0.7% +$1.96K 0.02% 459
2024
Q4 		$278K Sell
886
-5
-0.6% -$1.53K 0.02% 459
2024
Q3 		$262K Sell
891
-4
-0.4% -$1.12K 0.01% 475
2024
Q2 		$235K Buy
895
+11
+1% +$2.84K 0.01% 497
2024
Q1 		$243K Buy
884
+47
+6% +$12.4K 0.02% 500
2023
Q4 		$202K Buy
+837
New +$194K 0.02% 531
2022
Q2 		– Sell
-850
Closed -$201K – 618
2022
Q1 		$201K Buy
+850
New +$195K 0.02% 524
2016
Q3 		– Sell
-405
Closed -$50K – 1233
2016
Q2 		$50K Hold
405
– – 0.01% 849
2016
Q1 		$48K Buy
+405
New +$46.6K 0.01% 844

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

Checchi Capital Advisers's WTW Position: Q2 2026 in Review

Checchi Capital Advisers sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 946 shares — an estimated $275K sold.

Checchi Capital Advisers first reported a position in WTW in Q1 2016 and held it in 13 quarters. The position peaked at $301K in Q1 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Checchi Capital Advisers reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Checchi Capital Advisers sold 946 Willis Towers Watson shares in Q2 2026, an estimated $275K.
  • Checchi Capital Advisers first reported a position in Willis Towers Watson in Q1 2016 and held it in 13 quarters.
  • Checchi Capital Advisers's Willis Towers Watson position peaked at $301K in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.