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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Checchi Capital Advisers's WTW Position: Q1 2026 in Review

Checchi Capital Advisers increased its Willis Towers Watson (WTW) stake by 31% in Q1 2026, buying an estimated $68.7K and bringing the position to 946 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #490.

Checchi Capital Advisers first reported a position in WTW in Q1 2016 and has held it in 13 quarters since. The position peaked at $301K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Checchi Capital Advisers held 946 shares of Willis Towers Watson worth $275K as of Q1 2026.
Checchi Capital Advisers bought 224 Willis Towers Watson shares in Q1 2026, an estimated $68.7K.
Willis Towers Watson made up 0.01% of Checchi Capital Advisers's portfolio in Q1 2026, its #490 holding.
Checchi Capital Advisers first reported a position in Willis Towers Watson in Q1 2016 and has held it in 13 quarters since.
Checchi Capital Advisers's Willis Towers Watson position peaked at $301K in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.