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Chesley Taft & Associates’s Willis Towers Watson WTW Stock Holding History

Chesley Taft & Associates’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 		$8.19M Sell
31,336
-1,070
-3% -$286K 0.32% 66
2026
Q1 		$9.42M Sell
32,406
-55
-0.2% -$16.9K 0.39% 61
2025
Q4 		$10.7M Sell
32,461
-936
-3% -$306K 0.42% 55
2025
Q3 		$11.5M Sell
33,397
-47
-0.1% -$15.2K 0.49% 52
2025
Q2 		$10.3M Sell
33,444
-130
-0.4% -$40.3K 0.46% 56
2025
Q1 		$11.3M Sell
33,574
-48
-0.1% -$15.6K 0.55% 53
2024
Q4 		$10.5M Hold
33,622
– – 0.49% 53
2024
Q3 		$9.9M Sell
33,622
-721
-2% -$202K 0.47% 57
2024
Q2 		$9M Buy
34,343
+206
+0.6% +$53.2K 0.45% 57
2024
Q1 		$9.39M Buy
34,137
+2,411
+8% +$634K 0.48% 57
2023
Q4 		$7.65M Sell
31,726
-621
-2% -$144K 0.43% 59
2023
Q3 		$6.76M Sell
32,347
-27,357
-46% -$5.84M 0.44% 57
2023
Q2 		$14.1M Sell
59,704
-1,575
-3% -$363K 0.86% 36
2023
Q1 		$14.2M Sell
61,279
-499
-0.8% -$121K 0.93% 32
2022
Q4 		$15.1M Sell
61,778
-385
-0.6% -$88K 1.04% 27
2022
Q3 		$12.5M Sell
62,163
-2,403
-4% -$496K 0.92% 30
2022
Q2 		$12.7M Sell
64,566
-225
-0.3% -$48.2K 0.87% 32
2022
Q1 		$15.1M Buy
64,791
+1,700
+3% +$389K 0.88% 32
2021
Q4 		$15M Buy
63,091
+1,380
+2% +$327K 0.78% 33
2021
Q3 		$14.3M Buy
61,711
+27,448
+80% +$6.11M 0.82% 34
2021
Q2 		$7.88M Sell
34,263
-20
-0.1% -$4.97K 0.45% 63
2021
Q1 		$8.08M Hold
34,283
– – 0.48% 60
2020
Q4 		$7.22M Buy
34,283
+20
+0.1% +$4.12K 0.46% 61
2020
Q3 		$7.16M Sell
34,263
-130
-0.4% -$26.5K 0.51% 56
2020
Q2 		$6.77M Sell
34,393
-401
-1% -$76.8K 0.52% 52
2020
Q1 		$5.91M Buy
34,794
+132
+0.4% +$26K 0.54% 55
2019
Q4 		$7M Buy
34,662
+1,080
+3% +$207K 0.5% 58
2019
Q3 		$6.48M Buy
33,582
+63
+0.2% +$12.3K 0.5% 59
2019
Q2 		$6.42M Buy
33,519
+62
+0.2% +$11.2K 0.5% 57
2019
Q1 		$5.88M Sell
33,457
-30
-0.1% -$4.98K 0.49% 59
2018
Q4 		$5.08M Sell
33,487
-190
-0.6% -$28.4K 0.49% 60
2018
Q3 		$4.75M Sell
33,677
-80
-0.2% -$12.1K 0.38% 71
2018
Q2 		$5.12M Buy
33,757
+175
+0.5% +$26.6K 0.44% 67
2018
Q1 		$5.11M Buy
33,582
+955
+3% +$150K 0.45% 67
2017
Q4 		$4.92M Buy
32,627
+38
+0.1% +$6K 0.42% 73
2017
Q3 		$5.03M Hold
32,589
– – 0.43% 75
2017
Q2 		$4.74M Sell
32,589
-400
-1% -$55.9K 0.43% 74
2017
Q1 		$4.32M Sell
32,989
-100
-0.3% -$12.7K 0.41% 72
2016
Q4 		$4.05M Hold
33,089
– – 0.4% 72
2016
Q3 		$4.39M Buy
33,089
+21
+0.1% +$2.61K 0.44% 66
2016
Q2 		$4.11M Buy
33,068
+1,650
+5% +$204K 0.42% 67
2016
Q1 		$3.73M Buy
+31,418
New +$3.62M 0.39% 75

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return

Chesley Taft & Associates's WTW Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Willis Towers Watson (WTW) stake by 3.3% in Q2 2026, selling an estimated $286K and leaving 31,336 shares worth $8.19M. The position accounts for 0.32% of the portfolio, ranked #66.

Chesley Taft & Associates first reported a position in WTW in Q1 2016 and has held it in 42 quarters since. The position peaked at $15.1M in Q4 2022. 78 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Chesley Taft & Associates held 31,336 shares of Willis Towers Watson worth $8.19M as of Q2 2026.
  • Chesley Taft & Associates sold 1,070 Willis Towers Watson shares in Q2 2026, an estimated $286K.
  • Willis Towers Watson made up 0.32% of Chesley Taft & Associates's portfolio in Q2 2026, its #66 holding.
  • Chesley Taft & Associates first reported a position in Willis Towers Watson in Q1 2016 and has held it in 42 quarters since.
  • Chesley Taft & Associates's Willis Towers Watson position peaked at $15.1M in Q4 2022.
  • 78 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.