Chevy Chase Trust’s Willis Towers Watson WTW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.9M Sell
45,626
-1,238
-3% -$331K 0.03% 381
2026
Q1
$13.6M Sell
46,864
-1,704
-4% -$523K 0.04% 345
2025
Q4
$16M Sell
48,568
-1,240
-2% -$406K 0.04% 311
2025
Q3
$17.2M Sell
49,808
-2,584
-5% -$837K 0.05% 294
2025
Q2
$16.1M Buy
52,392
+24
+0% +$7.44K 0.05% 305
2025
Q1
$17.7M Sell
52,368
-518
-1% -$169K 0.06% 278
2024
Q4
$16.6M Sell
52,886
-1,591
-3% -$488K 0.05% 298
2024
Q3
$16M Sell
54,477
-1,372
-2% -$384K 0.05% 315
2024
Q2
$14.6M Sell
55,849
-937
-2% -$242K 0.05% 317
2024
Q1
$15.6M Sell
56,786
-896
-2% -$236K 0.05% 309
2023
Q4
$13.9M Sell
57,682
-1,239
-2% -$286K 0.05% 317
2023
Q3
$12.3M Sell
58,921
-2,296
-4% -$490K 0.05% 318
2023
Q2
$14.4M Sell
61,217
-822
-1% -$189K 0.05% 309
2023
Q1
$14.4M Sell
62,039
-215
-0.3% -$52K 0.06% 307
2022
Q4
$15.2M Sell
62,254
-4,894
-7% -$1.12M 0.06% 283
2022
Q3
$13.5M Sell
67,148
-180
-0.3% -$37.1K 0.06% 296
2022
Q2
$13.3M Sell
67,328
-6,056
-8% -$1.3M 0.06% 312
2022
Q1
$17.3M Buy
73,384
+897
+1% +$205K 0.06% 293
2021
Q4
$17.2M Sell
72,487
-6,743
-9% -$1.6M 0.06% 301
2021
Q3
$18.4M Sell
79,230
-2,956
-4% -$658K 0.06% 274
2021
Q2
$18.9M Sell
82,186
-4,371
-5% -$1.09M 0.06% 272
2021
Q1
$19.8M Sell
86,557
-6,235
-7% -$1.36M 0.07% 265
2020
Q4
$19.6M Sell
92,792
-2,777
-3% -$572K 0.07% 268
2020
Q3
$20M Sell
95,569
-8,044
-8% -$1.64M 0.08% 228
2020
Q2
$20.4M Sell
103,613
-5,680
-5% -$1.09M 0.08% 224
2020
Q1
$18.6M Buy
109,293
+1,441
+1% +$283K 0.09% 214
2019
Q4
$21.8M Sell
107,852
-286
-0.3% -$54.8K 0.08% 241
2019
Q3
$20.9M Sell
108,138
-160
-0.1% -$31.2K 0.09% 247
2019
Q2
$20.7M Buy
108,298
+217
+0.2% +$39.3K 0.09% 243
2019
Q1
$19.9M Buy
108,081
+751
+0.7% +$125K 0.08% 249
2018
Q4
$16.3M Sell
107,330
-437
-0.4% -$65.4K 0.08% 256
2018
Q3
$15.2M Sell
107,767
-3,558
-3% -$538K 0.06% 314
2018
Q2
$16.9M Sell
111,325
-773
-0.7% -$118K 0.07% 287
2018
Q1
$17.1M Sell
112,098
-2,646
-2% -$415K 0.08% 277
2017
Q4
$17.3M Sell
114,744
-2,742
-2% -$433K 0.07% 289
2017
Q3
$18.1M Buy
117,486
+7,644
+7% +$1.14M 0.08% 271
2017
Q2
$16M Sell
109,842
-1,147
-1% -$160K 0.08% 282
2017
Q1
$14.5M Buy
110,989
+2,361
+2% +$300K 0.07% 300
2016
Q4
$13.3M Sell
108,628
-735
-0.7% -$91.6K 0.07% 298
2016
Q3
$14.5M Sell
109,363
-9,926
-8% -$1.24M 0.08% 279
2016
Q2
$14.8M Buy
119,289
+1,729
+1% +$213K 0.08% 276
2016
Q1
$13.9M Buy
+117,560
New +$13.5M 0.08% 282

Other funds holding WTW

Chevy Chase Trust's WTW Position: Q2 2026 in Review

Chevy Chase Trust reduced its Willis Towers Watson (WTW) stake by 2.6% in Q2 2026, selling an estimated $331K and leaving 45,626 shares worth $11.9M. The position accounts for 0.03% of the portfolio, ranked #381.

Chevy Chase Trust first reported a position in WTW in Q1 2016 and has held it in 42 quarters since. The position peaked at $21.8M in Q4 2019. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Chevy Chase Trust held 45,626 shares of Willis Towers Watson worth $11.9M as of Q2 2026.
  • Chevy Chase Trust sold 1,238 Willis Towers Watson shares in Q2 2026, an estimated $331K.
  • Willis Towers Watson made up 0.03% of Chevy Chase Trust's portfolio in Q2 2026, its #381 holding.
  • Chevy Chase Trust first reported a position in Willis Towers Watson in Q1 2016 and has held it in 42 quarters since.
  • Chevy Chase Trust's Willis Towers Watson position peaked at $21.8M in Q4 2019.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.