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Chicago Partners Investment Group’s Willis Towers Watson WTW Stock Holding History

Chicago Partners Investment Group’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 		$517K Sell
1,792
-295
-14% -$78.9K 0.01% 982
2026
Q1 		$608K Buy
2,087
+75
+4% +$23K 0.01% 775
2025
Q4 		$649K Buy
2,012
+11
+0.5% +$3.6K 0.02% 632
2025
Q3 		$641K Sell
2,001
-6
-0.3% -$1.94K 0.02% 568
2025
Q2 		$623K Buy
2,007
+747
+59% +$232K 0.02% 515
2025
Q1 		$386K Buy
1,260
+70
+6% +$22.8K 0.01% 603
2024
Q4 		$374K Sell
1,190
-66
-5% -$20.2K 0.01% 587
2024
Q3 		$367K Sell
1,256
-17
-1% -$4.76K 0.01% 570
2024
Q2 		$362K Buy
1,273
+8
+0.6% +$2.06K 0.01% 545
2024
Q1 		$334K Sell
1,265
-37
-3% -$9.73K 0.01% 545
2023
Q4 		$327K Sell
1,302
-30
-2% -$6.94K 0.02% 524
2023
Q3 		$271K Buy
1,332
+37
+3% +$7.89K 0.01% 537
2023
Q2 		$276K Buy
1,295
+74
+6% +$17.1K 0.01% 552
2023
Q1 		$293K Sell
1,221
-33
-3% -$7.98K 0.02% 507
2022
Q4 		$321K Buy
+1,254
New +$287K 0.02% 465

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

Chicago Partners Investment Group's WTW Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Willis Towers Watson (WTW) stake by 14% in Q2 2026, selling an estimated $78.9K and leaving 1,792 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #982.

Chicago Partners Investment Group first reported a position in WTW in Q4 2022 and has held it in 15 quarters since. The position peaked at $649K in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Chicago Partners Investment Group held 1,792 shares of Willis Towers Watson worth $517K as of Q2 2026.
  • Chicago Partners Investment Group sold 295 Willis Towers Watson shares in Q2 2026, an estimated $78.9K.
  • Willis Towers Watson made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #982 holding.
  • Chicago Partners Investment Group first reported a position in Willis Towers Watson in Q4 2022 and has held it in 15 quarters since.
  • Chicago Partners Investment Group's Willis Towers Watson position peaked at $649K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.