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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
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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chicago Partners Investment Group's WTW Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Willis Towers Watson (WTW) stake by 3.7% in Q1 2026, buying an estimated $23K and bringing the position to 2,087 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #775.

Chicago Partners Investment Group first reported a position in WTW in Q4 2022 and has held it in 14 quarters since. The position peaked at $649K in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Chicago Partners Investment Group held 2,087 shares of Willis Towers Watson worth $608K as of Q1 2026.
  • Chicago Partners Investment Group bought 75 Willis Towers Watson shares in Q1 2026, an estimated $23K.
  • Willis Towers Watson made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #775 holding.
  • Chicago Partners Investment Group first reported a position in Willis Towers Watson in Q4 2022 and has held it in 14 quarters since.
  • Chicago Partners Investment Group's Willis Towers Watson position peaked at $649K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.