Citadel Investment Advisory’s Willis Towers Watson WTW Stock Holding History

Citadel Investment Advisory’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	$214K	Hold	817	–	–	0.1%	68
2026 Q1	$238K	Hold	817	–	–	0.11%	65
2025 Q4	$268K	Hold	817	–	–	0.12%	63
2025 Q3	$282K	Hold	817	–	–	0.13%	65
2025 Q2	$250K	Sell	817 -9	-1%	-$2.79K	0.12%	69
2025 Q1	$279K	Hold	826	–	–	0.14%	66
2024 Q4	$259K	Hold	826	–	–	0.13%	67
2024 Q3	$243K	Hold	826	–	–	0.13%	70
2024 Q2	$217K	Hold	826	–	–	0.12%	71
2024 Q1	$227K	Hold	826	–	–	0.13%	74
2023 Q4	$199K	Hold	826	–	–	0.12%	75
2023 Q3	$173K	Hold	826	–	–	0.11%	76
2023 Q2	$195K	Hold	826	–	–	0.13%	75
2023 Q1	$192K	Hold	826	–	–	0.13%	76
2022 Q4	$202K	Buy	+826	New	+$189K	0.14%	76

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citadel Investment Advisory's WTW Position: Q2 2026 in Review

Citadel Investment Advisory held its Willis Towers Watson (WTW) position steady in Q2 2026 at 817 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #68.

Citadel Investment Advisory first reported a position in WTW in Q4 2022 and has held it in 15 quarters since. The position peaked at $282K in Q3 2025. 240 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Citadel Investment Advisory held 817 shares of Willis Towers Watson worth $214K as of Q2 2026.
Citadel Investment Advisory left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up 0.1% of Citadel Investment Advisory's portfolio in Q2 2026, its #68 holding.
Citadel Investment Advisory first reported a position in Willis Towers Watson in Q4 2022 and has held it in 15 quarters since.
Citadel Investment Advisory's Willis Towers Watson position peaked at $282K in Q3 2025.
240 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Citadel Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.