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

Cladis 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 Q1	$439K	Hold	1,510	–	–	0.24%	106
2025 Q4	$496K	Hold	1,510	–	–	0.27%	95
2025 Q3	$522K	Hold	1,510	–	–	0.3%	87
2025 Q2	$463K	Hold	1,510	–	–	0.29%	95
2025 Q1	$510K	Hold	1,510	–	–	0.37%	77
2024 Q4	$473K	Hold	1,510	–	–	0.34%	83
2024 Q3	$445K	Hold	1,510	–	–	0.31%	87
2024 Q2	$396K	Hold	1,510	–	–	0.29%	94
2024 Q1	$415K	Hold	1,510	–	–	0.3%	86
2023 Q4	$364K	Hold	1,510	–	–	0.29%	87
2023 Q3	$316K	Hold	1,510	–	–	0.28%	92
2023 Q2	$356K	Hold	1,510	–	–	0.31%	85
2023 Q1	$351K	Hold	1,510	–	–	0.32%	85
2022 Q4	$369K	Hold	1,510	–	–	0.37%	80
2022 Q3	$303K	Hold	1,510	–	–	0.33%	89
2022 Q2	$298K	Hold	1,510	–	–	0.3%	100
2022 Q1	$357K	Hold	1,510	–	–	0.29%	99
2021 Q4	$359K	Buy	+1,510	New	+$357K	0.29%	104

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cladis Investment Advisory's WTW Position: Q1 2026 in Review

Cladis Investment Advisory held its Willis Towers Watson (WTW) position steady in Q1 2026 at 1,510 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #106.

Cladis Investment Advisory first reported a position in WTW in Q4 2021 and has held it in 18 quarters since. The position peaked at $522K in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Cladis Investment Advisory held 1,510 shares of Willis Towers Watson worth $439K as of Q1 2026.
Cladis Investment Advisory left its Willis Towers Watson share count unchanged in Q1 2026.
Willis Towers Watson made up 0.24% of Cladis Investment Advisory's portfolio in Q1 2026, its #106 holding.
Cladis Investment Advisory first reported a position in Willis Towers Watson in Q4 2021 and has held it in 18 quarters since.
Cladis Investment Advisory's Willis Towers Watson position peaked at $522K in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.