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Concurrent Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Concurrent Investment Advisors’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 		$627K Buy
2,399
+101
+4% +$27K 0.01% 1275
2026
Q1 		$668K Buy
2,298
+255
+12% +$78.2K 0.01% 1078
2025
Q4 		$671K Buy
2,043
+1,462
+252% +$479K 0.01% 1017
2025
Q3 		$201K Buy
+581
New +$188K ﹤0.01% 1358
2025
Q2 		– Sell
-1,104
Closed -$373K – 1476
2025
Q1 		$373K Sell
1,104
-13
-1% -$4.24K 0.01% 833
2024
Q4 		$350K Buy
1,117
+50
+5% +$15.3K 0.01% 775
2024
Q3 		$314K Buy
1,067
+128
+14% +$35.8K 0.01% 764
2024
Q2 		$246K Buy
+939
New +$242K 0.01% 802

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

Concurrent Investment Advisors's WTW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Willis Towers Watson (WTW) stake by 4.4% in Q2 2026, buying an estimated $27K and bringing the position to 2,399 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #1275.

Concurrent Investment Advisors first reported a position in WTW in Q2 2024 and has held it in 8 quarters since. The position peaked at $671K in Q4 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Concurrent Investment Advisors held 2,399 shares of Willis Towers Watson worth $627K as of Q2 2026.
  • Concurrent Investment Advisors bought 101 Willis Towers Watson shares in Q2 2026, an estimated $27K.
  • Willis Towers Watson made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1275 holding.
  • Concurrent Investment Advisors first reported a position in Willis Towers Watson in Q2 2024 and has held it in 8 quarters since.
  • Concurrent Investment Advisors's Willis Towers Watson position peaked at $671K in Q4 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.