Connecticut Wealth Management’s Willis Towers Watson WTW Stock Holding History

Connecticut Wealth Management’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	$276K	Sell	1,055 -14	-1%	-$3.75K	0.01%	304
2026 Q1	$311K	Hold	1,069	–	–	0.01%	277
2025 Q4	$351K	Hold	1,069	–	–	0.02%	252
2025 Q3	$369K	Hold	1,069	–	–	0.02%	253
2025 Q2	$328K	Hold	1,069	–	–	0.02%	249
2025 Q1	$361K	Hold	1,069	–	–	0.02%	238
2024 Q4	$335K	Sell	1,069 -13	-1%	-$3.99K	0.02%	219
2024 Q3	$319K	Sell	1,082 -18	-2%	-$5.04K	0.02%	259
2024 Q2	$288K	Buy	1,100 +2	+0.2%	+$516	0.01%	270
2024 Q1	$302K	Buy	1,098 +10	+0.9%	+$2.63K	0.02%	268
2023 Q4	$262K	Buy	1,088 +23	+2%	+$5.32K	0.02%	276
2023 Q3	$223K	Sell	1,065 -1	-0.1%	-$213	0.02%	272
2023 Q2	$251K	Sell	1,066 -5	-0.5%	-$1.15K	0.02%	226
2023 Q1	$249K	Buy	+1,071	New	+$259K	0.02%	220

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connecticut Wealth Management's WTW Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Willis Towers Watson (WTW) stake by 1.3% in Q2 2026, selling an estimated $3.75K and leaving 1,055 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #304.

Connecticut Wealth Management first reported a position in WTW in Q1 2023 and has held it in 14 quarters since. The position peaked at $369K in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Connecticut Wealth Management held 1,055 shares of Willis Towers Watson worth $276K as of Q2 2026.
Connecticut Wealth Management sold 14 Willis Towers Watson shares in Q2 2026, an estimated $3.75K.
Willis Towers Watson made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #304 holding.
Connecticut Wealth Management first reported a position in Willis Towers Watson in Q1 2023 and has held it in 14 quarters since.
Connecticut Wealth Management's Willis Towers Watson position peaked at $369K in Q3 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.