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CoreCap Advisors’s Willis Towers Watson WTW Stock Holding History

CoreCap 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 		$13.6K Buy
52
+49
+1,633% +$13.1K ﹤0.01% 1958
2026
Q1 		$872 Sell
3
-4
-57% -$1.23K ﹤0.01% 2554
2025
Q4 		$2.3K Sell
7
-3
-30% -$982 ﹤0.01% 2444
2025
Q3 		$3.46K Buy
10
+6
+150% +$1.94K ﹤0.01% 2272
2025
Q2 		$1.23K Sell
4
-1
-20% -$310 ﹤0.01% 2397
2025
Q1 		$1.69K Hold
5
– – ﹤0.01% 2407
2024
Q4 		$1.57K Sell
5
-9
-64% -$2.76K ﹤0.01% 2288
2024
Q3 		$4.12K Sell
14
-34
-71% -$9.51K ﹤0.01% 2022
2024
Q2 		$12.6K Buy
48
+35
+269% +$9.04K ﹤0.01% 1018
2024
Q1 		$3.58K Buy
+13
New +$3.42K ﹤0.01% 1989
2022
Q4 		$734 Buy
+3
New +$685 ﹤0.01% 2101
2022
Q3 		– Sell
-3
Closed -$1K – 2125
2022
Q2 		$1K Buy
+3
New +$643 ﹤0.01% 2084
2022
Q1 		– Sell
-3
Closed -$1K – 2121
2021
Q4 		$1K Buy
+3
New +$710 ﹤0.01% 2288

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 $3.37T AUM 44.26% 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

CoreCap Advisors's WTW Position: Q2 2026 in Review

CoreCap Advisors increased its Willis Towers Watson (WTW) stake by 1,633% in Q2 2026, buying an estimated $13.1K and bringing the position to 52 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

CoreCap Advisors first reported a position in WTW in Q4 2021 and has held it in 13 quarters since. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • CoreCap Advisors held 52 shares of Willis Towers Watson worth $13.6K as of Q2 2026.
  • CoreCap Advisors bought 49 Willis Towers Watson shares in Q2 2026, an estimated $13.1K.
  • Willis Towers Watson made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1958 holding.
  • CoreCap Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 13 quarters since.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.