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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 – 2129
2022
Q2 		$1K Buy
+3
New +$643 ﹤0.01% 2084
2022
Q1 		– Sell
-3
Closed -$1K – 2122
2021
Q4 		$1K Buy
+3
New +$710 ﹤0.01% 2288

Other funds holding WTW

CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CF
Calder Financial Downingtown, Pennsylvania $106M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return