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Cornerstone Financial Management’s Willis Towers Watson WTW Stock Holding History

Cornerstone Financial 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 		$9.67K Buy
37
+22
+147% +$5.88K 0.01% 475
2026
Q1 		$4.36K Buy
15
+2
+15% +$614 ﹤0.01% 525
2025
Q4 		$4.27K Buy
+13
New +$4.26K ﹤0.01% 465

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

Cornerstone Financial Management's WTW Position: Q2 2026 in Review

Cornerstone Financial Management increased its Willis Towers Watson (WTW) stake by 147% in Q2 2026, buying an estimated $5.88K and bringing the position to 37 shares worth $9.67K. The position accounts for 0.01% of the portfolio, ranked #475.

Cornerstone Financial Management first reported a position in WTW in Q4 2025 and has held it in 3 quarters since. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cornerstone Financial Management held 37 shares of Willis Towers Watson worth $9.67K as of Q2 2026.
  • Cornerstone Financial Management bought 22 Willis Towers Watson shares in Q2 2026, an estimated $5.88K.
  • Willis Towers Watson made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #475 holding.
  • Cornerstone Financial Management first reported a position in Willis Towers Watson in Q4 2025 and has held it in 3 quarters since.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.