Creative Financial Designs’s Willis Towers Watson WTW Stock Holding History

Creative Financial Designs’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 Q1	$581	Hold	2	–	–	﹤0.01%	1982
2025 Q4	$657	Hold	2	–	–	﹤0.01%	1875
2025 Q3	$691	Hold	2	–	–	﹤0.01%	1883
2025 Q2	$613	Hold	2	–	–	﹤0.01%	1874
2025 Q1	$676	Sell	2 -5	-71%	-$1.63K	﹤0.01%	1867
2024 Q4	$2.19K	Buy	+7	New	+$2.15K	﹤0.01%	1575
2021 Q4	–	Sell	-15	Closed	-$3K	–	1461
2021 Q3	$3K	Hold	15	–	–	﹤0.01%	1271
2021 Q2	$3K	Hold	15	–	–	﹤0.01%	1288
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	1183
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	1097
2020 Q3	$3K	Hold	15	–	–	﹤0.01%	1060
2020 Q2	$3K	Buy	+15	New	+$2.87K	﹤0.01%	991

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Financial Designs's WTW Position: Q1 2026 in Review

Creative Financial Designs held its Willis Towers Watson (WTW) position steady in Q1 2026 at 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Creative Financial Designs first reported a position in WTW in Q2 2020 and has held it in 12 quarters since. The position peaked at $3K in Q3 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Creative Financial Designs held 2 shares of Willis Towers Watson worth $581 as of Q1 2026.
Creative Financial Designs left its Willis Towers Watson share count unchanged in Q1 2026.
Willis Towers Watson made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1982 holding.
Creative Financial Designs first reported a position in Willis Towers Watson in Q2 2020 and has held it in 12 quarters since.
Creative Financial Designs's Willis Towers Watson position peaked at $3K in Q3 2021.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.