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Cresset Asset Management’s Willis Towers Watson WTW Stock Holding History

Cresset Asset 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 		$403K Sell
1,536
-539
-26% -$144K ﹤0.01% 1253
2026
Q1 		$605K Buy
2,075
+670
+48% +$206K ﹤0.01% 980
2025
Q4 		$463K Buy
1,405
+168
+14% +$55K ﹤0.01% 1103
2025
Q3 		$428K Buy
1,237
+105
+9% +$34K ﹤0.01% 1094
2025
Q2 		$348K Sell
1,132
-221
-16% -$68.5K ﹤0.01% 1078
2025
Q1 		$459K Sell
1,353
-53
-4% -$17.3K ﹤0.01% 1103
2024
Q4 		$442K Sell
1,406
-4,022
-74% -$1.23M ﹤0.01% 1148
2024
Q3 		$1.6M Buy
5,428
+320
+6% +$89.5K 0.01% 921
2024
Q2 		$1.34M Buy
5,108
+663
+15% +$171K 0.01% 916
2024
Q1 		$1.23M Buy
4,445
+338
+8% +$88.9K 0.01% 890
2023
Q4 		$994K Buy
4,107
+701
+21% +$162K 0.01% 895
2023
Q3 		$715K Buy
3,406
+451
+15% +$96.2K ﹤0.01% 1004
2023
Q2 		$698K Buy
2,955
+1,675
+131% +$386K ﹤0.01% 1106
2023
Q1 		$298K Buy
1,280
+109
+9% +$26.4K 0.01% 632
2022
Q4 		$280K Sell
1,171
-10
-0.8% -$2.29K ﹤0.01% 544
2022
Q3 		$238K Buy
1,181
+51
+5% +$10.5K ﹤0.01% 747
2022
Q2 		$225K Sell
1,130
-782
-41% -$168K ﹤0.01% 797
2022
Q1 		$453K Sell
1,912
-57
-3% -$13.1K ﹤0.01% 630
2021
Q4 		$469K Buy
1,969
+138
+8% +$32.7K ﹤0.01% 720
2021
Q3 		$428K Buy
1,831
+151
+9% +$33.6K 0.01% 695
2021
Q2 		$386K Buy
1,680
+29
+2% +$7.21K 0.01% 654
2021
Q1 		$379K Sell
1,651
-29
-2% -$6.32K 0.01% 570
2020
Q4 		$355K Sell
1,680
-534
-24% -$110K 0.01% 505
2020
Q3 		$464K Buy
2,214
+339
+18% +$69.2K 0.01% 388
2020
Q2 		$371K Buy
+1,875
New +$359K 0.01% 402
2019
Q2 		– Sell
-209
Closed -$37K – 1734
2019
Q1 		$37K Buy
209
+146
+232% +$24.2K ﹤0.01% 873
2018
Q4 		$10K Buy
+63
New +$9.43K ﹤0.01% 866

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

Cresset Asset Management's WTW Position: Q2 2026 in Review

Cresset Asset Management reduced its Willis Towers Watson (WTW) stake by 26% in Q2 2026, selling an estimated $144K and leaving 1,536 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Cresset Asset Management first reported a position in WTW in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.6M in Q3 2024. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Cresset Asset Management held 1,536 shares of Willis Towers Watson worth $403K as of Q2 2026.
  • Cresset Asset Management sold 539 Willis Towers Watson shares in Q2 2026, an estimated $144K.
  • Willis Towers Watson made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1253 holding.
  • Cresset Asset Management first reported a position in Willis Towers Watson in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's Willis Towers Watson position peaked at $1.6M in Q3 2024.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.