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Crewe Advisors’s Willis Towers Watson WTW Stock Holding History

Crewe 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
Q1 		$26.2K Sell
90
-4
-4% -$1.23K ﹤0.01% 466
2025
Q4 		$30.9K Buy
94
+4
+4% +$1.31K ﹤0.01% 415
2025
Q3 		$31.1K Hold
90
– – ﹤0.01% 429
2025
Q2 		$27.6K Sell
90
-4
-4% -$1.24K ﹤0.01% 332
2025
Q1 		$31.8K Buy
+94
New +$30.6K ﹤0.01% 308
2024
Q4 		– Sell
-90
Closed -$26.5K – 810
2024
Q3 		$26.5K Hold
90
– – ﹤0.01% 375
2024
Q2 		$23.6K Buy
+90
New +$23.2K ﹤0.01% 520
2023
Q1 		– Sell
-18
Closed -$4.4K – 1043
2022
Q4 		$4.4K Sell
18
-42
-70% -$9.6K ﹤0.01% 697
2022
Q3 		$12K Buy
60
+17
+40% +$3.51K ﹤0.01% 621
2022
Q2 		$8K Buy
+43
New +$9.22K ﹤0.01% 673

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's WTW Position: Q1 2026 in Review

Crewe Advisors reduced its Willis Towers Watson (WTW) stake by 4.3% in Q1 2026, selling an estimated $1.23K and leaving 90 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Crewe Advisors first reported a position in WTW in Q2 2022 and has held it in 10 quarters since. The position peaked at $31.8K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Crewe Advisors held 90 shares of Willis Towers Watson worth $26.2K as of Q1 2026.
  • Crewe Advisors sold 4 Willis Towers Watson shares in Q1 2026, an estimated $1.23K.
  • Willis Towers Watson made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #466 holding.
  • Crewe Advisors first reported a position in Willis Towers Watson in Q2 2022 and has held it in 10 quarters since.
  • Crewe Advisors's Willis Towers Watson position peaked at $31.8K in Q1 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.