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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
Q2 		$24.8K Buy
95
+5
+6% +$1.34K ﹤0.01% 567
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 $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 $3.37T AUM 44.26% 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

Crewe Advisors's WTW Position: Q2 2026 in Review

Crewe Advisors increased its Willis Towers Watson (WTW) stake by 5.6% in Q2 2026, buying an estimated $1.34K and bringing the position to 95 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Crewe Advisors first reported a position in WTW in Q2 2022 and has held it in 11 quarters since. The position peaked at $31.8K in Q1 2025. 692 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Crewe Advisors held 95 shares of Willis Towers Watson worth $24.8K as of Q2 2026.
  • Crewe Advisors bought 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
  • Willis Towers Watson made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #567 holding.
  • Crewe Advisors first reported a position in Willis Towers Watson in Q2 2022 and has held it in 11 quarters since.
  • Crewe Advisors's Willis Towers Watson position peaked at $31.8K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.