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CVA Family Office’s Willis Towers Watson WTW Stock Holding History

CVA Family Office’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 		$14.4K Sell
55
-61
-53% -$16.3K ﹤0.01% 909
2026
Q1 		$33.7K Buy
116
+62
+115% +$19K ﹤0.01% 681
2025
Q4 		$17.7K Sell
54
-2
-4% -$655 ﹤0.01% 710
2025
Q3 		$19.3K Buy
56
+21
+60% +$6.8K ﹤0.01% 701
2025
Q2 		$10.7K Sell
35
-34
-49% -$10.5K ﹤0.01% 786
2025
Q1 		$23.3K Buy
69
+9
+15% +$2.93K ﹤0.01% 653
2024
Q4 		$18.8K Buy
60
+30
+100% +$9.2K ﹤0.01% 689
2024
Q3 		$8.84K Buy
30
+3
+11% +$839 ﹤0.01% 776
2024
Q2 		$7.08K Buy
27
+11
+69% +$2.84K ﹤0.01% 791
2024
Q1 		$4.4K Hold
16
– – ﹤0.01% 848
2023
Q4 		$3.86K Buy
+16
New +$3.7K ﹤0.01% 837
2023
Q3 		– Sell
-26
Closed -$6.12K – 966
2023
Q2 		$6.12K Buy
26
+16
+160% +$3.69K ﹤0.01% 776
2023
Q1 		$2.32K Buy
10
+5
+100% +$1.21K ﹤0.01% 850
2022
Q4 		$1.22K Hold
5
– – ﹤0.01% 855
2022
Q3 		$1K Buy
+5
New +$1.03K ﹤0.01% 864
2021
Q3 		– Sell
-110
Closed -$25K – 898
2021
Q2 		$25K Buy
110
+45
+69% +$11.2K 0.01% 486
2021
Q1 		$15K Buy
+65
New +$14.2K 0.01% 470

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

CVA Family Office's WTW Position: Q2 2026 in Review

CVA Family Office reduced its Willis Towers Watson (WTW) stake by 53% in Q2 2026, selling an estimated $16.3K and leaving 55 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

CVA Family Office first reported a position in WTW in Q1 2021 and has held it in 17 quarters since. The position peaked at $33.7K in Q1 2026. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • CVA Family Office held 55 shares of Willis Towers Watson worth $14.4K as of Q2 2026.
  • CVA Family Office sold 61 Willis Towers Watson shares in Q2 2026, an estimated $16.3K.
  • Willis Towers Watson made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #909 holding.
  • CVA Family Office first reported a position in Willis Towers Watson in Q1 2021 and has held it in 17 quarters since.
  • CVA Family Office's Willis Towers Watson position peaked at $33.7K in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.