CX Institutional
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CX Institutional’s Willis Towers Watson WTW Stock Holding History

CX Institutional’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
Q3 		$454K Buy
1,575
+75
+5% +$23.7K 0.01% 495
2026
Q2 		$392K Buy
1,500
+568
+61% +$152K 0.01% 535
2026
Q1 		$271K Sell
932
-239
-20% -$73.3K 0.01% 641
2025
Q4 		$385K Buy
1,171
+174
+17% +$57K 0.01% 499
2025
Q3 		$344K Buy
997
+225
+29% +$72.9K 0.01% 531
2025
Q2 		$237K Sell
772
-156
-17% -$48.4K 0.01% 570
2025
Q1 		$314K Buy
928
+133
+17% +$43.3K 0.01% 471
2024
Q4 		$249K Buy
795
+60
+8% +$18.4K 0.01% 473
2024
Q3 		$216K Buy
+735
New +$206K 0.01% 535
2022
Q3 		– Sell
-213
Closed -$42K – 1138
2022
Q2 		$42K Buy
+213
New +$45.7K ﹤0.01% 711
2021
Q4 		– Sell
-270
Closed -$63K – 908
2021
Q3 		$63K Buy
270
+72
+36% +$16K 0.01% 538
2021
Q2 		$46K Buy
198
+16
+9% +$3.98K ﹤0.01% 582
2021
Q1 		$42K Buy
182
+42
+30% +$9.15K ﹤0.01% 528
2020
Q4 		$29K Sell
140
-5
-3% -$1.03K ﹤0.01% 542
2020
Q3 		$30K Buy
145
+97
+202% +$19.8K ﹤0.01% 473
2020
Q2 		$9K Buy
48
+39
+433% +$7.47K ﹤0.01% 584
2020
Q1 		$2K Sell
9
-25
-74% -$4.92K ﹤0.01% 696
2019
Q4 		$7K Hold
34
– – ﹤0.01% 500
2019
Q3 		$7K Buy
34
+2
+6% +$391 ﹤0.01% 526
2019
Q2 		$6K Buy
32
+5
+19% +$905 ﹤0.01% 598
2019
Q1 		$5K Buy
+27
New +$4.48K ﹤0.01% 560

Other funds holding WTW

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Chesley Taft & Associates
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

CX Institutional's WTW Position: Q3 2026 in Review

CX Institutional increased its Willis Towers Watson (WTW) stake by 5% in Q3 2026, buying an estimated $23.7K and bringing the position to 1,575 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #495.

CX Institutional first reported a position in WTW in Q1 2019 and has held it in 21 quarters since. 140 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • CX Institutional held 1,575 shares of Willis Towers Watson worth $454K as of Q3 2026.
  • CX Institutional bought 75 Willis Towers Watson shares in Q3 2026, an estimated $23.7K.
  • Willis Towers Watson made up 0.01% of CX Institutional's portfolio in Q3 2026, its #495 holding.
  • CX Institutional first reported a position in Willis Towers Watson in Q1 2019 and has held it in 21 quarters since.
  • 140 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.