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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

CX Institutional's WTW Position: Q2 2026 in Review

CX Institutional increased its Willis Towers Watson (WTW) stake by 61% in Q2 2026, buying an estimated $152K and bringing the position to 1,500 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #535.

CX Institutional first reported a position in WTW in Q1 2019 and has held it in 20 quarters since. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • CX Institutional held 1,500 shares of Willis Towers Watson worth $392K as of Q2 2026.
  • CX Institutional bought 568 Willis Towers Watson shares in Q2 2026, an estimated $152K.
  • Willis Towers Watson made up 0.01% of CX Institutional's portfolio in Q2 2026, its #535 holding.
  • CX Institutional first reported a position in Willis Towers Watson in Q1 2019 and has held it in 20 quarters since.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.