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

Fortitude 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	$14.1K	Sell	54 -5	-8%	-$1.34K	﹤0.01%	650
2026 Q1	$17.2K	Buy	59 +18	+44%	+$5.52K	﹤0.01%	467
2025 Q4	$13.5K	Hold	41	–	–	﹤0.01%	489
2025 Q3	$14.2K	Buy	41 +2	+5%	+$648	﹤0.01%	474
2025 Q2	$12K	Buy	39 +12	+44%	+$3.72K	﹤0.01%	501
2025 Q1	$9.13K	Hold	27	–	–	﹤0.01%	562
2024 Q4	$8.46K	Hold	27	–	–	﹤0.01%	679
2024 Q3	$7.95K	Hold	27	–	–	﹤0.01%	630
2024 Q2	$7.08K	Buy	27 +15	+125%	+$3.87K	﹤0.01%	486
2024 Q1	$3.3K	Hold	12	–	–	﹤0.01%	732
2023 Q4	$2.89K	Buy	+12	New	+$2.77K	﹤0.01%	820

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Fortitude Family Office reduced its Willis Towers Watson (WTW) stake by 8.5% in Q2 2026, selling an estimated $1.34K and leaving 54 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Fortitude Family Office first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.2K in Q1 2026. 151 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Fortitude Family Office held 54 shares of Willis Towers Watson worth $14.1K as of Q2 2026.
Fortitude Family Office sold 5 Willis Towers Watson shares in Q2 2026, an estimated $1.34K.
Willis Towers Watson made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #650 holding.
Fortitude Family Office first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's Willis Towers Watson position peaked at $17.2K in Q1 2026.
151 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.