GA
WTW icon

GoalVest Advisory’s Willis Towers Watson WTW Stock Holding History

GoalVest Advisory’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 		$2.35K Buy
+9
New +$2.41K ﹤0.01% 443
2025
Q2 		– Sell
-3
Closed -$1.01K – 532
2025
Q1 		$1.01K Buy
+3
New +$978 ﹤0.01% 335

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

GoalVest Advisory's WTW Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Willis Towers Watson (WTW) in Q2 2026: 9 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #443 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in WTW as recently as Q1 2025.

GoalVest Advisory first reported a position in WTW in Q1 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • GoalVest Advisory held 9 shares of Willis Towers Watson worth $2.35K as of Q2 2026.
  • Willis Towers Watson was a new GoalVest Advisory position in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #443 holding.
  • GoalVest Advisory first reported a position in Willis Towers Watson in Q1 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.