HHM Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

HHM Wealth Advisors’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	$36.6K	Hold	140	–	–	﹤0.01%	433
2026 Q1	$40.7K	Hold	140	–	–	﹤0.01%	397
2025 Q4	$46K	Hold	140	–	–	0.01%	377
2025 Q3	$48.4K	Hold	140	–	–	0.01%	379
2025 Q2	$42.9K	Sell	140 -3	-2%	-$930	0.01%	397
2025 Q1	$48.3K	Hold	143	–	–	0.01%	368
2024 Q4	$44.8K	Buy	143 +3	+2%	+$920	0.01%	377
2024 Q3	$41.2K	Hold	140	–	–	0.01%	367
2024 Q2	$36.7K	Hold	140	–	–	0.01%	377
2024 Q1	$38.5K	Hold	140	–	–	0.01%	333
2023 Q4	$33.8K	Buy	+140	New	+$32.4K	0.01%	344

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 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

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

HHM Wealth Advisors's WTW Position: Q2 2026 in Review

HHM Wealth Advisors held its Willis Towers Watson (WTW) position steady in Q2 2026 at 140 shares worth $36.6K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

HHM Wealth Advisors first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.4K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

HHM Wealth Advisors held 140 shares of Willis Towers Watson worth $36.6K as of Q2 2026.
HHM Wealth Advisors left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #433 holding.
HHM Wealth Advisors first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
HHM Wealth Advisors's Willis Towers Watson position peaked at $48.4K in Q3 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.