Hughes Financial Services’s Willis Towers Watson WTW Stock Holding History

Hughes Financial Services’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	$3.66K	Buy	14 +9	+180%	+$2.41K	﹤0.01%	609
2026 Q1	$1.45K	Sell	5 -9	-64%	-$2.76K	﹤0.01%	681
2025 Q4	$4.6K	Sell	14 -1	-7%	-$327	﹤0.01%	409
2025 Q3	$4.82K	Buy	15 +2	+15%	+$648	﹤0.01%	399
2025 Q2	$4.23K	Sell	13 -3	-19%	-$930	﹤0.01%	426
2025 Q1	$5.39K	Buy	+16	New	+$5.21K	﹤0.01%	389

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

Hughes Financial Services's WTW Position: Q2 2026 in Review

Hughes Financial Services increased its Willis Towers Watson (WTW) stake by 180% in Q2 2026, buying an estimated $2.41K and bringing the position to 14 shares worth $3.66K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Hughes Financial Services first reported a position in WTW in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.39K in Q1 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Hughes Financial Services held 14 shares of Willis Towers Watson worth $3.66K as of Q2 2026.
Hughes Financial Services bought 9 Willis Towers Watson shares in Q2 2026, an estimated $2.41K.
Willis Towers Watson made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #609 holding.
Hughes Financial Services first reported a position in Willis Towers Watson in Q1 2025 and has held it in 6 quarters since.
Hughes Financial Services's Willis Towers Watson position peaked at $5.39K in Q1 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.