MCM
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MAI Capital Management’s Willis Towers Watson WTW Stock Holding History

MAI Capital Management’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
Q1 		$475K Buy
1,633
+513
+46% +$157K ﹤0.01% 1046
2025
Q4 		$368K Buy
1,120
+4
+0.4% +$1.31K ﹤0.01% 1077
2025
Q3 		$386K Sell
1,116
-55
-5% -$17.8K ﹤0.01% 1009
2025
Q2 		$359K Buy
1,171
+82
+8% +$25.4K ﹤0.01% 948
2025
Q1 		$368K Sell
1,089
-46
-4% -$15K ﹤0.01% 909
2024
Q4 		$356K Buy
+1,135
New +$348K ﹤0.01% 944
2014
Q2 		– Sell
-1,906
Closed -$223K – 417
2014
Q1 		$223K Buy
1,906
+180
+10% +$20.5K 0.02% 354
2013
Q4 		$205K Sell
1,726
-60
-3% -$7.09K 0.02% 359
2013
Q3 		$205K Buy
+1,786
New +$202K 0.03% 318

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