MCF Advisors’s Willis Towers Watson WTW Stock Holding History

MCF 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 Q1	–	Sell	-22	Closed	-$7.26K	–	1406
2025 Q4	$7.26K	Buy	22 +11	+100%	+$3.6K	﹤0.01%	897
2025 Q3	$3.81K	Buy	+11	New	+$3.56K	﹤0.01%	829
2025 Q1	–	Sell	-11	Closed	-$3.45K	–	1028
2024 Q4	$3.45K	Hold	11	–	–	﹤0.01%	810
2024 Q3	$3.24K	Sell	11 -13	-54%	-$3.64K	﹤0.01%	806
2024 Q2	$6.3K	Buy	24 +12	+100%	+$3.1K	﹤0.01%	703
2024 Q1	$3.3K	Buy	12 +1	+9%	+$263	﹤0.01%	768
2023 Q4	$2.65K	Hold	11	–	–	﹤0.01%	747
2023 Q3	$2.3K	Hold	11	–	–	﹤0.01%	748
2023 Q2	$2.59K	Hold	11	–	–	﹤0.01%	686
2023 Q1	$2.56K	Hold	11	–	–	﹤0.01%	683
2022 Q4	$2.69K	Hold	11	–	–	﹤0.01%	650
2022 Q3	$2K	Hold	11	–	–	﹤0.01%	701
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	651
2022 Q1	$3K	Hold	11	–	–	﹤0.01%	619
2021 Q4	$3K	Hold	11	–	–	0.06%	27
2021 Q3	$3K	Buy	+11	New	+$2.45K	﹤0.01%	587
2015 Q3	–	Sell	-174	Closed	-$22K	–	454
2015 Q2	$22K	Hold	174	–	–	0.01%	251
2015 Q1	$22K	Hold	174	–	–	0.01%	253
2014 Q4	$21K	Buy	+174	New	+$19.5K	0.01%	245

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MCF Advisors's WTW Position: Q1 2026 in Review

MCF Advisors sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 22 shares — an estimated $7.26K sold.

MCF Advisors first reported a position in WTW in Q4 2014 and held it in 19 quarters. The position peaked at $22K in Q2 2015. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

MCF Advisors reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
MCF Advisors sold 22 Willis Towers Watson shares in Q1 2026, an estimated $7.26K.
MCF Advisors first reported a position in Willis Towers Watson in Q4 2014 and held it in 19 quarters.
MCF Advisors's Willis Towers Watson position peaked at $22K in Q2 2015.
723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.