Mercer Global Advisors
CWAN

Mercer Global Advisors’s Clearwater Analytics CWAN Stock Holding History

Mercer Global Advisors’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-24,618
Closed -$582K – 6113
2026
Q1 		$582K Buy
24,618
+8,019
+48% +$190K ﹤0.01% 1882
2025
Q4 		$400K Buy
+16,599
New +$332K ﹤0.01% 2022

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Mercer Global Advisors's CWAN Position: Q2 2026 in Review

Mercer Global Advisors sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 24,618 shares — an estimated $582K sold.

Mercer Global Advisors first reported a position in CWAN in Q4 2025 and held it in 2 quarters. The position peaked at $582K in Q1 2026. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Mercer Global Advisors reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 24,618 Clearwater Analytics shares in Q2 2026, an estimated $582K.
  • Mercer Global Advisors first reported a position in Clearwater Analytics in Q4 2025 and held it in 2 quarters.
  • Mercer Global Advisors's Clearwater Analytics position peaked at $582K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.