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Neville Rodie & Shaw’s Willis Towers Watson WTW Stock Holding History

Neville Rodie & Shaw’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 		– Sell
-1,598
Closed -$465K – 250
2026
Q1 		$465K Sell
1,598
-100
-6% -$30.7K 0.03% 175
2025
Q4 		$558K Hold
1,698
– – 0.04% 169
2025
Q3 		$587K Hold
1,698
– – 0.04% 163
2025
Q2 		$520K Sell
1,698
-1,134
-40% -$352K 0.04% 174
2025
Q1 		$957K Hold
2,832
– – 0.07% 133
2024
Q4 		$887K Buy
+2,832
New +$869K 0.06% 141

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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
II
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

Neville Rodie & Shaw's WTW Position: Q2 2026 in Review

Neville Rodie & Shaw sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 1,598 shares — an estimated $465K sold.

Neville Rodie & Shaw first reported a position in WTW in Q4 2024 and held it in 6 quarters. The position peaked at $957K in Q1 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Neville Rodie & Shaw reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Neville Rodie & Shaw sold 1,598 Willis Towers Watson shares in Q2 2026, an estimated $465K.
  • Neville Rodie & Shaw first reported a position in Willis Towers Watson in Q4 2024 and held it in 6 quarters.
  • Neville Rodie & Shaw's Willis Towers Watson position peaked at $957K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.