Portside Wealth Group’s Willis Towers Watson WTW Stock Holding History

Portside Wealth Group’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	$911K	Buy	3,487 +334	+11%	+$89.4K	0.11%	205
2026 Q1	$917K	Buy	+3,153	New	+$967K	0.12%	175
2025 Q4	–	Sell	-668	Closed	-$231K	–	511
2025 Q3	$231K	Sell	668 -392	-37%	-$127K	0.03%	435
2025 Q2	$325K	Sell	1,060 -120	-10%	-$37.2K	0.05%	329
2025 Q1	$399K	Buy	1,180 +343	+41%	+$112K	0.07%	268
2024 Q4	$262K	Buy	+837	New	+$257K	0.04%	353

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Portside Wealth Group's WTW Position: Q2 2026 in Review

Portside Wealth Group increased its Willis Towers Watson (WTW) stake by 11% in Q2 2026, buying an estimated $89.4K and bringing the position to 3,487 shares worth $911K. The position accounts for 0.11% of the portfolio, ranked #205.

Portside Wealth Group first reported a position in WTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $917K in Q1 2026. 78 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Portside Wealth Group held 3,487 shares of Willis Towers Watson worth $911K as of Q2 2026.
Portside Wealth Group bought 334 Willis Towers Watson shares in Q2 2026, an estimated $89.4K.
Willis Towers Watson made up 0.11% of Portside Wealth Group's portfolio in Q2 2026, its #205 holding.
Portside Wealth Group first reported a position in Willis Towers Watson in Q4 2024 and has held it in 6 quarters since.
Portside Wealth Group's Willis Towers Watson position peaked at $917K in Q1 2026.
78 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.