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Strategic Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Strategic Investment 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
Q2 		$130K Buy
496
+14
+3% +$3.75K 0.01% 362
2026
Q1 		$140K Buy
+482
New +$148K 0.01% 339

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Investment Advisors's WTW Position: Q2 2026 in Review

Strategic Investment Advisors increased its Willis Towers Watson (WTW) stake by 2.9% in Q2 2026, buying an estimated $3.75K and bringing the position to 496 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #362.

Strategic Investment Advisors first reported a position in WTW in Q1 2026 and has held it in 2 quarters since. The position peaked at $140K in Q1 2026. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Strategic Investment Advisors held 496 shares of Willis Towers Watson worth $130K as of Q2 2026.
  • Strategic Investment Advisors bought 14 Willis Towers Watson shares in Q2 2026, an estimated $3.75K.
  • Willis Towers Watson made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #362 holding.
  • Strategic Investment Advisors first reported a position in Willis Towers Watson in Q1 2026 and has held it in 2 quarters since.
  • Strategic Investment Advisors's Willis Towers Watson position peaked at $140K in Q1 2026.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.