Valued Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Valued Wealth 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	$787	Hold	3	–	–	﹤0.01%	808
2026 Q1	$875	Hold	3	–	–	﹤0.01%	636
2025 Q4	$989	Hold	3	–	–	﹤0.01%	472
2025 Q3	$1.04K	Hold	3	–	–	﹤0.01%	451
2025 Q2	$923	Hold	3	–	–	﹤0.01%	456
2025 Q1	$1.02K	Hold	3	–	–	﹤0.01%	487
2024 Q4	$943	Sell	3 -3	-50%	-$920	﹤0.01%	484
2024 Q3	$1.77K	Buy	6 +3	+100%	+$839	﹤0.01%	388
2024 Q2	$790	Hold	3	–	–	﹤0.01%	463
2024 Q1	$828	Hold	3	–	–	﹤0.01%	454
2023 Q4	$630	Buy	+3	New	+$694	﹤0.01%	416

Other funds holding WTW

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Valued Wealth Advisors's WTW Position: Q2 2026 in Review

Valued Wealth Advisors held its Willis Towers Watson (WTW) position steady in Q2 2026 at 3 shares worth $787. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Valued Wealth Advisors first reported a position in WTW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.77K in Q3 2024. 135 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Valued Wealth Advisors held 3 shares of Willis Towers Watson worth $787 as of Q2 2026.
Valued Wealth Advisors left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #808 holding.
Valued Wealth Advisors first reported a position in Willis Towers Watson in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Willis Towers Watson position peaked at $1.77K in Q3 2024.
135 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.