RAFFA WEALTH MANAGEMENT, LLC’s Willis Towers Watson WTW Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$6.8K	Buy	26 +4	+18%	+$1.07K	﹤0.01%	515
2026 Q1	$6.39K	Buy	22 +1	+5%	+$307	﹤0.01%	479
2025 Q4	$6.9K	Hold	21	–	–	﹤0.01%	453
2025 Q3	$7.25K	Hold	21	–	–	﹤0.01%	418
2025 Q2	$6.44K	Hold	21	–	–	﹤0.01%	465
2025 Q1	$7.1K	Hold	21	–	–	﹤0.01%	373
2024 Q4	$6.58K	Sell	21 -4	-16%	-$1.23K	﹤0.01%	397
2024 Q3	$7.36K	Hold	25	–	–	﹤0.01%	359
2024 Q2	$6.55K	Hold	25	–	–	﹤0.01%	511
2024 Q1	$6.88K	Hold	25	–	–	﹤0.01%	472
2023 Q4	$6.03K	Hold	25	–	–	﹤0.01%	369
2023 Q3	$5.22K	Hold	25	–	–	﹤0.01%	372
2023 Q2	$5.89K	Hold	25	–	–	﹤0.01%	360
2023 Q1	$5.81K	Hold	25	–	–	﹤0.01%	375
2022 Q4	$6.12K	Hold	25	–	–	﹤0.01%	355
2022 Q3	$5.02K	Hold	25	–	–	﹤0.01%	386
2022 Q2	$4.93K	Hold	25	–	–	﹤0.01%	395
2022 Q1	$5.91K	Hold	25	–	–	﹤0.01%	375
2021 Q4	$5.94K	Hold	25	–	–	﹤0.01%	395
2021 Q3	$5.81K	Buy	25 +4	+19%	+$890	﹤0.01%	347
2021 Q2	$4.83K	Hold	21	–	–	﹤0.01%	385
2021 Q1	$4.81K	Buy	21 +3	+17%	+$654	﹤0.01%	410
2020 Q4	$3.79K	Hold	18	–	–	﹤0.01%	413
2020 Q3	$3.76K	Hold	18	–	–	﹤0.01%	375
2020 Q2	$3.54K	Hold	18	–	–	﹤0.01%	372
2020 Q1	$3.06K	Buy	18 +5	+38%	+$983	﹤0.01%	345
2019 Q4	$2.63K	Hold	13	–	–	﹤0.01%	346
2019 Q3	$2.51K	Buy	+13	New	+$2.54K	﹤0.01%	352
2019 Q2	–	Sell	-13	Closed	-$2.28K	–	1410
2019 Q1	$2.28K	Hold	13	–	–	﹤0.01%	337
2018 Q4	$1.97K	Hold	13	–	–	﹤0.01%	357
2018 Q3	$1.83K	Hold	13	–	–	﹤0.01%	413
2018 Q2	$1.97K	Hold	13	–	–	﹤0.01%	376
2018 Q1	$1.98K	Buy	+13	New	+$2.04K	﹤0.01%	358
2016 Q2	–	Sell	-316	Closed	-$37.5K	–	883
2016 Q1	$37.5K	Buy	+316	New	+$36.4K	0.02%	112

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

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

ETC

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

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

RAFFA WEALTH MANAGEMENT, LLC's WTW Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Willis Towers Watson (WTW) stake by 18% in Q2 2026, buying an estimated $1.07K and bringing the position to 26 shares worth $6.8K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WTW in Q1 2016 and has held it in 34 quarters since. The position peaked at $37.5K in Q1 2016. 184 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 26 shares of Willis Towers Watson worth $6.8K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 4 Willis Towers Watson shares in Q2 2026, an estimated $1.07K.
Willis Towers Watson made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #515 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Willis Towers Watson in Q1 2016 and has held it in 34 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Willis Towers Watson position peaked at $37.5K in Q1 2016.
184 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.