WestEnd Advisors’s Willis Towers Watson WTW Stock Holding History

WestEnd 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	$784	Hold	3	–	–	﹤0.01%	304
2026 Q1	$872	Hold	3	–	–	﹤0.01%	249
2025 Q4	$986	Hold	3	–	–	﹤0.01%	236
2025 Q3	$1.04K	Hold	3	–	–	﹤0.01%	225
2025 Q2	$920	Hold	3	–	–	﹤0.01%	217
2025 Q1	$1.01K	Buy	3 +2	+200%	+$652	﹤0.01%	210
2024 Q4	$313	Hold	1	–	–	﹤0.01%	220
2024 Q3	$295	Hold	1	–	–	﹤0.01%	246
2024 Q2	$262	Buy	+1	New	+$258	﹤0.01%	235
2022 Q1	–	Sell	-1	Closed	-$229	–	216
2021 Q4	$237	Buy	+1	New	+$237	﹤0.01%	243
2021 Q3	–	Hold	0	–	–	–	153
2021 Q2	–	Hold	0	–	–	–	232

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 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

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

WestEnd Advisors's WTW Position: Q2 2026 in Review

WestEnd Advisors held its Willis Towers Watson (WTW) position steady in Q2 2026 at 3 shares worth $784. The position accounts for ﹤0.01% of the portfolio, ranked #304.

WestEnd Advisors first reported a position in WTW in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.04K in Q3 2025. 114 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

WestEnd Advisors held 3 shares of Willis Towers Watson worth $784 as of Q2 2026.
WestEnd Advisors left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #304 holding.
WestEnd Advisors first reported a position in Willis Towers Watson in Q4 2021 and has held it in 10 quarters since.
WestEnd Advisors's Willis Towers Watson position peaked at $1.04K in Q3 2025.
114 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.