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Altshuler Shaham’s Willis Towers Watson WTW Stock Holding History

Altshuler Shaham’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
2025
Q1 		– Sell
-65
Closed -$20.4K – 413
2024
Q4 		$20.4K Buy
+65
New +$19.9K ﹤0.01% 237
2019
Q3 		– Sell
-7
Closed -$1K – 576
2019
Q2 		$1K Buy
+7
New +$1.27K ﹤0.01% 355

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altshuler Shaham's WTW Position: Q1 2025 in Review

Altshuler Shaham sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 65 shares — an estimated $20.4K sold.

Altshuler Shaham first reported a position in WTW in Q2 2019 and held it in 2 quarters. The position peaked at $20.4K in Q4 2024. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Altshuler Shaham reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 65 Willis Towers Watson shares in Q1 2025, an estimated $20.4K.
  • Altshuler Shaham first reported a position in Willis Towers Watson in Q2 2019 and held it in 2 quarters.
  • Altshuler Shaham's Willis Towers Watson position peaked at $20.4K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.