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Atticus Wealth Management’s Willis Towers Watson WTW Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-4
Closed -$1.23K – 650
2025
Q2 		$1.23K Buy
+4
New +$1.24K ﹤0.01% 591
2022
Q4 		– Sell
-3
Closed -$1K – 650
2022
Q3 		$1K Hold
3
– – ﹤0.01% 562
2022
Q2 		$1K Hold
3
– – ﹤0.01% 596
2022
Q1 		$1K Buy
+3
New +$687 ﹤0.01% 584

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Atticus Wealth Management's WTW Position: Q3 2025 in Review

Atticus Wealth Management sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 4 shares — an estimated $1.23K sold.

Atticus Wealth Management first reported a position in WTW in Q1 2022 and held it in 4 quarters. The position peaked at $1.23K in Q2 2025. 729 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Atticus Wealth Management reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 4 Willis Towers Watson shares in Q3 2025, an estimated $1.23K.
  • Atticus Wealth Management first reported a position in Willis Towers Watson in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Willis Towers Watson position peaked at $1.23K in Q2 2025.
  • 729 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.