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Avalon Trust’s Willis Towers Watson WTW Stock Holding History

Avalon Trust’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
Q4 		– Sell
-50
Closed -$17.3K – 625
2025
Q3 		$17.3K Hold
50
– – ﹤0.01% 399
2025
Q2 		$15.3K Hold
50
– – ﹤0.01% 333
2025
Q1 		$16.9K Hold
50
– – ﹤0.01% 339
2024
Q4 		$15.7K Hold
50
– – ﹤0.01% 302
2024
Q3 		$14.7K Hold
50
– – ﹤0.01% 277
2024
Q2 		$13.1K Hold
50
– – ﹤0.01% 278
2024
Q1 		$13.8K Hold
50
– – ﹤0.01% 286
2023
Q4 		$12.1K Hold
50
– – ﹤0.01% 290
2023
Q3 		$10.4K Hold
50
– – ﹤0.01% 261
2023
Q2 		$11.8K Hold
50
– – ﹤0.01% 269
2023
Q1 		$11.6K Buy
+50
New +$12.1K ﹤0.01% 262

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avalon Trust's WTW Position: Q4 2025 in Review

Avalon Trust sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 50 shares — an estimated $17.3K sold.

Avalon Trust first reported a position in WTW in Q1 2023 and held it in 11 quarters. The position peaked at $17.3K in Q3 2025. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Avalon Trust reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Avalon Trust sold 50 Willis Towers Watson shares in Q4 2025, an estimated $17.3K.
  • Avalon Trust first reported a position in Willis Towers Watson in Q1 2023 and held it in 11 quarters.
  • Avalon Trust's Willis Towers Watson position peaked at $17.3K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.