BCMLT
WTW icon

Beacon Capital Management LLC (Tennessee)’s Willis Towers Watson WTW Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-213
Closed -$65.3K – 1028
2025
Q2 		$65.3K Hold
213
– – 0.01% 283
2025
Q1 		$71.8K Buy
213
+1
+0.5% +$326 0.01% 250
2024
Q4 		$66.4K Hold
212
– – 0.01% 256
2024
Q3 		$62.4K Hold
212
– – 0.01% 285
2024
Q2 		$55.6K Buy
212
+37
+21% +$9.55K 0.01% 267
2024
Q1 		$48.1K Buy
175
+101
+136% +$26.6K 0.01% 300
2023
Q4 		$15.5K Hold
74
– – ﹤0.01% 427
2023
Q3 		$17.4K Hold
74
– – ﹤0.01% 437
2023
Q2 		$17.4K Hold
74
– – ﹤0.01% 437
2023
Q1 		$17.2K Hold
74
– – 0.01% 387
2022
Q4 		$18.1K Hold
74
– – 0.01% 395
2022
Q3 		$14K Hold
74
– – ﹤0.01% 420
2022
Q2 		$17K Hold
74
– – ﹤0.01% 437
2022
Q1 		$17K Buy
+74
New +$16.9K ﹤0.01% 437

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s WTW Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 213 shares — an estimated $65.3K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WTW in Q1 2022 and held it in 14 quarters. The position peaked at $71.8K in Q1 2025. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 213 Willis Towers Watson shares in Q3 2025, an estimated $65.3K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Willis Towers Watson in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Willis Towers Watson position peaked at $71.8K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.