BFG
WTW icon

Bleakley Financial Group’s Willis Towers Watson WTW Stock Holding History

Bleakley Financial Group’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
-2,589
Closed -$811K – 1030
2024
Q4 		$811K Buy
2,589
+114
+5% +$35K 0.02% 472
2024
Q3 		$729K Buy
2,475
+47
+2% +$13.1K 0.02% 488
2024
Q2 		$636K Sell
2,428
-39
-2% -$10.1K 0.02% 528
2024
Q1 		$678K Buy
2,467
+96
+4% +$25.3K 0.02% 529
2023
Q4 		$572K Buy
2,371
+173
+8% +$40K 0.02% 548
2023
Q3 		$459K Sell
2,198
-442
-17% -$94.3K 0.02% 564
2023
Q2 		$622K Sell
2,640
-12
-0.5% -$2.77K 0.02% 527
2023
Q1 		$616K Buy
2,652
+231
+10% +$55.8K 0.02% 513
2022
Q4 		$592K Buy
+2,421
New +$553K 0.02% 505

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

Bleakley Financial Group's WTW Position: Q1 2025 in Review

Bleakley Financial Group sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 2,589 shares — an estimated $811K sold.

Bleakley Financial Group first reported a position in WTW in Q4 2022 and held it in 9 quarters. The position peaked at $811K in Q4 2024. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Bleakley Financial Group reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 2,589 Willis Towers Watson shares in Q1 2025, an estimated $811K.
  • Bleakley Financial Group first reported a position in Willis Towers Watson in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Willis Towers Watson position peaked at $811K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.