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 $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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return