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BOK Financial Private Wealth’s Willis Towers Watson WTW Stock Holding History

BOK Financial Private Wealth’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
Closed -$629 – 681
2024
Q4 		$629 Buy
+2
New +$613 ﹤0.01% 560

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

BOK Financial Private Wealth's WTW Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 2 shares — an estimated $629 sold.

BOK Financial Private Wealth first reported a position in WTW in Q4 2024 and held it in 1 quarter. The position peaked at $629 in Q4 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • BOK Financial Private Wealth reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 2 Willis Towers Watson shares in Q1 2025, an estimated $629.
  • BOK Financial Private Wealth first reported a position in Willis Towers Watson in Q4 2024 and held it in 1 quarter.
  • BOK Financial Private Wealth's Willis Towers Watson position peaked at $629 in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.