BAS
WTW icon

Brueske Advisory Services’s Willis Towers Watson WTW Stock Holding History

Brueske Advisory Services’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
-2,031
Closed -$702K – 57
2025
Q3 		$702K Buy
2,031
+9
+0.4% +$2.92K 0.38% 32
2025
Q2 		$620K Hold
2,022
– – 0.42% 35
2025
Q1 		$683K Hold
2,022
– – 0.65% 24
2024
Q4 		$633K Buy
+2,022
New +$620K 0.56% 29

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brueske Advisory Services's WTW Position: Q4 2025 in Review

Brueske Advisory Services sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 2,031 shares — an estimated $702K sold.

Brueske Advisory Services first reported a position in WTW in Q4 2024 and held it in 4 quarters. The position peaked at $702K in Q3 2025. 746 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Brueske Advisory Services reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Brueske Advisory Services sold 2,031 Willis Towers Watson shares in Q4 2025, an estimated $702K.
  • Brueske Advisory Services first reported a position in Willis Towers Watson in Q4 2024 and held it in 4 quarters.
  • Brueske Advisory Services's Willis Towers Watson position peaked at $702K in Q3 2025.
  • 746 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Brueske Advisory Services's 13F filing for Q4 2025.