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Caldwell Trust’s Willis Towers Watson WTW Stock Holding History

Caldwell Trust’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
2021
Q3 		– Sell
-94
Closed -$21.6K – 758
2021
Q2 		$21.6K Hold
94
– – ﹤0.01% 560
2021
Q1 		$21.5K Hold
94
– – ﹤0.01% 549
2020
Q4 		$19.8K Hold
94
– – ﹤0.01% 542
2020
Q3 		$19.6K Hold
94
– – ﹤0.01% 536
2020
Q2 		$18.5K Hold
94
– – ﹤0.01% 555
2020
Q1 		$16K Hold
94
– – ﹤0.01% 579
2019
Q4 		$19K Buy
+94
New +$18K ﹤0.01% 590

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Caldwell Trust's WTW Position: Q3 2021 in Review

Caldwell Trust sold out of Willis Towers Watson (WTW) in Q3 2021, closing a stake of 94 shares — an estimated $21.6K sold.

Caldwell Trust first reported a position in WTW in Q4 2019 and held it in 7 quarters. The position peaked at $21.6K in Q2 2021. 563 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

  • Caldwell Trust reported no remaining Willis Towers Watson position as of Q3 2021 after selling out during the quarter.
  • Caldwell Trust sold 94 Willis Towers Watson shares in Q3 2021, an estimated $21.6K.
  • Caldwell Trust first reported a position in Willis Towers Watson in Q4 2019 and held it in 7 quarters.
  • Caldwell Trust's Willis Towers Watson position peaked at $21.6K in Q2 2021.
  • 563 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Caldwell Trust's 13F filing for Q3 2021, filed 2 Oct 2025.