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Cassady Schiller Wealth Management’s Willis Towers Watson WTW Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.88K Buy
+6
New +$1.84K ﹤0.01% 592
2022
Q1 		– Sell
-1
Closed – – 616
2021
Q4 		$0 Buy
+1
New +$237 ﹤0.01% 653

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

Cassady Schiller Wealth Management's WTW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Willis Towers Watson (WTW) in Q4 2024: 6 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WTW as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in WTW in Q4 2021 and has held it in 2 quarters since. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Willis Towers Watson worth $1.88K as of Q4 2024.
  • Willis Towers Watson was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Willis Towers Watson made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #592 holding.
  • Cassady Schiller Wealth Management first reported a position in Willis Towers Watson in Q4 2021 and has held it in 2 quarters since.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.