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Chase Investment Counsel’s Willis Towers Watson WTW Stock Holding History

Chase Investment Counsel’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
Q2 		– Sell
-15,637
Closed -$5.28M – 152
2025
Q1 		$5.28M Buy
+15,637
New +$5.1M 1.94% 19

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chase Investment Counsel's WTW Position: Q2 2025 in Review

Chase Investment Counsel sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 15,637 shares — an estimated $5.28M sold.

Chase Investment Counsel first reported a position in WTW in Q1 2025 and held it in 1 quarter. The position peaked at $5.28M in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Chase Investment Counsel reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 15,637 Willis Towers Watson shares in Q2 2025, an estimated $5.28M.
  • Chase Investment Counsel first reported a position in Willis Towers Watson in Q1 2025 and held it in 1 quarter.
  • Chase Investment Counsel's Willis Towers Watson position peaked at $5.28M in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Chase Investment Counsel's 13F filing for Q2 2025, filed 5 Aug 2025.