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Creekmur Asset Management’s Willis Towers Watson WTW Stock Holding History

Creekmur Asset 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 		– Sell
-17
Closed -$5.01K – 1055
2024
Q3 		$5.01K Buy
+17
New +$4.76K ﹤0.01% 537

Other funds holding WTW

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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

Creekmur Asset Management's WTW Position: Q4 2024 in Review

Creekmur Asset Management sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 17 shares — an estimated $5.01K sold.

Creekmur Asset Management first reported a position in WTW in Q3 2024 and held it in 1 quarter. The position peaked at $5.01K in Q3 2024. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Creekmur Asset Management reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 17 Willis Towers Watson shares in Q4 2024, an estimated $5.01K.
  • Creekmur Asset Management first reported a position in Willis Towers Watson in Q3 2024 and held it in 1 quarter.
  • Creekmur Asset Management's Willis Towers Watson position peaked at $5.01K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.