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Csenge Advisory Group’s Willis Towers Watson WTW Stock Holding History

Csenge Advisory Group’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
Q1 		– Sell
-976
Closed -$306K – 754
2024
Q4 		$306K Sell
976
-149
-13% -$45.7K 0.02% 552
2024
Q3 		$326K Buy
1,125
+129
+13% +$36.1K 0.02% 538
2024
Q2 		$261K Buy
996
+31
+3% +$8K 0.01% 553
2024
Q1 		$265K Buy
+965
New +$254K 0.01% 583
2021
Q1 		– Sell
-2,154
Closed -$454K – 528
2020
Q4 		$454K Sell
2,154
-1,649
-43% -$340K 0.05% 242
2020
Q3 		$795K Buy
3,803
+588
+18% +$120K 0.11% 156
2020
Q2 		$633K Sell
3,215
-1,071
-25% -$205K 0.09% 156
2020
Q1 		$728K Buy
+4,286
New +$843K 0.19% 111
2018
Q4 		– Sell
-5
Closed – – 1517
2018
Q3 		$0 Buy
+5
New +$756 ﹤0.01% 1675

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B 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