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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 $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Csenge Advisory Group's WTW Position: Q1 2025 in Review

Csenge Advisory Group sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 976 shares — an estimated $306K sold.

Csenge Advisory Group first reported a position in WTW in Q3 2018 and held it in 9 quarters. The position peaked at $795K in Q3 2020. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Csenge Advisory Group reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 976 Willis Towers Watson shares in Q1 2025, an estimated $306K.
  • Csenge Advisory Group first reported a position in Willis Towers Watson in Q3 2018 and held it in 9 quarters.
  • Csenge Advisory Group's Willis Towers Watson position peaked at $795K in Q3 2020.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.