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Diversified Trust’s Willis Towers Watson WTW Stock Holding History

Diversified Trust’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
-2,980
Closed -$1.01M – 1014
2025
Q1 		$1.01M Sell
2,980
-2,807
-49% -$915K 0.02% 356
2024
Q4 		$1.81M Sell
5,787
-933
-14% -$286K 0.04% 244
2024
Q3 		$1.98M Buy
6,720
+4
+0.1% +$1.12K 0.05% 232
2024
Q2 		$1.76M Buy
6,716
+1,863
+38% +$481K 0.05% 226
2024
Q1 		$1.33M Buy
4,853
+3,683
+315% +$969K 0.04% 261
2023
Q4 		$282K Buy
+1,170
New +$271K 0.01% 681
2022
Q4 		– Sell
-2,943
Closed -$591K – 861
2022
Q3 		$591K Buy
+2,943
New +$607K 0.03% 332
2022
Q1 		– Sell
-987
Closed -$234K – 904
2021
Q4 		$234K Sell
987
-405
-29% -$95.8K 0.01% 720
2021
Q3 		$324K Buy
+1,392
New +$310K 0.01% 559
2015
Q3 		– Sell
-2,303
Closed -$286K – 459
2015
Q2 		$286K Sell
2,303
-944
-29% -$120K 0.03% 382
2015
Q1 		$414K Sell
3,247
-415
-11% -$50.9K 0.04% 354
2014
Q4 		$435K Buy
+3,662
New +$409K 0.04% 346
2014
Q2 		$576K Buy
+5,021
New +$565K 0.05% 342
2013
Q4 		$727K Sell
6,125
-160
-3% -$18.9K 0.07% 248
2013
Q3 		$721K Sell
6,285
-1,076
-15% -$121K 0.08% 260
2013
Q2 		$796K Buy
+7,361
New +$779K 0.09% 220

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Diversified Trust's WTW Position: Q2 2025 in Review

Diversified Trust sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 2,980 shares — an estimated $1.01M sold.

Diversified Trust first reported a position in WTW in Q2 2013 and held it in 16 quarters. The position peaked at $1.98M in Q3 2024. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Diversified Trust reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Diversified Trust sold 2,980 Willis Towers Watson shares in Q2 2025, an estimated $1.01M.
  • Diversified Trust first reported a position in Willis Towers Watson in Q2 2013 and held it in 16 quarters.
  • Diversified Trust's Willis Towers Watson position peaked at $1.98M in Q3 2024.
  • 722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Diversified Trust's 13F filing for Q2 2025, filed 11 Jul 2025.