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Dorchester Wealth Management’s Willis Towers Watson WTW Stock Holding History

Dorchester Wealth 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
-26,167
Closed -$7.71M – 168
2024
Q3 		$7.71M Sell
26,167
-190
-0.7% -$53.2K 1.41% 28
2024
Q2 		$6.91M Sell
26,357
-784
-3% -$202K 1.33% 29
2024
Q1 		$7.46M Sell
27,141
-257
-0.9% -$67.6K 1.34% 29
2023
Q4 		$6.61M Sell
27,398
-557
-2% -$129K 1.22% 30
2023
Q3 		$5.84M Sell
27,955
-83
-0.3% -$17.7K 1.18% 31
2023
Q2 		$6.6M Buy
28,038
+140
+0.5% +$32.3K 1.34% 28
2023
Q1 		$6.48M Buy
27,898
+65
+0.2% +$15.7K 1.33% 28
2022
Q4 		$6.81M Sell
27,833
-118
-0.4% -$27K 1.61% 24
2022
Q3 		$5.62M Buy
27,951
+117
+0.4% +$24.1K 1.24% 28
2022
Q2 		$5.49M Buy
27,834
+505
+2% +$108K 1.09% 34
2022
Q1 		$8.07M Buy
27,329
+1,115
+4% +$255K 1.29% 28
2021
Q4 		$6.23M Buy
26,214
+225
+0.9% +$53.2K 1.24% 28
2021
Q3 		$6.04M Buy
+25,989
New +$5.79M 1.49% 26

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
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

Dorchester Wealth Management's WTW Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 26,167 shares — an estimated $7.71M sold.

Dorchester Wealth Management first reported a position in WTW in Q3 2021 and held it in 13 quarters. The position peaked at $8.07M in Q1 2022. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 26,167 Willis Towers Watson shares in Q4 2024, an estimated $7.71M.
  • Dorchester Wealth Management first reported a position in Willis Towers Watson in Q3 2021 and held it in 13 quarters.
  • Dorchester Wealth Management's Willis Towers Watson position peaked at $8.07M in Q1 2022.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.