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Dorsey & Whitney Trust’s Willis Towers Watson WTW Stock Holding History

Dorsey & Whitney 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
Q1 		– Sell
-642
Closed -$201K – 701
2024
Q4 		$201K Buy
+642
New +$197K 0.01% 654

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

Dorsey & Whitney Trust's WTW Position: Q1 2025 in Review

Dorsey & Whitney Trust sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 642 shares — an estimated $201K sold.

Dorsey & Whitney Trust first reported a position in WTW in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Dorsey & Whitney Trust reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 642 Willis Towers Watson shares in Q1 2025, an estimated $201K.
  • Dorsey & Whitney Trust first reported a position in Willis Towers Watson in Q4 2024 and held it in 1 quarter.
  • Dorsey & Whitney Trust's Willis Towers Watson position peaked at $201K in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2025, filed 14 May 2025.