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Edgestream Partners’s Willis Towers Watson WTW Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-24,743
Closed -$7.58M – 1092
2025
Q2 		$7.58M Buy
+24,743
New +$7.67M 0.21% 163
2024
Q2 		– Sell
-1,651
Closed -$454K – 1066
2024
Q1 		$454K Buy
1,651
+326
+25% +$85.8K 0.02% 659
2023
Q4 		$320K Buy
+1,325
New +$306K 0.02% 707
2022
Q3 		– Sell
-13,246
Closed -$2.62M – 631
2022
Q2 		$2.62M Buy
+13,246
New +$2.84M 0.21% 166
2021
Q3 		– Sell
-4,566
Closed -$1.05M – 584
2021
Q2 		$1.05M Sell
4,566
-3,253
-42% -$809K 0.06% 286
2021
Q1 		$1.79M Sell
7,819
-18,014
-70% -$3.93M 0.1% 251
2020
Q4 		$5.44M Sell
25,833
-40,262
-61% -$8.29M 0.27% 128
2020
Q3 		$13.8M Sell
66,095
-43,225
-40% -$8.83M 0.89% 28
2020
Q2 		$21.5M Buy
109,320
+36,494
+50% +$6.99M 1.13% 21
2020
Q1 		$12.4M Sell
72,826
-20,011
-22% -$3.93M 1.14% 18
2019
Q4 		$18.7M Buy
92,837
+45,365
+96% +$8.69M 0.97% 27
2019
Q3 		$9.16M Buy
47,472
+22,616
+91% +$4.42M 0.88% 37
2019
Q2 		$4.76M Buy
24,856
+21,942
+753% +$3.97M 0.54% 63
2019
Q1 		$512K Buy
+2,914
New +$484K 0.08% 165
2018
Q4 		– Sell
-1,510
Closed -$213K – 304
2018
Q3 		$213K Buy
+1,510
New +$228K 0.04% 247
2018
Q1 		– Sell
-1,772
Closed -$267K – 266
2017
Q4 		$267K Buy
+1,772
New +$280K 0.32% 73
2016
Q4 		– Sell
-6,985
Closed -$927K – 143
2016
Q3 		$927K Buy
+6,985
New +$870K 0.51% 46

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgestream Partners's WTW Position: Q3 2025 in Review

Edgestream Partners sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 24,743 shares — an estimated $7.58M sold.

Edgestream Partners first reported a position in WTW in Q3 2016 and held it in 17 quarters. The position peaked at $21.5M in Q2 2020. 729 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Edgestream Partners reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 24,743 Willis Towers Watson shares in Q3 2025, an estimated $7.58M.
  • Edgestream Partners first reported a position in Willis Towers Watson in Q3 2016 and held it in 17 quarters.
  • Edgestream Partners's Willis Towers Watson position peaked at $21.5M in Q2 2020.
  • 729 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.