Focus Partners Advisor Solutions’s Willis Towers Watson WTW Stock Holding History

Focus Partners Advisor Solutions’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	-1,139	Closed	-$349K	–	1304
2025 Q2	$349K	Buy	1,139 +409	+56%	+$127K	﹤0.01%	794
2025 Q1	$247K	Buy	+730	New	+$238K	﹤0.01%	841

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Focus Partners Advisor Solutions's WTW Position: Q3 2025 in Review

Focus Partners Advisor Solutions sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 1,139 shares — an estimated $349K sold.

Focus Partners Advisor Solutions first reported a position in WTW in Q1 2025 and held it in 2 quarters. The position peaked at $349K in Q2 2025. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

Focus Partners Advisor Solutions reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 1,139 Willis Towers Watson shares in Q3 2025, an estimated $349K.
Focus Partners Advisor Solutions first reported a position in Willis Towers Watson in Q1 2025 and held it in 2 quarters.
Focus Partners Advisor Solutions's Willis Towers Watson position peaked at $349K in Q2 2025.
727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

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