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Global Financial Private Client’s Willis Towers Watson WTW Stock Holding History

Global Financial Private Client’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
-9
Closed -$3.04K – 1619
2025
Q1 		$3.04K Buy
9
+6
+200% +$1.96K ﹤0.01% 769
2024
Q4 		$940 Buy
+3
New +$920 ﹤0.01% 791

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Global Financial Private Client's WTW Position: Q2 2025 in Review

Global Financial Private Client sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 9 shares — an estimated $3.04K sold.

Global Financial Private Client first reported a position in WTW in Q4 2024 and held it in 2 quarters. The position peaked at $3.04K in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Global Financial Private Client reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 9 Willis Towers Watson shares in Q2 2025, an estimated $3.04K.
  • Global Financial Private Client first reported a position in Willis Towers Watson in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Willis Towers Watson position peaked at $3.04K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.