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Ground Swell Capital’s Willis Towers Watson WTW Stock Holding History

Ground Swell Capital’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
-2,201
Closed -$675K – 247
2025
Q2 		$675K Buy
+2,201
New +$683K 1.07% 7
2022
Q3 		– Sell
-1,394
Closed -$275K – 194
2022
Q2 		$275K Buy
+1,394
New +$299K 0.5% 59

Other funds holding WTW

Vanguard Group
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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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ground Swell Capital's WTW Position: Q3 2025 in Review

Ground Swell Capital sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 2,201 shares — an estimated $675K sold.

Ground Swell Capital first reported a position in WTW in Q2 2022 and held it in 2 quarters. The position peaked at $675K in Q2 2025. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Ground Swell Capital reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Ground Swell Capital sold 2,201 Willis Towers Watson shares in Q3 2025, an estimated $675K.
  • Ground Swell Capital first reported a position in Willis Towers Watson in Q2 2022 and held it in 2 quarters.
  • Ground Swell Capital's Willis Towers Watson position peaked at $675K in Q2 2025.
  • 727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.