HighPoint Advisor Group’s Willis Towers Watson WTW Stock Holding History

HighPoint Advisor Group’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
2026 Q1	–	Sell	-1,535	Closed	-$504K	–	1048
2025 Q4	$504K	Buy	1,535 +13	+0.9%	+$4.26K	0.01%	664
2025 Q3	$526K	Buy	1,522 +87	+6%	+$28.2K	0.03%	377
2025 Q2	$440K	Buy	1,435 +77	+6%	+$23.9K	0.02%	407
2025 Q1	$411K	Buy	1,358 +29	+2%	+$9.45K	0.02%	403
2024 Q4	$424K	Buy	1,329 +3	+0.2%	+$920	0.02%	416
2024 Q3	$397K	Buy	1,326 +96	+8%	+$26.9K	0.02%	408
2024 Q2	$350K	Buy	1,230 +20	+2%	+$5.16K	0.02%	426
2024 Q1	$307K	Buy	1,210 +24	+2%	+$6.31K	0.02%	464
2023 Q4	$325K	Buy	+1,186	New	+$274K	0.02%	452

Other funds holding WTW

Massachusetts Financial Services

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return