HM Payson & Co’s Willis Towers Watson WTW Stock Holding History

HM Payson & Co’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
2024 Q4	–	Sell	-2	Closed	-$590	–	1159
2024 Q3	$590	Buy	+2	New	+$560	﹤0.01%	1059
2023 Q3	–	Sell	-18	Closed	-$4.24K	–	1055
2023 Q2	$4.24K	Hold	18	–	–	﹤0.01%	864
2023 Q1	$4.18K	Buy	+18	New	+$4.35K	﹤0.01%	869
2022 Q3	–	Sell	-5	Closed	-$1K	–	1092
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	1024
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	1037
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	1064
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	1069
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	1073
2021 Q1	$1K	Buy	+5	New	+$1.09K	﹤0.01%	1113
2020 Q2	–	Sell	-42	Closed	-$7K	–	941
2020 Q1	$7K	Hold	42	–	–	﹤0.01%	783
2019 Q4	$8K	Hold	42	–	–	﹤0.01%	830
2019 Q3	$8K	Hold	42	–	–	﹤0.01%	843
2019 Q2	$8K	Buy	+42	New	+$7.61K	﹤0.01%	850

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HM Payson & Co's WTW Position: Q4 2024 in Review

HM Payson & Co sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 2 shares — an estimated $590 sold.

HM Payson & Co first reported a position in WTW in Q2 2019 and held it in 13 quarters. The position peaked at $8K in Q4 2019. 708 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

HM Payson & Co reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 2 Willis Towers Watson shares in Q4 2024, an estimated $590.
HM Payson & Co first reported a position in Willis Towers Watson in Q2 2019 and held it in 13 quarters.
HM Payson & Co's Willis Towers Watson position peaked at $8K in Q4 2019.
708 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.