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	–	1093
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	–	942
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 $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fidelity Investments

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

Harris Associates

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

Artisan Partners

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

T. Rowe Price Investment Management

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

Geode Capital Management

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