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HRT Financial’s Willis Towers Watson WTW Stock Holding History

HRT Financial’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
Q1 		– Sell
-15,222
Closed -$4.77M – 3501
2024
Q4 		$4.77M Sell
15,222
-17,276
-53% -$5.3M 0.02% 413
2024
Q3 		$9.57M Buy
32,498
+7,601
+31% +$2.13M 0.05% 248
2024
Q2 		$6.53M Buy
24,897
+22,068
+780% +$5.7M 0.04% 326
2024
Q1 		$777K Sell
2,829
-34,085
-92% -$8.97M ﹤0.01% 1010
2023
Q4 		$8.9M Sell
36,914
-8,419
-19% -$1.95M 0.07% 176
2023
Q3 		$9.47M Buy
45,333
+4,395
+11% +$938K 0.09% 144
2023
Q2 		$9.64M Buy
+40,938
New +$9.43M 0.09% 151
2022
Q4 		– Sell
-148,702
Closed -$29.9M – 3256
2022
Q3 		$29.9M Sell
148,702
-6,982
-4% -$1.44M 0.32% 51
2022
Q2 		$30.7M Buy
155,684
+154,479
+12,820% +$33.1M 0.34% 40
2022
Q1 		$284K Sell
1,205
-52,984
-98% -$12.1M ﹤0.01% 2272
2021
Q4 		$12.9M Buy
54,189
+8,976
+20% +$2.12M 0.07% 127
2021
Q3 		$10.5M Buy
45,213
+15,396
+52% +$3.43M 0.06% 144
2021
Q2 		$6.86M Buy
+29,817
New +$7.42M 0.06% 241
2021
Q1 		– Sell
-6,009
Closed -$1.26M – 3215
2020
Q4 		$1.26M Buy
+6,009
New +$1.24M 0.03% 503
2020
Q3 		– Sell
-4,566
Closed -$899K – 2432
2020
Q2 		$899K Buy
+4,566
New +$874K 0.03% 579
2019
Q4 		– Sell
-2,683
Closed -$517K – 1714
2019
Q3 		$517K Buy
+2,683
New +$524K 0.02% 660
2018
Q3 		– Sell
-1,520
Closed -$230K – 515
2018
Q2 		$230K Buy
+1,520
New +$231K 0.08% 185

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HRT Financial's WTW Position: Q1 2025 in Review

HRT Financial sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 15,222 shares — an estimated $4.77M sold.

HRT Financial first reported a position in WTW in Q2 2018 and held it in 17 quarters. The position peaked at $30.7M in Q2 2022. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • HRT Financial reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 15,222 Willis Towers Watson shares in Q1 2025, an estimated $4.77M.
  • HRT Financial first reported a position in Willis Towers Watson in Q2 2018 and held it in 17 quarters.
  • HRT Financial's Willis Towers Watson position peaked at $30.7M in Q2 2022.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.