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Integrated Investment Consultants’s Willis Towers Watson WTW Stock Holding History

Integrated Investment Consultants’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
Q4 		– Sell
-765
Closed -$264K – 343
2025
Q3 		$264K Sell
765
-143
-16% -$46.3K 0.04% 269
2025
Q2 		$278K Buy
+908
New +$282K 0.05% 254
2023
Q1 		– Sell
-1,034
Closed -$253K – 289
2022
Q4 		$253K Buy
1,034
+5
+0.5% +$1.14K 0.09% 195
2022
Q3 		$207K Hold
1,029
– – 0.08% 209
2022
Q2 		$203K Sell
1,029
-524
-34% -$112K 0.07% 219
2022
Q1 		$367K Sell
1,553
-282
-15% -$64.6K 0.1% 189
2021
Q4 		$436K Buy
1,835
+144
+9% +$34.1K 0.12% 157
2021
Q3 		$393K Buy
1,691
+474
+39% +$106K 0.12% 168
2021
Q2 		$280K Sell
1,217
-186
-13% -$46.3K 0.08% 219
2021
Q1 		$321K Buy
1,403
+253
+22% +$55.1K 0.11% 182
2020
Q4 		$242K Sell
1,150
-150
-12% -$30.9K 0.09% 209
2020
Q3 		$271K Sell
1,300
-473
-27% -$96.6K 0.13% 144
2020
Q2 		$349K Sell
1,773
-403
-19% -$77.2K 0.17% 94
2020
Q1 		$370K Buy
2,176
+94
+5% +$18.5K 0.22% 84
2019
Q4 		$420K Hold
2,082
– – 0.17% 89
2019
Q3 		$402K Buy
2,082
+587
+39% +$115K 0.21% 86
2019
Q2 		$286K Buy
1,495
+45
+3% +$8.15K 0.15% 107
2019
Q1 		$255K Sell
1,450
-325
-18% -$53.9K 0.14% 113
2018
Q4 		$270K Buy
1,775
+175
+11% +$26.2K 0.14% 109
2018
Q3 		$226K Buy
1,600
+250
+19% +$37.8K 0.11% 148
2018
Q2 		$205K Sell
1,350
-58
-4% -$8.83K 0.11% 152
2018
Q1 		$214K Buy
+1,408
New +$221K 0.08% 168
2017
Q3 		$216K Hold
1,400
– – 0.09% 143
2017
Q2 		$204K Hold
1,400
– – 0.09% 147
2017
Q1 		$183K Sell
1,400
-250
-15% -$31.8K 0.08% 164
2016
Q4 		$202K Buy
1,650
+312
+23% +$38.9K 0.1% 141
2016
Q3 		$171K Buy
1,338
+281
+27% +$35K 0.09% 155
2016
Q2 		$131K Buy
1,057
+701
+197% +$86.5K 0.07% 206
2016
Q1 		$40K Buy
+356
New +$41K 0.02% 380

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Investment Consultants's WTW Position: Q4 2025 in Review

Integrated Investment Consultants sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 765 shares — an estimated $264K sold.

Integrated Investment Consultants first reported a position in WTW in Q1 2016 and held it in 29 quarters. The position peaked at $436K in Q4 2021. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Integrated Investment Consultants reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Integrated Investment Consultants sold 765 Willis Towers Watson shares in Q4 2025, an estimated $264K.
  • Integrated Investment Consultants first reported a position in Willis Towers Watson in Q1 2016 and held it in 29 quarters.
  • Integrated Investment Consultants's Willis Towers Watson position peaked at $436K in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Integrated Investment Consultants's 13F filing for Q4 2025, filed 5 Feb 2026.