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Lee, Danner & Bass’s Willis Towers Watson WTW Stock Holding History

Lee, Danner & Bass’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
-365
Closed -$114K – 714
2024
Q4 		$114K Buy
+365
New +$112K 0.01% 256

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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

Lee, Danner & Bass's WTW Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 365 shares — an estimated $114K sold.

Lee, Danner & Bass first reported a position in WTW in Q4 2024 and held it in 1 quarter. The position peaked at $114K in Q4 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 365 Willis Towers Watson shares in Q1 2025, an estimated $114K.
  • Lee, Danner & Bass first reported a position in Willis Towers Watson in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Willis Towers Watson position peaked at $114K in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.