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Legacy Wealth Asset Management’s Willis Towers Watson WTW Stock Holding History

Legacy Wealth Asset Management’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
-2,490
Closed -$780K – 367
2024
Q4 		$780K Sell
2,490
-32
-1% -$9.82K 0.21% 129
2024
Q3 		$743K Sell
2,522
-9
-0.4% -$2.52K 0.2% 145
2024
Q2 		$663K Buy
2,531
+21
+0.8% +$5.42K 0.19% 162
2024
Q1 		$690K Buy
2,510
+92
+4% +$24.2K 0.19% 157
2023
Q4 		$583K Buy
+2,418
New +$559K 0.19% 182

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

Legacy Wealth Asset Management's WTW Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 2,490 shares — an estimated $780K sold.

Legacy Wealth Asset Management first reported a position in WTW in Q4 2023 and held it in 5 quarters. The position peaked at $780K in Q4 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,490 Willis Towers Watson shares in Q1 2025, an estimated $780K.
  • Legacy Wealth Asset Management first reported a position in Willis Towers Watson in Q4 2023 and held it in 5 quarters.
  • Legacy Wealth Asset Management's Willis Towers Watson position peaked at $780K in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.