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Lindbrook Capital’s Willis Towers Watson WTW Stock Holding History

Lindbrook Capital’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 		$50.4K Sell
149
-2
-1% -$652 ﹤0.01% 1005
2024
Q4 		$47.3K Buy
151
+3
+2% +$920 ﹤0.01% 836
2024
Q3 		$43.6K Sell
148
-2
-1% -$560 ﹤0.01% 891
2024
Q2 		$39.3K Hold
150
– – ﹤0.01% 899
2024
Q1 		$41.3K Buy
150
+1
+0.7% +$263 ﹤0.01% 853
2023
Q4 		$35.9K Buy
149
+9
+6% +$2.08K ﹤0.01% 889
2023
Q3 		$29.3K Sell
140
-21
-13% -$4.48K ﹤0.01% 883
2023
Q2 		$37.9K Sell
161
-10
-6% -$2.3K ﹤0.01% 804
2023
Q1 		$39.7K Buy
171
+2
+1% +$483 ﹤0.01% 777
2022
Q4 		$41.3K Hold
169
– – 0.01% 767
2022
Q3 		$34K Sell
169
-22
-12% -$4.54K 0.01% 789
2022
Q2 		$38K Buy
191
+19
+11% +$4.07K 0.01% 760
2022
Q1 		$41K Buy
172
+32
+23% +$7.33K 0.01% 741
2021
Q4 		$33K Sell
140
-1
-0.7% -$237 0.01% 858
2021
Q3 		$33K Sell
141
-4
-3% -$890 0.01% 572
2021
Q2 		$33K Buy
145
+2
+1% +$497 0.01% 611
2021
Q1 		$33K Buy
143
+3
+2% +$654 0.01% 577
2020
Q4 		$29K Sell
140
-3
-2% -$618 0.01% 569
2020
Q3 		$30K Buy
143
+3
+2% +$613 0.01% 490
2020
Q2 		$28K Buy
140
+3
+2% +$574 0.01% 516
2020
Q1 		$23K Buy
137
+22
+19% +$4.33K 0.01% 504
2019
Q4 		$23K Hold
115
– – 0.01% 696
2019
Q3 		$22K Buy
115
+10
+10% +$1.95K 0.01% 683
2019
Q2 		$20K Hold
105
– – 0.01% 711
2019
Q1 		$18K Hold
105
– – 0.01% 741
2018
Q4 		$15K Buy
+105
New +$15.7K 0.01% 719

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 $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's WTW Position: Q1 2025 in Review

Lindbrook Capital reduced its Willis Towers Watson (WTW) stake by 1.3% in Q1 2025, selling an estimated $652 and leaving 149 shares worth $50.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Lindbrook Capital first reported a position in WTW in Q4 2018 and has held it in 26 quarters since. 758 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Lindbrook Capital held 149 shares of Willis Towers Watson worth $50.4K as of Q1 2025.
  • Lindbrook Capital sold 2 Willis Towers Watson shares in Q1 2025, an estimated $652.
  • Willis Towers Watson made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1005 holding.
  • Lindbrook Capital first reported a position in Willis Towers Watson in Q4 2018 and has held it in 26 quarters since.
  • 758 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.