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Marshall Financial Group (Maryland)’s Willis Towers Watson WTW Stock Holding History

Marshall Financial Group (Maryland)’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
-583
Closed -$201K – 314
2025
Q3 		$201K Buy
+583
New +$189K 0.04% 253

Other funds holding WTW

Vanguard Group
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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

Marshall Financial Group (Maryland)'s WTW Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 583 shares — an estimated $201K sold.

Marshall Financial Group (Maryland) first reported a position in WTW in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 583 Willis Towers Watson shares in Q4 2025, an estimated $201K.
  • Marshall Financial Group (Maryland) first reported a position in Willis Towers Watson in Q3 2025 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Willis Towers Watson position peaked at $201K in Q3 2025.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.