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Martingale Asset Management’s Willis Towers Watson WTW Stock Holding History

Martingale 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
Q3 		– Sell
-704
Closed -$216K – 855
2025
Q2 		$216K Hold
704
– – 0.01% 749
2025
Q1 		$238K Hold
704
– – 0.01% 714
2024
Q4 		$221K Hold
704
– – 0.01% 730
2024
Q3 		$207K Buy
+704
New +$197K ﹤0.01% 759
2024
Q2 		– Sell
-954
Closed -$262K – 860
2024
Q1 		$262K Buy
+954
New +$251K 0.01% 727
2021
Q3 		– Sell
-25,548
Closed -$5.88M – 941
2021
Q2 		$5.88M Sell
25,548
-105,715
-81% -$26.3M 0.07% 180
2021
Q1 		$30M Sell
131,263
-1,601
-1% -$349K 0.35% 109
2020
Q4 		$28M Sell
132,864
-39,005
-23% -$8.03M 0.32% 111
2020
Q3 		$35.9M Sell
171,869
-6,701
-4% -$1.37M 0.43% 79
2020
Q2 		$35.2M Sell
178,570
-9,333
-5% -$1.79M 0.41% 71
2020
Q1 		$31.9M Sell
187,903
-4,143
-2% -$815K 0.42% 69
2019
Q4 		$38.8M Buy
192,046
+9,512
+5% +$1.82M 0.4% 80
2019
Q3 		$35.2M Buy
182,534
+111,869
+158% +$21.8M 0.36% 93
2019
Q2 		$13.5M Buy
70,665
+25,072
+55% +$4.54M 0.14% 179
2019
Q1 		$8.01M Buy
45,593
+40,200
+745% +$6.67M 0.09% 258
2018
Q4 		$819K Hold
5,393
– – 0.01% 774
2018
Q3 		$761K Sell
5,393
-5,700
-51% -$862K 0.01% 775
2018
Q2 		$1.68M Buy
11,093
+3,400
+44% +$518K 0.02% 597
2018
Q1 		$1.17M Buy
+7,693
New +$1.21M 0.02% 699
2014
Q1 		– Sell
-7,403
Closed -$879K – 975
2013
Q4 		$879K Hold
7,403
– – 0.03% 594
2013
Q3 		$850K Hold
7,403
– – 0.03% 592
2013
Q2 		$800K Buy
+7,403
New +$784K 0.03% 596

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Martingale Asset Management's WTW Position: Q3 2025 in Review

Martingale Asset Management sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 704 shares — an estimated $216K sold.

Martingale Asset Management first reported a position in WTW in Q2 2013 and held it in 22 quarters. The position peaked at $38.8M in Q4 2019. 728 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Martingale Asset Management reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Martingale Asset Management sold 704 Willis Towers Watson shares in Q3 2025, an estimated $216K.
  • Martingale Asset Management first reported a position in Willis Towers Watson in Q2 2013 and held it in 22 quarters.
  • Martingale Asset Management's Willis Towers Watson position peaked at $38.8M in Q4 2019.
  • 728 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Martingale Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.