Moody National Bank Trust Division’s Willis Towers Watson WTW Stock Holding History

Moody National Bank Trust Division’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	-607	Closed	-$210K	–	539
2025 Q3	$210K	Buy	+607	New	+$197K	0.02%	476
2023 Q4	–	Sell	-1,552	Closed	-$324K	–	648
2023 Q3	$324K	Sell	1,552 -144	-8%	-$30.7K	0.02%	488
2023 Q2	$399K	Hold	1,696	–	–	0.03%	441
2023 Q1	$394K	Hold	1,696	–	–	0.03%	439
2022 Q4	$415K	Sell	1,696 -50	-3%	-$11.4K	0.04%	401
2022 Q3	$351K	Sell	1,746 -196	-10%	-$40.4K	0.04%	413
2022 Q2	$384K	Buy	+1,942	New	+$416K	0.04%	349
2019 Q2	–	Sell	-106	Closed	-$19K	–	978
2019 Q1	$19K	Hold	106	–	–	﹤0.01%	559
2018 Q4	$16K	Buy	+106	New	+$15.9K	﹤0.01%	512

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Moody National Bank Trust Division's WTW Position: Q4 2025 in Review

Moody National Bank Trust Division sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 607 shares — an estimated $210K sold.

Moody National Bank Trust Division first reported a position in WTW in Q4 2018 and held it in 9 quarters. The position peaked at $415K in Q4 2022. 747 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

Moody National Bank Trust Division reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 607 Willis Towers Watson shares in Q4 2025, an estimated $210K.
Moody National Bank Trust Division first reported a position in Willis Towers Watson in Q4 2018 and held it in 9 quarters.
Moody National Bank Trust Division's Willis Towers Watson position peaked at $415K in Q4 2022.
747 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Moody National Bank Trust Division's 13F filing for Q4 2025, filed 12 Jan 2026.