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Mosaic Financial Group’s Willis Towers Watson WTW Stock Holding History

Mosaic Financial Group’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
2024
Q4 		– Sell
-6,040
Closed -$1.78M – 133
2024
Q3 		$1.78M Hold
6,040
– – 1.26% 17
2024
Q2 		$1.58M Hold
6,040
– – 1.14% 20
2024
Q1 		$1.66M Buy
+6,040
New +$1.59M 1.33% 15

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

Mosaic Financial Group's WTW Position: Q4 2024 in Review

Mosaic Financial Group sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 6,040 shares — an estimated $1.78M sold.

Mosaic Financial Group first reported a position in WTW in Q1 2024 and held it in 3 quarters. The position peaked at $1.78M in Q3 2024. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Mosaic Financial Group reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Mosaic Financial Group sold 6,040 Willis Towers Watson shares in Q4 2024, an estimated $1.78M.
  • Mosaic Financial Group first reported a position in Willis Towers Watson in Q1 2024 and held it in 3 quarters.
  • Mosaic Financial Group's Willis Towers Watson position peaked at $1.78M in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Mosaic Financial Group's 13F filing for Q4 2024, filed 12 Feb 2025.