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NewSquare Capital’s Willis Towers Watson WTW Stock Holding History

NewSquare 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
Q3 		– Sell
-50
Closed -$15.3K – 1254
2025
Q2 		$15.3K Buy
50
+9
+22% +$2.79K ﹤0.01% 546
2025
Q1 		$13.9K Buy
41
+32
+356% +$10.4K ﹤0.01% 464
2024
Q4 		$2.82K Buy
+9
New +$2.76K ﹤0.01% 462

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

NewSquare Capital's WTW Position: Q3 2025 in Review

NewSquare Capital sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 50 shares — an estimated $15.3K sold.

NewSquare Capital first reported a position in WTW in Q4 2024 and held it in 3 quarters. The position peaked at $15.3K in Q2 2025. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • NewSquare Capital reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 50 Willis Towers Watson shares in Q3 2025, an estimated $15.3K.
  • NewSquare Capital first reported a position in Willis Towers Watson in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Willis Towers Watson position peaked at $15.3K in Q2 2025.
  • 727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.