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Oliver Luxxe Assets’s Willis Towers Watson WTW Stock Holding History

Oliver Luxxe Assets’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
Q2 		– Sell
-16,069
Closed -$5.43M – 208
2025
Q1 		$5.43M Sell
16,069
-2,112
-12% -$688K 1.01% 33
2024
Q4 		$5.6M Buy
18,181
+12,932
+246% +$3.97M 0.5% 65
2024
Q3 		$1.55M Sell
5,249
-15
-0.3% -$4.2K 0.28% 128
2024
Q2 		$1.38M Buy
5,264
+166
+3% +$42.9K 0.29% 91
2024
Q1 		$1.4M Buy
+5,098
New +$1.34M 0.29% 95
2021
Q1 		– Sell
-15,010
Closed -$2.99M – 190
2020
Q4 		$2.99M Buy
15,010
+190
+1% +$39.1K 0.93% 36
2020
Q3 		$3.1M Buy
14,820
+307
+2% +$62.7K 1.15% 25
2020
Q2 		$2.86M Buy
14,513
+237
+2% +$45.4K 1.5% 24
2020
Q1 		$2.71M Buy
14,276
+89
+0.6% +$17.5K 1.7% 18
2019
Q4 		$2.87M Buy
14,187
+136
+1% +$26.1K 1.5% 22
2019
Q3 		$2.6M Buy
14,051
+1,522
+12% +$297K 1.51% 26
2019
Q2 		$2.44M Buy
12,529
+1,073
+9% +$194K 1.35% 32
2019
Q1 		$2.01M Sell
11,456
-8,480
-43% -$1.41M 1.17% 41
2018
Q4 		$3.03M Sell
19,936
-312
-2% -$46.7K 2.04% 16
2018
Q3 		$2.87M Buy
+20,248
New +$3.06M 1.63% 26

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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oliver Luxxe Assets's WTW Position: Q2 2025 in Review

Oliver Luxxe Assets sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 16,069 shares — an estimated $5.43M sold.

Oliver Luxxe Assets first reported a position in WTW in Q3 2018 and held it in 15 quarters. The position peaked at $5.6M in Q4 2024. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Oliver Luxxe Assets reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 16,069 Willis Towers Watson shares in Q2 2025, an estimated $5.43M.
  • Oliver Luxxe Assets first reported a position in Willis Towers Watson in Q3 2018 and held it in 15 quarters.
  • Oliver Luxxe Assets's Willis Towers Watson position peaked at $5.6M in Q4 2024.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Oliver Luxxe Assets's 13F filing for Q2 2025, filed 14 Jul 2025.