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Orion Portfolio Solutions’s Willis Towers Watson WTW Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.37M Buy
9,961
+302
+3% +$98.4K 0.03% 483
2024
Q4 		$3.03M Buy
9,659
+1,775
+23% +$544K 0.03% 510
2024
Q3 		$2.32M Buy
7,884
+752
+11% +$210K 0.02% 614
2024
Q2 		$1.87M Buy
7,132
+1,696
+31% +$438K 0.02% 669
2024
Q1 		$1.5M Buy
5,436
+284
+6% +$74.7K 0.02% 796
2023
Q4 		$1.25M Buy
5,152
+113
+2% +$26.1K 0.01% 845
2023
Q3 		$1.05M Sell
5,039
-391
-7% -$83.4K 0.01% 911
2023
Q2 		$1.28M Buy
5,430
+601
+12% +$138K 0.01% 844
2023
Q1 		$1.12M Buy
4,829
+3,405
+239% +$823K 0.01% 821
2022
Q4 		$348K Buy
+1,424
New +$325K 0.01% 620
2020
Q3 		– Sell
-337
Closed -$66K – 2071
2020
Q2 		$66K Buy
337
+273
+427% +$52.3K ﹤0.01% 645
2020
Q1 		$11K Buy
64
+21
+49% +$4.13K ﹤0.01% 1049
2019
Q4 		$9K Buy
+43
New +$8.24K ﹤0.01% 1059

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

Orion Portfolio Solutions's WTW Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Willis Towers Watson (WTW) stake by 3.1% in Q1 2025, buying an estimated $98.4K and bringing the position to 9,961 shares worth $3.37M. The position accounts for 0.03% of the portfolio, ranked #483.

Orion Portfolio Solutions first reported a position in WTW in Q4 2019 and has held it in 13 quarters since. 758 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Orion Portfolio Solutions held 9,961 shares of Willis Towers Watson worth $3.37M as of Q1 2025.
  • Orion Portfolio Solutions bought 302 Willis Towers Watson shares in Q1 2025, an estimated $98.4K.
  • Willis Towers Watson made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #483 holding.
  • Orion Portfolio Solutions first reported a position in Willis Towers Watson in Q4 2019 and has held it in 13 quarters since.
  • 758 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.