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Petros Family Wealth’s Willis Towers Watson WTW Stock Holding History

Petros Family Wealth’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
-1,214
Closed -$419K – 173
2025
Q3 		$419K Buy
+1,214
New +$393K 0.35% 77

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Petros Family Wealth's WTW Position: Q4 2025 in Review

Petros Family Wealth sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 1,214 shares — an estimated $419K sold.

Petros Family Wealth first reported a position in WTW in Q3 2025 and held it in 1 quarter. The position peaked at $419K in Q3 2025. 747 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Petros Family Wealth reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Petros Family Wealth sold 1,214 Willis Towers Watson shares in Q4 2025, an estimated $419K.
  • Petros Family Wealth first reported a position in Willis Towers Watson in Q3 2025 and held it in 1 quarter.
  • Petros Family Wealth's Willis Towers Watson position peaked at $419K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Petros Family Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.