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Principal Securities’s Willis Towers Watson WTW Stock Holding History

Principal Securities’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
-261
Closed -$90.1K – 3512
2025
Q3 		$90.1K Buy
261
+24
+10% +$7.77K ﹤0.01% 1641
2025
Q2 		$72.6K Sell
237
-3,124
-93% -$969K ﹤0.01% 1680
2025
Q1 		$1.05M Hold
3,361
– – 0.02% 536
2024
Q4 		$1.05M Sell
3,361
-477
-12% -$146K 0.02% 533
2024
Q3 		$1.13M Buy
3,838
+1,295
+51% +$362K 0.03% 490
2024
Q2 		$667K Buy
2,543
+277
+12% +$71.5K 0.02% 609
2024
Q1 		$623K Buy
2,266
+1,978
+687% +$520K 0.02% 586
2023
Q4 		$69.5K Buy
+288
New +$66.6K ﹤0.01% 1336

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's WTW Position: Q4 2025 in Review

Principal Securities sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 261 shares — an estimated $90.1K sold.

Principal Securities first reported a position in WTW in Q4 2023 and held it in 8 quarters. The position peaked at $1.13M in Q3 2024. 749 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Principal Securities reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 261 Willis Towers Watson shares in Q4 2025, an estimated $90.1K.
  • Principal Securities first reported a position in Willis Towers Watson in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Willis Towers Watson position peaked at $1.13M in Q3 2024.
  • 749 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.