Rappaport Reiches Capital Management’s Willis Towers Watson WTW Stock Holding History

Rappaport Reiches Capital Management’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	$654K	Buy	1,934 +12	+0.6%	+$3.91K	0.16%	53
2024 Q4	$602K	Buy	1,922 +1	+0.1%	+$307	0.16%	51
2024 Q3	$566K	Buy	1,921 +1	+0.1%	+$280	0.15%	54
2024 Q2	$503K	Buy	1,920 +6	+0.3%	+$1.55K	0.15%	55
2024 Q1	$526K	Hold	1,914	–	–	0.16%	60
2023 Q4	$462K	Buy	1,914 +3	+0.2%	+$694	0.17%	50
2023 Q3	$399K	Buy	1,911 +1	+0.1%	+$213	0.17%	49
2023 Q2	$450K	Hold	1,910	–	–	0.19%	50
2023 Q1	$444K	Hold	1,910	–	–	0.2%	51
2022 Q4	$467K	Sell	1,910 -1	-0.1%	-$228	0.23%	47
2022 Q3	$384K	Buy	1,911 +1	+0.1%	+$206	0.19%	49
2022 Q2	$377K	Buy	1,910 +2	+0.1%	+$429	0.19%	50
2022 Q1	$451K	Hold	1,908	–	–	0.24%	47
2021 Q4	$453K	Hold	1,908	–	–	0.39%	36
2021 Q3	$444K	Hold	1,908	–	–	0.44%	32
2021 Q2	$439K	Buy	+1,908	New	+$474K	0.46%	33

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rappaport Reiches Capital Management's WTW Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Willis Towers Watson (WTW) stake by 0.62% in Q1 2025, buying an estimated $3.91K and bringing the position to 1,934 shares worth $654K. The position accounts for 0.16% of the portfolio, ranked #53.

Rappaport Reiches Capital Management first reported a position in WTW in Q2 2021 and has held it in 16 quarters since. 758 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

Rappaport Reiches Capital Management held 1,934 shares of Willis Towers Watson worth $654K as of Q1 2025.
Rappaport Reiches Capital Management bought 12 Willis Towers Watson shares in Q1 2025, an estimated $3.91K.
Willis Towers Watson made up 0.16% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #53 holding.
Rappaport Reiches Capital Management first reported a position in Willis Towers Watson in Q2 2021 and has held it in 16 quarters since.
758 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.