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Realta Investment Advisors’s Willis Towers Watson WTW Stock Holding History

Realta Investment Advisors’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
-2,740
Closed -$947K – 374
2025
Q3 		$947K Buy
+2,740
New +$887K 0.32% 72
2020
Q1 		– Sell
-108
Closed -$21K – 1415
2019
Q4 		$21K Hold
108
– – 0.01% 917
2019
Q3 		$21K Buy
+108
New +$21.1K 0.01% 916

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
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

Realta Investment Advisors's WTW Position: Q4 2025 in Review

Realta Investment Advisors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 2,740 shares — an estimated $947K sold.

Realta Investment Advisors first reported a position in WTW in Q3 2019 and held it in 3 quarters. The position peaked at $947K in Q3 2025. 746 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Realta Investment Advisors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Realta Investment Advisors sold 2,740 Willis Towers Watson shares in Q4 2025, an estimated $947K.
  • Realta Investment Advisors first reported a position in Willis Towers Watson in Q3 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Willis Towers Watson position peaked at $947K in Q3 2025.
  • 746 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.