RCA
WTW icon

Resonant Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Resonant Capital 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
-982
Closed -$340K – 475
2025
Q3 		$340K Buy
982
+49
+5% +$15.9K 0.02% 305
2025
Q2 		$287K Buy
933
+106
+13% +$32.9K 0.02% 337
2025
Q1 		$280K Buy
827
+23
+3% +$7.5K 0.02% 302
2024
Q4 		$253K Buy
804
+17
+2% +$5.21K 0.02% 303
2024
Q3 		$232K Buy
+787
New +$220K 0.02% 321

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 $315B AUM 27.84% 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 $59.9B AUM 27.01% 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

Resonant Capital Advisors's WTW Position: Q4 2025 in Review

Resonant Capital Advisors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 982 shares — an estimated $340K sold.

Resonant Capital Advisors first reported a position in WTW in Q3 2024 and held it in 5 quarters. The position peaked at $340K in Q3 2025. 747 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Resonant Capital Advisors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Resonant Capital Advisors sold 982 Willis Towers Watson shares in Q4 2025, an estimated $340K.
  • Resonant Capital Advisors first reported a position in Willis Towers Watson in Q3 2024 and held it in 5 quarters.
  • Resonant Capital Advisors's Willis Towers Watson position peaked at $340K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Resonant Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.