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Richardson Financial Services’s Willis Towers Watson WTW Stock Holding History

Richardson Financial Services’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 		– Sell
-121
Closed -$37.9K – 641
2024
Q4 		$37.9K Buy
121
+20
+20% +$6.13K 0.03% 275
2024
Q3 		$26.5K Hold
101
– – 0.02% 315
2024
Q2 		$26.5K Hold
101
– – 0.02% 300
2024
Q1 		$27.8K Buy
+101
New +$26.6K 0.02% 309

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Richardson Financial Services's WTW Position: Q1 2025 in Review

Richardson Financial Services sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 121 shares — an estimated $37.9K sold.

Richardson Financial Services first reported a position in WTW in Q1 2024 and held it in 4 quarters. The position peaked at $37.9K in Q4 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Richardson Financial Services reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Richardson Financial Services sold 121 Willis Towers Watson shares in Q1 2025, an estimated $37.9K.
  • Richardson Financial Services first reported a position in Willis Towers Watson in Q1 2024 and held it in 4 quarters.
  • Richardson Financial Services's Willis Towers Watson position peaked at $37.9K in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Richardson Financial Services's 13F filing for Q1 2025, filed 6 May 2025.