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Salem Investment Counselors’s Willis Towers Watson WTW Stock Holding History

Salem Investment Counselors’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
-19
Closed -$6.58K – 1158
2025
Q3 		$6.58K Hold
19
– – ﹤0.01% 943
2025
Q2 		$5.84K Hold
19
– – ﹤0.01% 925
2025
Q1 		$6.44K Buy
+19
New +$6.19K ﹤0.01% 899
2024
Q4 		– Sell
-7
Closed -$2.07K – 1278
2024
Q3 		$2.07K Buy
+7
New +$1.96K ﹤0.01% 1023
2023
Q2 		– Hold
0
– – – 1143
2017
Q3 		– Sell
-6
Closed -$1K – 676
2017
Q2 		$1K Buy
+6
New +$838 ﹤0.01% 642

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 $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 $3.37T AUM 44.26% 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

Salem Investment Counselors's WTW Position: Q4 2025 in Review

Salem Investment Counselors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 19 shares — an estimated $6.58K sold.

Salem Investment Counselors first reported a position in WTW in Q2 2017 and held it in 5 quarters. The position peaked at $6.58K in Q3 2025. 747 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Salem Investment Counselors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 19 Willis Towers Watson shares in Q4 2025, an estimated $6.58K.
  • Salem Investment Counselors first reported a position in Willis Towers Watson in Q2 2017 and held it in 5 quarters.
  • Salem Investment Counselors's Willis Towers Watson position peaked at $6.58K in Q3 2025.
  • 747 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Salem Investment Counselors's 13F filing for Q4 2025, filed 12 Jan 2026.