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

Schechter 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
Q1 		$360K Buy
1,066
+26
+3% +$8.47K 0.03% 437
2024
Q4 		$326K Buy
1,040
+20
+2% +$6.13K 0.03% 470
2024
Q3 		$301K Sell
1,020
-1,937
-66% -$542K 0.02% 497
2024
Q2 		$775K Buy
2,957
+453
+18% +$117K 0.06% 290
2024
Q1 		$689K Sell
2,504
-675
-21% -$178K 0.05% 323
2023
Q4 		$767K Buy
3,179
+778
+32% +$180K 0.07% 276
2023
Q3 		$502K Buy
+2,401
New +$512K 0.05% 340

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

Schechter Investment Advisors's WTW Position: Q1 2025 in Review

Schechter Investment Advisors increased its Willis Towers Watson (WTW) stake by 2.5% in Q1 2025, buying an estimated $8.47K and bringing the position to 1,066 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #437.

Schechter Investment Advisors first reported a position in WTW in Q3 2023 and has held it in 7 quarters since. The position peaked at $775K in Q2 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Schechter Investment Advisors held 1,066 shares of Willis Towers Watson worth $360K as of Q1 2025.
  • Schechter Investment Advisors bought 26 Willis Towers Watson shares in Q1 2025, an estimated $8.47K.
  • Willis Towers Watson made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #437 holding.
  • Schechter Investment Advisors first reported a position in Willis Towers Watson in Q3 2023 and has held it in 7 quarters since.
  • Schechter Investment Advisors's Willis Towers Watson position peaked at $775K in Q2 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.