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Scheer Rowlett & Associates Investment Management’s Willis Towers Watson WTW Stock Holding History

Scheer Rowlett & Associates Investment Management’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
Q2 		– Sell
-693
Closed -$234K – 35
2025
Q1 		$234K Hold
693
– – 0.02% 34
2024
Q4 		$217K Hold
693
– – 0.02% 35
2024
Q3 		$204K Buy
+693
New +$194K 0.01% 36

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Scheer Rowlett & Associates Investment Management's WTW Position: Q2 2025 in Review

Scheer Rowlett & Associates Investment Management sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 693 shares — an estimated $234K sold.

Scheer Rowlett & Associates Investment Management first reported a position in WTW in Q3 2024 and held it in 3 quarters. The position peaked at $234K in Q1 2025. 721 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Scheer Rowlett & Associates Investment Management reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Scheer Rowlett & Associates Investment Management sold 693 Willis Towers Watson shares in Q2 2025, an estimated $234K.
  • Scheer Rowlett & Associates Investment Management first reported a position in Willis Towers Watson in Q3 2024 and held it in 3 quarters.
  • Scheer Rowlett & Associates Investment Management's Willis Towers Watson position peaked at $234K in Q1 2025.
  • 721 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Scheer Rowlett & Associates Investment Management's 13F filing for Q2 2025, filed 7 Aug 2025.