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Scott Marsh Financial’s Willis Towers Watson WTW Stock Holding History

Scott Marsh Financial’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 		$291K Buy
+950
New +$295K 0.11% 203

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
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

Scott Marsh Financial's WTW Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Willis Towers Watson (WTW) in Q2 2025: 950 shares worth $291K. The stake represents 0.11% of the portfolio and ranks #203 among its holdings.

720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Scott Marsh Financial held 950 shares of Willis Towers Watson worth $291K as of Q2 2025.
  • Willis Towers Watson was a new Scott Marsh Financial position in Q2 2025.
  • Willis Towers Watson made up 0.11% of Scott Marsh Financial's portfolio in Q2 2025, its #203 holding.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.