SWM
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Seed Wealth Management’s Willis Towers Watson WTW Stock Holding History

Seed Wealth 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
2026
Q1 		$282K Hold
970
– – 0.19% 77
2025
Q4 		$319K Hold
970
– – 0.22% 67
2025
Q3 		$335K Hold
970
– – 0.23% 71
2025
Q2 		$297K Hold
970
– – 0.22% 106
2025
Q1 		$328K Hold
970
– – 0.27% 94
2024
Q4 		$304K Hold
970
– – 0.25% 103
2024
Q3 		$286K Hold
970
– – 0.23% 114
2024
Q2 		$254K Buy
970
+120
+14% +$31K 0.22% 117
2024
Q1 		$232K Hold
850
– – 0.22% 124
2023
Q4 		$204K Buy
+850
New +$197K 0.21% 137
2023
Q3 		– Sell
-850
Closed -$200K – 145
2023
Q2 		$200K Buy
+850
New +$196K 0.21% 137
2023
Q1 		– Sell
-850
Closed -$208K – 138
2022
Q4 		$208K Buy
+850
New +$194K 0.24% 123

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return