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Sierra Ocean’s Willis Towers Watson WTW Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-13
Closed -$3.98K – 981
2025
Q2 		$3.98K Hold
13
– – ﹤0.01% 622
2025
Q1 		$4.39K Hold
13
– – ﹤0.01% 617
2024
Q4 		$4.07K Buy
+13
New +$3.99K ﹤0.01% 627

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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sierra Ocean's WTW Position: Q3 2025 in Review

Sierra Ocean sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 13 shares — an estimated $3.98K sold.

Sierra Ocean first reported a position in WTW in Q4 2024 and held it in 3 quarters. The position peaked at $4.39K in Q1 2025. 727 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Sierra Ocean reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 13 Willis Towers Watson shares in Q3 2025, an estimated $3.98K.
  • Sierra Ocean first reported a position in Willis Towers Watson in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Willis Towers Watson position peaked at $4.39K in Q1 2025.
  • 727 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.