SIG
WTW icon

Stonegate Investment Group’s Willis Towers Watson WTW Stock Holding History

Stonegate Investment Group’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 		$247K Hold
716
– – 0.01% 352
2025
Q2 		$219K Buy
716
+81
+13% +$25.1K 0.01% 368
2025
Q1 		$215K Sell
635
-88
-12% -$28.7K 0.01% 327
2024
Q4 		$226K Buy
+723
New +$222K 0.01% 312

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 $315B AUM 27.84% 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

Stonegate Investment Group's WTW Position: Q3 2025 in Review

Stonegate Investment Group held its Willis Towers Watson (WTW) position steady in Q3 2025 at 716 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #352.

Stonegate Investment Group first reported a position in WTW in Q4 2024 and has held it in 4 quarters since. 728 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Stonegate Investment Group held 716 shares of Willis Towers Watson worth $247K as of Q3 2025.
  • Stonegate Investment Group left its Willis Towers Watson share count unchanged in Q3 2025.
  • Willis Towers Watson made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #352 holding.
  • Stonegate Investment Group first reported a position in Willis Towers Watson in Q4 2024 and has held it in 4 quarters since.
  • 728 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.