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SVB Wealth’s Willis Towers Watson WTW Stock Holding History

SVB Wealth’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
-266
Closed -$89.9K – 1639
2025
Q1 		$89.9K Buy
+266
New +$86.7K ﹤0.01% 426
2024
Q2 		– Sell
-751
Closed -$207K – 833
2024
Q1 		$207K Buy
+751
New +$198K ﹤0.01% 754
2023
Q1 		– Sell
-1,123
Closed -$275K – 1082
2022
Q4 		$275K Sell
1,123
-87
-7% -$19.9K ﹤0.01% 780
2022
Q3 		$243K Buy
+1,210
New +$250K ﹤0.01% 773
2016
Q2 		– Sell
-1,955
Closed -$232K – 524
2016
Q1 		$232K Sell
1,955
-297
-13% -$34.2K 0.01% 471
2015
Q4 		$289K Sell
2,252
-2,758
-55% -$327K 0.01% 466
2015
Q3 		$543K Sell
5,010
-2,516
-33% -$298K 0.02% 401
2015
Q2 		$935K Sell
7,526
-378
-5% -$48.2K 0.03% 327
2015
Q1 		$1.01M Sell
7,904
-196
-2% -$24.1K 0.03% 315
2014
Q4 		$962K Buy
+8,100
New +$906K 0.03% 313

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SVB Wealth's WTW Position: Q2 2025 in Review

SVB Wealth sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 266 shares — an estimated $89.9K sold.

SVB Wealth first reported a position in WTW in Q4 2014 and held it in 10 quarters. The position peaked at $1.01M in Q1 2015. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • SVB Wealth reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 266 Willis Towers Watson shares in Q2 2025, an estimated $89.9K.
  • SVB Wealth first reported a position in Willis Towers Watson in Q4 2014 and held it in 10 quarters.
  • SVB Wealth's Willis Towers Watson position peaked at $1.01M in Q1 2015.
  • 722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.