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	–	1641
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 $74.9B AUM 11.27% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return