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Talon Private Wealth’s Willis Towers Watson WTW Stock Holding History

Talon Private 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 		$3.06K Buy
+10
New +$3.1K ﹤0.01% 277
2025
Q1 		– Sell
-5
Closed -$1.57K – 304
2024
Q4 		$1.57K Hold
5
– – ﹤0.01% 268
2024
Q3 		$1.47K Buy
+5
New +$1.4K ﹤0.01% 274

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
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Talon Private Wealth's WTW Position: Q2 2025 in Review

Talon Private Wealth opened a new position in Willis Towers Watson (WTW) in Q2 2025: 10 shares worth $3.06K. The stake represents ﹤0.01% of the portfolio and ranks #277 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in WTW as recently as Q4 2024.

Talon Private Wealth first reported a position in WTW in Q3 2024 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Talon Private Wealth held 10 shares of Willis Towers Watson worth $3.06K as of Q2 2025.
  • Willis Towers Watson was a new Talon Private Wealth position in Q2 2025.
  • Willis Towers Watson made up ﹤0.01% of Talon Private Wealth's portfolio in Q2 2025, its #277 holding.
  • Talon Private Wealth first reported a position in Willis Towers Watson in Q3 2024 and has held it in 3 quarters since.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

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