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TFC Financial Management’s Willis Towers Watson WTW Stock Holding History

TFC Financial Management’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
-1
Closed -$338 – 1099
2025
Q1 		$338 Buy
+1
New +$326 ﹤0.01% 694
2024
Q2 		– Sell
-1
Closed -$275 – 1114
2024
Q1 		$275 Buy
+1
New +$263 ﹤0.01% 693
2022
Q3 		– Sell
-65
Closed -$13K – 583
2022
Q2 		$13K Hold
65
– – ﹤0.01% 292
2022
Q1 		$15K Hold
65
– – ﹤0.01% 282
2021
Q4 		$15K Buy
+65
New +$15.4K ﹤0.01% 303

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

TFC Financial Management's WTW Position: Q2 2025 in Review

TFC Financial Management sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 1 share — an estimated $338 sold.

TFC Financial Management first reported a position in WTW in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q1 2022. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • TFC Financial Management reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Willis Towers Watson share in Q2 2025, an estimated $338.
  • TFC Financial Management first reported a position in Willis Towers Watson in Q4 2021 and held it in 5 quarters.
  • TFC Financial Management's Willis Towers Watson position peaked at $15K in Q1 2022.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.