The Family Firm’s Willis Towers Watson WTW Stock Holding History

The Family Firm’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	-1,476	Closed	-$499K	–	205
2025 Q1	$499K	Hold	1,476	–	–	0.11%	115
2024 Q4	$462K	Sell	1,476 -228	-13%	-$69.9K	0.1%	122
2024 Q3	$502K	Hold	1,704	–	–	0.11%	116
2024 Q2	$447K	Hold	1,704	–	–	0.1%	122
2024 Q1	$469K	Hold	1,704	–	–	0.11%	119
2023 Q4	$411K	Hold	1,704	–	–	0.11%	121
2023 Q3	$356K	Hold	1,704	–	–	0.1%	128
2023 Q2	$401K	Hold	1,704	–	–	0.11%	119
2023 Q1	$396K	Buy	1,704 +6	+0.4%	+$1.45K	0.11%	114
2022 Q4	$415K	Hold	1,698	–	–	0.12%	112
2022 Q3	$341K	Hold	1,698	–	–	0.11%	122
2022 Q2	$335K	Hold	1,698	–	–	0.1%	133
2022 Q1	$401K	Hold	1,698	–	–	0.11%	117
2021 Q4	$403K	Hold	1,698	–	–	0.1%	117
2021 Q3	$415K	Hold	1,698	–	–	0.11%	110
2021 Q2	$391K	Hold	1,698	–	–	0.11%	113
2021 Q1	$389K	Sell	1,698 -869	-34%	-$189K	0.11%	108
2020 Q4	$530K	Sell	2,567 -1,060	-29%	-$218K	0.16%	91
2020 Q3	$757K	Buy	+3,627	New	+$741K	0.27%	68

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

The Family Firm's WTW Position: Q2 2025 in Review

The Family Firm sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 1,476 shares — an estimated $499K sold.

The Family Firm first reported a position in WTW in Q3 2020 and held it in 19 quarters. The position peaked at $757K in Q3 2020. 721 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

The Family Firm reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 1,476 Willis Towers Watson shares in Q2 2025, an estimated $499K.
The Family Firm first reported a position in Willis Towers Watson in Q3 2020 and held it in 19 quarters.
The Family Firm's Willis Towers Watson position peaked at $757K in Q3 2020.
721 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.