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Triangle Securities Wealth Management’s Willis Towers Watson WTW Stock Holding History

Triangle Securities Wealth 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
Q1 		– Sell
-640
Closed -$200K – 206
2024
Q4 		$200K Buy
+640
New +$196K 0.05% 196
2013
Q3 		– Sell
-755
Closed -$82K – 389
2013
Q2 		$82K Buy
+755
New +$79.9K 0.06% 188

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triangle Securities Wealth Management's WTW Position: Q1 2025 in Review

Triangle Securities Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 640 shares — an estimated $200K sold.

Triangle Securities Wealth Management first reported a position in WTW in Q2 2013 and held it in 2 quarters. The position peaked at $200K in Q4 2024. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Triangle Securities Wealth Management reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 640 Willis Towers Watson shares in Q1 2025, an estimated $200K.
  • Triangle Securities Wealth Management first reported a position in Willis Towers Watson in Q2 2013 and held it in 2 quarters.
  • Triangle Securities Wealth Management's Willis Towers Watson position peaked at $200K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Triangle Securities Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.