Trifecta Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Trifecta Capital Advisors’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 Q4	–	Sell	-3	Closed	-$1.04K	–	447
2025 Q3	$1.04K	Hold	3	–	–	﹤0.01%	403
2025 Q2	$920	Hold	3	–	–	﹤0.01%	444
2025 Q1	$1.01K	Hold	3	–	–	﹤0.01%	372
2024 Q4	$940	Hold	3	–	–	﹤0.01%	376
2024 Q3	$884	Hold	3	–	–	﹤0.01%	382
2024 Q2	$787	Hold	3	–	–	﹤0.01%	393
2024 Q1	$825	Hold	3	–	–	﹤0.01%	385
2023 Q4	$724	Hold	3	–	–	﹤0.01%	418
2023 Q3	$627	Buy	+3	New	+$640	﹤0.01%	409

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Trifecta Capital Advisors's WTW Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 3 shares — an estimated $1.04K sold.

Trifecta Capital Advisors first reported a position in WTW in Q3 2023 and held it in 9 quarters. The position peaked at $1.04K in Q3 2025. 747 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

Trifecta Capital Advisors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 3 Willis Towers Watson shares in Q4 2025, an estimated $1.04K.
Trifecta Capital Advisors first reported a position in Willis Towers Watson in Q3 2023 and held it in 9 quarters.
Trifecta Capital Advisors's Willis Towers Watson position peaked at $1.04K in Q3 2025.
747 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.