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Venturi Wealth Management’s Willis Towers Watson WTW Stock Holding History

Venturi 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
-43
Closed -$13.5K – 1864
2024
Q4 		$13.5K Buy
43
+8
+23% +$2.45K ﹤0.01% 1354
2024
Q3 		$10.3K Hold
35
– – ﹤0.01% 1189
2024
Q2 		$9.18K Buy
35
+19
+119% +$4.91K ﹤0.01% 1120
2024
Q1 		$4.4K Buy
16
+1
+7% +$263 ﹤0.01% 1119
2023
Q4 		$3.62K Buy
15
+4
+36% +$925 ﹤0.01% 1096
2023
Q3 		$2.3K Buy
11
+7
+175% +$1.49K ﹤0.01% 1140
2023
Q2 		$942 Buy
+4
New +$922 ﹤0.01% 1024

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

Venturi Wealth Management's WTW Position: Q1 2025 in Review

Venturi Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 43 shares — an estimated $13.5K sold.

Venturi Wealth Management first reported a position in WTW in Q2 2023 and held it in 7 quarters. The position peaked at $13.5K in Q4 2024. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Venturi Wealth Management reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 43 Willis Towers Watson shares in Q1 2025, an estimated $13.5K.
  • Venturi Wealth Management first reported a position in Willis Towers Watson in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Willis Towers Watson position peaked at $13.5K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.