VWM
WTW icon

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

Vivid 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
Q4 		– Sell
-7,498
Closed -$2.59M – 71
2025
Q3 		$2.59M Buy
+7,498
New +$2.43M 1.03% 45

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vivid Wealth Management's WTW Position: Q4 2025 in Review

Vivid Wealth Management sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 7,498 shares — an estimated $2.59M sold.

Vivid Wealth Management first reported a position in WTW in Q3 2025 and held it in 1 quarter. The position peaked at $2.59M in Q3 2025. 746 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Vivid Wealth Management reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Vivid Wealth Management sold 7,498 Willis Towers Watson shares in Q4 2025, an estimated $2.59M.
  • Vivid Wealth Management first reported a position in Willis Towers Watson in Q3 2025 and held it in 1 quarter.
  • Vivid Wealth Management's Willis Towers Watson position peaked at $2.59M in Q3 2025.
  • 746 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Vivid Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.