Washington Trust’s Willis Towers Watson WTW Stock Holding History

Washington Trust’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	-15	Closed	-$5.07K	–	740
2025 Q1	$5.07K	Hold	15	–	–	﹤0.01%	657
2024 Q4	$4.7K	Sell	15 -2	-12%	-$613	﹤0.01%	741
2024 Q3	$5.01K	Hold	17	–	–	﹤0.01%	738
2024 Q2	$4.46K	Hold	17	–	–	﹤0.01%	752
2024 Q1	$4.67K	Hold	17	–	–	﹤0.01%	747
2023 Q4	$4.1K	Sell	17 -2	-11%	-$462	﹤0.01%	734
2023 Q3	$3.97K	Buy	19 +2	+12%	+$427	﹤0.01%	710
2023 Q2	$4K	Buy	17 +3	+21%	+$691	﹤0.01%	729
2023 Q1	$3.25K	Sell	14 -5	-26%	-$1.21K	﹤0.01%	767
2022 Q4	$4.65K	Hold	19	–	–	﹤0.01%	730
2022 Q3	$4K	Hold	19	–	–	﹤0.01%	748
2022 Q2	$4K	Buy	19 +5	+36%	+$1.07K	﹤0.01%	752
2022 Q1	$3K	Buy	+14	New	+$3.21K	﹤0.01%	799
2021 Q4	–	Sell	-338	Closed	-$79K	–	1105
2021 Q3	$79K	Hold	338	–	–	﹤0.01%	445
2021 Q2	$78K	Hold	338	–	–	﹤0.01%	446
2021 Q1	$77K	Hold	338	–	–	﹤0.01%	431
2020 Q4	$71K	Hold	338	–	–	﹤0.01%	433
2020 Q3	$71K	Buy	+338	New	+$69K	﹤0.01%	387

Other funds holding WTW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

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

First Eagle Investment Management

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return