WA
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Waverly Advisors’s Willis Towers Watson WTW Stock Holding History

Waverly 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
2026
Q1 		$327K Sell
1,127
-44
-4% -$13.5K ﹤0.01% 1259
2025
Q4 		$385K Buy
1,171
+388
+50% +$127K ﹤0.01% 1113
2025
Q3 		$270K Sell
783
-6
-0.8% -$1.94K ﹤0.01% 1084
2025
Q2 		$242K Buy
789
+76
+11% +$23.6K ﹤0.01% 1055
2025
Q1 		$241K Sell
713
-252
-26% -$82.1K ﹤0.01% 996
2024
Q4 		$302K Buy
+965
New +$296K ﹤0.01% 820
2018
Q1 		– Sell
-385
Closed -$58K – 363
2017
Q4 		$58K Buy
+385
New +$60.8K 0.01% 245
2015
Q3 		– Sell
-151
Closed -$19K – 455
2015
Q2 		$19K Buy
+151
New +$19.2K 0.01% 220

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return