WhitTier Trust Company’s Willis Towers Watson WTW Stock Holding History

WhitTier Trust Company’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 Q3	–	Sell	-36	Closed	-$11K	–	1499
2025 Q2	$11K	Hold	36	–	–	﹤0.01%	1126
2025 Q1	$12.2K	Buy	36 +20	+125%	+$6.52K	﹤0.01%	1076
2024 Q4	$5.01K	Buy	+16	New	+$4.91K	﹤0.01%	1144
2022 Q3	–	Sell	-1	Closed	–	–	1186
2022 Q2	$0	Buy	+1	New	+$214	﹤0.01%	1192
2022 Q1	–	Sell	-20	Closed	-$5K	–	1130
2021 Q4	$5K	Hold	20	–	–	﹤0.01%	981
2021 Q3	$5K	Hold	20	–	–	﹤0.01%	1012
2021 Q2	$5K	Hold	20	–	–	﹤0.01%	928
2021 Q1	$5K	Hold	20	–	–	﹤0.01%	916
2020 Q4	$4K	Hold	20	–	–	﹤0.01%	912
2020 Q3	$4K	Hold	20	–	–	﹤0.01%	903
2020 Q2	$4K	Hold	20	–	–	﹤0.01%	879
2020 Q1	$3K	Hold	20	–	–	﹤0.01%	923
2019 Q4	$4K	Hold	20	–	–	﹤0.01%	948
2019 Q3	$4K	Hold	20	–	–	﹤0.01%	941
2019 Q2	$4K	Hold	20	–	–	﹤0.01%	935
2019 Q1	$4K	Hold	20	–	–	﹤0.01%	934
2018 Q4	$3K	Hold	20	–	–	﹤0.01%	997
2018 Q3	$3K	Hold	20	–	–	﹤0.01%	912
2018 Q2	$3K	Hold	20	–	–	﹤0.01%	917
2018 Q1	$3K	Hold	20	–	–	﹤0.01%	958
2017 Q4	$3K	Hold	20	–	–	﹤0.01%	938
2017 Q3	$3K	Buy	+20	New	+$2.99K	﹤0.01%	932

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

WhitTier Trust Company's WTW Position: Q3 2025 in Review

WhitTier Trust Company sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 36 shares — an estimated $11K sold.

WhitTier Trust Company first reported a position in WTW in Q3 2017 and held it in 22 quarters. The position peaked at $12.2K in Q1 2025. 729 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

WhitTier Trust Company reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 36 Willis Towers Watson shares in Q3 2025, an estimated $11K.
WhitTier Trust Company first reported a position in Willis Towers Watson in Q3 2017 and held it in 22 quarters.
WhitTier Trust Company's Willis Towers Watson position peaked at $12.2K in Q1 2025.
729 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.