Whittier Trust’s Willis Towers Watson WTW Stock Holding History

Whittier 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	-24	Closed	-$8.11K	–	1552
2025 Q1	$8.11K	Hold	24	–	–	﹤0.01%	1248
2024 Q4	$7.52K	Buy	+24	New	+$7.36K	﹤0.01%	1291
2023 Q4	–	Sell	-9	Closed	-$1.88K	–	1693
2023 Q3	$1.88K	Buy	+9	New	+$1.92K	﹤0.01%	1473
2022 Q4	–	Sell	-3	Closed	-$1K	–	1741
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	1647
2022 Q2	$1K	Buy	+3	New	+$643	﹤0.01%	1656
2022 Q1	–	Sell	-4,942	Closed	-$1.17M	–	1761
2021 Q4	$1.17M	Hold	4,942	–	–	0.02%	352
2021 Q3	$1.15M	Hold	4,942	–	–	0.02%	343
2021 Q2	$1.14M	Hold	4,942	–	–	0.02%	346
2021 Q1	$1.13M	Sell	4,942 -239	-5%	-$52.1K	0.02%	346
2020 Q4	$1.09M	Buy	5,181 +239	+5%	+$49.2K	0.02%	322
2020 Q3	$1.03M	Hold	4,942	–	–	0.02%	319
2020 Q2	$973K	Hold	4,942	–	–	0.03%	307
2020 Q1	$839K	Hold	4,942	–	–	0.03%	308
2019 Q4	$998K	Hold	4,942	–	–	0.03%	311
2019 Q3	$954K	Hold	4,942	–	–	0.03%	315
2019 Q2	$947K	Hold	4,942	–	–	0.03%	311
2019 Q1	$868K	Buy	4,942 +754	+18%	+$125K	0.03%	309
2018 Q4	$636K	Buy	+4,188	New	+$627K	0.02%	335

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Whittier Trust's WTW Position: Q2 2025 in Review

Whittier Trust sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 24 shares — an estimated $8.11K sold.

Whittier Trust first reported a position in WTW in Q4 2018 and held it in 18 quarters. The position peaked at $1.17M in Q4 2021. 722 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

Whittier Trust reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 24 Willis Towers Watson shares in Q2 2025, an estimated $8.11K.
Whittier Trust first reported a position in Willis Towers Watson in Q4 2018 and held it in 18 quarters.
Whittier Trust's Willis Towers Watson position peaked at $1.17M in Q4 2021.
722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.