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Williamson Legacy Group’s Guidewire Software GWRE Stock Holding History

Williamson Legacy Group’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,240
Closed -$1.2M – 106
2025
Q3 		$1.2M Sell
5,240
-245
-4% -$55.7K 0.93% 49
2025
Q2 		$1.29M Buy
5,485
+105
+2% +$22.6K 1.09% 36
2025
Q1 		$1.01M Buy
5,380
+4,177
+347% +$812K 0.96% 49
2024
Q4 		$203K Buy
+1,203
New +$225K 0.14% 115

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Williamson Legacy Group's GWRE Position: Q4 2025 in Review

Williamson Legacy Group sold out of Guidewire Software (GWRE) in Q4 2025, closing a stake of 5,240 shares — an estimated $1.2M sold.

Williamson Legacy Group first reported a position in GWRE in Q4 2024 and held it in 4 quarters. The position peaked at $1.29M in Q2 2025. 670 funds tracked by Wall St. Rank hold GWRE as of Q4 2025.

  • Williamson Legacy Group reported no remaining Guidewire Software position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 5,240 Guidewire Software shares in Q4 2025, an estimated $1.2M.
  • Williamson Legacy Group first reported a position in Guidewire Software in Q4 2024 and held it in 4 quarters.
  • Williamson Legacy Group's Guidewire Software position peaked at $1.29M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.