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Williamson Legacy Group’s Willis Towers Watson WTW Stock Holding History

Williamson Legacy Group’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
-6,005
Closed -$2.03M – 139
2025
Q1 		$2.03M Buy
6,005
+1,542
+35% +$503K 1.93% 7
2024
Q4 		$1.4M Buy
4,463
+1,402
+46% +$430K 0.93% 17
2024
Q3 		$902K Buy
+3,061
New +$856K 0.6% 52

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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 $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williamson Legacy Group's WTW Position: Q2 2025 in Review

Williamson Legacy Group sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 6,005 shares — an estimated $2.03M sold.

Williamson Legacy Group first reported a position in WTW in Q3 2024 and held it in 3 quarters. The position peaked at $2.03M in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

  • Williamson Legacy Group reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 6,005 Willis Towers Watson shares in Q2 2025, an estimated $2.03M.
  • Williamson Legacy Group first reported a position in Willis Towers Watson in Q3 2024 and held it in 3 quarters.
  • Williamson Legacy Group's Willis Towers Watson position peaked at $2.03M in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Williamson Legacy Group's 13F filing for Q2 2025, filed 13 Aug 2025.