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WR Wealth Planners’s Willis Towers Watson WTW Stock Holding History

WR Wealth Planners’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
2024
Q4 		$2.51K Buy
8
+1
+14% +$307 ﹤0.01% 818
2024
Q3 		$2.06K Sell
7
-13
-65% -$3.64K ﹤0.01% 901
2024
Q2 		$5.24K Hold
20
– – ﹤0.01% 710
2024
Q1 		$5.5K Buy
+20
New +$5.26K ﹤0.01% 699
2023
Q4 		– Sell
-31
Closed -$6.48K – 869
2023
Q3 		$6.48K Buy
+31
New +$6.62K ﹤0.01% 635

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's WTW Position: Q4 2024 in Review

WR Wealth Planners increased its Willis Towers Watson (WTW) stake by 14% in Q4 2024, buying an estimated $307 and bringing the position to 8 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

WR Wealth Planners first reported a position in WTW in Q3 2023 and has held it in 5 quarters since. The position peaked at $6.48K in Q3 2023. 707 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • WR Wealth Planners held 8 shares of Willis Towers Watson worth $2.51K as of Q4 2024.
  • WR Wealth Planners bought 1 Willis Towers Watson share in Q4 2024, an estimated $307.
  • Willis Towers Watson made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #818 holding.
  • WR Wealth Planners first reported a position in Willis Towers Watson in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Willis Towers Watson position peaked at $6.48K in Q3 2023.
  • 707 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.