Resonant Capital Advisors, LLC WTW — WILLIS TOWERS WATSON PLC LTD

Ownership history in Resonant Capital Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Resonant Capital Advisors, LLC reported WILLIS TOWERS WATSON PLC LTD (WTW) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows WTW at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Resonant Capital Advisors, LLC's position in WILLIS TOWERS WATSON PLC LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WTW was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTW stock page Resonant Capital Advisors, LLC fund profile Resonant Capital Advisors, LLC full holdings
How Resonant Capital Advisors, LLC held WTW — position size vs. price
% of Fund (quarterly)    WTW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 982 +49 +5.3% 0.02% $340K 2025-10-29 $315.61
2025 Q2 ADDED — — — 933 +106 +12.8% 0.02% $287K 2025-07-31 $313.05
2025 Q1 ADDED — — — 827 +23 +2.9% 0.02% $280K 2025-04-28 $299.60
2024 Q4 ADDED — — — 804 +17 +2.2% 0.02% $253K 2025-01-24 $317.72
2024 Q3 INITIATED — — — 787 — — 0.02% $232K 2024-10-18 $285.04

🏢 Other funds also holding WTW

As of 2026 Q1 — sorted by position size

WESTPORT ASSET MANAGEMENT INC 3Y 7Y 8.89% CORTLAND ASSOCIATES INC/MO 3Y 7Y 7.52% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 6.31% BAUPOST GROUP LLC/MA 3Y 7Y 5.08% ABRAMS CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.52% GFS Advisors, LLC 3Y 7Y 3.37% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 2.94% HARRIS ASSOCIATES L P 3Y 7Y 2.33% Artisan Partners Limited Partnership 3Y 7Y 1.77% First Eagle Investment Management, LLC 3Y 7Y 1.67%

FAQ About Resonant Capital Advisors, LLC and WTW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Resonant Capital Advisors, LLC reported owning WTW?

Resonant Capital Advisors, LLC reported WTW across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported WTW position in Resonant Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for WTW was 0.02% in 2025 Q3.

What is the latest reported WTW position on this page?

The most recent filing on this page is 2025 Q3, when Resonant Capital Advisors, LLC reported 982 shares, equal to 0.02% of portfolio, with an estimated market value of $340K.

What does the chart on this WTW ownership page compare?

The chart compares Resonant Capital Advisors, LLC's quarterly WTW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Resonant Capital Advisors, LLC time their WTW position?

Based on 13F filing dates vs. subsequent WTW price moves, Resonant Capital Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on WTW relative to SPY over the holding period was -6.8%.

← Back to Resonant Capital Advisors, LLC Holdings