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Advisor Group’s Willis Towers Watson WTW Stock Holding History

Advisor 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
2019
Q4 		$305K Buy
1,513
+428
+39% +$82K ﹤0.01% 2045
2019
Q3 		$209K Buy
1,085
+57
+6% +$11.1K ﹤0.01% 2299
2019
Q2 		$197K Sell
1,028
-223
-18% -$40.4K ﹤0.01% 2327
2019
Q1 		$220K Buy
1,251
+320
+34% +$53.1K ﹤0.01% 2210
2018
Q4 		$143K Buy
931
+167
+22% +$25K ﹤0.01% 2354
2018
Q3 		$108K Buy
764
+104
+16% +$15.7K ﹤0.01% 2703
2018
Q2 		$101K Sell
660
-14
-2% -$2.13K ﹤0.01% 2519
2018
Q1 		$103K Buy
674
+5
+0.7% +$785 ﹤0.01% 2540
2017
Q4 		$100K Buy
669
+122
+22% +$19.3K ﹤0.01% 2583
2017
Q3 		$85K Sell
547
-152
-22% -$22.7K ﹤0.01% 2539
2017
Q2 		$101K Buy
699
+162
+30% +$22.6K ﹤0.01% 2300
2017
Q1 		$71K Buy
537
+17
+3% +$2.16K ﹤0.01% 2430
2016
Q4 		$63K Sell
520
-3
-0.6% -$374 ﹤0.01% 2427
2016
Q3 		$69K Buy
523
+150
+40% +$18.7K ﹤0.01% 2274
2016
Q2 		$45K Buy
+373
New +$46K ﹤0.01% 2498

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's WTW Position: Q4 2019 in Review

Advisor Group increased its Willis Towers Watson (WTW) stake by 39% in Q4 2019, buying an estimated $82K and bringing the position to 1,513 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Advisor Group first reported a position in WTW in Q2 2016 and has held it in 15 quarters since. 493 funds tracked by Wall St. Rank hold WTW as of Q4 2019.

  • Advisor Group held 1,513 shares of Willis Towers Watson worth $305K as of Q4 2019.
  • Advisor Group bought 428 Willis Towers Watson shares in Q4 2019, an estimated $82K.
  • Willis Towers Watson made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2045 holding.
  • Advisor Group first reported a position in Willis Towers Watson in Q2 2016 and has held it in 15 quarters since.
  • 493 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.