AGM
WTW icon

Alpine Global Management’s Willis Towers Watson WTW Stock Holding History

Alpine Global Management’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 		– Sell
-3,329
Closed -$980K – 259
2024
Q3 		$980K Buy
+3,329
New +$931K 0.24% 79
2024
Q1 		– Sell
-1,035
Closed -$250K – 274
2023
Q4 		$250K Buy
+1,035
New +$239K 0.07% 136
2021
Q3 		– Sell
-149,605
Closed -$34.4M – 374
2021
Q2 		$34.4M Buy
149,605
+15,803
+12% +$3.93M 4.69% 1
2021
Q1 		$30.6M Buy
133,802
+56,302
+73% +$12.3M 2.94% 7
2020
Q4 		$16.3M Buy
77,500
+34,866
+82% +$7.18M 3.31% 8
2020
Q3 		$8.9M Buy
42,634
+12,608
+42% +$2.57M 1.85% 15
2020
Q2 		$5.91M Buy
30,026
+2,651
+10% +$508K 1.04% 13
2020
Q1 		$4.65M Buy
+27,375
New +$5.38M 0.97% 15
2016
Q1 		– Sell
-512,008
Closed -$65.9M – 203
2015
Q4 		$65.9M Buy
+512,008
New +$60.7M 21.12% 1

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

Alpine Global Management's WTW Position: Q4 2024 in Review

Alpine Global Management sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 3,329 shares — an estimated $980K sold.

Alpine Global Management first reported a position in WTW in Q4 2015 and held it in 9 quarters. The position peaked at $65.9M in Q4 2015. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Alpine Global Management reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Alpine Global Management sold 3,329 Willis Towers Watson shares in Q4 2024, an estimated $980K.
  • Alpine Global Management first reported a position in Willis Towers Watson in Q4 2015 and held it in 9 quarters.
  • Alpine Global Management's Willis Towers Watson position peaked at $65.9M in Q4 2015.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Alpine Global Management's 13F filing for Q4 2024, filed 14 Feb 2025.