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Alta Advisers’s Willis Towers Watson WTW Stock Holding History

Alta Advisers’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
-300
Closed -$88.4K – 406
2024
Q3 		$88.4K Hold
300
– – 0.04% 325
2024
Q2 		$78.6K Hold
300
– – 0.04% 308
2024
Q1 		$82.5K Hold
300
– – 0.04% 306
2023
Q4 		$72.4K Hold
300
– – 0.04% 330
2023
Q3 		$62.7K Hold
300
– – 0.04% 337
2023
Q2 		$70.7K Hold
300
– – 0.04% 326
2023
Q1 		$69.7K Hold
300
– – 0.04% 324
2022
Q4 		$73K Hold
300
– – 0.04% 313
2022
Q3 		$60K Buy
+300
New +$61.9K 0.04% 349

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alta Advisers's WTW Position: Q4 2024 in Review

Alta Advisers sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 300 shares — an estimated $88.4K sold.

Alta Advisers first reported a position in WTW in Q3 2022 and held it in 9 quarters. The position peaked at $88.4K in Q3 2024. 708 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Alta Advisers reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 300 Willis Towers Watson shares in Q4 2024, an estimated $88.4K.
  • Alta Advisers first reported a position in Willis Towers Watson in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Willis Towers Watson position peaked at $88.4K in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.