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Andreas Halvorsen’s Willis Towers Watson WTW Stock Holding History

Andreas Halvorsen’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
Q2 		– Sell
-112,344
Closed -$30.9M – 103
2024
Q1 		$30.9M Buy
+112,344
New +$29.6M 0.12% 75
2022
Q1 		– Sell
-962,328
Closed -$229M – 113
2021
Q4 		$229M Sell
962,328
-197,521
-17% -$46.7M 0.66% 45
2021
Q3 		$270M Buy
+1,159,849
New +$258M 0.74% 46
2021
Q2 		– Sell
-513,502
Closed -$118M – 113
2021
Q1 		$118M Buy
+513,502
New +$112M 0.35% 63

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 $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Andreas Halvorsen's WTW Position: Q2 2024 in Review

Andreas Halvorsen sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 112,344 shares — an estimated $30.9M sold.

Andreas Halvorsen first reported a position in WTW in Q1 2021 and held it in 4 quarters. The position peaked at $270M in Q3 2021. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Andreas Halvorsen reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Andreas Halvorsen sold 112,344 Willis Towers Watson shares in Q2 2024, an estimated $30.9M.
  • Andreas Halvorsen first reported a position in Willis Towers Watson in Q1 2021 and held it in 4 quarters.
  • Andreas Halvorsen's Willis Towers Watson position peaked at $270M in Q3 2021.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Viking Global Investors's 13F filing for Q2 2024, filed 14 Aug 2024.