Atalan Capital Partners’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $153M | Buy |
500,000
+25,000
| +5% | +$7.66M | 11.77% | 4 |
|
2025
Q1 | $161M | Hold |
475,000
| – | – | 15.26% | 2 |
|
2024
Q4 | $149M | Buy |
475,000
+225,000
| +90% | +$70.5M | 14.8% | 3 |
|
2024
Q3 | $73.6M | Sell |
250,000
-80,000
| -24% | -$23.6M | 6.33% | 9 |
|
2024
Q2 | $86.5M | Sell |
330,000
-45,000
| -12% | -$11.8M | 8.06% | 7 |
|
2024
Q1 | $103M | Sell |
375,000
-15,000
| -4% | -$4.13M | 8.52% | 7 |
|
2023
Q4 | $94.1M | Buy |
390,000
+140,000
| +56% | +$33.8M | 8.28% | 7 |
|
2023
Q3 | $52.2M | Buy |
+250,000
| New | +$52.2M | 4.9% | 9 |
|
2021
Q2 | – | Sell |
-360,000
| Closed | -$82.4M | – | 21 |
|
2021
Q1 | $82.4M | Buy |
360,000
+160,000
| +80% | +$36.6M | 5.63% | 8 |
|
2020
Q4 | $42.1M | Buy |
+200,000
| New | +$42.1M | 3.73% | 12 |
|
2017
Q3 | – | Sell |
-62,000
| Closed | -$9.02M | – | 13 |
|
2017
Q2 | $9.02M | Hold |
62,000
| – | – | 3.81% | 11 |
|
2017
Q1 | $8.12M | Hold |
62,000
| – | – | 3.16% | 12 |
|
2016
Q4 | $7.58M | Hold |
62,000
| – | – | 3.57% | 12 |
|
2016
Q3 | $8.23M | Sell |
62,000
-23,000
| -27% | -$3.05M | 3.9% | 11 |
|
2016
Q2 | $10.6M | Buy |
+85,000
| New | +$10.6M | 5.91% | 8 |
|