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WTW icon

Baird’s Willis Towers Watson WTW Stock Holding History

Baird’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
2015
Q1 		– Sell
-4,357
Closed -$517K – 1352
2014
Q4 		$517K Buy
4,357
+280
+7% +$31.3K 0.01% 937
2014
Q3 		$447K Buy
4,077
+665
+19% +$73.9K 0.01% 873
2014
Q2 		$391K Buy
3,412
+340
+11% +$38.3K 0.01% 910
2014
Q1 		$359K Buy
3,072
+151
+5% +$17.2K 0.01% 949
2013
Q4 		$347K Buy
2,921
+953
+48% +$113K 0.01% 931
2013
Q3 		$226K Buy
1,968
+108
+6% +$12.2K ﹤0.01% 998
2013
Q2 		$201K Buy
+1,860
New +$197K ﹤0.01% 998

Other funds holding WTW

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Baird's WTW Position: Q1 2015 in Review

Baird sold out of Willis Towers Watson (WTW) in Q1 2015, closing a stake of 4,357 shares — an estimated $517K sold.

Baird first reported a position in WTW in Q2 2013 and held it in 7 quarters. The position peaked at $517K in Q4 2014. 237 funds tracked by Wall St. Rank hold WTW as of Q1 2015.

  • Baird reported no remaining Willis Towers Watson position as of Q1 2015 after selling out during the quarter.
  • Baird sold 4,357 Willis Towers Watson shares in Q1 2015, an estimated $517K.
  • Baird first reported a position in Willis Towers Watson in Q2 2013 and held it in 7 quarters.
  • Baird's Willis Towers Watson position peaked at $517K in Q4 2014.
  • 237 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.