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Blue Grotto Capital’s Willis Towers Watson WTW Stock Holding History

Blue Grotto Capital’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
-60,000
Closed -$16.5M – 27
2024
Q1 		$16.5M Buy
+60,000
New +$15.8M 3.35% 17

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Vanguard Group
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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Blue Grotto Capital's WTW Position: Q2 2024 in Review

Blue Grotto Capital sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 60,000 shares — an estimated $16.5M sold.

Blue Grotto Capital first reported a position in WTW in Q1 2024 and held it in 1 quarter. The position peaked at $16.5M in Q1 2024. 649 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Blue Grotto Capital reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Blue Grotto Capital sold 60,000 Willis Towers Watson shares in Q2 2024, an estimated $16.5M.
  • Blue Grotto Capital first reported a position in Willis Towers Watson in Q1 2024 and held it in 1 quarter.
  • Blue Grotto Capital's Willis Towers Watson position peaked at $16.5M in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Blue Grotto Capital's 13F filing for Q2 2024, filed 13 Aug 2024.