Capital World Investors
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Capital World Investors’s Willis Towers Watson WTW Stock Holding History

Capital World Investors’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
2021
Q3 		– Sell
-1,959,844
Closed -$451M – 631
2021
Q2 		$451M Sell
1,959,844
-15,635
-0.8% -$3.89M 0.08% 223
2021
Q1 		$452M Sell
1,975,479
-38,547
-2% -$8.4M 0.08% 209
2020
Q4 		$424M Buy
2,014,026
+53,572
+3% +$11M 0.08% 216
2020
Q3 		$409M Sell
1,960,454
-1,571,662
-44% -$321M 0.09% 208
2020
Q2 		$696M Buy
3,532,116
+3,020,002
+590% +$578M 0.17% 132
2020
Q1 		$87M Buy
+512,114
New +$101M 0.03% 285
2018
Q4 		– Sell
-291,200
Closed -$41M – 574
2018
Q3 		$41M Buy
+291,200
New +$44M 0.01% 395

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Capital World Investors's WTW Position: Q3 2021 in Review

Capital World Investors sold out of Willis Towers Watson (WTW) in Q3 2021, closing a stake of 1,959,844 shares — an estimated $451M sold.

Capital World Investors first reported a position in WTW in Q3 2018 and held it in 7 quarters. The position peaked at $696M in Q2 2020. 562 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

  • Capital World Investors reported no remaining Willis Towers Watson position as of Q3 2021 after selling out during the quarter.
  • Capital World Investors sold 1,959,844 Willis Towers Watson shares in Q3 2021, an estimated $451M.
  • Capital World Investors first reported a position in Willis Towers Watson in Q3 2018 and held it in 7 quarters.
  • Capital World Investors's Willis Towers Watson position peaked at $696M in Q2 2020.
  • 562 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Capital World Investors's 13F filing for Q3 2021, filed 15 Nov 2021.