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Clark Capital Management Group’s Willis Towers Watson WTW Stock Holding History

Clark Capital Management Group’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
2025
Q1 		– Sell
-225,667
Closed -$70.7M – 484
2024
Q4 		$70.7M Buy
225,667
+3,325
+1% +$1.02M 0.49% 58
2024
Q3 		$65.5M Buy
222,342
+45,636
+26% +$12.8M 0.45% 68
2024
Q2 		$46.3M Buy
176,706
+3,643
+2% +$941K 0.34% 84
2024
Q1 		$47.6M Buy
+173,063
New +$45.5M 0.35% 78
2023
Q1 		– Sell
-105,161
Closed -$25.7M – 386
2022
Q4 		$25.7M Sell
105,161
-38,988
-27% -$8.91M 0.24% 127
2022
Q3 		$29M Buy
+144,149
New +$29.7M 0.38% 74
2021
Q1 		– Sell
-155,133
Closed -$32.7M – 372
2020
Q4 		$32.7M Sell
155,133
-145,364
-48% -$29.9M 0.54% 56
2020
Q3 		$62.8M Buy
300,497
+44,616
+17% +$9.11M 1.18% 15
2020
Q2 		$50.4M Sell
255,881
-21,799
-8% -$4.17M 0.94% 15
2020
Q1 		$47.2M Buy
277,680
+157,392
+131% +$30.9M 1.2% 19
2019
Q4 		$24.3M Buy
+120,288
New +$23.1M 0.51% 67

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clark Capital Management Group's WTW Position: Q1 2025 in Review

Clark Capital Management Group sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 225,667 shares — an estimated $70.7M sold.

Clark Capital Management Group first reported a position in WTW in Q4 2019 and held it in 11 quarters. The position peaked at $70.7M in Q4 2024. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Clark Capital Management Group reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Clark Capital Management Group sold 225,667 Willis Towers Watson shares in Q1 2025, an estimated $70.7M.
  • Clark Capital Management Group first reported a position in Willis Towers Watson in Q4 2019 and held it in 11 quarters.
  • Clark Capital Management Group's Willis Towers Watson position peaked at $70.7M in Q4 2024.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Clark Capital Management Group's 13F filing for Q1 2025, filed 15 May 2025.