EBA
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Eagle Bay Advisors’s Willis Towers Watson WTW Stock Holding History

Eagle Bay Advisors’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
-8
Closed -$2.51K – 960
2024
Q4 		$2.51K Hold
8
– – ﹤0.01% 826
2024
Q3 		$2.36K Hold
8
– – ﹤0.01% 1190
2024
Q2 		$2.1K Hold
8
– – ﹤0.01% 879
2024
Q1 		$2.21K Hold
8
– – ﹤0.01% 869
2023
Q4 		$1.93K Hold
8
– – ﹤0.01% 745
2023
Q3 		$1.67K Hold
8
– – ﹤0.01% 781
2023
Q2 		$1.88K Hold
8
– – ﹤0.01% 771
2023
Q1 		$1.86K Hold
8
– – ﹤0.01% 767
2022
Q4 		$1.96K Hold
8
– – ﹤0.01% 769
2022
Q3 		$2K Hold
8
– – ﹤0.01% 786
2022
Q2 		$1.58K Buy
+8
New +$1.72K ﹤0.01% 851
2022
Q1 		– Sell
-65
Closed -$15K – 1009
2021
Q4 		$15K Sell
65
-49
-43% -$11.6K 0.01% 627
2021
Q3 		$26K Buy
114
+31
+37% +$6.9K 0.02% 572
2021
Q2 		$21K Buy
+83
New +$20.6K 0.02% 540

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B 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