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Epoch Investment Partners’s Willis Towers Watson WTW Stock Holding History

Epoch Investment Partners’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
Q4 		– Sell
-1,488
Closed -$438K – 384
2024
Q3 		$438K Hold
1,488
– – ﹤0.01% 342
2024
Q2 		$390K Sell
1,488
-70
-4% -$18.1K ﹤0.01% 355
2024
Q1 		$428K Sell
1,558
-280
-15% -$73.7K ﹤0.01% 375
2023
Q4 		$443K Hold
1,838
– – ﹤0.01% 380
2023
Q3 		$384K Hold
1,838
– – ﹤0.01% 394
2023
Q2 		$433K Sell
1,838
-220
-11% -$50.7K ﹤0.01% 408
2023
Q1 		$478K Sell
2,058
-2
-0.1% -$483 ﹤0.01% 397
2022
Q4 		$504K Sell
2,060
-228
-10% -$52.1K ﹤0.01% 378
2022
Q3 		$460K Sell
2,288
-106
-4% -$21.9K ﹤0.01% 391
2022
Q2 		$473K Sell
2,394
-100
-4% -$21.4K ﹤0.01% 396
2022
Q1 		$589K Buy
+2,494
New +$571K ﹤0.01% 395
2021
Q3 		– Sell
-108,615
Closed -$25M – 361
2021
Q2 		$25M Sell
108,615
-164,271
-60% -$40.9M 0.13% 184
2021
Q1 		$62.5M Sell
272,886
-52,791
-16% -$11.5M 0.29% 118
2020
Q4 		$68.6M Sell
325,677
-94,739
-23% -$19.5M 0.32% 113
2020
Q3 		$87.8M Buy
420,416
+27,205
+7% +$5.56M 0.44% 82
2020
Q2 		$77.4M Sell
393,211
-312,984
-44% -$59.9M 0.4% 94
2020
Q1 		$120M Sell
706,195
-176,060
-20% -$34.6M 0.73% 40
2019
Q4 		$178M Buy
882,255
+74,242
+9% +$14.2M 0.77% 39
2019
Q3 		$156M Sell
808,013
-32,456
-4% -$6.34M 0.71% 50
2019
Q2 		$161M Buy
840,469
+24,507
+3% +$4.44M 0.73% 47
2019
Q1 		$143M Sell
815,962
-43,799
-5% -$7.27M 0.63% 60
2018
Q4 		$131M Sell
859,761
-320,470
-27% -$48M 0.61% 61
2018
Q3 		$166M Sell
1,180,231
-45,981
-4% -$6.95M 0.63% 54
2018
Q2 		$186K Buy
1,226,212
+110,434
+10% +$16.8M 0.57% 50
2018
Q1 		$170M Buy
1,115,778
+33,460
+3% +$5.25M 0.6% 58
2017
Q4 		$163M Sell
1,082,318
-73,779
-6% -$11.7M 0.54% 68
2017
Q3 		$178M Buy
1,156,097
+1,748
+0.2% +$261K 0.6% 60
2017
Q2 		$168M Buy
+1,154,349
New +$161M 0.57% 70

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

Epoch Investment Partners's WTW Position: Q4 2024 in Review

Epoch Investment Partners sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 1,488 shares — an estimated $438K sold.

Epoch Investment Partners first reported a position in WTW in Q2 2017 and held it in 28 quarters. The position peaked at $178M in Q3 2017. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Epoch Investment Partners reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Epoch Investment Partners sold 1,488 Willis Towers Watson shares in Q4 2024, an estimated $438K.
  • Epoch Investment Partners first reported a position in Willis Towers Watson in Q2 2017 and held it in 28 quarters.
  • Epoch Investment Partners's Willis Towers Watson position peaked at $178M in Q3 2017.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Epoch Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.