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Gryphon Financial Partners’s Willis Towers Watson WTW Stock Holding History

Gryphon Financial 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
Q1 		– Sell
-1,415
Closed -$330K – 274
2023
Q4 		$330K Buy
+1,415
New +$327K 0.06% 185
2022
Q1 		– Sell
-1,192
Closed -$283K – 215
2021
Q4 		$283K Sell
1,192
-193
-14% -$45.7K 0.05% 173
2021
Q3 		$321K Buy
+1,385
New +$308K 0.07% 142
2021
Q2 		– Sell
-918
Closed -$211K – 194
2021
Q1 		$211K Buy
+918
New +$200K 0.05% 159
2018
Q3 		– Sell
-50
Closed -$8K – 833
2018
Q2 		$8K Hold
50
– – ﹤0.01% 577
2018
Q1 		$8K Hold
50
– – ﹤0.01% 577
2017
Q4 		$8K Buy
+50
New +$7.9K ﹤0.01% 630

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gryphon Financial Partners's WTW Position: Q1 2024 in Review

Gryphon Financial Partners sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 1,415 shares — an estimated $330K sold.

Gryphon Financial Partners first reported a position in WTW in Q4 2017 and held it in 7 quarters. The position peaked at $330K in Q4 2023. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Gryphon Financial Partners reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Gryphon Financial Partners sold 1,415 Willis Towers Watson shares in Q1 2024, an estimated $330K.
  • Gryphon Financial Partners first reported a position in Willis Towers Watson in Q4 2017 and held it in 7 quarters.
  • Gryphon Financial Partners's Willis Towers Watson position peaked at $330K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Gryphon Financial Partners's 13F filing for Q1 2024, filed 1 May 2024.