HBT
WTW icon

Heartland Bank & Trust’s Willis Towers Watson WTW Stock Holding History

Heartland Bank & Trust’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
-2,302
Closed -$530K – 123
2021
Q2 		$530K Sell
2,302
-180
-7% -$44.8K 0.49% 62
2021
Q1 		$568K Sell
2,482
-311
-11% -$67.8K 0.52% 58
2020
Q4 		$588K Buy
+2,793
New +$575K 0.52% 57

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Heartland Bank & Trust's WTW Position: Q3 2021 in Review

Heartland Bank & Trust sold out of Willis Towers Watson (WTW) in Q3 2021, closing a stake of 2,302 shares — an estimated $530K sold.

Heartland Bank & Trust first reported a position in WTW in Q4 2020 and held it in 3 quarters. The position peaked at $588K in Q4 2020. 563 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

  • Heartland Bank & Trust reported no remaining Willis Towers Watson position as of Q3 2021 after selling out during the quarter.
  • Heartland Bank & Trust sold 2,302 Willis Towers Watson shares in Q3 2021, an estimated $530K.
  • Heartland Bank & Trust first reported a position in Willis Towers Watson in Q4 2020 and held it in 3 quarters.
  • Heartland Bank & Trust's Willis Towers Watson position peaked at $588K in Q4 2020.
  • 563 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Heartland Bank & Trust's 13F filing for Q3 2021, filed 18 Oct 2021.