Institutional & Family Asset Management’s Willis Towers Watson WTW Stock Holding History

Institutional & Family Asset Management’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 Q2	–	Sell	-22	Closed	-$6.05K	–	784
2024 Q1	$6.05K	Hold	22	–	–	﹤0.01%	469
2023 Q4	$5.31K	Hold	22	–	–	﹤0.01%	474
2023 Q3	$4.6K	Hold	22	–	–	﹤0.01%	475
2023 Q2	$5.18K	Hold	22	–	–	﹤0.01%	475
2023 Q1	$5.11K	Hold	22	–	–	﹤0.01%	473
2022 Q4	$5.38K	Hold	22	–	–	﹤0.01%	459
2022 Q3	$4K	Hold	22	–	–	﹤0.01%	527
2022 Q2	$4K	Hold	22	–	–	﹤0.01%	538
2022 Q1	$5K	Hold	22	–	–	﹤0.01%	560
2021 Q4	$5K	Hold	22	–	–	﹤0.01%	573
2021 Q3	$5K	Hold	22	–	–	﹤0.01%	682
2021 Q2	$5K	Hold	22	–	–	﹤0.01%	728
2021 Q1	$5K	Hold	22	–	–	﹤0.01%	700
2020 Q4	$5K	Hold	22	–	–	﹤0.01%	658
2020 Q3	$5K	Hold	22	–	–	﹤0.01%	601
2020 Q2	$4K	Sell	22 -6	-21%	-$1.15K	﹤0.01%	621
2020 Q1	$5K	Buy	28 +6	+27%	+$1.18K	﹤0.01%	543
2019 Q4	$4K	Hold	22	–	–	﹤0.01%	634
2019 Q3	$4K	Hold	22	–	–	﹤0.01%	607
2019 Q2	$4K	Hold	22	–	–	﹤0.01%	638
2019 Q1	$4K	Hold	22	–	–	﹤0.01%	638
2018 Q4	$3K	Hold	22	–	–	﹤0.01%	658
2018 Q3	$3K	Hold	22	–	–	﹤0.01%	703
2018 Q2	$3K	Hold	22	–	–	﹤0.01%	690
2018 Q1	$3K	Buy	+22	New	+$3.45K	﹤0.01%	691

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Institutional & Family Asset Management's WTW Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 22 shares — an estimated $6.05K sold.

Institutional & Family Asset Management first reported a position in WTW in Q1 2018 and held it in 25 quarters. The position peaked at $6.05K in Q1 2024. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

Institutional & Family Asset Management reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 22 Willis Towers Watson shares in Q2 2024, an estimated $6.05K.
Institutional & Family Asset Management first reported a position in Willis Towers Watson in Q1 2018 and held it in 25 quarters.
Institutional & Family Asset Management's Willis Towers Watson position peaked at $6.05K in Q1 2024.
651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.