Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Willis Towers Watson WTW Stock Holding History

Jacobs Levy Equity 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
-27,651
Closed -$7.6M – 1053
2024
Q1 		$7.6M Sell
27,651
-21,710
-44% -$5.71M 0.03% 346
2023
Q4 		$11.9M Buy
49,361
+20,421
+71% +$4.72M 0.06% 280
2023
Q3 		$6.05M Buy
28,940
+12,080
+72% +$2.58M 0.04% 343
2023
Q2 		$3.97M Sell
16,860
-1,045
-6% -$241K 0.02% 446
2023
Q1 		$4.16M Sell
17,905
-1,977
-10% -$478K 0.03% 442
2022
Q4 		$4.86M Sell
19,882
-23,661
-54% -$5.41M 0.03% 400
2022
Q3 		$8.75M Buy
43,543
+26,595
+157% +$5.49M 0.07% 282
2022
Q2 		$3.35M Buy
+16,948
New +$3.63M 0.03% 492
2020
Q1 		– Sell
-247,096
Closed -$49.9M – 1101
2019
Q4 		$49.9M Buy
247,096
+13,767
+6% +$2.64M 0.49% 44
2019
Q3 		$45M Buy
233,329
+159,564
+216% +$31.2M 0.55% 37
2019
Q2 		$14.1M Buy
73,765
+58,985
+399% +$10.7M 0.2% 135
2019
Q1 		$2.6M Buy
14,780
+6,050
+69% +$1M 0.04% 464
2018
Q4 		$1.33M Sell
8,730
-8,440
-49% -$1.26M 0.02% 547
2018
Q3 		$2.42M Buy
17,170
+4,420
+35% +$668K 0.03% 476
2018
Q2 		$1.93M Buy
+12,750
New +$1.94M 0.03% 517
2017
Q1 		– Sell
-1,940
Closed -$237K – 1009
2016
Q4 		$237K Sell
1,940
-410
-17% -$51.1K ﹤0.01% 807
2016
Q3 		$312K Buy
+2,350
New +$293K 0.01% 805
2016
Q2 		– Sell
-2,300
Closed -$273K – 1235
2016
Q1 		$273K Buy
+2,300
New +$265K 0.01% 894

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jacobs Levy Equity Management's WTW Position: Q2 2024 in Review

Jacobs Levy Equity Management sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 27,651 shares — an estimated $7.6M sold.

Jacobs Levy Equity Management first reported a position in WTW in Q1 2016 and held it in 18 quarters. The position peaked at $49.9M in Q4 2019. 649 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Jacobs Levy Equity Management reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 27,651 Willis Towers Watson shares in Q2 2024, an estimated $7.6M.
  • Jacobs Levy Equity Management first reported a position in Willis Towers Watson in Q1 2016 and held it in 18 quarters.
  • Jacobs Levy Equity Management's Willis Towers Watson position peaked at $49.9M in Q4 2019.
  • 649 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2024, filed 14 Aug 2024.