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Jupiter Asset Management’s Willis Towers Watson WTW Stock Holding History

Jupiter 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
Q4 		– Sell
-37,304
Closed -$11M – 492
2024
Q3 		$11M Buy
+37,304
New +$10.4M 0.1% 212
2023
Q3 		– Sell
-71,141
Closed -$16.8M – 601
2023
Q2 		$16.8M Buy
+71,141
New +$16.4M 0.18% 158

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Asset Management's WTW Position: Q4 2024 in Review

Jupiter Asset Management sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 37,304 shares — an estimated $11M sold.

Jupiter Asset Management first reported a position in WTW in Q2 2023 and held it in 2 quarters. The position peaked at $16.8M in Q2 2023. 708 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Jupiter Asset Management reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 37,304 Willis Towers Watson shares in Q4 2024, an estimated $11M.
  • Jupiter Asset Management first reported a position in Willis Towers Watson in Q2 2023 and held it in 2 quarters.
  • Jupiter Asset Management's Willis Towers Watson position peaked at $16.8M in Q2 2023.
  • 708 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Jupiter Asset Management's 13F filing for Q4 2024, filed 10 Feb 2025.