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

KB 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
2023 Q3	$411K	Buy	1,969 +4	+0.2%	+$854	0.12%	111
2023 Q2	$463K	Buy	1,965 +44	+2%	+$10.1K	0.13%	104
2023 Q1	$446K	Sell	1,921 -17	-0.9%	-$4.11K	0.13%	105
2022 Q4	$474K	Buy	1,938 +5	+0.3%	+$1.14K	0.16%	94
2022 Q3	$388K	Buy	1,933 +314	+19%	+$64.8K	0.14%	104
2022 Q2	$320K	Buy	+1,619	New	+$347K	0.11%	116
2021 Q2	–	Sell	-1,044	Closed	-$239K	–	651
2021 Q1	$239K	Buy	+1,044	New	+$228K	0.1%	108

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

KB Financial Partners's WTW Position: Q3 2023 in Review

KB Financial Partners increased its Willis Towers Watson (WTW) stake by 0.2% in Q3 2023, buying an estimated $854 and bringing the position to 1,969 shares worth $411K. The position accounts for 0.12% of the portfolio, ranked #111.

KB Financial Partners first reported a position in WTW in Q1 2021 and has held it in 7 quarters since. The position peaked at $474K in Q4 2022. 558 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

KB Financial Partners held 1,969 shares of Willis Towers Watson worth $411K as of Q3 2023.
KB Financial Partners bought 4 Willis Towers Watson shares in Q3 2023, an estimated $854.
Willis Towers Watson made up 0.12% of KB Financial Partners's portfolio in Q3 2023, its #111 holding.
KB Financial Partners first reported a position in Willis Towers Watson in Q1 2021 and has held it in 7 quarters since.
KB Financial Partners's Willis Towers Watson position peaked at $474K in Q4 2022.
558 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.