Kovitz Investment Group Partners’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24,347	Closed	-$8.41M	–	1348
2025 Q3	$8.41M	Sell	24,347 -202	-0.8%	-$65.4K	0.03%	356
2025 Q2	$7.53M	Buy	24,549 +3,632	+17%	+$1.13M	0.03%	368
2025 Q1	$7.07M	Sell	20,917 -934	-4%	-$304K	0.04%	338
2024 Q4	$6.85M	Sell	21,851 -509	-2%	-$156K	0.03%	337
2024 Q3	$6.23M	Sell	22,360 -1,941	-8%	-$543K	0.04%	310
2024 Q2	$6.37M	Sell	24,301 -348	-1%	-$89.8K	0.05%	248
2024 Q1	$6.78M	Buy	24,649 +3,581	+17%	+$942K	0.09%	172
2023 Q4	$5.08M	Sell	21,068 -3,445	-14%	-$797K	0.08%	149
2023 Q3	$5.12M	Buy	24,513 +2,775	+13%	+$592K	0.09%	132
2023 Q2	$5.12M	Buy	21,738 +385	+2%	+$88.7K	0.08%	147
2023 Q1	$4.96M	Sell	21,353 -4,149	-16%	-$1M	0.09%	151
2022 Q4	$6.24M	Sell	25,502 -2,631	-9%	-$601K	0.12%	119
2022 Q3	$5.65M	Sell	28,133 -875	-3%	-$181K	0.13%	118
2022 Q2	$5.73M	Buy	29,008 +986	+4%	+$211K	0.13%	126
2022 Q1	$6.62M	Buy	+28,022	New	+$6.42M	0.13%	123