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Kowal Investment Group’s Willis Towers Watson WTW Stock Holding History

Kowal Investment Group’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
Q1 		– Sell
-4,087
Closed -$986K – 186
2023
Q4 		$986K Buy
4,087
+15
+0.4% +$3.47K 0.23% 61
2023
Q3 		$851K Buy
4,072
+15
+0.4% +$3.2K 0.23% 59
2023
Q2 		$955K Buy
4,057
+15
+0.4% +$3.46K 0.26% 55
2023
Q1 		$939K Buy
4,042
+13
+0.3% +$3.14K 0.27% 51
2022
Q4 		$985K Buy
4,029
+13
+0.3% +$2.97K 0.29% 46
2022
Q3 		$807K Buy
4,016
+17
+0.4% +$3.51K 0.27% 46
2022
Q2 		$789K Buy
3,999
+14
+0.4% +$3K 0.26% 42
2022
Q1 		$941K Buy
3,985
+14
+0.4% +$3.21K 0.29% 35
2021
Q4 		$943K Buy
+3,971
New +$940K 0.28% 34

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

Kowal Investment Group's WTW Position: Q1 2024 in Review

Kowal Investment Group sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 4,087 shares — an estimated $986K sold.

Kowal Investment Group first reported a position in WTW in Q4 2021 and held it in 9 quarters. The position peaked at $986K in Q4 2023. 662 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Kowal Investment Group reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Kowal Investment Group sold 4,087 Willis Towers Watson shares in Q1 2024, an estimated $986K.
  • Kowal Investment Group first reported a position in Willis Towers Watson in Q4 2021 and held it in 9 quarters.
  • Kowal Investment Group's Willis Towers Watson position peaked at $986K in Q4 2023.
  • 662 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Kowal Investment Group's 13F filing for Q1 2024, filed 18 Apr 2024.