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LBP AM’s Willis Towers Watson WTW Stock Holding History

LBP AM’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
-4,646
Closed -$1.37M – 412
2024
Q3 		$1.37M Sell
4,646
-278
-6% -$77.8K 0.02% 273
2024
Q2 		$1.29M Sell
4,924
-37
-0.7% -$9.55K 0.05% 192
2024
Q1 		$1.36M Sell
4,961
-408
-8% -$107K 0.05% 202
2023
Q4 		$1.3M Sell
5,369
-307
-5% -$71K 0.03% 304
2023
Q3 		$1.19M Buy
5,676
+599
+12% +$128K 0.03% 337
2023
Q2 		$1.2M Sell
5,077
-62
-1% -$14.3K 0.03% 314
2023
Q1 		$1.19M Buy
+5,139
New +$1.24M 0.03% 341

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

LBP AM's WTW Position: Q4 2024 in Review

LBP AM sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 4,646 shares — an estimated $1.37M sold.

LBP AM first reported a position in WTW in Q1 2023 and held it in 7 quarters. The position peaked at $1.37M in Q3 2024. 708 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • LBP AM reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • LBP AM sold 4,646 Willis Towers Watson shares in Q4 2024, an estimated $1.37M.
  • LBP AM first reported a position in Willis Towers Watson in Q1 2023 and held it in 7 quarters.
  • LBP AM's Willis Towers Watson position peaked at $1.37M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on LBP AM's 13F filing for Q4 2024, filed 10 Feb 2025.