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Lincoln National Corp’s Willis Towers Watson WTW Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-2,193
Closed -$603K – 1137
2024
Q1 		$603K Buy
2,193
+211
+11% +$55.5K 0.01% 682
2023
Q4 		$478K Sell
1,982
-265
-12% -$61.3K 0.01% 692
2023
Q3 		$470K Buy
2,247
+8
+0.4% +$1.71K 0.01% 625
2023
Q2 		$527K Buy
2,239
+8
+0.4% +$1.84K 0.01% 581
2023
Q1 		$518K Buy
2,231
+476
+27% +$115K 0.01% 572
2022
Q4 		$429K Buy
1,755
+7
+0.4% +$1.6K 0.01% 578
2022
Q3 		$351K Buy
1,748
+7
+0.4% +$1.44K 0.01% 599
2022
Q2 		$344K Buy
+1,741
New +$373K 0.01% 598

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Lincoln National Corp's WTW Position: Q2 2024 in Review

Lincoln National Corp sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 2,193 shares — an estimated $603K sold.

Lincoln National Corp first reported a position in WTW in Q2 2022 and held it in 8 quarters. The position peaked at $603K in Q1 2024. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Lincoln National Corp reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,193 Willis Towers Watson shares in Q2 2024, an estimated $603K.
  • Lincoln National Corp first reported a position in Willis Towers Watson in Q2 2022 and held it in 8 quarters.
  • Lincoln National Corp's Willis Towers Watson position peaked at $603K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.