M&G Investment Management’s Willis Towers Watson WTW Stock Holding History

M&G Investment Management’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 Q4	$12.9M	Sell	53,497 -12,290	-19%	-$2.84M	0.05%	165
2023 Q3	$13.7M	Buy	65,787 +4,033	+7%	+$861K	0.06%	163
2023 Q2	$14.6M	Sell	61,754 -3,668	-6%	-$845K	0.06%	157
2023 Q1	$15.2M	Buy	65,422 +8,888	+16%	+$2.15M	0.07%	147
2022 Q4	$13.9M	Buy	56,534 +2,272	+4%	+$519K	0.07%	151
2022 Q3	$10.9M	Buy	54,262 +2,650	+5%	+$547K	0.06%	164
2022 Q2	$10.2M	Sell	51,612 -30	-0.1%	-$6.43K	0.06%	193
2022 Q1	$12.2M	Buy	51,642 +15,182	+42%	+$3.48M	0.02%	187
2021 Q4	$8.64M	Buy	36,460 +20,966	+135%	+$4.96M	0.02%	217
2021 Q3	$3.6M	Buy	+15,494	New	+$3.45M	0.01%	452

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

M&G Investment Management's WTW Position: Q4 2023 in Review

M&G Investment Management reduced its Willis Towers Watson (WTW) stake by 19% in Q4 2023, selling an estimated $2.84M and leaving 53,497 shares worth $12.9M. The position accounts for 0.05% of the portfolio, ranked #165.

M&G Investment Management first reported a position in WTW in Q3 2021 and has held it in 10 quarters since. The position peaked at $15.2M in Q1 2023. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

M&G Investment Management held 53,497 shares of Willis Towers Watson worth $12.9M as of Q4 2023.
M&G Investment Management sold 12,290 Willis Towers Watson shares in Q4 2023, an estimated $2.84M.
Willis Towers Watson made up 0.05% of M&G Investment Management's portfolio in Q4 2023, its #165 holding.
M&G Investment Management first reported a position in Willis Towers Watson in Q3 2021 and has held it in 10 quarters since.
M&G Investment Management's Willis Towers Watson position peaked at $15.2M in Q1 2023.
630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.