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Mach-1 Financial Group’s Willis Towers Watson WTW Stock Holding History

Mach-1 Financial 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
-3,135
Closed -$756K – 226
2023
Q4 		$756K Buy
+3,135
New +$725K 0.29% 78

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

Mach-1 Financial Group's WTW Position: Q1 2024 in Review

Mach-1 Financial Group sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 3,135 shares — an estimated $756K sold.

Mach-1 Financial Group first reported a position in WTW in Q4 2023 and held it in 1 quarter. The position peaked at $756K in Q4 2023. 662 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Mach-1 Financial Group reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,135 Willis Towers Watson shares in Q1 2024, an estimated $756K.
  • Mach-1 Financial Group first reported a position in Willis Towers Watson in Q4 2023 and held it in 1 quarter.
  • Mach-1 Financial Group's Willis Towers Watson position peaked at $756K in Q4 2023.
  • 662 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Mach-1 Financial Group's 13F filing for Q1 2024, filed 10 May 2024.