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Naples Money Management’s Willis Towers Watson WTW Stock Holding History

Naples Money 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
2024
Q3 		$3.53K Buy
+12
New +$3.36K ﹤0.01% 258
2024
Q2 		– Sell
-15
Closed -$4.13K – 443
2024
Q1 		$4.13K Buy
+15
New +$3.95K ﹤0.01% 251

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 $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Naples Money Management's WTW Position: Q3 2024 in Review

Naples Money Management opened a new position in Willis Towers Watson (WTW) in Q3 2024: 12 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Naples Money Management previously reported a position in WTW as recently as Q1 2024.

Naples Money Management first reported a position in WTW in Q1 2024 and has held it in 2 quarters since. The position peaked at $4.13K in Q1 2024. 670 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Naples Money Management held 12 shares of Willis Towers Watson worth $3.53K as of Q3 2024.
  • Willis Towers Watson was a new Naples Money Management position in Q3 2024.
  • Willis Towers Watson made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #258 holding.
  • Naples Money Management first reported a position in Willis Towers Watson in Q1 2024 and has held it in 2 quarters since.
  • Naples Money Management's Willis Towers Watson position peaked at $4.13K in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.