New York Life Investment Management’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,306	Closed	-$4.94M	–	862
2025 Q3	$4.94M	Sell	14,306 -601	-4%	-$195K	0.04%	340
2025 Q2	$4.57M	Buy	14,907 +70	+0.5%	+$21.7K	0.04%	344
2025 Q1	$5.01M	Sell	14,837 -237	-2%	-$77.2K	0.05%	318
2024 Q4	$4.72M	Sell	15,074 -80	-0.5%	-$24.5K	0.05%	333
2024 Q3	$4.46M	Sell	15,154 -913	-6%	-$255K	0.04%	380
2024 Q2	$4.21M	Buy	16,067 +97	+0.6%	+$25K	0.04%	375
2024 Q1	$4.39M	Sell	15,970 -639	-4%	-$168K	0.04%	369
2023 Q4	$4.01M	Sell	16,609 -146	-0.9%	-$33.8K	0.04%	370
2023 Q3	$3.5M	Sell	16,755 -253	-1%	-$54K	0.04%	372
2023 Q2	$4.01M	Buy	17,008 +129	+0.8%	+$29.7K	0.04%	360
2023 Q1	$3.92M	Sell	16,879 -230	-1%	-$55.6K	0.04%	363
2022 Q4	$4.18M	Sell	17,109 -616	-3%	-$141K	0.05%	359
2022 Q3	$3.56M	Sell	17,725 -314	-2%	-$64.8K	0.04%	375
2022 Q2	$3.56M	Buy	+18,039	New	+$3.87M	0.04%	371