SCM
WTW icon

Sahana Capital Management’s Willis Towers Watson WTW Stock Holding History

Sahana Capital 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
Q2 		$110M Sell
420,665
-118,488
-22% -$30.6M 17.11% 2
2024
Q1 		$148M Buy
539,153
+240,013
+80% +$63.1M 22.95% 2
2023
Q4 		$72.2M Buy
+299,140
New +$69.2M 11.35% 4

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 $3.37T AUM 44.26% 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

Sahana Capital Management's WTW Position: Q2 2024 in Review

Sahana Capital Management reduced its Willis Towers Watson (WTW) stake by 22% in Q2 2024, selling an estimated $30.6M and leaving 420,665 shares worth $110M. The position accounts for 17.11% of the portfolio, ranked #2.

Sahana Capital Management first reported a position in WTW in Q4 2023 and has held it in 3 quarters since. The position peaked at $148M in Q1 2024. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Sahana Capital Management held 420,665 shares of Willis Towers Watson worth $110M as of Q2 2024.
  • Sahana Capital Management sold 118,488 Willis Towers Watson shares in Q2 2024, an estimated $30.6M.
  • Willis Towers Watson made up 17.11% of Sahana Capital Management's portfolio in Q2 2024, its #2 holding.
  • Sahana Capital Management first reported a position in Willis Towers Watson in Q4 2023 and has held it in 3 quarters since.
  • Sahana Capital Management's Willis Towers Watson position peaked at $148M in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Sahana Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.