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Seven Eight Capital’s Willis Towers Watson WTW Stock Holding History

Seven Eight Capital’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 		– Sell
-2,940
Closed -$809K – 915
2024
Q1 		$809K Buy
+2,940
New +$773K 0.08% 344
2023
Q4 		– Sell
-1,234
Closed -$258K – 869
2023
Q3 		$258K Buy
+1,234
New +$263K 0.03% 521
2020
Q4 		– Sell
-1,079
Closed -$225K – 654
2020
Q3 		$225K Buy
+1,079
New +$220K 0.05% 501
2020
Q2 		– Sell
-6,100
Closed -$1.04M – 587
2020
Q1 		$1.04M Buy
+6,100
New +$1.2M 0.27% 110
2019
Q2 		– Sell
-4,802
Closed -$843K – 760
2019
Q1 		$843K Buy
+4,802
New +$797K 0.04% 380
2018
Q4 		– Sell
-25,302
Closed -$3.57M – 734
2018
Q3 		$3.57M Buy
+25,302
New +$3.83M 0.22% 142
2018
Q2 		– Sell
-56,639
Closed -$8.62M – 607
2018
Q1 		$8.62M Buy
56,639
+45,400
+404% +$7.13M 0.71% 44
2017
Q4 		$1.69M Buy
11,239
+2,600
+30% +$411K 0.17% 207
2017
Q3 		$1.33M Buy
8,639
+400
+5% +$59.7K 0.16% 203
2017
Q2 		$1.2M Buy
+8,239
New +$1.15M 0.17% 184
2015
Q4 		– Sell
-264
Closed -$29K – 706
2015
Q3 		$29K Buy
+264
New +$31.3K 0.03% 383
2014
Q3 		– Sell
-831
Closed -$95K – 690
2014
Q2 		$95K Buy
+831
New +$93.5K 0.09% 305
2014
Q1 		– Sell
-2,869
Closed -$340K – 526
2013
Q4 		$340K Buy
+2,869
New +$339K 0.38% 75

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Seven Eight Capital's WTW Position: Q2 2024 in Review

Seven Eight Capital sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 2,940 shares — an estimated $809K sold.

Seven Eight Capital first reported a position in WTW in Q4 2013 and held it in 13 quarters. The position peaked at $8.62M in Q1 2018. 650 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Seven Eight Capital reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Seven Eight Capital sold 2,940 Willis Towers Watson shares in Q2 2024, an estimated $809K.
  • Seven Eight Capital first reported a position in Willis Towers Watson in Q4 2013 and held it in 13 quarters.
  • Seven Eight Capital's Willis Towers Watson position peaked at $8.62M in Q1 2018.
  • 650 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Seven Eight Capital's 13F filing for Q2 2024, filed 12 Aug 2024.