Steward Financial Group’s Willis Towers Watson WTW Stock Holding History

Steward 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
2023 Q3	$4K	Buy	+23	New	+$4.91K	﹤0.01%	775
2023 Q2	–	Sell	-37	Closed	-$8K	–	1017
2023 Q1	$8K	Buy	37 +22	+147%	+$5.32K	﹤0.01%	233
2022 Q4	$3K	Buy	+15	New	+$3.43K	﹤0.01%	286
2022 Q3	–	Sell	-10	Closed	-$1K	–	1350
2022 Q2	$1K	Sell	10 -68	-87%	-$14.6K	﹤0.01%	904
2022 Q1	$18K	Buy	+78	New	+$17.9K	0.02%	167

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Steward Financial Group's WTW Position: Q3 2023 in Review

Steward Financial Group opened a new position in Willis Towers Watson (WTW) in Q3 2023: 23 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WTW as recently as Q1 2023.

Steward Financial Group first reported a position in WTW in Q1 2022 and has held it in 5 quarters since. The position peaked at $18K in Q1 2022. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

Steward Financial Group held 23 shares of Willis Towers Watson worth $4K as of Q3 2023.
Willis Towers Watson was a new Steward Financial Group position in Q3 2023.
Willis Towers Watson made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #775 holding.
Steward Financial Group first reported a position in Willis Towers Watson in Q1 2022 and has held it in 5 quarters since.
Steward Financial Group's Willis Towers Watson position peaked at $18K in Q1 2022.
559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.