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Todd Asset Management’s Willis Towers Watson WTW Stock Holding History

Todd Asset 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
2023
Q1 		– Sell
-12,300
Closed -$3.01M – 218
2022
Q4 		$3.01M Sell
12,300
-1,800
-13% -$411K 0.07% 152
2022
Q3 		$2.83M Buy
14,100
+100
+0.7% +$20.6K 0.08% 144
2022
Q2 		$2.76M Buy
+14,000
New +$3M 0.07% 153
2020
Q1 		– Sell
-15,100
Closed -$3.05M – 230
2019
Q4 		$3.05M Buy
+15,100
New +$2.89M 0.08% 160

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Todd Asset Management's WTW Position: Q1 2023 in Review

Todd Asset Management sold out of Willis Towers Watson (WTW) in Q1 2023, closing a stake of 12,300 shares — an estimated $3.01M sold.

Todd Asset Management first reported a position in WTW in Q4 2019 and held it in 4 quarters. The position peaked at $3.05M in Q4 2019. 607 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

  • Todd Asset Management reported no remaining Willis Towers Watson position as of Q1 2023 after selling out during the quarter.
  • Todd Asset Management sold 12,300 Willis Towers Watson shares in Q1 2023, an estimated $3.01M.
  • Todd Asset Management first reported a position in Willis Towers Watson in Q4 2019 and held it in 4 quarters.
  • Todd Asset Management's Willis Towers Watson position peaked at $3.05M in Q4 2019.
  • 607 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on Todd Asset Management's 13F filing for Q1 2023, filed 9 May 2023.