Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Willis Towers Watson Public Ltd. Co. (WTW)
← All WTW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% <0.01 $195.29–236.24 · VW $210.79i SEC
2023   Q2 940 <0.01 Reduce 60.83% <0.01 $216.78–241.67 · VW $228.69i $221,370 SEC
2023   Q1 2,400 0.01 $232.38 $557,712 SEC
2022   Q4 2,400 0.01 $244.58 $586,992 SEC
2022   Q3 2,400 0.01 $200.83 $482,000 SEC
2022   Q2 2,400 0.01 $197.50 $474,000 SEC
2022   Q1 2,400 0.01 $236.25 $567,000 SEC
2021   Q4 2,400 0.01 Add 155.32% <0.01 $225.09–249.70 · VW $236.29i $570,000 SEC
2021   Q3 940 <0.01 Reduce 99.18% 0.33 $199.78–239.18 · VW $220.63i $219,000 SEC
2021   Q2 114,756 0.33 Reduce 20.88% 0.09 $224.39–271.87 · VW $249.61i $26,396,000 SEC
2021   Q1 145,049 0.45 Add 52.45% 0.15 $197.63–236.11 · VW $216.96i $33,199,000 SEC
2020   Q4 95,147 0.26 Add 1485.78% 0.24 $179.31–219.30 · VW $201.83i $20,046,000 SEC
2020   Q3 6,000 0.02 Buy 0.02 $193.12–218.78 · VW $205.60i $1,253,000 SEC
2018   Q4 0 0.00 Sell 100.00% <0.01 $134.50–161.97 · VW $149.63i SEC
2018   Q3 2,625 <0.01 Reduce 35.98% <0.01 $139.73–163.28 · VW $150.39i $370,000 SEC
2018   Q2 4,100 <0.01 $151.71 $622,000 SEC
2018   Q1 4,100 <0.01 Reduce 45.70% <0.01 $145.80–164.99 · VW $156.33i $624,000 SEC
2017   Q4 7,550 0.01 Reduce 4.43% <0.01 $150.64–165.00 · VW $158.67i $1,138,000 SEC
2017   Q3 7,900 0.01 Reduce 51.83% 0.01 $143.10–156.14 · VW $149.84i $1,218,000 SEC
2017   Q2 16,400 0.02 Reduce 1.80% <0.01 $125.66–150.47 · VW $141.26i $2,386,000 SEC
2017   Q1 16,700 0.02 Buy 0.02 $120.87–132.13 · VW $127.13i $2,186,000 SEC
Price snapshot:
Current price$295.55
52-week low$239.74
52-week high$349.38