First Eagle added WTW · WILLIS TOWERS WATSON PLC
$1.3B · now 2.0% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 10
41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$327 now
OUR VALUE
$327 today
low $236mid $315high $393
2 models, as of 2026-11-10.
Fairly priced now: inside our value range. The easy part has happened.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。