Alhambra Investment Management’s Willis Towers Watson WTW Stock Holding History

Alhambra Investment 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
2026 Q2	$280K	Sell	1,072 -75	-7%	-$20.1K	0.12%	143
2026 Q1	$333K	Hold	1,147	–	–	0.15%	128
2025 Q4	$377K	Hold	1,147	–	–	0.18%	118
2025 Q3	$396K	Hold	1,147	–	–	0.19%	110
2025 Q2	$351K	Hold	1,147	–	–	0.17%	124
2025 Q1	$388K	Sell	1,147 -113	-9%	-$36.8K	0.2%	109
2024 Q4	$395K	Hold	1,260	–	–	0.2%	108
2024 Q3	$371K	Hold	1,260	–	–	0.19%	122
2024 Q2	$330K	Hold	1,260	–	–	0.18%	116
2024 Q1	$347K	Hold	1,260	–	–	0.19%	118
2023 Q4	$304K	Hold	1,260	–	–	0.18%	122
2023 Q3	$263K	Hold	1,260	–	–	0.17%	125
2023 Q2	$297K	Hold	1,260	–	–	0.2%	117
2023 Q1	$293K	Hold	1,260	–	–	0.2%	114
2022 Q4	$308K	Hold	1,260	–	–	0.22%	106
2022 Q3	$253K	Hold	1,260	–	–	0.19%	118
2022 Q2	$249K	Hold	1,260	–	–	0.18%	126
2022 Q1	$298K	Hold	1,260	–	–	0.2%	124
2021 Q4	$299K	Hold	1,260	–	–	0.21%	127
2021 Q3	$293K	Hold	1,260	–	–	0.22%	122
2021 Q2	$290K	Hold	1,260	–	–	0.22%	127
2021 Q1	$288K	Hold	1,260	–	–	0.23%	119
2020 Q4	$265K	Hold	1,260	–	–	0.28%	110
2020 Q3	$263K	Sell	1,260 -12	-0.9%	-$2.45K	0.32%	96
2020 Q2	$251K	Buy	+1,272	New	+$244K	0.33%	84
2020 Q1	–	Sell	-1,110	Closed	-$224K	–	120
2019 Q4	$224K	Buy	+1,110	New	+$213K	0.26%	108

Other funds holding WTW

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Alhambra Investment Management's WTW Position: Q2 2026 in Review

Alhambra Investment Management reduced its Willis Towers Watson (WTW) stake by 6.5% in Q2 2026, selling an estimated $20.1K and leaving 1,072 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #143.

Alhambra Investment Management first reported a position in WTW in Q4 2019 and has held it in 26 quarters since. The position peaked at $396K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Alhambra Investment Management held 1,072 shares of Willis Towers Watson worth $280K as of Q2 2026.
Alhambra Investment Management sold 75 Willis Towers Watson shares in Q2 2026, an estimated $20.1K.
Willis Towers Watson made up 0.12% of Alhambra Investment Management's portfolio in Q2 2026, its #143 holding.
Alhambra Investment Management first reported a position in Willis Towers Watson in Q4 2019 and has held it in 26 quarters since.
Alhambra Investment Management's Willis Towers Watson position peaked at $396K in Q3 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Alhambra Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.