Atalan Capital Partners’s Willis Towers Watson WTW Stock Holding History

Atalan Capital Partners’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 Q1	–	Sell	-336,000	Closed	-$110M	–	12
2025 Q4	$110M	Sell	336,000 -179,300	-35%	-$58.7M	7.86%	7
2025 Q3	$178M	Buy	515,300 +15,300	+3%	+$4.96M	12.43%	2
2025 Q2	$153M	Buy	500,000 +25,000	+5%	+$7.75M	11.77%	4
2025 Q1	$161M	Hold	475,000	–	–	15.26%	2
2024 Q4	$149M	Buy	475,000 +225,000	+90%	+$69M	14.8%	3
2024 Q3	$73.6M	Sell	250,000 -80,000	-24%	-$22.4M	6.33%	9
2024 Q2	$86.5M	Sell	330,000 -45,000	-12%	-$11.6M	8.06%	7
2024 Q1	$103M	Sell	375,000 -15,000	-4%	-$3.95M	8.52%	7
2023 Q4	$94.1M	Buy	390,000 +140,000	+56%	+$32.4M	8.28%	7
2023 Q3	$52.2M	Buy	+250,000	New	+$53.3M	4.9%	9
2021 Q2	–	Sell	-360,000	Closed	-$82.4M	–	21
2021 Q1	$82.4M	Buy	360,000 +160,000	+80%	+$34.9M	5.63%	8
2020 Q4	$42.1M	Buy	+200,000	New	+$41.2M	3.73%	12
2017 Q3	–	Sell	-62,000	Closed	-$9.02M	–	13
2017 Q2	$9.02M	Hold	62,000	–	–	3.81%	11
2017 Q1	$8.12M	Hold	62,000	–	–	3.16%	12
2016 Q4	$7.58M	Hold	62,000	–	–	3.57%	12
2016 Q3	$8.23M	Sell	62,000 -23,000	-27%	-$2.86M	3.9%	11
2016 Q2	$10.6M	Buy	+85,000	New	+$10.5M	5.91%	8

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

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

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

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

Atalan Capital Partners's WTW Position: Q1 2026 in Review

Atalan Capital Partners sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 336,000 shares — an estimated $110M sold.

Atalan Capital Partners first reported a position in WTW in Q2 2016 and held it in 17 quarters. The position peaked at $178M in Q3 2025. 723 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Atalan Capital Partners reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Atalan Capital Partners sold 336,000 Willis Towers Watson shares in Q1 2026, an estimated $110M.
Atalan Capital Partners first reported a position in Willis Towers Watson in Q2 2016 and held it in 17 quarters.
Atalan Capital Partners's Willis Towers Watson position peaked at $178M in Q3 2025.
723 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Atalan Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.