Harry Burn’s Willis Towers Watson WTW Stock Holding History

Harry Burn’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	-226,119	Closed	-$74.3M	–	50
2025 Q4	$74.3M	Sell	226,119 -21,432	-9%	-$7.02M	2.36%	29
2025 Q3	$85.5M	Sell	247,551 -9,577	-4%	-$3.1M	2.83%	14
2025 Q2	$78.8M	Buy	257,128 +26,420	+11%	+$8.19M	2.69%	21
2025 Q1	$78M	Sell	230,708 -66,412	-22%	-$21.6M	2.73%	20
2024 Q4	$93.1M	Sell	297,120 -42,806	-13%	-$13.1M	3.07%	7
2024 Q3	$100M	Sell	339,926 -14,611	-4%	-$4.09M	3.26%	4
2024 Q2	$92.9M	Buy	354,537 +58,085	+20%	+$15M	3.1%	9
2024 Q1	$81.5M	Sell	296,452 -6,967	-2%	-$1.83M	2.55%	21
2023 Q4	$73.2M	Buy	+303,419	New	+$70.2M	2.54%	23

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 $59.9B AUM 27.01% 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

Harry Burn's WTW Position: Q1 2026 in Review

Harry Burn sold out of Willis Towers Watson (WTW) in Q1 2026, closing a stake of 226,119 shares — an estimated $74.3M sold.

Harry Burn first reported a position in WTW in Q4 2023 and held it in 9 quarters. The position peaked at $100M in Q3 2024. 722 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Harry Burn reported no remaining Willis Towers Watson position as of Q1 2026 after selling out during the quarter.
Harry Burn sold 226,119 Willis Towers Watson shares in Q1 2026, an estimated $74.3M.
Harry Burn first reported a position in Willis Towers Watson in Q4 2023 and held it in 9 quarters.
Harry Burn's Willis Towers Watson position peaked at $100M in Q3 2024.
722 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Sound Shore Management's 13F filing for Q1 2026, filed 7 May 2026.