James Hambro & Partners’s Willis Towers Watson WTW Stock Holding History

James Hambro & 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
2025 Q2	–	Sell	-1,678	Closed	-$567K	–	54
2025 Q1	$567K	Hold	1,678	–	–	0.02%	41
2024 Q4	$526K	Hold	1,678	–	–	0.02%	45
2024 Q3	$494K	Sell	1,678 -150	-8%	-$42K	0.02%	46
2024 Q2	$479K	Hold	1,828	–	–	0.02%	43
2024 Q1	$502K	Sell	1,828 -92	-5%	-$24.2K	0.02%	42
2023 Q4	$463K	Hold	1,920	–	–	0.02%	42
2023 Q3	$401K	Buy	+1,920	New	+$410K	0.03%	44
2023 Q1	–	Sell	-1,920	Closed	-$470K	–	72
2022 Q4	$470K	Hold	1,920	–	–	0.04%	45
2022 Q3	$385K	Hold	1,920	–	–	0.03%	50
2022 Q2	$379K	Hold	1,920	–	–	0.03%	47
2022 Q1	$454K	Hold	1,920	–	–	0.03%	45
2021 Q4	$457K	Sell	1,920 -300	-14%	-$71K	0.03%	49
2021 Q3	$516K	Hold	2,220	–	–	0.04%	55
2021 Q2	$511K	Sell	2,220 -500	-18%	-$124K	0.04%	49
2021 Q1	$623K	Hold	2,720	–	–	0.06%	47
2020 Q4	$573K	Buy	+2,720	New	+$560K	0.06%	38
2020 Q3	–	Sell	-3,570	Closed	-$703K	–	62
2020 Q2	$703K	Buy	+3,570	New	+$683K	0.11%	34
2020 Q1	–	Sell	-4,250	Closed	-$858K	–	58
2019 Q4	$858K	Buy	+4,250	New	+$814K	0.15%	29

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James Hambro & Partners's WTW Position: Q2 2025 in Review

James Hambro & Partners sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 1,678 shares — an estimated $567K sold.

James Hambro & Partners first reported a position in WTW in Q4 2019 and held it in 18 quarters. The position peaked at $858K in Q4 2019. 721 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

James Hambro & Partners reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
James Hambro & Partners sold 1,678 Willis Towers Watson shares in Q2 2025, an estimated $567K.
James Hambro & Partners first reported a position in Willis Towers Watson in Q4 2019 and held it in 18 quarters.
James Hambro & Partners's Willis Towers Watson position peaked at $858K in Q4 2019.
721 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on James Hambro & Partners's 13F filing for Q2 2025, filed 17 Jul 2025.