Rathbones Group’s Willis Towers Watson WTW Stock Holding History

Rathbones Group’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	$686K	Sell	2,361 -158	-6%	-$48.5K	﹤0.01%	417
2025 Q4	$828K	Hold	2,519	–	–	﹤0.01%	384
2025 Q3	$870K	Hold	2,519	–	–	﹤0.01%	367
2025 Q2	$772K	Buy	2,519 +853	+51%	+$265K	﹤0.01%	371
2025 Q1	$563K	Hold	1,666	–	–	﹤0.01%	398
2024 Q4	$522K	Hold	1,666	–	–	﹤0.01%	410
2024 Q3	$491K	Hold	1,666	–	–	﹤0.01%	419
2024 Q2	$437K	Sell	1,666 -200	-11%	-$51.6K	﹤0.01%	433
2024 Q1	$513K	Sell	1,866 -84	-4%	-$22.1K	﹤0.01%	409
2023 Q4	$470K	Hold	1,950	–	–	﹤0.01%	410
2023 Q3	$407K	Hold	1,950	–	–	﹤0.01%	432
2023 Q2	$459K	Sell	1,950 -2,300	-54%	-$530K	﹤0.01%	307
2023 Q1	$988K	Buy	4,250 +2,020	+91%	+$488K	0.01%	251
2022 Q4	$545K	Hold	2,230	–	–	0.01%	287
2022 Q3	$448K	Sell	2,230 -145	-6%	-$29.9K	0.01%	295
2022 Q2	$469K	Buy	+2,375	New	+$509K	0.01%	301

Other funds holding WTW

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Rathbones Group's WTW Position: Q1 2026 in Review

Rathbones Group reduced its Willis Towers Watson (WTW) stake by 6.3% in Q1 2026, selling an estimated $48.5K and leaving 2,361 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Rathbones Group first reported a position in WTW in Q2 2022 and has held it in 16 quarters since. The position peaked at $988K in Q1 2023. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Rathbones Group held 2,361 shares of Willis Towers Watson worth $686K as of Q1 2026.
Rathbones Group sold 158 Willis Towers Watson shares in Q1 2026, an estimated $48.5K.
Willis Towers Watson made up ﹤0.01% of Rathbones Group's portfolio in Q1 2026, its #417 holding.
Rathbones Group first reported a position in Willis Towers Watson in Q2 2022 and has held it in 16 quarters since.
Rathbones Group's Willis Towers Watson position peaked at $988K in Q1 2023.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.