RG
WTW icon

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
Q2 		$565K Sell
2,161
-200
-8% -$53.5K ﹤0.01% 458
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rathbones Group's WTW Position: Q2 2026 in Review

Rathbones Group reduced its Willis Towers Watson (WTW) stake by 8.5% in Q2 2026, selling an estimated $53.5K and leaving 2,161 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Rathbones Group first reported a position in WTW in Q2 2022 and has held it in 17 quarters since. The position peaked at $988K in Q1 2023. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Rathbones Group held 2,161 shares of Willis Towers Watson worth $565K as of Q2 2026.
  • Rathbones Group sold 200 Willis Towers Watson shares in Q2 2026, an estimated $53.5K.
  • Willis Towers Watson made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #458 holding.
  • Rathbones Group first reported a position in Willis Towers Watson in Q2 2022 and has held it in 17 quarters since.
  • Rathbones Group's Willis Towers Watson position peaked at $988K in Q1 2023.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.