Regal Partners’s Willis Towers Watson WTW Stock Holding History

Regal 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	-772	Closed	-$261K	–	85
2025 Q1	$261K	Buy	+772	New	+$252K	0.03%	42

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

Regal Partners's WTW Position: Q2 2025 in Review

Regal Partners sold out of Willis Towers Watson (WTW) in Q2 2025, closing a stake of 772 shares — an estimated $261K sold.

Regal Partners first reported a position in WTW in Q1 2025 and held it in 1 quarter. The position peaked at $261K in Q1 2025. 720 funds tracked by Wall St. Rank hold WTW as of Q2 2025.

Regal Partners reported no remaining Willis Towers Watson position as of Q2 2025 after selling out during the quarter.
Regal Partners sold 772 Willis Towers Watson shares in Q2 2025, an estimated $261K.
Regal Partners first reported a position in Willis Towers Watson in Q1 2025 and held it in 1 quarter.
Regal Partners's Willis Towers Watson position peaked at $261K in Q1 2025.
720 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2025.

Based on Regal Partners's 13F filing for Q2 2025, filed 5 Aug 2025.