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UMB Bank’s Willis Towers Watson WTW Stock Holding History

UMB Bank’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 		$140K Buy
535
+61
+13% +$16.3K ﹤0.01% 891
2026
Q1 		$138K Sell
474
-132
-22% -$40.5K ﹤0.01% 826
2025
Q4 		$199K Buy
606
+32
+6% +$10.5K ﹤0.01% 684
2025
Q3 		$198K Buy
574
+3
+0.5% +$972 ﹤0.01% 618
2025
Q2 		$175K Sell
571
-18
-3% -$5.58K ﹤0.01% 625
2025
Q1 		$199K Buy
589
+69
+13% +$22.5K ﹤0.01% 581
2024
Q4 		$163K Buy
520
+49
+10% +$15K ﹤0.01% 596
2024
Q3 		$139K Buy
471
+26
+6% +$7.27K ﹤0.01% 642
2024
Q2 		$117K Buy
445
+59
+15% +$15.2K ﹤0.01% 656
2024
Q1 		$106K Buy
386
+2
+0.5% +$526 ﹤0.01% 689
2023
Q4 		$92.6K Sell
384
-6
-2% -$1.39K ﹤0.01% 713
2023
Q3 		$81.5K Buy
390
+338
+650% +$72.1K ﹤0.01% 726
2023
Q2 		$12.2K Buy
52
+1
+2% +$230 ﹤0.01% 1248
2023
Q1 		$11.9K Hold
51
– – ﹤0.01% 1240
2022
Q4 		$12K Sell
51
-5
-9% -$1.14K ﹤0.01% 1259
2022
Q3 		$11K Buy
56
+5
+10% +$1.03K ﹤0.01% 1293
2022
Q2 		$10K Sell
51
-6
-11% -$1.29K ﹤0.01% 1410
2022
Q1 		$13K Sell
57
-530
-90% -$121K ﹤0.01% 1421
2021
Q4 		$140K Buy
+587
New +$139K ﹤0.01% 740

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

UMB Bank's WTW Position: Q2 2026 in Review

UMB Bank increased its Willis Towers Watson (WTW) stake by 13% in Q2 2026, buying an estimated $16.3K and bringing the position to 535 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

UMB Bank first reported a position in WTW in Q4 2021 and has held it in 19 quarters since. The position peaked at $199K in Q4 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • UMB Bank held 535 shares of Willis Towers Watson worth $140K as of Q2 2026.
  • UMB Bank bought 61 Willis Towers Watson shares in Q2 2026, an estimated $16.3K.
  • Willis Towers Watson made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #891 holding.
  • UMB Bank first reported a position in Willis Towers Watson in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Willis Towers Watson position peaked at $199K in Q4 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.