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 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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

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