L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Feb 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 14 listed it in both
Shares listed
32,240,990
combined, among listed positions
Reported value
$7.8bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing WTW in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
MFS Investment Management9,670,510$2.3bn0.75%Trimmed-276,2958 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC5,568,252$1.3bn3.20%Added+158,2348 Feb 2024 (the filing on sec.gov)
Artisan Partners LP4,521,760$1.1bn1.68%Trimmed-1,003,23012 Feb 2024 (the filing on sec.gov)
Harris Associates LP4,079,278$984m1.70%Trimmed-128,02114 Feb 2024 (the filing on sec.gov)
Invesco Ltd2,014,250$486m0.12%Trimmed-7,35213 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)1,933,329$466munder 0.1%Added+91,0635 Nov 2026 (the filing on sec.gov)
Baupost Group LLC1,555,667$375m8.18%Held013 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP722,280$174m0.07%Trimmed-32,30614 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC443,656$107m0.20%Newnew14 Feb 2024 (the filing on sec.gov)
Millennium Management LLC427,803$103munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors424,638$102munder 0.1%Trimmed-413 Feb 2024 (the filing on sec.gov)
Man Group PLC180,309$43m0.12%Added+30,52514 Feb 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC175,059$42m0.28%Trimmed-100,57514 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC119,520$29munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP74,799$18m0.10%Added+28,04614 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP72,465$17munder 0.1%Trimmed-285,76114 Feb 2024 (the filing on sec.gov)
Walleye Capital LLC68,775$17munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC67,292$16m0.06%Addedn.a.13 Feb 2024 (the filing on sec.gov)
Tudor Investment Corp64,170$15m0.12%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP45,000$11m0.07%Newnew14 Feb 2024 (the filing on sec.gov)
Markel Group Inc8,627$2.1munder 0.1%Held02 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP3,551$857kunder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
24 in Q3 2024 to 13 in Q2 2026

Tracked managers listing it, at least.

010203020162017201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
WTW by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20151$13mn.a.n.a.
Q1 201617$4.9bnn.a.n.a.
Q2 201613$5.2bnn.a.n.a.
Q3 201615$5.8bnn.a.n.a.
Q4 201610$5.1bnn.a.n.a.
Q1 201712$5.7bnn.a.n.a.
Q2 201712$6.2bnn.a.n.a.
Q3 201715$6.2bnn.a.n.a.
Q4 201714$6.2bnn.a.n.a.
Q1 201816$6.4bnn.a.n.a.
Q2 201812$6.6bnn.a.n.a.
Q3 201819$5.7bnn.a.n.a.
Q4 201812$6.4bnn.a.n.a.
Q1 201918$7.1bnn.a.n.a.
Q2 201916$7.5bnn.a.n.a.
Q3 201918$6.9bnn.a.n.a.
Q4 201917$7.1bnn.a.n.a.
Q1 202025$5.5bnn.a.n.a.
Q2 202025$6.1bnn.a.n.a.
Q3 202026$5.6bnn.a.n.a.
Q4 202028$4.7bnn.a.n.a.
Q1 202126$5.6bnn.a.n.a.
Q2 202124$5.1bnn.a.n.a.
Q3 202124$4.8bnn.a.n.a.
Q4 202125$5.5bnn.a.n.a.
Q1 202222$6.5bnn.a.n.a.
Q2 202221$6.0bnn.a.n.a.
Q3 202219$6.3bnn.a.n.a.
Q4 202218$7.6bnn.a.n.a.
Q1 202322$7.4bnn.a.n.a.
Q2 202315$7.4bnn.a.n.a.
Q3 202318$6.8bnn.a.n.a.
Q4 202322$7.8bn128
Q1 202422$8.6bn811
Q2 202422$8.1bn139
Q3 202424$8.7bn914
Q4 202420$9.2bn119
Q1 202520$10.0bn811
Q2 202522$9.6bn149
Q3 202516$11.4bn611
Q4 202515$11.5bn1715
Q1 202621$11.7bn2013
Q2 202613$10.3bn1618

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

WTW and V →WTW and AXP →WTW and BAC →Choose a stock to compare with WTW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own WTW, latest filings →Back to the 13F Explorer →