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WTW in the 13F filings

Willis Towers Watson Pub LTD · CUSIP G96629103

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 May 2025
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 18 listed it in both
Shares listed
29,456,099
combined, among listed positions
Reported value
$10.0bn
combined, at the quarter end

Among the 95 comparable managers: 8 buyers (opened or added shares) and 11 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 Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
MFS Investment Management6,092,204$2.1bn0.68%Trimmed-391,6182 May 2025 (the filing on sec.gov)
First Eagle Investment Management LLC4,431,373$1.5bn3.12%Trimmed-25,55712 May 2025 (the filing on sec.gov)
Fidelity (FMR LLC)3,900,910$1.3bn0.08%Added+217,9715 Nov 2026 (the filing on sec.gov)
Harris Associates LP3,556,504$1.2bn2.02%Added+36,62015 May 2025 (the filing on sec.gov)
Artisan Partners LP3,516,528$1.2bn1.92%Added+20,42414 May 2025 (the filing on sec.gov)
Invesco Ltd2,175,722$735m0.14%Trimmed-52,77512 May 2025 (the filing on sec.gov)
Baupost Group LLC1,525,667$516m14.75%Trimmed-311,08114 May 2025 (the filing on sec.gov)
Janus Henderson Group Ltd1,113,777$376m0.21%Added+250,90815 May 2025 (the filing on sec.gov)
Wellington Management Group LLP1,057,635$357m0.07%Added+69,20513 May 2025 (the filing on sec.gov)
AllianceBernstein LP576,026$195m0.07%Trimmed-2,83515 May 2025 (the filing on sec.gov)
Polen Capital Management LLC366,539$124m0.39%Added+237,95312 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC280,920$95m0.14%Trimmed-3,70014 May 2025 (the filing on sec.gov)
Balyasny Asset Management LLC199,777$68m0.11%Addedn.a.15 May 2025 (the filing on sec.gov)
Capital Research Global Investors182,572$62munder 0.1%Trimmed-243,65412 May 2025 (the filing on sec.gov)
Woodline Partners LP178,694$60m0.39%Newnew15 May 2025 (the filing on sec.gov)
Bridgewater Associates LP135,994$46m0.21%Trimmed-54,72914 May 2025 (the filing on sec.gov)
Man Group PLC75,532$26m0.06%Trimmed-11915 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC55,026$19m0.05%Trimmed-67,38421 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC26,072$8.8m0.05%Trimmed-19,32515 May 2025 (the filing on sec.gov)
Markel Group Inc8,627$2.9munder 0.1%Held02 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

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 →