Stock

Willis Towers Watson Plc

WTW · held by 26 managers

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Reported value

$669.9M

Holders

+0 new · −0 exited

Holders’ est. mark

$17.8M

Price effect on 12 books still in the name

Largest holder

$311.5M

MORGAN STANLEY

Who holds it

Notable only

Investor	Shares	Value	Est. mark	Change
MORGAN STANLEY	901.6K	$311.5M	—	Held
BANK OF AMERICA CORP /DE/	573.5K	$198.1M	—	Held
BARCLAYS PLC	310.7K	$107.3M	$12.1M	Added$7.93M
Alberta Investment Management Corp	125K	$43.2M	$4.87M	Added$4.87M
Swiss Life Asset Management Ltd	15.6K	$5.4M	$591.7K	Added$741.9K
Sanctuary Advisors, LLC	4.02K	$1.39M	$146.1K	Added$238K
Savant Capital, LLC	2.24K	$773.6K	$86.2K	Added$95.5K
Cresset Asset Management, LLC	1.24K	$428.4K	$44.1K	Added$80.5K
Hudson Bay Capital Management LP	1.05K	$364.4K	—	Held
GROUPAMA ASSET MANAGMENT	1.03K	$356.9K	—	Held
IFP Advisors, Inc	758	$261.9K	—	Held
SUMMIT WEALTH GROUP LLC / CO	1.15K	$247.5K	—	Held
Cambria Investment Management, L.P.	704	$243.2K	—	Held
Allworth Financial LP	626	$216.1K	—	Held
Essential Partners LLC	181	$62.5K	$7.05K	Added$7.05K
MV CAPITAL MANAGEMENT, INC.	87	$30.1K	—	Held
VIRTUS ADVISERS, LLC	25	$8.64K	$974	Cut−$68K
Cape Investment Advisory, Inc.	20	$6.91K	—	Held
KBC Group NV	18.6K	$6.42K	—	Held
Nalls Sherbakoff Group, LLC	6	$2.07K	$234	Added$234
Clark Wealth Partners	6	$1.97K	$133	Added$133
Aventura Private Wealth, LLC	5	$1.73K	$194	Added$194
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	4.5K	$1.55K	—	Held
Kilter Group LLC	4	$1.38K	—	Held
Prestige Wealth Management Group LLC	3	$1.04K	$117	Added$117
Principia Wealth Advisory, LLC	3	$1.04K	—	Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.

Willis Towers Watson Plc

Holder count by quarter

Who holds it