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Willis Towers Watson plc 13F holders

698 funds reported a position in Willis Towers Watson plc in their 13F for the quarter ended 30 June 2026, together 95.6 million shares worth $25.83 billion. Against the quarter before, 58 opened a position, 233 added, 280 trimmed and 95 sold out; together they sold a net 932,419 shares. The largest holders: First Eagle Investment Management, LLC, Massachusetts Financial Services Co. and BlackRock, Inc.

Funds holding698-30 on Q1 2026
Shares they held95.6Mworth $25.83 billion
Net sold on the quarter932,419 sharesabout $251.9 million at the funds' values
Funds buying to selling291 to 375opened or added, to cut or sold
Opened 58Added 233Held 122Trimmed 280Sold out 95
Opened: 58 fundsAdded: 233 fundsHeld: 122 fundsTrimmed: 280 fundsSold out: 95 funds

What each fund did in WTW against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 671 funds, 101.2 million shares671Q3 2024Q4 2024: 708 funds, 94.4 million shares708Q4 2024Q1 2025: 761 funds, 93.5 million shares761Q1 2025Q2 2025: 726 funds, 94.6 million shares726Q2 2025Q3 2025: 734 funds, 92.0 million shares734Q3 2025Q4 2025: 755 funds, 96.7 million shares755Q4 2025Q1 2026: 728 funds, 90.5 million shares728Q1 2026Q2 2026: 698 funds, 95.6 million shares698Q2 2026

Funds reporting a position in WTW in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 340 reported a position in Willis Towers Watson plc: 37 opened one, 116 added, 90 trimmed and 22 sold out, a net 182,978 shares bought.

FundChange in sharesShares nowStatusFiling
Parnassus Investments, LLC-160,431194,748trimmed13F
DekaBank Deutsche Girozentrale+139,274169,711added13F
Citigroup Inc.+77,167212,410added13F
Aberdeen Group plc+101,112182,744added13F
Exchange Traded Concepts, LLC+52,281212,603added13F
Dimensional Fund Advisors LP-50,712954,999trimmed13F
Swiss Life Asset Management Ltd+46,59846,598new13F
Y-Intercept (Hong Kong) Ltd+42,82955,910added13F
Jefferies Financial Group Inc.+26,89326,893new13F
Barclays PLC+19,950252,474added13F
Rakuten Investment Management, Inc.+16,77216,772new13F
Bank of New York Mellon Corp-13,791495,322trimmed13F
Savant Capital, LLC+13,62228,406added13F
Amundi-12,828358,437trimmed13F
Principal Financial Group Inc.-12,543101,929trimmed13F
Russell Investments Group, Ltd.+11,999248,370added13F
Fjarde Ap-Fonden /fourth Swedish National Pension Fund-11,59750,701trimmed13F
Donoghue Forlines LLC+11,29911,299new13F
Mitsubishi UFJ Asset Management Co., Ltd.+9,820239,421added13F
New South Capital Management Inc.-9,80187,600trimmed13F
Strs Ohio+7,50130,639added13F
Sumitomo Mitsui Trust Group, Inc.-6,957214,429trimmed13F
Mackenzie Financial Corp.-6,57383,629trimmed13F
Cortland Associates Inc.-5,460168,986trimmed13F
Thompson Siegel & Walmsley LLC-5,45128,384trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in Willis Towers Watson plc in a 13F for the quarter ended 30 September 2026, and 9 more in a 13F for an earlier quarter, the latest each has filed. The largest: Dodge & Cox, 8.0 million shares worth $2.10 billion, 1.1% of its reported book (its 13F for the quarter ended 30 June 2026). Sold out: Two Sigma Investments. In the quarter, 0 funds added or opened a position and 1 trimmed or sold out; together they sold a net 5,265 shares, about $1.5 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Dodge & Cox8,025,392$2.10 billion1.1%+692,978added30 June 2026, an earlier quarter13F
Harris Associates5,908,033$1.54 billion2.1%-109,649trimmed30 June 2026, an earlier quarter13F
Geode Capital Management2,596,389$745.5 million0.0%-5,265trimmed30 September 202613F
FMR LLC2,215,896$579.2 million0.0%+62,168added30 June 2026, an earlier quarter13F
Norges Bank1,433,866$374.8 million0.0%held30 June 2026, an earlier quarter13F
Citadel Advisors382,807$100.1 million0.1%-191,491trimmed30 June 2026, an earlier quarter13F
Point72 Asset Management175,202$45.8 million0.1%+10,918added30 June 2026, an earlier quarter13F
Renaissance Technologies144,640$37.8 million0.1%+41,240added30 June 2026, an earlier quarter13F
Millennium Management15,673$4.1 million0.0%+7,423added30 June 2026, an earlier quarter13F
Bridgewater Associates8,236$2.2 million0.0%-14,058trimmed30 June 2026, an earlier quarter13F
Two Sigma Investments0$00.0%-2,800exited30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
First Eagle Investment Management, LLC8,951,7209.36%$2.34 billion1.94%13F
Massachusetts Financial Services Co.5,491,3835.74%$2.26 billion0.72%-376,15013F
BlackRock, Inc.8,314,0028.70%$2.17 billion0.03%+200,77613F
Dodge & Cox8,025,3928.40%$2.10 billion1.10%+692,97813F
Vanguard Capital Management LLC6,174,2206.46%$1.61 billion0.03%+9,36713F
Harris Associates L P5,908,0336.18%$1.54 billion2.06%-109,64913F
Artisan Partners Limited Partnership5,541,0485.80%$1.45 billion2.36%+1,754,43113F
State Street Corp.4,315,4434.51%$1.13 billion0.03%+98,60813F
Vanguard Portfolio Management LLC4,064,7124.25%$1.06 billion0.05%+7,72213F
Geode Capital Management, LLC2,601,6542.72%$677.4 million0.04%+11,68213F
FMR LLC2,215,8962.32%$579.2 million0.03%+62,16813F
Invesco Ltd.2,171,6792.27%$567.6 million0.04%-155,72213F
Price T Rowe Associates Inc.1,721,3231.80%$449.9 million0.04%+711,25013F
Norges Bank1,433,8661.50%$374.8 million0.04%13F
Northern Trust Corp.1,049,0801.10%$274.2 million0.03%-49,80513F
Arrowstreet Capital, Limited Partnership1,022,2611.07%$267.2 million0.12%+706,10313F
Dimensional Fund Advisors LP1,005,7111.05%$262.9 million0.05%+5,15313F
Bank of Montreal933,3870.98%$244.0 million0.09%+36,36813F
Jupiter Topco LLC916,2950.96%$239.5 million0.10%first 13F13F
Morgan Stanley834,4400.87%$218.1 million0.01%+19,77213F
Goldman Sachs Group Inc.769,2450.80%$201.1 million0.02%-166,49913F
Abrams Capital Management, L.P.720,7790.75%$188.4 million3.44%no change13F
AllianceBernstein L.P.637,0330.67%$185.2 million0.06%-354,12513F
American Century Companies Inc.670,9540.70%$175.4 million0.08%+206,58813F
T. Rowe Price Investment Management, Inc.665,1790.70%$173.9 million0.11%-10,22313F
Legal & General Group Plc652,3510.68%$170.5 million0.04%-47,60413F
Charles Schwab Investment Management Inc.629,1970.66%$164.5 million0.02%+10,78113F
Altrinsic Global Advisors LLC596,5750.62%$155.9 million5.72%-9,77913F
Vanguard Fiduciary Trust Co.530,6260.56%$138.7 million0.03%-4,22113F
Bank of New York Mellon Corp509,1130.53%$133.1 million0.02%+3,75613F
Bank of America Corp.453,9760.47%$118.7 million0.01%-20,90513F
Franklin Resources Inc.447,0490.47%$116.8 million0.03%+39,19013F
Citadel Advisors LLC382,8070.40%$100.1 million0.06%-191,49113F
Deutsche Bank AG375,0600.39%$98.0 million0.03%+23,29113F
River Road Asset Management, LLC371,8930.39%$97.2 million1.08%-113,10013F
Amundi371,2650.39%$97.0 million0.02%+5,31313F
Sei Investments Co.364,3010.38%$95.2 million0.08%+98,74513F
Parnassus Investments, LLC355,1790.37%$92.8 million0.25%-10,04613F
Victory Capital Management Inc.338,9980.35%$88.6 million0.05%-1,021,89413F
Crawford Investment Counsel Inc.329,4380.34%$86.1 million1.44%-1,33113F
JPMorgan Chase & Co.322,8040.34%$85.4 million0.01%+51,15713F
Brandes Investment Partners, LP307,8610.32%$80.5 million0.56%+8,82513F
UBS Group AG277,0950.29%$72.4 million0.01%-4,75513F
Swiss National Bank266,5700.28%$69.7 million0.04%-14,44013F
Nuveen, LLC266,5640.28%$69.7 million0.02%-3,09013F
HSBC Holdings PLC259,7660.27%$67.8 million0.03%+68,81113F
Johnson Investment Counsel Inc.246,9600.26%$64.5 million0.47%-41,09613F
BNP Paribas Financial Markets241,4200.25%$63.1 million0.03%-24,18113F
Russell Investments Group, Ltd.236,3710.25%$61.8 million0.05%+31,10913F
Barclays PLC232,5240.24%$60.8 million0.02%-50,86513F
The 50 largest of the 698 funds that reported a position in WTW in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on WTW

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls24,600$6.4 million30 June 202613F
Citadel AdvisorsPuts6,100$1.6 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
13 August 202613G/ADodge & Cox and 1 other8.0 million8.5%30 June 2026passive, institutional (13d-1(b))EDGAR
13 August 202613GArtisan Partners Asset Management Inc. and 7 others5.5 million5.9%30 June 2026passive, institutional (13d-1(b))EDGAR
28 April 202613GVanguard Capital Management and 1 other7.1 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
26 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
17 February 202613GHarris Associates L P and 3 others5.6 million5.9%31 December 2025passive, institutional (13d-1(b))EDGAR
13 February 202613GDodge & Cox and 1 other6.9 million7.2%31 December 2025passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
24 August 2026104$341.99SEC
19 August 20263$327.90SEC
18 August 20263$326.06SEC
17 August 20261,511$331.59SEC
14 August 202614,526$333.99SEC
29 July 202625$316.16SEC
23 July 2026878$286.51SEC
21 July 20262$293.30SEC
17 July 20264$294.33SEC
16 July 202627$285.12SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 14,526 on 14 August 2026. A fail is an operational fact about settlement, not a position.