Purchases and Sales Made in Q2 2025 in Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW) during Q2 2025. The information is specifically focused on institutions that hold shares of WILLIS TOWERS WATSON PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
974+ 59.17% |
$288K - $329K
|
2.62K
$877K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
962New |
$285K - $325K
|
962
$322K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
944+ 5.79% |
$279K - $319K
|
17.2K
$5.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
913+ 83.99% |
$270K - $308K
|
2K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
908New |
$269K - $306K
|
908
$304K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
888+ 72.79% |
$263K - $300K
|
2.11K
$706K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
882+ 135.07% |
$261K - $298K
|
1.54K
$514K
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
853+ 51.2% |
$252K - $288K
|
2.52K
$843K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
850+ 2.2% |
$252K - $287K
|
39.6K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
850+ 0.89% |
$252K - $287K
|
96.2K
$32.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
827+ 11.9% |
$245K - $279K
|
7.78K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
807+ 2.17% |
$239K - $272K
|
37.9K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
773+ 9.56% |
$229K - $261K
|
8.86K
$2.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
763New |
$226K - $257K
|
763
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
754New |
$223K - $254K
|
754
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
747+ 59.29% |
$221K - $252K
|
2.01K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
746+ 46.19% |
$221K - $252K
|
2.36K
$791K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
743+ 52.77% |
$220K - $251K
|
2.15K
$720K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
728New |
$215K - $246K
|
728
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
719New |
$213K - $243K
|
719
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
718New |
$212K - $242K
|
718
$240K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
715New |
$212K - $241K
|
715
$239K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
686New |
$203K - $231K
|
686
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
663+ 2.78% |
$196K - $224K
|
24.5K
$8.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
659New |
$195K - $222K
|
659
$221K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
657New |
$194K - $222K
|
657
$220K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
650New |
$192K - $219K
|
650
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
645+ 10.67% |
$191K - $218K
|
6.69K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
579+ 3.86% |
$171K - $195K
|
15.6K
$5.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
579+ 91.04% |
$171K - $195K
|
1.22K
$407K
|
|
|
Jul 28, 2025
Q2 2025
|
Callahan Advisors, LLC
|
BUY
|
- |
551+ 3.29% |
$163K - $186K
|
17.3K
$5.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
548+ 5.21% |
$162K - $185K
|
11.1K
$3.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
545+ 35.62% |
$161K - $184K
|
2.08K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
543+ 1180.43% |
$161K - $183K
|
589
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
541+ 67.04% |
$160K - $183K
|
1.35K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
531+ 34.55% |
$157K - $179K
|
2.07K
$692K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
464New |
$137K - $157K
|
464
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
434+ 39.42% |
$128K - $146K
|
1.54K
$514K
|
|
|
Aug 12, 2025
Q2 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
430+ 24.34% |
$127K - $145K
|
2.2K
$736K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
411+ 71.11% |
$122K - $139K
|
989
$331K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
409+ 56.03% |
$121K - $138K
|
1.14K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
400+ 1.29% |
$118K - $135K
|
31.4K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
398+ 34.91% |
$118K - $134K
|
1.54K
$515K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
386+ 1.32% |
$114K - $130K
|
29.5K
$9.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
384+ 1.97% |
$114K - $130K
|
19.9K
$6.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
378+ 2.58% |
$112K - $128K
|
15K
$5.03M
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
364+ 33.09% |
$108K - $123K
|
1.46K
$490K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
358+ 2.43% |
$106K - $121K
|
15.1K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
314+ 6.03% |
$92.9K - $106K
|
5.52K
$1.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
307+ 2.47% |
$90.9K - $104K
|
12.7K
$4.26M
|