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 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
159+ 17.12% |
$47.1K - $53.7K
|
1.09K
$364K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
150+ 14.93% |
$44.4K - $50.6K
|
1.16K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
146+ 27.09% |
$43.2K - $49.3K
|
685
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
128+ 0.4% |
$37.9K - $43.2K
|
32.5K
$10.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
126New |
$37.3K - $42.5K
|
126
$42.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
121+ 9.75% |
$35.8K - $40.8K
|
1.36K
$456K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
116+ 1.01% |
$34.3K - $39.1K
|
11.6K
$3.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
106+ 12.82% |
$31.4K - $35.8K
|
933
$312K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
105+ 16.43% |
$31.1K - $35.4K
|
744
$249K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
97+ 22.15% |
$28.7K - $32.7K
|
535
$179K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
94+ 0.76% |
$27.8K - $31.7K
|
12.4K
$4.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89+ 0.97% |
$26.3K - $30K
|
9.27K
$3.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
86+ 0.98% |
$25.5K - $29K
|
8.89K
$2.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
86+ 1.35% |
$25.5K - $29K
|
6.45K
$2.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
81+ 12.76% |
$24K - $27.3K
|
716
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
79+ 1.22% |
$23.4K - $26.7K
|
6.58K
$2.2M
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
77+ 5.67% |
$22.8K - $26K
|
1.44K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76+ 10.66% |
$22.5K - $25.6K
|
789
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
73+ 4.56% |
$21.6K - $24.6K
|
1.68K
$561K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
BUY
|
- |
72+ 0.42% |
$21.3K - $24.3K
|
17.3K
$5.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
72+ 0.46% |
$21.3K - $24.3K
|
15.7K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71New |
$21K - $24K
|
71
$23.8K
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
70+ 0.47% |
$20.7K - $23.6K
|
14.9K
$4.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
69+ 1.04% |
$20.4K - $23.3K
|
6.69K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
66New |
$19.5K - $22.3K
|
66
$22.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
65+ 1.96% |
$19.2K - $21.9K
|
3.39K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62+ 4.58% |
$18.3K - $20.9K
|
1.42K
$474K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62+ 3.96% |
$18.3K - $20.9K
|
1.63K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
62+ 1550.0% |
$18.3K - $20.9K
|
66
$22.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
55+ 3.7% |
$16.3K - $18.6K
|
1.54K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
53+ 2.41% |
$15.7K - $17.9K
|
2.25K
$754K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
47+ 7.34% |
$13.9K - $15.9K
|
687
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46New |
$13.6K - $15.5K
|
46
$15.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
45New |
$13.3K - $15.2K
|
45
$15.1K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
40+ 1.82% |
$11.8K - $13.5K
|
2.24K
$750K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
36+ 10.11% |
$10.7K - $12.1K
|
392
$131K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
35New |
$10.4K - $11.8K
|
35
$11.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
34+ 4.77% |
$10.1K - $11.5K
|
747
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
32+ 0.24% |
$9.47K - $10.8K
|
13.6K
$4.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
29+ 3.67% |
$8.58K - $9.79K
|
819
$274K
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
28+ 3.04% |
$8.29K - $9.45K
|
950
$318K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
28+ 11.67% |
$8.29K - $9.45K
|
268
$89.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
28+ 2.01% |
$8.29K - $9.45K
|
1.42K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
27+ 0.64% |
$7.99K - $9.11K
|
4.26K
$1.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
26+ 0.54% |
$7.69K - $8.77K
|
4.84K
$1.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
24+ 0.05% |
$7.1K - $8.1K
|
52.4K
$17.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
24+ 1.74% |
$7.1K - $8.1K
|
1.41K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
23+ 2.34% |
$6.81K - $7.76K
|
1K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
23+ 2.6% |
$6.81K - $7.76K
|
908
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
23New |
$6.81K - $7.76K
|
23
$7.7K
|