22 institutions reported holding $21.0M of Willis Towers Watson PLC (WTW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Chesley Taft & Associates LLC ($8.2M), Czech National Bank ($7.0M), Polianta Ltd ($1.7M), Assenagon Asset Management S.A. ($869,839), Calder Financial LLC ($781,758). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Chesley Taft & Associates LLC | $8.2M | 31,336 | Trimmed |
| 2 | Czech National Bank | $7.0M | 26,884 | Added |
| 3 | Polianta Ltd | $1.7M | 6,500 | New |
| 4 | Assenagon Asset Management S.A. | $869,839 | 3,328 | Trimmed |
| 5 | Calder Financial LLC | $781,758 | 2,991 | Hold |
| 6 | GAMMA Investing LLC | $538,945 | 2,062 | Trimmed |
| 7 | CX Institutional | $392,000 | 1,500 | Added |
| 8 | Central Pacific Bank - Trust Division | $385,521 | 1,475 | Added |
| 9 | ROCKLAND TRUST CO | $330,894 | 1,266 | Hold |
| 10 | Evanson Financial, LLC | $307,371 | 1,176 | New |
| 11 | Trust Asset Management LLC | $226,247 | 1,078 | Trimmed |
| 12 | Versant Capital Management, Inc | $99,321 | 380 | Trimmed |
| 13 | MassMutual Private Wealth & Trust, FSB | $88,082 | 337 | Trimmed |
| 14 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $33,976 | 130 | Added |
| 15 | Cedar Mountain Advisors, LLC | $24,046 | 92 | Hold |
| 16 | HARBOR INVESTMENT ADVISORY, LLC | $14,898 | 57 | Hold |
| 17 | CoreCap Advisors, LLC | $13,591 | 52 | Added |
| 18 | Arlington Trust Co LLC | $4,966 | 19 | Hold |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $4,182 | 16 | Trimmed |
| 20 | Grove Bank & Trust | $3,659 | 14 | Trimmed |
| 21 | NEVILLE RODIE & SHAW INC | $0 | 0 | Exited |
| 22 | Dogwood Wealth Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30