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Burgundy Asset Management’s Willis Towers Watson WTW Stock Holding History

Burgundy Asset Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$287M Sell
877,476
-16,531
-2% -$5.35M 2.71% 3
2025
Q2 		$274M Sell
894,007
-7,330
-0.8% -$2.27M 2.67% 4
2025
Q1 		$305M Sell
901,337
-31,158
-3% -$10.2M 3.16% 3
2024
Q4 		$292M Sell
932,495
-92,435
-9% -$28.4M 2.95% 3
2024
Q3 		$302M Sell
1,024,930
-10,649
-1% -$2.98M 2.99% 5
2024
Q2 		$271M Buy
1,035,579
+1,080
+0.1% +$279K 2.86% 6
2024
Q1 		$284M Sell
1,034,499
-8,051
-0.8% -$2.12M 2.93% 6
2023
Q4 		$251M Sell
1,042,550
-15,185
-1% -$3.51M 2.79% 6
2023
Q3 		$221M Buy
1,057,735
+266,337
+34% +$56.8M 2.71% 7
2023
Q2 		$186M Buy
791,398
+8,112
+1% +$1.87M 2.19% 14
2023
Q1 		$182M Buy
783,286
+77,009
+11% +$18.6M 2.25% 13
2022
Q4 		$173M Sell
706,277
-3,407
-0.5% -$778K 2.23% 14
2022
Q3 		$143M Sell
709,684
-13,822
-2% -$2.85M 1.99% 15
2022
Q2 		$143M Buy
723,506
+113,625
+19% +$24.4M 1.79% 20
2022
Q1 		$144M Buy
609,881
+105,003
+21% +$24M 1.53% 25
2021
Q4 		$120M Sell
504,878
-53,296
-10% -$12.6M 1.17% 34
2021
Q3 		$130M Buy
558,174
+204,001
+58% +$45.4M 1.27% 28
2021
Q2 		$81.5M Sell
354,173
-13,224
-4% -$3.29M 0.8% 45
2021
Q1 		$84.1M Buy
+367,397
New +$80.1M 0.86% 46

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Burgundy Asset Management's WTW Position: Q3 2025 in Review

Burgundy Asset Management reduced its Willis Towers Watson (WTW) stake by 1.8% in Q3 2025, selling an estimated $5.35M and leaving 877,476 shares worth $287M. The position accounts for 2.71% of the portfolio, ranked #3.

Burgundy Asset Management first reported a position in WTW in Q1 2021 and has held it in 19 quarters since. The position peaked at $305M in Q1 2025. 728 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Burgundy Asset Management held 877,476 shares of Willis Towers Watson worth $287M as of Q3 2025.
  • Burgundy Asset Management sold 16,531 Willis Towers Watson shares in Q3 2025, an estimated $5.35M.
  • Willis Towers Watson made up 2.71% of Burgundy Asset Management's portfolio in Q3 2025, its #3 holding.
  • Burgundy Asset Management first reported a position in Willis Towers Watson in Q1 2021 and has held it in 19 quarters since.
  • Burgundy Asset Management's Willis Towers Watson position peaked at $305M in Q1 2025.
  • 728 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Burgundy Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.