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Cooper Investors’s Willis Towers Watson WTW Stock Holding History

Cooper Investors’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
Q4 		– Sell
-16,247
Closed -$5.61M – 48
2025
Q3 		$5.61M Sell
16,247
-51,718
-76% -$16.7M 1.53% 25
2025
Q2 		$20.8M Sell
67,965
-3,734
-5% -$1.16M 3.79% 8
2025
Q1 		$24.2M Sell
71,699
-1,506
-2% -$491K 3.94% 7
2024
Q4 		$22.9M Buy
73,205
+3,666
+5% +$1.12M 3.61% 7
2024
Q3 		$20.5M Buy
69,539
+50,432
+264% +$14.1M 3.04% 11
2024
Q2 		$5.01M Buy
+19,107
New +$4.93M 0.76% 33
2018
Q2 		– Sell
-78,328
Closed -$11.9M – 37
2018
Q1 		$11.9M Sell
78,328
-25,690
-25% -$4.03M 1.41% 26
2017
Q4 		$15.7M Sell
104,018
-32,116
-24% -$5.07M 1.95% 17
2017
Q3 		$21M Buy
136,134
+3,677
+3% +$549K 2.95% 15
2017
Q2 		$19.3M Buy
132,457
+1,223
+0.9% +$171K 2.93% 15
2017
Q1 		$17.2M Buy
131,234
+4,122
+3% +$524K 2.74% 14
2016
Q4 		$15.5M Sell
127,112
-42,286
-25% -$5.27M 2.77% 14
2016
Q3 		$22.5M Buy
169,398
+134
+0.1% +$16.7K 4.42% 11
2016
Q2 		$21M Buy
169,264
+73
+0% +$9.01K 4.41% 11
2016
Q1 		$20.1M Buy
+169,191
New +$19.5M 4.21% 11

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cooper Investors's WTW Position: Q4 2025 in Review

Cooper Investors sold out of Willis Towers Watson (WTW) in Q4 2025, closing a stake of 16,247 shares — an estimated $5.61M sold.

Cooper Investors first reported a position in WTW in Q1 2016 and held it in 15 quarters. The position peaked at $24.2M in Q1 2025. 746 funds tracked by Wall St. Rank hold WTW as of Q4 2025.

  • Cooper Investors reported no remaining Willis Towers Watson position as of Q4 2025 after selling out during the quarter.
  • Cooper Investors sold 16,247 Willis Towers Watson shares in Q4 2025, an estimated $5.61M.
  • Cooper Investors first reported a position in Willis Towers Watson in Q1 2016 and held it in 15 quarters.
  • Cooper Investors's Willis Towers Watson position peaked at $24.2M in Q1 2025.
  • 746 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2025.

Based on Cooper Investors's 13F filing for Q4 2025, filed 14 Jan 2026.