Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Willis Towers Watson WTW Stock Holding History

Sumitomo Mitsui Trust Group’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
2026
Q2 		$57.9M Sell
221,386
-47
-0% -$12.6K 0.03% 420
2026
Q1 		$64.4M Sell
221,433
-18,064
-8% -$5.54M 0.04% 372
2025
Q4 		$78.7M Sell
239,497
-11,119
-4% -$3.64M 0.05% 348
2025
Q3 		$86.6M Buy
250,616
+1,055
+0.4% +$342K 0.05% 332
2025
Q2 		$76.5M Buy
249,561
+4,892
+2% +$1.52M 0.05% 352
2025
Q1 		$82.7M Sell
244,669
-3,983
-2% -$1.3M 0.06% 321
2024
Q4 		$77.9M Sell
248,652
-2,817
-1% -$864K 0.05% 339
2024
Q3 		$74.1M Buy
251,469
+1,960
+0.8% +$548K 0.05% 356
2024
Q2 		$65.4M Sell
249,509
-24,796
-9% -$6.4M 0.05% 369
2024
Q1 		$75.4M Sell
274,305
-1,682
-0.6% -$442K 0.05% 378
2023
Q4 		$66.6M Sell
275,987
-3,794
-1% -$877K 0.05% 394
2023
Q3 		$58.5M Sell
279,781
-7,025
-2% -$1.5M 0.05% 399
2023
Q2 		$67.5M Sell
286,806
-110,239
-28% -$25.4M 0.05% 391
2023
Q1 		$92.3M Buy
397,045
+2,249
+0.6% +$544K 0.07% 313
2022
Q4 		$96.6M Sell
394,796
-62,353
-14% -$14.2M 0.08% 300
2022
Q3 		$91.9M Sell
457,149
-10,056
-2% -$2.08M 0.08% 309
2022
Q2 		$92.2M Sell
467,205
-215,483
-32% -$46.2M 0.07% 317
2022
Q1 		$161M Buy
+682,688
New +$156M 0.11% 207

Other funds holding WTW

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WTW Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Willis Towers Watson (WTW) stake by 0.02% in Q2 2026, selling an estimated $12.6K and leaving 221,386 shares worth $57.9M. The position accounts for 0.03% of the portfolio, ranked #420.

Sumitomo Mitsui Trust Group first reported a position in WTW in Q1 2022 and has held it in 18 quarters since. The position peaked at $161M in Q1 2022. 240 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 221,386 shares of Willis Towers Watson worth $57.9M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 47 Willis Towers Watson shares in Q2 2026, an estimated $12.6K.
  • Willis Towers Watson made up 0.03% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #420 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Willis Towers Watson in Q1 2022 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's Willis Towers Watson position peaked at $161M in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.