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
Q3 		$61.8M Sell
214,429
-6,957
-3% -$2.2M 0.04% 383
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

Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WTW Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Willis Towers Watson (WTW) stake by 3.1% in Q3 2026, selling an estimated $2.2M and leaving 214,429 shares worth $61.8M. The position accounts for 0.04% of the portfolio, ranked #383.

Sumitomo Mitsui Trust Group first reported a position in WTW in Q1 2022 and has held it in 19 quarters since. The position peaked at $161M in Q1 2022. 606 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 214,429 shares of Willis Towers Watson worth $61.8M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 6,957 Willis Towers Watson shares in Q3 2026, an estimated $2.2M.
  • Willis Towers Watson made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #383 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Willis Towers Watson in Q1 2022 and has held it in 19 quarters since.
  • Sumitomo Mitsui Trust Group's Willis Towers Watson position peaked at $161M in Q1 2022.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.