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Sunriver Management’s Willis Towers Watson WTW Stock Holding History

Sunriver 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 		– Sell
-78,461
Closed -$24M – 26
2025
Q2 		$24M Sell
78,461
-28,186
-26% -$8.74M 2.58% 20
2025
Q1 		$36M Sell
106,647
-68,980
-39% -$22.5M 4.45% 12
2024
Q4 		$55M Buy
175,627
+1,223
+0.7% +$375K 6.58% 5
2024
Q3 		$51.4M Sell
174,404
-35,817
-17% -$10M 6.31% 7
2024
Q2 		$55.1M Buy
210,221
+65,786
+46% +$17M 6.98% 4
2024
Q1 		$39.7M Sell
144,435
-11,197
-7% -$2.95M 5.19% 10
2023
Q4 		$37.5M Buy
155,632
+37,738
+32% +$8.73M 5.88% 6
2023
Q3 		$24.6M Buy
+117,894
New +$25.2M 4.66% 11
2021
Q4 		– Sell
-120,468
Closed -$28M – 22
2021
Q3 		$28M Buy
+120,468
New +$26.8M 4.45% 11
2021
Q2 		– Sell
-80,959
Closed -$18.5M – 22
2021
Q1 		$18.5M Sell
80,959
-104,222
-56% -$22.7M 3.46% 14
2020
Q4 		$39M Buy
185,181
+25,007
+16% +$5.15M 6.44% 6
2020
Q3 		$33.4M Sell
160,174
-13,970
-8% -$2.85M 5.34% 9
2020
Q2 		$34.3M Buy
174,144
+69,874
+67% +$13.4M 5.41% 10
2020
Q1 		$17.7M Buy
+104,270
New +$20.5M 3.1% 18
2019
Q1 		– Sell
-151,750
Closed -$23M – 20
2018
Q4 		$23M Sell
151,750
-33,590
-18% -$5.03M 5.24% 10
2018
Q3 		$26.1M Buy
+185,340
New +$28M 5.4% 8
2018
Q1 		– Sell
-104,640
Closed -$15.8M – 22
2017
Q4 		$15.8M Sell
104,640
-126,860
-55% -$20M 3.32% 16
2017
Q3 		$35.7M Hold
231,500
– – 9.43% 2
2017
Q2 		$33.7M Buy
231,500
+37,740
+19% +$5.27M 7.5% 4
2017
Q1 		$25.4M Buy
+193,760
New +$24.6M 6.03% 8

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Sunriver Management's WTW Position: Q3 2025 in Review

Sunriver Management sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 78,461 shares — an estimated $24M sold.

Sunriver Management first reported a position in WTW in Q1 2017 and held it in 20 quarters. The position peaked at $55.1M in Q2 2024. 728 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

  • Sunriver Management reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
  • Sunriver Management sold 78,461 Willis Towers Watson shares in Q3 2025, an estimated $24M.
  • Sunriver Management first reported a position in Willis Towers Watson in Q1 2017 and held it in 20 quarters.
  • Sunriver Management's Willis Towers Watson position peaked at $55.1M in Q2 2024.
  • 728 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Sunriver Management's 13F filing for Q3 2025, filed 13 Nov 2025.