UBS AM’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.35M | Sell |
5,154
-865,571
| -99% | -$232M | ﹤0.01% | 2236 |
|
|
2026
Q1 | $253M | Buy |
870,725
+4,719
| +0.5% | +$1.45M | 0.05% | 307 |
|
|
2025
Q4 | $285M | Buy |
+866,006
| New | +$284M | 0.06% | 280 |
|
|
2025
Q3 | – | Sell |
-1,088,942
| Closed | -$334M | – | 2634 |
|
|
2025
Q2 | $334M | Buy |
1,088,942
+135,398
| +14% | +$42M | 0.07% | 270 |
|
|
2025
Q1 | $322M | Buy |
953,544
+17,154
| +2% | +$5.59M | 0.08% | 254 |
|
|
2024
Q4 | $293M | Buy |
936,390
+91,973
| +11% | +$28.2M | 0.07% | 262 |
|
|
2024
Q3 | $249M | Buy |
844,417
+620,926
| +278% | +$174M | 0.06% | 287 |
|
|
2024
Q2 | $58.6M | Sell |
223,491
-339,392
| -60% | -$87.6M | 0.02% | 577 |
|
|
2024
Q1 | $155M | Sell |
562,883
-66,881
| -11% | -$17.6M | 0.06% | 332 |
|
|
2023
Q4 | $152M | Sell |
629,764
-12,294
| -2% | -$2.84M | 0.06% | 325 |
|
|
2023
Q3 | $134M | Sell |
642,058
-23,158
| -3% | -$4.94M | 0.06% | 332 |
|
|
2023
Q2 | $155M | Hold |
665,216
| – | – | 0.07% | 286 |
|
|
2023
Q1 | $155M | Buy |
665,216
+3,551
| +0.5% | +$858K | 0.07% | 286 |
|
|
2022
Q4 | $162M | Buy |
661,665
+68,813
| +12% | +$15.7M | 0.08% | 264 |
|
|
2022
Q3 | $119M | Sell |
592,852
-17,358
| -3% | -$3.58M | 0.07% | 319 |
|
|
2022
Q2 | $120M | Buy |
610,210
+79,194
| +15% | +$17M | 0.06% | 332 |
|
|
2022
Q1 | $125M | Buy |
531,016
+29,835
| +6% | +$6.83M | 0.05% | 362 |
|
|
2021
Q4 | $119M | Buy |
501,181
+1,524
| +0.3% | +$361K | 0.05% | 410 |
|
|
2021
Q3 | $116M | Buy |
499,657
+6,975
| +1% | +$1.55M | 0.05% | 385 |
|
|
2021
Q2 | $113M | Sell |
492,682
-363,740
| -42% | -$90.5M | 0.05% | 406 |
|
|
2021
Q1 | $196M | Buy |
856,422
+246,350
| +40% | +$53.7M | 0.09% | 244 |
|
|
2020
Q4 | $129M | Sell |
610,072
-320,920
| -34% | -$66.1M | 0.06% | 333 |
|
|
2020
Q3 | $194M | Sell |
930,992
-128,264
| -12% | -$26.2M | 0.1% | 180 |
|
|
2020
Q2 | $209M | Sell |
1,059,256
-98,996
| -9% | -$19M | 0.13% | 154 |
|
|
2020
Q1 | $197M | Buy |
1,158,252
+635,522
| +122% | +$125M | 0.14% | 140 |
|
|
2019
Q4 | $106M | Sell |
522,730
-6,280
| -1% | -$1.2M | 0.06% | 317 |
|
|
2019
Q3 | $102M | Buy |
529,010
+45,444
| +9% | +$8.88M | 0.07% | 297 |
|
|
2019
Q2 | $92.6M | Buy |
483,566
+35,498
| +8% | +$6.43M | 0.07% | 316 |
|
|
2019
Q1 | $78.7M | Buy |
448,068
+4,660
| +1% | +$773K | 0.06% | 341 |
|
|
2018
Q4 | $67.3M | Buy |
443,408
+23,568
| +6% | +$3.53M | 0.06% | 355 |
|
|
2018
Q3 | $59.2M | Buy |
419,840
+4,400
| +1% | +$665K | 0.04% | 437 |
|
|
2018
Q2 | $63M | Sell |
415,440
-13,380
| -3% | -$2.04M | 0.05% | 422 |
|
|
2018
Q1 | $65.3M | Sell |
428,820
-15,217
| -3% | -$2.39M | 0.05% | 393 |
|
|
2017
Q4 | $66.9M | Buy |
444,037
+8,693
| +2% | +$1.37M | 0.06% | 364 |
|
|
2017
Q3 | $67.1M | Buy |
435,344
+435,327
| +2,560,747% | +$65M | 0.06% | 341 |
|
|
2017
Q2 | $2.47K | Buy |
+17
| New | +$2.38K | ﹤0.01% | 2485 |
|
|
2016
Q1 | – | Sell |
-144,075
| Closed | -$18.5M | – | 2669 |
|
|
2015
Q4 | $18.5M | Sell |
144,075
-13,084
| -8% | -$1.55M | 0.02% | 695 |
|
|
2015
Q3 | $17.1M | Sell |
157,159
-10,550
| -6% | -$1.25M | 0.02% | 728 |
|
|
2015
Q2 | $20.8M | Buy |
167,709
+3,161
| +2% | +$403K | 0.02% | 706 |
|
|
2015
Q1 | $21M | Buy |
164,548
+78
| +0% | +$9.57K | 0.02% | 692 |
|
|
2014
Q4 | $19.5M | Sell |
164,470
-8,280
| -5% | -$926K | 0.02% | 705 |
|
|
2014
Q3 | $18.9M | Sell |
172,750
-2,281
| -1% | -$254K | 0.02% | 694 |
|
|
2014
Q2 | $20.1M | Sell |
175,031
-3,999
| -2% | -$450K | 0.02% | 676 |
|
|
2014
Q1 | $20.9M | Buy |
179,030
+8,798
| +5% | +$1M | 0.02% | 656 |
|
|
2013
Q4 | $20.2M | Buy |
170,232
+3,351
| +2% | +$396K | 0.02% | 634 |
|
|
2013
Q3 | $19.2M | Buy |
166,881
+13,389
| +9% | +$1.51M | 0.02% | 623 |
|
|
2013
Q2 | $16.6M | Buy |
+153,492
| New | +$16.3M | 0.02% | 625 |
|
Other funds holding WTW
UBS AM's WTW Position: Q2 2026 in Review
UBS AM reduced its Willis Towers Watson (WTW) stake by 99% in Q2 2026, selling an estimated $232M and leaving 5,154 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2236.
UBS AM first reported a position in WTW in Q2 2013 and has held it in 47 quarters since. The position peaked at $334M in Q2 2025. 688 funds tracked by Wall St. Rank hold WTW as of Q2 2026.
- UBS AM held 5,154 shares of Willis Towers Watson worth $1.35M as of Q2 2026.
- UBS AM sold 865,571 Willis Towers Watson shares in Q2 2026, an estimated $232M.
- Willis Towers Watson made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2236 holding.
- UBS AM first reported a position in Willis Towers Watson in Q2 2013 and has held it in 47 quarters since.
- UBS AM's Willis Towers Watson position peaked at $334M in Q2 2025.
- 688 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.