As of the latest SEC filings, WILLIS TOWERS WATSON PLC (WTW) is held by 715 institutional funds. The largest fund shareholder is Dodge & Cox Stock Fund (DODGX), holding an estimated $1,018,367,739.90 in market value, representing 0.89% of its portfolio.
Funds holding WILLIS TOWERS WATSON PLC (WTW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WTW
- CIK:
- 0001140536
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DODGX
Dodge & Cox Stock Fund
|
MF | Independent / Boutique | 0.89% | $1,018,367,739.90 | 3,503,157 | Mar 31, 2026 | Jun 1, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $873,024,426.00 | 3,003,180 | Mar 31, 2026 | May 28, 2026 |
|
APDKX
Artisan International Value Fund
|
MF | Independent / Boutique | 2.14% | $868,873,811.40 | 2,988,902 | Mar 31, 2026 | May 29, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $701,957,941.20 | 2,414,716 | Mar 31, 2026 | May 28, 2026 |
|
SGIIX
First Eagle Global Fund
|
MF | Independent / Boutique | 0.86% | $643,361,497.80 | 2,511,169 | Apr 30, 2026 | Jun 25, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.30% | $593,563,469.40 | 2,041,842 | Mar 31, 2026 | May 28, 2026 |
|
OANMX
Oakmark Fund
|
MF | Independent / Boutique | 2.42% | $592,446,600.00 | 2,038,000 | Mar 31, 2026 | May 28, 2026 |
|
DODFX
Dodge & Cox International Stock Fund
|
MF | Independent / Boutique | 0.94% | $571,923,180.00 | 1,967,400 | Mar 31, 2026 | Jun 1, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.05% | $371,858,494.93 | 1,218,529 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $355,318,540.20 | 1,222,286 | Mar 31, 2026 | May 28, 2026 |
|
VWNAX
VANGUARD WINDSOR II FUND
|
MF | Vanguard | 0.54% | $349,633,065.60 | 1,364,688 | Apr 30, 2026 | Jun 26, 2026 |
|
MGIAX
MFS International Intrinsic Value Fund
|
MF | Independent / Boutique | 1.30% | $340,148,890.57 | 1,114,621 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $320,688,902.70 | 1,103,161 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.11% | $254,259,301.50 | 874,645 | Mar 31, 2026 | May 28, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.48% | $222,385,500.00 | 765,000 | Mar 31, 2026 | May 28, 2026 |
|
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.39% | $187,205,276.70 | 643,981 | Mar 31, 2026 | May 28, 2026 |
|
JAENX
Janus Henderson Enterprise Fund
|
MF | Independent / Boutique | 0.91% | $186,359,339.70 | 641,071 | Mar 31, 2026 | May 29, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.52% | $178,665,382.80 | 614,604 | Mar 31, 2026 | May 28, 2026 |
|
SGOIX
First Eagle Overseas Fund
|
MF | Independent / Boutique | 0.93% | $160,432,440.00 | 626,200 | Apr 30, 2026 | Jun 25, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 1.00% | $159,596,916.30 | 549,009 | Mar 31, 2026 | May 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.05% | $155,988,747.90 | 536,597 | Mar 31, 2026 | May 28, 2026 |
|
MKVBX
MFS International Large Cap Value Fund
|
MF | Independent / Boutique | 1.97% | $154,515,200.25 | 506,325 | Feb 28, 2026 | Apr 22, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.17% | $149,074,325.40 | 581,867 | Apr 30, 2026 | Jun 29, 2026 |
|
ACEIX
Invesco Equity and Income Fund
|
MF | Invesco | 1.12% | $147,413,589.18 | 483,054 | Feb 28, 2026 | Apr 29, 2026 |
|
OAKBX
Oakmark Equity and Income Fund
|
MF | Independent / Boutique | 1.96% | $114,506,730.00 | 393,900 | Mar 31, 2026 | May 28, 2026 |
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