Willis Towers Watson (WTW): Massachusetts Financial Services Company cut its WTW stake below 5% (4.9%) 4.9%

4.9%

Stake

4.53M

Shares owned

Stake as of

Sep 30, 2026

Filed

Nov 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Aug 10, 2026InsiderOfficer sold ~$250K of WTW shares in the open market
2. Aug 13, 20265% stakeArtisan Partners Asset Management Inc. reported a passive stake (13G) of 5.9%
3. Aug 13, 20265% stakeDodge & Cox reported a passive stake (13G) of 8.5%
4. Sep 30, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Nov 3, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On November 3, 2026, the Company announced that Steven Alcock, 47, was appointed to succeed Mr. Kurpis as the Principal Accounting Officer and Controller of the Company, effective as of April 1, 2027.”
2. Nov 10, 20265% stakeFirst Eagle Investment Management, LLC reported a passive stake (13G) of 5.0%
3. Nov 13, 20265% stakeMassachusetts Financial Services Company reported a passive stake (13G) of 4.9%

How to read SEC Schedule 13G

A Schedule 13D and a Schedule 13G both disclose beneficial ownership of more than 5% of a US company's voting shares. A 13D is the long form, filed by holders who may seek to influence or control the company, and it must state what they intend to do. A 13G is the short form, open only to passive holders and to certain institutions holding in the ordinary course of business, and it asks no question about intent.

Full guide: Schedule 13D vs Schedule 13G: what is the difference?

What else is on file for Willis Towers Watson

For Willis Towers Watson, OQRO holds 1 insider filing (SEC Form 4 or Form 144) and 2 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its WTW page.

How this filing works

• Schedule 13D vs 13G

Other disclosures at Willis Towers Watson

• SEC Form 144Nov 13, 2026
• SEC Schedule 13GNov 10, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its WTW page.