WTW — WILLIS TOWERS WATSON PLC LTD

Ownership history in Sendero Wealth Management, LLC  ·  15 quarters on record

AI Ownership Summary

Sendero Wealth Management, LLC reported WILLIS TOWERS WATSON PLC LTD (WTW) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.86% in 2025 Q1. The latest visible filing shows WTW at 0.57% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WTW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sendero Wealth Management, LLC's position in WILLIS TOWERS WATSON PLC LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WTW was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.86% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTW stock page Sendero Wealth Management, LLC fund profile Sendero Wealth Management, LLC full holdings
How Sendero Wealth Management, LLC held WTW — position size vs. price
% of Fund (quarterly)    WTW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 17,584 +473 +2.8% 0.57% $5.1M 2026-04-22 $291.40
2025 Q4 REDUCED 17,111 -672 -3.8% 0.62% $5.6M 2026-01-13 $326.34
2025 Q3 REDUCED 17,783 -159 -0.9% 0.72% $6.1M 2025-10-08 $341.68
2025 Q2 REDUCED 17,942 -426 -2.3% 0.69% $5.5M 2025-07-22 $305.95
2025 Q1 ADDED 18,368 +819 +4.7% 0.86% $6.2M 2025-04-10 $312.93
2024 Q4 ADDED 17,549 +762 +4.5% 0.82% $5.5M 2025-01-14 $308.72
2024 Q3 ADDED 16,787 +867 +5.4% 0.78% $4.9M 2024-10-09 $292.93
2024 Q2 ADDED 15,920 +513 +3.3% 0.70% $4.2M 2024-07-12 $258.89
2024 Q1 ADDED 15,407 +310 +2.1% 0.73% $4.2M 2024-04-16 $251.17
2023 Q4 REDUCED 15,097 -259 -1.7% 0.69% $3.6M 2024-01-17 $240.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WTW

As of 2026 Q1 — sorted by position size

CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.6% Olstein Capital Management, L.P. 3Y 7Y 1.48% Murphy Pohlad Asset Management LLC 3Y 7Y 1.12% LOUISBOURG INVESTMENTS INC. 0.96% Calder Financial LLC 0.85% Accretive Wealth Partners, LLC 3Y 0.55% Leeward Investments, LLC - MA 3Y 0.5% Chesley Taft & Associates LLC 3Y 7Y 0.39% Hosking Partners LLP 3Y 7Y 0.34% Live Oak Private Wealth LLC 3Y 0.31%

FAQ About Sendero Wealth Management, LLC and WTW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sendero Wealth Management, LLC reported owning WTW?

Sendero Wealth Management, LLC reported WTW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WTW position in Sendero Wealth Management, LLC's portfolio?

The largest reported portfolio weight for WTW was 0.86% in 2025 Q1.

What is the latest reported WTW position on this page?

The most recent filing on this page is 2026 Q1, when Sendero Wealth Management, LLC reported 17,584 shares, equal to 0.57% of portfolio, with an estimated market value of $5.1M.

What does the chart on this WTW ownership page compare?

The chart compares Sendero Wealth Management, LLC's quarterly WTW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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