MORGAN STANLEY

Position in WTW — Willis Towers Watson PLC

CIK 895421 NEW YORK, NY

Back to WTW Full portfolio

Position in WTW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$218,097,576

-$18,726,403 QoQ

Shares Held

834,440

+2.4% QoQ

Ownership

0.898%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#20

of 687 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in WTW Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $4,431,015,992 across 20 Insurance Brokers names. WTW ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	6,214,787	$2,061,382,689
2	MRSH	Marsh & Mclennan Companies, Inc.	6,314,085	$1,052,368,540
3	AJG	Arthur J. Gallagher & Co.	2,591,858	$595,012,829
4	BRO	Brown & Brown, Inc.	3,869,724	$248,242,786
5	WTW	Willis Towers Watson PLC This page	834,440	$218,097,576
6	ERIE	Erie Indemnity Co	513,784	$123,179,712
7	BWIN	Baldwin Insurance Group, Inc.	2,277,033	$60,523,535
8	CRVL	Corvel Corp	655,700	$40,994,361

All Filings in WTW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$218,097,576	834,440	+2.4%	Shares	Defined	2026-08-13
2026-03-31	$236,823,979	814,668	-13.6%	Shares	Defined	2026-05-15
2025-12-31	$309,669,019	942,389	+4.5%	Shares	Defined	2026-05-27
2025-09-30	$311,460,477	901,608	+2.9%	Shares	Defined	2026-05-27
2025-06-30	$268,615,982	876,398	-4.3%	Shares	Defined	2025-08-15
2025-03-31	$309,527,722	915,898	-0.6%	Shares	Defined	2025-05-15
2024-12-31	$288,722,070	921,728	+9.5%	Shares	Defined	2025-05-15
2024-09-30	$247,849,049	841,507	+2.3%	Shares	Defined	2025-05-14
2024-06-30	$215,581,047	822,389	-3.3%	Shares	Defined	2025-05-14
2024-03-31	$233,756,325	850,023	+7.7%	Shares	Defined	2024-10-17
2023-12-31	$190,385,666	789,327	+4.3%	Shares	Defined	2024-08-16
2023-09-30	$158,190,862	757,039	+11.4%	Shares	Defined	2023-11-15
2023-06-30	$160,094,547	679,807	+1.9%	Shares	Defined	2023-08-14
2023-03-31	$155,015,811	667,079	-7.3%	Shares	Defined	2023-05-15
2022-12-31	$176,060,661	719,849	+23.9%	Shares	Defined	2023-02-14
2022-09-30	$116,743,924	580,989	-32.0%	Shares	Defined	2022-11-14
2022-06-30	$168,658,103	854,441	+82.4%	Shares	Defined	2022-10-27
2022-03-31	$110,673,318	468,518	-31.6%	Shares	Defined	2022-10-27
2021-12-31	$162,675,423	684,978	-67.3%	Shares	Defined	2022-02-14
2021-09-30	$486,876,307	2,094,452	+182.7%	Shares	Defined	2021-11-15
2021-06-30	$170,437,687	740,969	+6.6%	Shares	Defined	2021-08-23
2021-03-31	$159,081,208	695,042	-31.9%	Shares	Defined	2021-05-17
2020-12-31	$215,071,410	1,020,844	-10.0%	Shares	Defined	2021-02-16
2020-09-30	$236,791,225	1,133,949	+161.2%	Shares	Defined	2020-11-13
2020-06-30	$85,512,731	434,185	+70.7%	Shares	Defined	2020-08-14
2020-03-31	$43,211,874	254,412	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.