Skip to main content

Willis Towers Watson PLC

WTW
Exchange
Nasdaq
Industry
Insurance Agents, Brokers & Service
SEC CIK
0001140536

In the last 90 days, Willis Towers Watson PLC insiders filed 0 open-market purchases and 1 sale; 696 institutions reported holding it in 13F filings for Q2 2026, worth $24.7B in total; superinvestors Harris Associates (Oakmark) and Abrams Capital hold it.

13F holders, Q1 2021

Institutional positions in Willis Towers Watson PLC as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
548
No complete 13F data for Q4 2020
Shares held
120.1M
No complete 13F data for Q4 2020
Total value
$27.5B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting WTW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 548 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ1 2021: $27.5B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WTW in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp2$00.00%––
Valeo Financial Advisors, LLC1$00.00%––
HM Payson & Co5$1.00K0.00%––
Massmutual Trust Co FSB5$1.00K0.00%––
NEXT Financial Group, Inc3$1.00K0.00%––
MV Capital Management, Inc.5$1.00K0.00%––
Carolinas Wealth Consulting LLC3$1.00K0.00%––
Center for Financial Planning, Inc.3$1.00K0.00%––
Standard Family Office LLC4$1.00K0.00%––
MPS Loria Financial Planners, LLC11$2.00K0.00%––
Abundance Wealth Counselors10$2.00K0.00%––
Sutton Wealth Advisors Inc.11$2.52K0.00%––
Creative Financial Designs Inc15$3.00K0.00%––
IMA Wealth, Inc.13$3.00K0.00%––
Evoke Wealth, LLC15$3.00K0.00%––
HighMark Wealth Management LLC13$3.00K0.00%––
West Paces Advisors Inc.15$3.43K0.00%––
Fieldpoint Private Securities, LLC17$4.00K0.00%––
Meridian Wealth Partners, LLC19$4.00K0.00%––
Raffa Wealth Management, LLC21$4.81K0.00%––
Whittier Trust Co of Nevada Inc20$5.00K0.00%––
Institutional & Family Asset Management, LLC22$5.00K0.00%––
Patriot Financial Group Insurance Agency, LLC24$5.00K0.00%––
Evolution Wealth Advisors, LLC20$5.00K0.00%––
Resolute Partners Group31$5.00K0.00%––
Smithfield Trust Co26$6.00K0.00%––
AdvisorNet Financial, Inc27$6.00K0.00%––
Sargent Bickham Lagudis LLC26$6.00K0.00%––
Prestige Wealth Management Group LLC25$6.00K0.00%––
SOA Wealth Advisors, LLC.33$7.00K0.00%––
First Horizon Corp39$8.00K0.00%––
Financial Management Professionals, Inc.33$8.00K0.00%––
TCI Wealth Advisors, Inc.34$8.00K0.00%––
Versant Capital Management, Inc34$8.00K0.00%––
Gemmer Asset Management LLC39$9.00K0.00%––
Annapolis Financial Services, LLC41$9.00K0.00%––
Zions Bancorporation, N.A.45$10.0K0.00%––
San Francisco Sentry Investment Group (Ca)46$11.0K0.00%––
Private Capital Group, LLC53$12.0K0.00%––
Howe & Rusling Inc63$14.0K0.00%––
Earnest Partners LLC67$15.0K0.00%––
Farmers & Merchants Investments Inc65$15.0K0.00%––
Tarbox Family Office, Inc.66$15.0K0.00%––
CVA Family Office, LLC65$15.0K0.01%––
First Horizon Advisors, Inc.68$16.0K0.00%––
Savior LLC69$16.0K0.02%––
Highlander Capital Management, LLC75$17.0K0.01%––
Cribstone Capital Management, LLC75$17.0K0.01%––
American Portfolios Advisors77$17.6K0.00%––
JJJ Advisors Inc.80$18.0K0.01%––
Jacobi Capital Management LLC77$18.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$18.3K0.03%––
Wealthcare Advisory Partners LLC81$19.0K0.00%––
Spire Wealth Management85$19.0K0.00%––
Harbor Investment Advisory, LLC93$21.0K0.00%––
Caldwell Trust Co94$21.5K0.00%––
Sowell Financial Services LLC84$22.0K0.00%––
Harbour Investments, Inc.109$25.0K0.00%––
Freedman Financial Associates, Inc.109$25.0K0.02%––
Glen Eagle Advisors, LLC122$27.9K0.01%––
CSat Investment Advisory, L.P.128$29.0K0.02%––
Ellevest, Inc.140$32.0K0.00%––
Cary Street Partner Investment Advisory LLC140$32.0K0.01%––
SkyView Investment Advisors, LLC140$32.0K0.01%––
Lindbrook Capital, LLC143$33.0K0.01%––
Trustcore Financial Services, LLC150$34.0K0.00%––
Investors Research Corp151$35.0K0.01%––
First Mercantile Trust Co165$38.0K0.00%––
Parkside Financial Bank & Trust176$41.0K0.01%––
CX Institutional182$42.0K0.00%––
Heritage Wealth Advisors189$43.3K0.00%––
Botty Investors LLC200$46.0K0.01%––
Gables Capital Management Inc.227$52.0K0.03%––
Berman Capital Advisors, LLC252$57.0K0.01%––
Penserra Capital Management LLC321$73.0K0.00%––
IFP Advisors, Inc324$75.0K0.00%––
Washington Trust Co338$77.0K0.00%––
O'Shaughnessy Asset Management, LLC341$78.0K0.00%––
Signaturefd, LLC345$79.0K0.00%––
Ameritas Investment Company, LLC351$80.3K0.01%––
Maverick Capital LtdSuperinvestorMaverick Capital365$84.0K0.00%––
RMR Wealth Builders405$93.0K0.02%––
Quadrant Capital Group LLC416$95.0K0.02%––
Parallel Advisors, LLC483$111.0K0.01%––
Veritas Investment Partners (UK) Ltd.566$130.0K0.01%––
Enterprise Financial Services Corp600$137.0K0.02%––
Brewin Dolphin Wealth Management Ltd620$141.9K0.02%––
Meeder Asset Management Inc648$148.0K0.01%––
Steward Partners Investment Advisory, LLC669$153.1K0.00%––
Investment Counselors of Maryland LLC725$166.0K0.00%––
Lazard Asset Management LLC841$192.0K0.00%––
Inscription Capital, LLC881$202.0K0.07%––
Sullivan, Bruyette, Speros & Blaney, LLC885$203.0K0.01%––
Capital International Sarl890$204.0K0.02%––
Fifth Third Bancorp922$211.0K0.00%––
Gryphon Financial Partners LLC918$211.0K0.05%––
D. E. Shaw & Co., Inc.949$217.0K0.00%––
Garrison Asset Management, LLC957$219.0K0.14%––
Victory Capital Management Inc965$221.0K0.00%––
CWM, LLC959$221.0K0.00%––