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, Q2 2021
Institutional positions in Willis Towers Watson PLC as of Jun 30, 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
- 556
- +13 vs. Q1 2021
- Shares held
- 118.7M
- −824.9K (−0.7%) vs. Q1 2021
- Total value
- $27.3B
- −$40.7M (−0.1%) vs. Q1 2021
- New holders
- 62
- 179 more added
- Sold out
- 49
- 214 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 696 | $24.7B |
| Q1 2026 | 724 | $27.2B |
| Q4 2025 | 751 | $31.0B |
| Q3 2025 | 730 | $31.6B |
| Q2 2025 | 724 | $28.5B |
| Q1 2025 | 760 | $31.6B |
| Q4 2024 | 709 | $29.6B |
| Q3 2024 | 672 | $27.5B |
| Q2 2024 | 654 | $24.7B |
| Q1 2024 | 664 | $26.1B |
| Q4 2023 | 632 | $23.0B |
| Q3 2023 | 562 | $20.1B |
| Q2 2023 | 584 | $22.8B |
| Q1 2023 | 612 | $22.9B |
| Q4 2022 | 600 | $24.7B |
| Q3 2022 | 568 | $20.7B |
| Q2 2022 | 579 | $20.4B |
| Q1 2022 | 553 | $24.8B |
| Q4 2021 | 583 | $27.1B |
| Q3 2021 | 568 | $27.0B |
| Q2 2021 | 556 | $27.3B |
| Q1 2021 | 548 | $27.5B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $230 | 0.00% | – | New |
| HM Payson & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 5 | $1.00K | 0.00% | +5 | New |
| Carroll Financial Associates, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| American Portfolios Advisors | 7 | $1.61K | 0.00% | −70−90.9% | Reduced |
| HighMark Wealth Management LLC | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Clearstead Advisors, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Personal Wealth Partners | 8 | $2.00K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 9 | $2.07K | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | −20−58.8% | Reduced |
| Creative Financial Designs Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 15 | $3.45K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $4.00K | 0.00% | +13+260.0% | Added |
| Raffa Wealth Management, LLC | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $5.00K | 0.00% | +5+33.3% | Added |
| Financial Management Professionals, Inc. | 26 | $6.00K | 0.00% | −7−21.2% | Reduced |
| Smithfield Trust Co | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $7.00K | 0.00% | +27+540.0% | Added |
| Simplex Trading, LLC | 37 | $8.00K | 0.00% | −2,753−98.7% | Reduced |
| Gemmer Asset Management LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 40 | $9.00K | 0.00% | +1+2.6% | Added |
| TCI Wealth Advisors, Inc. | 37 | $9.00K | 0.00% | +3+8.8% | Added |
| Howe & Rusling Inc | 45 | $10.0K | 0.00% | −18−28.6% | Reduced |
| Zions Bancorporation, N.A. | 44 | $10.0K | 0.00% | −1−2.2% | Reduced |
| Private Capital Group, LLC | 48 | $11.0K | 0.00% | −5−9.4% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $13.0K | 0.00% | −30−35.3% | Reduced |
| Earnest Partners LLC | 67 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 69 | $16.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $18.0K | 0.00% | +49+148.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $18.4K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 83 | $19.0K | 0.01% | +3+3.8% | Added |
| Farmers & Merchants Investments Inc | 84 | $19.0K | 0.00% | +19+29.2% | Added |
| Harbor Investment Advisory, LLC | 93 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 83 | $21.0K | 0.02% | +83 | New |
| Caldwell Trust Co | 94 | $21.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 101 | $23.0K | 0.00% | −39−27.9% | Reduced |
| Jacobi Capital Management LLC | 99 | $23.0K | 0.00% | +22+28.6% | Added |
| Harbour Investments, Inc. | 103 | $24.0K | 0.00% | −6−5.5% | Reduced |
| Freedman Financial Associates, Inc. | 109 | $25.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $25.0K | 0.01% | +45+69.2% | Added |
| Glen Eagle Advisors, LLC | 122 | $28.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 139 | $32.0K | 0.00% | −50−26.5% | Reduced |
| SkyView Investment Advisors, LLC | 140 | $32.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $33.0K | 0.01% | +2+1.4% | Added |
| Investors Research Corp | 151 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 165 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 185 | $42.0K | 0.01% | +9+5.1% | Added |
| Trustcore Financial Services, LLC | 191 | $44.0K | 0.00% | +41+27.3% | Added |
| CX Institutional | 198 | $46.0K | 0.00% | +16+8.8% | Added |
| Exchange Traded Concepts, LLC | 210 | $48.0K | 0.00% | −10,475−98.0% | Reduced |
| Gables Capital Management Inc. | 227 | $52.0K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 229 | $53.0K | 0.00% | −136−37.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 319 | $73.0K | 0.00% | −22−6.5% | Reduced |
| Berman Capital Advisors, LLC | 318 | $73.0K | 0.01% | +66+26.2% | Added |
| IFP Advisors, Inc | 326 | $75.0K | 0.00% | +2+0.6% | Added |
| Signaturefd, LLC | 335 | $77.0K | 0.00% | −10−2.9% | Reduced |
| Pinebridge Investments, L.P. | 339 | $78.0K | 0.00% | −17,861−98.1% | Reduced |
| Washington Trust Co | 338 | $78.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 381 | $87.6K | 0.00% | −5,522−93.5% | Reduced |
| Penserra Capital Management LLC | 418 | $96.0K | 0.00% | +97+30.2% | Added |
| Quadrant Capital Group LLC | 422 | $97.0K | 0.01% | +6+1.4% | Added |
| Red Door Wealth Management, LLC | 428 | $98.0K | 0.04% | +428 | New |
| Deseret Mutual Benefit Administrators | 440 | $101.0K | 0.02% | +440 | New |
| Parallel Advisors, LLC | 540 | $124.0K | 0.01% | +57+11.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $130.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 601 | $138.0K | 0.00% | −68−10.2% | Reduced |
| Enterprise Financial Services Corp | 600 | $138.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 620 | $142.6K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 664 | $153.0K | 0.01% | +16+2.5% | Added |
| Investment Counselors of Maryland LLC | 725 | $167.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 803 | $185.0K | 0.00% | −2,992−78.8% | Reduced |
| Lazard Asset Management LLC | 841 | $193.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 947 | $218.0K | 0.00% | −18−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 953 | $219.0K | 0.02% | +953 | New |
| Garrison Asset Management, LLC | 957 | $220.0K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 959 | $221.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 968 | $223.0K | 0.00% | −8−0.8% | Reduced |
| Pathstone Family Office, LLC | 980 | $226.0K | 0.01% | +980 | New |