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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 1,000 | $230.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,000 | $230.0K | 0.01% | 00.0% | Unchanged |
| SG3 Management, LLC | 1,000 | $230.0K | 0.10% | +1,000 | New |
| Mercer Global Advisors Inc | 1,003 | $231.0K | 0.00% | −4,620−82.2% | Reduced |
| Fifth Third Bancorp | 1,009 | $232.0K | 0.00% | +87+9.4% | Added |
| Tradition Wealth Management, LLC | 1,016 | $234.0K | 0.04% | +1,016 | New |
| Carlson Capital Management | 1,023 | $235.0K | 0.03% | +5+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 1,032 | $237.0K | 0.02% | +1,032 | New |
| Federated Hermes, Inc. | 1,046 | $241.0K | 0.00% | −175−14.3% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $243.0K | 0.13% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,080 | $248.0K | 0.05% | +1,080 | New |
| Landaas & Co | 1,113 | $256.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,114 | $256.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,154 | $265.0K | 0.00% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,168 | $269.0K | 0.04% | +130+12.5% | Added |
| JNBA Financial Advisors | 1,176 | $271.0K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,180 | $274.0K | 0.01% | −1,810−60.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,212 | $279.0K | 0.01% | −300−19.8% | Reduced |
| Integrated Investment Consultants, LLC | 1,217 | $280.0K | 0.08% | −186−13.3% | Reduced |
| Corient Capital Partners, LLC | 1,252 | $288.0K | 0.02% | +187+17.6% | Added |
| Alhambra Investment Partners LLC | 1,260 | $290.0K | 0.22% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,264 | $291.0K | 0.00% | +315+33.2% | Added |
| Banque Cantonale Vaudoise | 1,295 | $298.0K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 1,300 | $299.0K | 0.01% | −152−10.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,312 | $302.0K | 0.10% | +1,172+837.1% | Added |
| Cohen & Steers, Inc. | 1,367 | $314.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,372 | $316.0K | 0.14% | +1,372 | New |
| Sentry Investment Management LLC | 1,392 | $320.0K | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 1,412 | $325.0K | 0.00% | −263−15.7% | Reduced |
| United Capital Financial Advisers, LLC | 1,442 | $332.0K | 0.00% | −38−2.6% | Reduced |
| Brown Brothers Harriman & Co | 1,483 | $341.0K | 0.00% | +9+0.6% | Added |
| American Century Companies Inc | 1,488 | $342.0K | 0.00% | +269+22.1% | Added |
| Shay Capital LLC | 1,500 | $345.0K | 0.08% | +500+50.0% | Added |
| Wetherby Asset Management Inc | 1,510 | $347.0K | 0.02% | +30+2.0% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $354.0K | 0.10% | +1+0.1% | Added |
| Gateway Investment Advisers LLC | 1,589 | $366.0K | 0.00% | −39−2.4% | Reduced |
| Cornerstone Investment Partners, LLC | 1,625 | $374.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,631 | $375.0K | 0.00% | +29+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,657 | $381.0K | 0.00% | −31−1.8% | Reduced |
| Vivaldi Capital Management, LLC | 1,744 | $382.0K | 0.08% | −3−0.2% | Reduced |
| Regions Financial Corp | 1,660 | $382.0K | 0.00% | +150+9.9% | Added |
| Greenleaf Trust | 1,675 | $385.0K | 0.00% | +54+3.3% | Added |
| Cresset Asset Management, LLC | 1,680 | $386.0K | 0.01% | +29+1.8% | Added |
| Mayflower Financial Advisors, LLC | 1,683 | $387.0K | 0.05% | +20+1.2% | Added |
| Family Firm, Inc. | 1,698 | $391.0K | 0.11% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,762 | $405.0K | 0.06% | 00.0% | Unchanged |
| QS Investors, LLC | 1,766 | $407.0K | 0.00% | +296+20.1% | Added |
| Two Sigma Securities, LLC | 1,790 | $412.0K | 0.10% | +1,790 | New |
| Intrust Bank NA | 1,800 | $414.0K | 0.06% | −58−3.1% | Reduced |
| Machina Capital S.A.S. | 1,800 | $414.0K | 0.70% | +1,800 | New |
| Quantitative Systematic Strategies LLC | 1,852 | $426.0K | 0.15% | −4,476−70.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,863 | $429.0K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,885 | $434.0K | 0.01% | −83−4.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,908 | $438.9K | 0.46% | +1,908 | New |
| JustInvest LLC | 1,910 | $439.0K | 0.05% | +486+34.1% | Added |
| Advisor Group Holdings, Inc. | 1,918 | $441.0K | 0.00% | −71−3.6% | Reduced |
| Clearbridge Investments, LLC | 1,928 | $443.0K | 0.00% | −1,320−40.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,063 | $475.0K | 0.25% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 2,082 | $480.0K | 0.00% | −29,552−93.4% | Reduced |
| Vontobel Holding Ltd. | 2,091 | $485.0K | 0.00% | +2,091 | New |
| IndexIQ Advisors LLC | 2,111 | $486.0K | 0.02% | +62+3.0% | Added |
| Tocqueville Asset Management L.P. | 2,125 | $489.0K | 0.01% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 2,137 | $492.0K | 0.02% | −181−7.8% | Reduced |
| James Hambro & Partners | 2,220 | $511.0K | 0.04% | −500−18.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 2,232 | $513.0K | 0.04% | −305−12.0% | Reduced |
| Aureus Asset Management, LLC | 2,250 | $518.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,251 | $518.0K | 0.02% | +572+34.1% | Added |
| Heartland Bank & Trust Co | 2,302 | $530.0K | 0.49% | −180−7.3% | Reduced |
| Toroso Investments, LLC | 2,311 | $532.0K | 0.02% | +548+31.1% | Added |
| Tdam USA Inc. | 2,655 | $547.0K | 0.03% | −22,559−89.5% | Reduced |
| Veritable, L.P. | 2,518 | $579.0K | 0.01% | −355−12.4% | Reduced |
| Wealthfront Advisers LLC | 2,562 | $589.0K | 0.00% | +71+2.9% | Added |
| Winton Group Ltd | 2,568 | $591.0K | 0.03% | +2,568 | New |
| Federation des caisses Desjardins du Quebec | 2,564 | $595.3K | 0.01% | −6−0.2% | Reduced |
| Advisor Partners LLC | 2,675 | $615.0K | 0.04% | −64−2.3% | Reduced |
| Glenmede Trust Co NA | 2,710 | $623.0K | 0.00% | −73−2.6% | Reduced |
| Raymond James Trust N.A. | 2,747 | $632.0K | 0.02% | −1,172−29.9% | Reduced |
| Captrust Financial Advisors | 2,854 | $656.0K | 0.01% | +21+0.7% | Added |
| United Asset Strategies, Inc. | 2,853 | $656.0K | 0.09% | +2,853 | New |
| KCS Wealth Advisory | 2,885 | $664.0K | 0.31% | +86+3.1% | Added |
| Evanson Asset Management, LLC | 2,906 | $668.0K | 0.07% | −400−12.1% | Reduced |
| Janney Montgomery Scott LLC | 2,934 | $675.0K | 0.00% | −28−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 2,944 | $678.0K | 0.01% | −2,038−40.9% | Reduced |
| First Manhattan Co | 2,953 | $679.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,976 | $685.0K | 0.08% | +2,976 | New |
| Tower Research Capital LLC (TRC) | 3,011 | $692.0K | 0.02% | −8,991−74.9% | Reduced |
| World Asset Management Inc | 3,041 | $699.0K | 0.06% | −94−3.0% | Reduced |
| Kemnay Advisory Services Inc. | 3,045 | $700.0K | 0.08% | +3,045 | New |
| BP PLC | 3,085 | $710.0K | 0.03% | −1,363−30.6% | Reduced |
| Ethic Inc. | 3,132 | $720.0K | 0.09% | +995+46.6% | Added |
| Ossiam | 3,592 | $740.0K | 0.02% | −1,230−25.5% | Reduced |
| Tiedemann Advisors, LLC | 3,235 | $744.0K | 0.03% | −15−0.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,289 | $757.0K | 0.00% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 3,300 | $759.0K | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,357 | $772.0K | 0.08% | −232−6.5% | Reduced |
| Private Advisor Group, LLC | 3,358 | $772.0K | 0.01% | −31−0.9% | Reduced |
| Kinneret Advisory, LLC | 3,367 | $774.0K | 0.09% | 00.0% | Unchanged |
| Eaton Vance Management | 3,481 | $801.0K | 0.00% | +1,151+49.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,561 | $819.0K | 0.08% | −136−3.7% | Reduced |
| Telemus Capital, LLC | 3,600 | $828.0K | 0.06% | −75−2.0% | Reduced |