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 |
|---|---|---|---|---|---|
| IBM Retirement Fund | 3,626 | $834.0K | 0.07% | −769−17.5% | Reduced |
| Cutler Group LP | 3,720 | $855.0K | 0.06% | +3,720 | New |
| Keebeck Alpha, LP | 3,748 | $862.0K | 0.30% | +1,378+58.1% | Added |
| Confluence Investment Management LLC | 3,804 | $875.0K | 0.01% | −59−1.5% | Reduced |
| Intact Investment Management Inc. | 3,900 | $897.0K | 0.03% | −200−4.9% | Reduced |
| Quantamental Technologies LLC | 3,921 | $902.0K | 0.80% | +3,921 | New |
| Norinchukin Bank, The | 3,930 | $904.0K | 0.01% | −51−1.3% | Reduced |
| Systematic Alpha Investments, LLC | 4,209 | $918.0K | 0.04% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 4,000 | $920.0K | 0.29% | −1,595−28.5% | Reduced |
| Commerce Bank | 4,049 | $932.0K | 0.01% | −9−0.2% | Reduced |
| Allstate Corp | 4,091 | $941.0K | 0.03% | −325−7.4% | Reduced |
| Cigna Investments Inc | 4,093 | $942.0K | 0.07% | −615−13.1% | Reduced |
| Brewin Dolphin Ltd | 4,194 | $964.7K | 0.04% | −90−2.1% | Reduced |
| Impax Asset Management Group plc | 4,206 | $967.0K | 0.00% | −4−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,243 | $976.0K | 0.05% | +50+1.2% | Added |
| South Shore Capital Advisors | 4,257 | $979.0K | 1.76% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,300 | $989.0K | 0.14% | −512−10.6% | Reduced |
| Malaga Cove Capital, LLC | 4,366 | $1.00M | 0.43% | +1,057+31.9% | Added |
| Stratos Wealth Partners, LTD. | 4,393 | $1.01M | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,410 | $1.01M | 0.00% | +4,410 | New |
| Rocky Mountain Advisers, LLC | 4,486 | $1.03M | 1.29% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,541 | $1.04M | 0.39% | +2,339+106.2% | Added |
| Edgestream Partners, L.P. | 4,566 | $1.05M | 0.06% | −3,253−41.6% | Reduced |
| FNY Investment Advisers, LLC | 4,580 | $1.05M | 0.42% | −420−8.4% | Reduced |
| Burren Capital Advisors Ltd | 4,635 | $1.07M | 100.00% | −5,295−53.3% | Reduced |
| Harvest Management LLC | 4,634 | $1.07M | 0.82% | −2,291−33.1% | Reduced |
| TT International Asset Management LTD | 4,776 | $1.10M | 0.05% | +1,600+50.4% | Added |
| Whittier Trust Co | 4,942 | $1.14M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 4,959 | $1.14M | 0.00% | −335−6.3% | Reduced |
| RBF Capital, LLC | 5,000 | $1.15M | 0.06% | 00.0% | Unchanged |
| Community Capital Management, Inc. | – | $1.15M | 1.16% | – | – |
| XTX Topco Ltd | 5,046 | $1.16M | 0.39% | +1,445+40.1% | Added |
| Macquarie Group Ltd | 5,202 | $1.20M | 0.00% | −107−2.0% | Reduced |
| South Dakota Investment Council | 5,246 | $1.21M | 0.02% | −1,080−17.1% | Reduced |
| AQR Capital Management LLC | 5,287 | $1.22M | 0.00% | −24,147−82.0% | Reduced |
| Farr Miller & Washington LLC | 5,292 | $1.22M | 0.08% | +520+10.9% | Added |
| Occudo Quantitative Strategies LP | 5,297 | $1.22M | 0.19% | −4,131−43.8% | Reduced |
| Brown Advisory Securities, LLC | 5,486 | $1.26M | 0.20% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,645 | $1.30M | 0.00% | +29+0.5% | Added |
| Ironwood Investment Counsel, LLC | 5,685 | $1.31M | 0.35% | −467−7.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,759 | $1.32M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 5,819 | $1.34M | 0.01% | −140−2.3% | Reduced |
| LPL Financial LLC | 5,848 | $1.34M | 0.00% | +2,005+52.2% | Added |
| Commonwealth Equity Services, LLC | 5,891 | $1.35M | 0.00% | +78+1.3% | Added |
| Gamco Investors, Inc. Et Al | 5,900 | $1.36M | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 6,575 | $1.51M | 0.01% | +121+1.9% | Added |
| Blair William & Co | 6,583 | $1.51M | 0.01% | −376−5.4% | Reduced |
| Formidable Asset Management, LLC | 6,804 | $1.51M | 0.33% | −125−1.8% | Reduced |
| Nordea Investment Management AB | 6,596 | $1.52M | 0.00% | −45,600−87.4% | Reduced |
| C WorldWide Group Holding A/S | 6,899 | $1.59M | 0.02% | −504−6.8% | Reduced |
| Mint Tower Capital Management B.V. | 6,902 | $1.59M | 0.17% | −2,117−23.5% | Reduced |
| Vident Investment Advisory, LLC | 6,923 | $1.59M | 0.05% | +4,538+190.3% | Added |
| Telemetry Investments, L.L.C. | 7,000 | $1.61M | 2.24% | −2,800−28.6% | Reduced |
| YHB Investment Advisors, Inc. | 7,001 | $1.61M | 0.14% | +949+15.7% | Added |
| Crossmark Global Holdings, Inc. | 7,125 | $1.64M | 0.04% | +142+2.0% | Added |
| Xponance, Inc. | 7,127 | $1.64M | 0.03% | +1,639+29.9% | Added |
| Pacer Advisors, Inc. | 7,225 | $1.66M | 0.02% | −457−5.9% | Reduced |
| Walleye Capital LLC | 7,500 | $1.73M | 0.06% | −10,266−57.8% | Reduced |
| Kentucky Retirement Systems | 7,511 | $1.73M | 0.08% | −357−4.5% | Reduced |
| SEI Investments Co | 7,517 | $1.74M | 0.00% | −21,237−73.9% | Reduced |
| Echo Street Capital Management LLC | 7,649 | $1.76M | 0.01% | +7,649 | New |
| Callahan Advisors, LLC | 7,780 | $1.79M | 0.23% | −115−1.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,965 | $1.83M | 0.01% | +10.0% | Added |
| Louisiana State Employees Retirement System | 8,000 | $1.84M | 0.04% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 8,000 | $1.84M | 0.52% | +8,000 | New |
| GWM Asset Management Ltd | 8,100 | $1.86M | 0.77% | −28,800−78.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,183 | $1.88M | 0.04% | −35−0.4% | Reduced |
| Daiwa Securities Group Inc. | 8,232 | $1.89M | 0.01% | +302+3.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,284 | $1.91M | 0.00% | −115−1.4% | Reduced |
| Capital International Ltd | 8,355 | $1.92M | 0.11% | −912−9.8% | Reduced |
| Panagora Asset Management Inc | 8,585 | $1.98M | 0.01% | −104−1.2% | Reduced |
| New Mexico Educational Retirement Board | 8,600 | $1.98M | 0.07% | +400+4.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 9,050 | $2.08M | 0.01% | +295+3.4% | Added |
| CSS LLC | 9,077 | $2.09M | 0.11% | +9,077 | New |
| Schroder Investment Management Group | 9,255 | $2.13M | 0.00% | +519+5.9% | Added |
| Cary Street Partners Asset Management LLC | 9,396 | $2.16M | 0.52% | −113,545−92.4% | Reduced |
| Wellington Management Group LLP | 9,421 | $2.17M | 0.00% | −8,412−47.2% | Reduced |
| Mackenzie Financial Corp | 9,564 | $2.20M | 0.00% | −1,341−12.3% | Reduced |
| Capital International Inc | 9,671 | $2.23M | 0.02% | −1,654−14.6% | Reduced |
| Schwartz Investment Counsel Inc | 9,866 | $2.27M | 0.09% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,955 | $2.29M | 0.10% | +9,955 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 10,000 | $2.30M | 0.64% | 00.0% | Unchanged |
| APG Asset Management N.V. | 11,885 | $2.31M | 0.00% | −4,700−28.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,050 | $2.31M | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 10,193 | $2.34M | 0.02% | +10,193 | New |
| Group One Trading, L.P. | 10,724 | $2.47M | 0.05% | +10,724 | New |
| Oregon Public Employees Retirement Fund | 10,791 | $2.48M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 10,892 | $2.50M | 0.05% | −100−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 11,220 | $2.58M | 0.02% | −2,305−17.0% | Reduced |
| Maven Securities LTD | 11,465 | $2.64M | 0.28% | +11,465 | New |
| Nissay Asset Management Corp | 12,145 | $2.79M | 0.02% | +116+1.0% | Added |
| Swiss Life Asset Management Ltd | 8,130 | $2.80M | 0.04% | −297−3.5% | Reduced |
| Achmea Investment Management B.V. | 12,200 | $2.81M | 0.10% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,200 | $2.81M | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,242 | $2.81M | 0.10% | +52+0.4% | Added |
| Ergoteles LLC | 12,900 | $2.97M | 0.07% | +12,900 | New |
| Marshall Wace North America L.P. | 13,602 | $3.13M | 0.01% | −55,414−80.3% | Reduced |
| Hartford Investment Management Co | 13,606 | $3.13M | 0.08% | −538−3.8% | Reduced |
| Montag A & Associates Inc | 13,761 | $3.17M | 0.17% | −456−3.2% | Reduced |
| Ovata Capital Management Ltd | 13,884 | $3.19M | 1.54% | −19,806−58.8% | Reduced |