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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Vident Investment Advisory, LLC | 6,923 | $1.59M | 0.05% | +4,538+190.3% | Added |
| Mint Tower Capital Management B.V. | 6,902 | $1.59M | 0.17% | −2,117−23.5% | Reduced |
| C WorldWide Group Holding A/S | 6,899 | $1.59M | 0.02% | −504−6.8% | Reduced |
| Nordea Investment Management AB | 6,596 | $1.52M | 0.00% | −45,600−87.4% | Reduced |
| Formidable Asset Management, LLC | 6,804 | $1.51M | 0.33% | −125−1.8% | Reduced |
| Blair William & Co | 6,583 | $1.51M | 0.01% | −376−5.4% | Reduced |
| CIBC Asset Management Inc | 6,575 | $1.51M | 0.01% | +121+1.9% | Added |
| Gamco Investors, Inc. Et Al | 5,900 | $1.36M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,891 | $1.35M | 0.00% | +78+1.3% | Added |
| LPL Financial LLC | 5,848 | $1.34M | 0.00% | +2,005+52.2% | Added |
| Bridgewater Associates, LP | 5,819 | $1.34M | 0.01% | −140−2.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,759 | $1.32M | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,685 | $1.31M | 0.35% | −467−7.6% | Reduced |
| Thrivent Financial for Lutherans | 5,645 | $1.30M | 0.00% | +29+0.5% | Added |
| Brown Advisory Securities, LLC | 5,486 | $1.26M | 0.20% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,297 | $1.22M | 0.19% | −4,131−43.8% | Reduced |
| Farr Miller & Washington LLC | 5,292 | $1.22M | 0.08% | +520+10.9% | Added |
| AQR Capital Management LLC | 5,287 | $1.22M | 0.00% | −24,147−82.0% | Reduced |
| South Dakota Investment Council | 5,246 | $1.21M | 0.02% | −1,080−17.1% | Reduced |
| Macquarie Group Ltd | 5,202 | $1.20M | 0.00% | −107−2.0% | Reduced |
| XTX Topco Ltd | 5,046 | $1.16M | 0.39% | +1,445+40.1% | Added |
| RBF Capital, LLC | 5,000 | $1.15M | 0.06% | 00.0% | Unchanged |
| Community Capital Management, Inc. | – | $1.15M | 1.16% | – | – |
| Bank of Nova Scotia | 4,959 | $1.14M | 0.00% | −335−6.3% | Reduced |
| Whittier Trust Co | 4,942 | $1.14M | 0.02% | 00.0% | Unchanged |
| TT International Asset Management LTD | 4,776 | $1.10M | 0.05% | +1,600+50.4% | Added |
| 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 |
| FNY Investment Advisers, LLC | 4,580 | $1.05M | 0.42% | −420−8.4% | Reduced |
| Edgestream Partners, L.P. | 4,566 | $1.05M | 0.06% | −3,253−41.6% | Reduced |
| Bridgefront Capital, LLC | 4,541 | $1.04M | 0.39% | +2,339+106.2% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.03M | 1.29% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,410 | $1.01M | 0.00% | +4,410 | New |
| Stratos Wealth Partners, LTD. | 4,393 | $1.01M | 0.03% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,366 | $1.00M | 0.43% | +1,057+31.9% | Added |
| Pekin Hardy Strauss, Inc. | 4,300 | $989.0K | 0.14% | −512−10.6% | Reduced |
| South Shore Capital Advisors | 4,257 | $979.0K | 1.76% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,243 | $976.0K | 0.05% | +50+1.2% | Added |
| Impax Asset Management Group plc | 4,206 | $967.0K | 0.00% | −4−0.1% | Reduced |
| Brewin Dolphin Ltd | 4,194 | $964.7K | 0.04% | −90−2.1% | Reduced |
| Cigna Investments Inc | 4,093 | $942.0K | 0.07% | −615−13.1% | Reduced |
| Allstate Corp | 4,091 | $941.0K | 0.03% | −325−7.4% | Reduced |
| Commerce Bank | 4,049 | $932.0K | 0.01% | −9−0.2% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $920.0K | 0.29% | −1,595−28.5% | Reduced |
| Systematic Alpha Investments, LLC | 4,209 | $918.0K | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 3,930 | $904.0K | 0.01% | −51−1.3% | Reduced |
| Quantamental Technologies LLC | 3,921 | $902.0K | 0.80% | +3,921 | New |
| Intact Investment Management Inc. | 3,900 | $897.0K | 0.03% | −200−4.9% | Reduced |
| Confluence Investment Management LLC | 3,804 | $875.0K | 0.01% | −59−1.5% | Reduced |
| Keebeck Alpha, LP | 3,748 | $862.0K | 0.30% | +1,378+58.1% | Added |
| Cutler Group LP | 3,720 | $855.0K | 0.06% | +3,720 | New |
| IBM Retirement Fund | 3,626 | $834.0K | 0.07% | −769−17.5% | Reduced |
| Telemus Capital, LLC | 3,600 | $828.0K | 0.06% | −75−2.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,561 | $819.0K | 0.08% | −136−3.7% | Reduced |
| Eaton Vance Management | 3,481 | $801.0K | 0.00% | +1,151+49.4% | Added |
| Kinneret Advisory, LLC | 3,367 | $774.0K | 0.09% | 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 |
| Northeast Financial Consultants Inc | 3,300 | $759.0K | 0.05% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,289 | $757.0K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,235 | $744.0K | 0.03% | −15−0.5% | Reduced |
| Ossiam | 3,592 | $740.0K | 0.02% | −1,230−25.5% | Reduced |
| Ethic Inc. | 3,132 | $720.0K | 0.09% | +995+46.6% | Added |
| BP PLC | 3,085 | $710.0K | 0.03% | −1,363−30.6% | Reduced |
| Kemnay Advisory Services Inc. | 3,045 | $700.0K | 0.08% | +3,045 | New |
| World Asset Management Inc | 3,041 | $699.0K | 0.06% | −94−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,011 | $692.0K | 0.02% | −8,991−74.9% | Reduced |
| Gsa Capital Partners LLP | 2,976 | $685.0K | 0.08% | +2,976 | New |
| First Manhattan Co | 2,953 | $679.0K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,944 | $678.0K | 0.01% | −2,038−40.9% | Reduced |
| Janney Montgomery Scott LLC | 2,934 | $675.0K | 0.00% | −28−0.9% | Reduced |
| Evanson Asset Management, LLC | 2,906 | $668.0K | 0.07% | −400−12.1% | Reduced |
| KCS Wealth Advisory | 2,885 | $664.0K | 0.31% | +86+3.1% | Added |
| 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 |
| Raymond James Trust N.A. | 2,747 | $632.0K | 0.02% | −1,172−29.9% | Reduced |
| Glenmede Trust Co NA | 2,710 | $623.0K | 0.00% | −73−2.6% | Reduced |
| Advisor Partners LLC | 2,675 | $615.0K | 0.04% | −64−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,564 | $595.3K | 0.01% | −6−0.2% | Reduced |
| Winton Group Ltd | 2,568 | $591.0K | 0.03% | +2,568 | New |
| Wealthfront Advisers LLC | 2,562 | $589.0K | 0.00% | +71+2.9% | Added |
| Veritable, L.P. | 2,518 | $579.0K | 0.01% | −355−12.4% | Reduced |
| Tdam USA Inc. | 2,655 | $547.0K | 0.03% | −22,559−89.5% | Reduced |
| Toroso Investments, LLC | 2,311 | $532.0K | 0.02% | +548+31.1% | Added |
| Heartland Bank & Trust Co | 2,302 | $530.0K | 0.49% | −180−7.3% | 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 |
| Redpoint Investment Management Pty Ltd | 2,232 | $513.0K | 0.04% | −305−12.0% | Reduced |
| James Hambro & Partners | 2,220 | $511.0K | 0.04% | −500−18.4% | Reduced |
| Regentatlantic Capital LLC | 2,137 | $492.0K | 0.02% | −181−7.8% | Reduced |
| Tocqueville Asset Management L.P. | 2,125 | $489.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,111 | $486.0K | 0.02% | +62+3.0% | Added |
| Vontobel Holding Ltd. | 2,091 | $485.0K | 0.00% | +2,091 | New |
| HighTower Advisors, LLC | 2,082 | $480.0K | 0.00% | −29,552−93.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,063 | $475.0K | 0.25% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,928 | $443.0K | 0.00% | −1,320−40.6% | Reduced |