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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,918 | $441.0K | 0.00% | −71−3.6% | Reduced |
| JustInvest LLC | 1,910 | $439.0K | 0.05% | +486+34.1% | Added |
| Rappaport Reiches Capital Management, LLC | 1,908 | $438.9K | 0.46% | +1,908 | New |
| Profund Advisors LLC | 1,885 | $434.0K | 0.01% | −83−4.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 1,863 | $429.0K | 0.02% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 1,852 | $426.0K | 0.15% | −4,476−70.7% | Reduced |
| 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 |
| Two Sigma Securities, LLC | 1,790 | $412.0K | 0.10% | +1,790 | New |
| QS Investors, LLC | 1,766 | $407.0K | 0.00% | +296+20.1% | Added |
| BancorpSouth Bank | 1,762 | $405.0K | 0.06% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,698 | $391.0K | 0.11% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,683 | $387.0K | 0.05% | +20+1.2% | Added |
| Cresset Asset Management, LLC | 1,680 | $386.0K | 0.01% | +29+1.8% | Added |
| Greenleaf Trust | 1,675 | $385.0K | 0.00% | +54+3.3% | Added |
| 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 |
| Cambridge Investment Research Advisors, Inc. | 1,657 | $381.0K | 0.00% | −31−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,631 | $375.0K | 0.00% | +29+1.8% | Added |
| Cornerstone Investment Partners, LLC | 1,625 | $374.0K | 0.02% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,589 | $366.0K | 0.00% | −39−2.4% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $354.0K | 0.10% | +1+0.1% | Added |
| Wetherby Asset Management Inc | 1,510 | $347.0K | 0.02% | +30+2.0% | Added |
| Shay Capital LLC | 1,500 | $345.0K | 0.08% | +500+50.0% | Added |
| American Century Companies Inc | 1,488 | $342.0K | 0.00% | +269+22.1% | Added |
| Brown Brothers Harriman & Co | 1,483 | $341.0K | 0.00% | +9+0.6% | Added |
| United Capital Financial Advisers, LLC | 1,442 | $332.0K | 0.00% | −38−2.6% | Reduced |
| Brinker Capital Investments, LLC | 1,412 | $325.0K | 0.00% | −263−15.7% | Reduced |
| Sentry Investment Management LLC | 1,392 | $320.0K | 0.08% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,372 | $316.0K | 0.14% | +1,372 | New |
| Cohen & Steers, Inc. | 1,367 | $314.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,312 | $302.0K | 0.10% | +1,172+837.1% | Added |
| Conning Inc. | 1,300 | $299.0K | 0.01% | −152−10.5% | Reduced |
| Banque Cantonale Vaudoise | 1,295 | $298.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,264 | $291.0K | 0.00% | +315+33.2% | Added |
| Alhambra Investment Partners LLC | 1,260 | $290.0K | 0.22% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 1,252 | $288.0K | 0.02% | +187+17.6% | Added |
| Integrated Investment Consultants, LLC | 1,217 | $280.0K | 0.08% | −186−13.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,212 | $279.0K | 0.01% | −300−19.8% | Reduced |
| Wolverine Trading, LLC | 1,180 | $274.0K | 0.01% | −1,810−60.5% | Reduced |
| JNBA Financial Advisors | 1,176 | $271.0K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,168 | $269.0K | 0.04% | +130+12.5% | Added |
| Davenport & Co LLC | 1,154 | $265.0K | 0.00% | 00.0% | Unchanged |
| Landaas & Co | 1,113 | $256.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,114 | $256.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,080 | $248.0K | 0.05% | +1,080 | New |
| New England Guild Wealth Advisors, Inc. | 1,055 | $243.0K | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,046 | $241.0K | 0.00% | −175−14.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,032 | $237.0K | 0.02% | +1,032 | New |
| Carlson Capital Management | 1,023 | $235.0K | 0.03% | +5+0.5% | Added |
| Tradition Wealth Management, LLC | 1,016 | $234.0K | 0.04% | +1,016 | New |
| Fifth Third Bancorp | 1,009 | $232.0K | 0.00% | +87+9.4% | Added |
| Mercer Global Advisors Inc | 1,003 | $231.0K | 0.00% | −4,620−82.2% | Reduced |
| 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 |
| Pathstone Family Office, LLC | 980 | $226.0K | 0.01% | +980 | New |
| Brown Advisory Inc | 968 | $223.0K | 0.00% | −8−0.8% | Reduced |
| CWM, LLC | 959 | $221.0K | 0.00% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 957 | $220.0K | 0.13% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 953 | $219.0K | 0.02% | +953 | New |
| Victory Capital Management Inc | 947 | $218.0K | 0.00% | −18−1.9% | Reduced |
| Lazard Asset Management LLC | 841 | $193.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 803 | $185.0K | 0.00% | −2,992−78.8% | Reduced |
| Investment Counselors of Maryland LLC | 725 | $167.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 664 | $153.0K | 0.01% | +16+2.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 620 | $142.6K | 0.02% | 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 |
| Veritas Investment Partners (UK) Ltd. | 566 | $130.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 540 | $124.0K | 0.01% | +57+11.8% | Added |
| Deseret Mutual Benefit Administrators | 440 | $101.0K | 0.02% | +440 | New |
| Red Door Wealth Management, LLC | 428 | $98.0K | 0.04% | +428 | New |
| Quadrant Capital Group LLC | 422 | $97.0K | 0.01% | +6+1.4% | Added |
| Penserra Capital Management LLC | 418 | $96.0K | 0.00% | +97+30.2% | Added |
| TD Private Client Wealth LLC | 381 | $87.6K | 0.00% | −5,522−93.5% | 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 |
| Signaturefd, LLC | 335 | $77.0K | 0.00% | −10−2.9% | Reduced |
| IFP Advisors, Inc | 326 | $75.0K | 0.00% | +2+0.6% | Added |
| 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 |
| Maverick Capital LtdSuperinvestorMaverick Capital | 229 | $53.0K | 0.00% | −136−37.3% | Reduced |
| Gables Capital Management Inc. | 227 | $52.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 210 | $48.0K | 0.00% | −10,475−98.0% | Reduced |
| CX Institutional | 198 | $46.0K | 0.00% | +16+8.8% | Added |
| Trustcore Financial Services, LLC | 191 | $44.0K | 0.00% | +41+27.3% | Added |
| Parkside Financial Bank & Trust | 185 | $42.0K | 0.01% | +9+5.1% | Added |
| First Mercantile Trust Co | 165 | $38.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $33.0K | 0.01% | +2+1.4% | Added |
| SkyView Investment Advisors, LLC | 140 | $32.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 139 | $32.0K | 0.00% | −50−26.5% | Reduced |
| Glen Eagle Advisors, LLC | 122 | $28.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 103 | $24.0K | 0.00% | −6−5.5% | Reduced |
| Ellevest, Inc. | 101 | $23.0K | 0.00% | −39−27.9% | Reduced |
| Jacobi Capital Management LLC | 99 | $23.0K | 0.00% | +22+28.6% | Added |
| Caldwell Trust Co | 94 | $21.6K | 0.00% | 00.0% | Unchanged |