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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 93 | $21.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 83 | $21.0K | 0.02% | +83 | New |
| 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 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $18.4K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $18.0K | 0.00% | +49+148.5% | Added |
| Highlander Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $17.0K | 0.01% | 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 |
| Earnest Partners LLC | 67 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 66 | $15.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $13.0K | 0.00% | −30−35.3% | 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 |
| 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 |
| 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 |
| Simplex Trading, LLC | 37 | $8.00K | 0.00% | −2,753−98.7% | Reduced |
| Resolute Partners Group | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $7.00K | 0.00% | +27+540.0% | 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 |
| 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 |
| Raffa Wealth Management, LLC | 21 | $4.83K | 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 |
| West Paces Advisors Inc. | 15 | $3.45K | 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 |
| Sutton Wealth Advisors Inc. | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $2.07K | 0.00% | +9 | New |
| 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 |
| American Portfolios Advisors | 7 | $1.61K | 0.00% | −70−90.9% | Reduced |
| 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 |
| WestEnd Advisors, LLC | – | $230 | 0.00% | – | New |
| 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 |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −933,081−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −513,502−100.0% | Sold out |
| Rivulet Capital, LLC | 0 | $0 | 0.00% | −450,100−100.0% | Sold out |
| Atalan Capital Partners, LP | 0 | $0 | 0.00% | −360,000−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −120,214−100.0% | Sold out |
| Sunriver Management LLC | 0 | $0 | 0.00% | −80,959−100.0% | Sold out |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −75,624−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −72,749−100.0% | Sold out |
| Ursa Fund Management, LLC | 0 | $0 | 0.00% | −70,750−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −55,853−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −23,346−100.0% | Sold out |
| Ramius Advisors LLC | 0 | $0 | 0.00% | −22,733−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −9,841−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,428−100.0% | Sold out |
| Moab Capital Partners LLC | 0 | $0 | 0.00% | – | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,496−100.0% | Sold out |
| Raub Brock Capital Management LP | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Vivaldi Asset Management, LLC | 0 | $0 | 0.00% | −4,911−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −3,695−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Quantitative Value Technologies, LLC | 0 | $0 | 0.00% | −1,636−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,286−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| NorthCoast Asset Management LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| Sturgeon Ventures LLP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Botty Investors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |