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, Q3 2021
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 568
- +18 vs. Q2 2021
- Shares held
- 116.2M
- −2.42M (−2.0%) vs. Q2 2021
- Total value
- $27.0B
- −$258.5M (−0.9%) vs. Q2 2021
- New holders
- 108
- 192 more added
- Sold out
- 90
- 179 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 841 | $195.0K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 881 | $206.0K | 0.06% | +881 | New |
| 1832 Asset Management L.P. | 912 | $210.0K | 0.00% | +912 | New |
| Assenagon Asset Management S.A. | 930 | $216.0K | 0.00% | +930 | New |
| Garrison Asset Management, LLC | 932 | $217.0K | 0.13% | −25−2.6% | Reduced |
| Victory Capital Management Inc | 936 | $218.0K | 0.00% | −11−1.2% | Reduced |
| First Pacific Advisors, LP | 940 | $219.0K | 0.00% | −113,816−99.2% | Reduced |
| Peapack Gladstone Financial Corp | 1,000 | $232.0K | 0.00% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,013 | $235.0K | 0.05% | +1,013 | New |
| Tradition Wealth Management, LLC | 1,016 | $236.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 1,022 | $238.0K | 0.03% | −1−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,042 | $242.0K | 0.04% | +602+136.8% | Added |
| Conning Inc. | 1,050 | $244.0K | 0.01% | −250−19.2% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $245.0K | 0.13% | 00.0% | Unchanged |
| Veriti Management LLC | 1,076 | $250.0K | 0.04% | +1,076 | New |
| Pathstone Family Office, LLC | 1,097 | $255.0K | 0.01% | +117+11.9% | Added |
| Landaas & Co | 1,113 | $259.0K | 0.15% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,130 | $263.0K | 0.03% | +1,130 | New |
| CIBC World Markets Inc. | 1,140 | $265.0K | 0.00% | +1,140 | New |
| FDx Advisors, Inc. | 1,162 | $270.0K | 0.01% | +1,162 | New |
| Symmetry Partners, LLC | 1,114 | $271.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,176 | $273.0K | 0.04% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,177 | $274.0K | 0.02% | +224+23.5% | Added |
| Fifth Third Bancorp | 1,185 | $275.0K | 0.00% | +176+17.4% | Added |
| Barings LLC | 1,187 | $276.0K | 0.01% | +1,187 | New |
| Sentry Investment Management LLC | 1,215 | $282.0K | 0.08% | −177−12.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,212 | $282.0K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,230 | $286.0K | 0.01% | +1,230 | New |
| Trust Asset Management LLC | 1,251 | $291.0K | 0.04% | +83+7.1% | Added |
| Alhambra Investment Partners LLC | 1,260 | $293.0K | 0.22% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 1,264 | $294.0K | 0.02% | +12+1.0% | Added |
| United Capital Financial Advisers, LLC | 1,305 | $303.0K | 0.00% | −137−9.5% | Reduced |
| Capital Analysts, LLC | 1,340 | $311.0K | 0.02% | +1,340 | New |
| Washington Capital Management Inc | 1,350 | $313.8K | 0.28% | +1,350 | New |
| Cohen & Steers, Inc. | 1,367 | $318.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,381 | $321.0K | 0.11% | +69+5.3% | Added |
| Illinois Municipal Retirement Fund | 1,379 | $321.0K | 0.01% | +1,379 | New |
| Gryphon Financial Partners LLC | 1,385 | $321.0K | 0.07% | +1,385 | New |
| First Republic Investment Management, Inc. | 1,386 | $322.0K | 0.00% | +1,386 | New |
| Diversified Trust Co | 1,392 | $324.0K | 0.01% | +1,392 | New |
| Wellington Management Group LLP | 1,399 | $325.0K | 0.00% | −8,022−85.2% | Reduced |
| Brinker Capital Investments, LLC | 1,412 | $325.0K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,422 | $330.0K | 0.02% | +1,422 | New |
| United Asset Strategies, Inc. | 1,453 | $338.0K | 0.04% | −1,400−49.1% | Reduced |
| Wetherby Asset Management Inc | 1,477 | $343.0K | 0.02% | −33−2.2% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $358.0K | 0.13% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 1,551 | $361.0K | 0.00% | −38−2.4% | Reduced |
| Intrust Bank NA | 1,570 | $365.0K | 0.05% | −230−12.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,617 | $376.0K | 0.00% | −14−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 1,639 | $381.0K | 0.03% | +1,639 | New |
| Greenleaf Trust | 1,659 | $386.0K | 0.00% | −16−1.0% | Reduced |
| Cornerstone Investment Partners, LLC | 1,680 | $391.0K | 0.02% | +55+3.4% | Added |
| Cetera Investment Advisers | 1,687 | $392.0K | 0.01% | +1,687 | New |
| Integrated Investment Consultants, LLC | 1,691 | $393.0K | 0.12% | +474+38.9% | Added |
| First Hawaiian Bank | 1,694 | $393.0K | 0.02% | +1,694 | New |
| Mercer Global Advisors Inc | 1,693 | $394.0K | 0.00% | +690+68.8% | Added |
| Vivaldi Capital Management, LLC | 1,744 | $405.0K | 0.09% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,762 | $410.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,773 | $412.0K | 0.03% | +1,773 | New |
| Family Firm, Inc. | 1,698 | $415.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,793 | $417.0K | 0.01% | −92−4.9% | Reduced |
| Regions Financial Corp | 1,794 | $417.0K | 0.00% | +134+8.1% | Added |
| Kestra Advisory Services, LLC | 1,793 | $417.0K | 0.00% | +1,793 | New |
| Mayflower Financial Advisors, LLC | 1,700 | $422.0K | 0.06% | +17+1.0% | Added |
| Cresset Asset Management, LLC | 1,831 | $428.0K | 0.01% | +151+9.0% | Added |
| American Century Companies Inc | 1,855 | $431.0K | 0.00% | +367+24.7% | Added |
| Mint Tower Capital Management B.V. | 1,902 | $442.0K | 0.08% | −5,000−72.4% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,908 | $443.5K | 0.44% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,924 | $447.0K | 0.00% | +267+16.1% | Added |
| Clearbridge Investments, LLC | 1,928 | $448.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,934 | $450.0K | 0.00% | +780+67.6% | Added |
| Moab Capital Partners LLC | 2,000 | $465.0K | 1.13% | +2,000 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,009 | $467.0K | 0.02% | +146+7.8% | Added |
| Advisory Services Network, LLC | 2,029 | $472.0K | 0.02% | −222−9.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2,063 | $480.0K | 0.25% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,088 | $485.0K | 0.01% | +1,487+247.4% | Added |
| Regentatlantic Capital LLC | 2,127 | $494.0K | 0.01% | −10−0.5% | Reduced |
| Ethic Inc. | 2,144 | $498.0K | 0.05% | −988−31.5% | Reduced |
| Stoneridge Investment Partners LLC | 2,165 | $503.0K | 0.25% | +2,165 | New |
| James Hambro & Partners | 2,220 | $516.0K | 0.04% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 2,219 | $516.0K | 0.02% | +108+5.1% | Added |
| Redpoint Investment Management Pty Ltd | 2,232 | $519.0K | 0.04% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,250 | $523.0K | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,276 | $529.0K | 0.02% | −5,224−69.7% | Reduced |
| Advisor Partners LLC | 2,328 | $541.0K | 0.04% | −347−13.0% | Reduced |
| Toroso Investments, LLC | 2,334 | $543.0K | 0.02% | +23+1.0% | Added |
| TT International Asset Management LTD | 2,383 | $554.0K | 0.03% | −2,393−50.1% | Reduced |
| Brown Brothers Harriman & Co | 2,383 | $554.0K | 0.00% | +900+60.7% | Added |
| Vident Investment Advisory, LLC | 2,474 | $575.0K | 0.02% | −4,449−64.3% | Reduced |
| Tocqueville Asset Management L.P. | 2,548 | $592.0K | 0.01% | +423+19.9% | Added |
| Tdam USA Inc. | 2,567 | $597.0K | 0.04% | −88−3.3% | Reduced |
| JustInvest LLC | 2,591 | $602.0K | 0.05% | +681+35.7% | Added |
| Tower Research Capital LLC (TRC) | 2,600 | $604.0K | 0.02% | −411−13.6% | Reduced |
| SG Americas Securities, LLC | 2,619 | $609.0K | 0.00% | −357,158−99.3% | Reduced |
| Glenmede Trust Co NA | 2,625 | $610.0K | 0.00% | −85−3.1% | Reduced |
| KCS Wealth Advisory | 2,701 | $628.0K | 0.30% | −184−6.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,807 | $652.5K | 0.01% | +243+9.5% | Added |
| World Asset Management Inc | 2,862 | $665.0K | 0.07% | −179−5.9% | Reduced |
| Gotham Asset Management, LLC | 2,870 | $667.0K | 0.03% | −7,085−71.2% | Reduced |
| Captrust Financial Advisors | 2,871 | $670.0K | 0.01% | +17+0.6% | Added |