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 |
|---|---|---|---|---|---|
| Evanson Asset Management, LLC | 2,906 | $675.0K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 2,953 | $686.0K | 0.00% | 00.0% | Unchanged |
| Shay Capital LLC | 2,971 | $691.0K | 0.22% | +1,471+98.1% | Added |
| Group One Trading, L.P. | 3,159 | $734.0K | 0.02% | −7,565−70.5% | Reduced |
| Wealthfront Advisers LLC | 3,195 | $742.0K | 0.00% | +633+24.7% | Added |
| Veritable, L.P. | 3,235 | $752.0K | 0.01% | +717+28.5% | Added |
| Tiedemann Advisors, LLC | 3,234 | $754.0K | 0.04% | −10.0% | Reduced |
| Northeast Financial Consultants Inc | 3,300 | $767.0K | 0.05% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,311 | $770.0K | 0.04% | +3,311 | New |
| Kinneret Advisory, LLC | 3,367 | $785.0K | 0.09% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,402 | $791.0K | 0.08% | +45+1.3% | Added |
| BTG Pactual Global Asset Management Ltd | 3,475 | $808.0K | 0.75% | −16,000−82.2% | Reduced |
| Raymond James Trust N.A. | 3,500 | $814.0K | 0.03% | +753+27.4% | Added |
| IBM Retirement Fund | 3,626 | $843.0K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,635 | $846.0K | 0.00% | +1,717+89.5% | Added |
| Waratah Capital Advisors Ltd. | 3,682 | $856.0K | 0.04% | +3,682 | New |
| Telemus Capital, LLC | 3,690 | $858.0K | 0.07% | +90+2.5% | Added |
| Marathon Capital Management | 3,693 | $859.0K | 0.20% | +3,693 | New |
| Allstate Corp | 3,726 | $866.0K | 0.04% | −365−8.9% | Reduced |
| Keebeck Alpha, LP | 3,748 | $871.0K | 0.27% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3,941 | $917.0K | 0.02% | +3,941 | New |
| Cigna Investments Inc | 3,961 | $922.0K | 0.07% | −132−3.2% | Reduced |
| Confluence Investment Management LLC | 3,978 | $925.0K | 0.01% | +174+4.6% | Added |
| Hunter Associates Investment Management LLC | 4,000 | $930.0K | 0.30% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 4,071 | $946.0K | 0.01% | −1,829−31.0% | Reduced |
| Impax Asset Management Group plc | 4,221 | $981.0K | 0.00% | +15+0.4% | Added |
| Pinnacle Associates Ltd | 4,225 | $982.0K | 0.02% | +4,225 | New |
| Brewin Dolphin Ltd | 4,252 | $988.4K | 0.04% | +58+1.4% | Added |
| South Shore Capital Advisors | 4,257 | $990.0K | 1.82% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 4,300 | $1.00M | 0.14% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,313 | $1.00M | 0.07% | +70+1.6% | Added |
| Norinchukin Bank, The | 4,318 | $1.00M | 0.01% | +388+9.9% | Added |
| Systematic Alpha Investments, LLC | 4,209 | $1.02M | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,399 | $1.02M | 0.03% | +6+0.1% | Added |
| Intact Investment Management Inc. | 4,400 | $1.02M | 0.03% | +500+12.8% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.04M | 1.27% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,513 | $1.05M | 0.01% | +1,569+53.3% | Added |
| Telemetry Investments, L.L.C. | 4,700 | $1.09M | 1.50% | −2,300−32.9% | Reduced |
| Raub Brock Capital Management LP | 4,700 | $1.09M | 0.17% | +4,700 | New |
| Parallax Volatility Advisers, L.P. | 4,747 | $1.10M | 0.01% | +4,747 | New |
| Accretive Wealth Partners, LLC | 4,939 | $1.15M | 0.81% | +4,939 | New |
| Whittier Trust Co | 4,942 | $1.15M | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 4,983 | $1.16M | 0.31% | +4,983 | New |
| Malaga Cove Capital, LLC | 4,980 | $1.16M | 0.48% | +614+14.1% | Added |
| RBF Capital, LLC | 5,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Commerce Bank | 5,123 | $1.19M | 0.01% | +1,074+26.5% | Added |
| Maven Securities LTD | 5,160 | $1.20M | 0.14% | −6,305−55.0% | Reduced |
| Macquarie Group Ltd | 5,166 | $1.20M | 0.00% | −36−0.7% | Reduced |
| Centiva Capital, LP | 5,190 | $1.21M | 0.10% | −9,810−65.4% | Reduced |
| South Dakota Investment Council | 5,246 | $1.22M | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,310 | $1.23M | 0.32% | −375−6.6% | Reduced |
| Private Advisor Group, LLC | 5,334 | $1.24M | 0.01% | +1,976+58.8% | Added |
| Eaton Vance Management | 7,342 | $1.26M | 0.00% | +3,861+110.9% | Added |
| Wolverine Trading, LLC | 5,717 | $1.31M | 0.03% | +4,537+384.5% | Added |
| Thrivent Financial for Lutherans | 5,668 | $1.32M | 0.00% | +23+0.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,759 | $1.34M | 0.02% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 5,774 | $1.34M | 0.09% | +482+9.1% | Added |
| Commonwealth Equity Services, LLC | 5,876 | $1.37M | 0.00% | −15−0.3% | Reduced |
| S. Muoio & Co. LLC | 6,240 | $1.45M | 1.22% | +6,240 | New |
| LPL Financial LLC | 6,398 | $1.49M | 0.00% | +550+9.4% | Added |
| Xponance, Inc. | 6,525 | $1.52M | 0.03% | −602−8.4% | Reduced |
| CIBC Asset Management Inc | 6,544 | $1.52M | 0.01% | −31−0.5% | Reduced |
| Formidable Asset Management, LLC | 6,768 | $1.57M | 0.30% | −36−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 6,830 | $1.59M | 0.04% | −295−4.1% | Reduced |
| YHB Investment Advisors, Inc. | 6,892 | $1.60M | 0.14% | −109−1.6% | Reduced |
| C WorldWide Group Holding A/S | 6,899 | $1.60M | 0.02% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 6,900 | $1.60M | 1.66% | – | – |
| Harvest Management LLC | 6,992 | $1.63M | 1.43% | +2,358+50.9% | Added |
| Summit Global Investments | 7,075 | $1.65M | 0.12% | +7,075 | New |
| Pacer Advisors, Inc. | 7,144 | $1.66M | 0.02% | −81−1.1% | Reduced |
| Acadian Asset Management LLC | 7,243 | $1.68M | 0.01% | +7,243 | New |
| Aigen Investment Management, LP | 7,244 | $1.68M | 0.32% | −10,327−58.8% | Reduced |
| Schroder Investment Management Group | 7,450 | $1.73M | 0.00% | −1,805−19.5% | Reduced |
| Twin Tree Management, LP | 7,487 | $1.74M | 0.05% | +7,487 | New |
| Kentucky Retirement Systems | 7,610 | $1.77M | 0.08% | +99+1.3% | Added |
| Capstone Investment Advisors, LLC | 7,808 | $1.81M | 0.03% | −110,097−93.4% | Reduced |
| Bridgewater Associates, LP | 7,817 | $1.82M | 0.01% | +1,998+34.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,952 | $1.85M | 0.02% | +7,723+3,372.5% | Added |
| River & Mercantile Asset Management LLP | 7,980 | $1.86M | 0.14% | +7,980 | New |
| Louisiana State Employees Retirement System | 8,000 | $1.86M | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 8,044 | $1.87M | 0.01% | +1,461+22.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,112 | $1.89M | 0.01% | +147+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,131 | $1.89M | 0.04% | −52−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 8,179 | $1.90M | 0.03% | +49+0.6% | Added |
| Guggenheim Capital LLC | 8,322 | $1.94M | 0.01% | −8,401−50.2% | Reduced |
| New Mexico Educational Retirement Board | 8,400 | $1.95M | 0.07% | −200−2.3% | Reduced |
| Daiwa Securities Group Inc. | 8,573 | $1.99M | 0.01% | +341+4.1% | Added |
| Callahan Advisors, LLC | 8,885 | $2.06M | 0.26% | +1,105+14.2% | Added |
| Bokf, NA | 8,895 | $2.07M | 0.04% | +8,895 | New |
| Dana Investment Advisors, Inc. | 8,932 | $2.08M | 0.09% | +8,932 | New |
| Cary Street Partners Asset Management LLC | 9,268 | $2.15M | 0.76% | −128−1.4% | Reduced |
| Nordea Investment Management AB | 9,903 | $2.28M | 0.00% | +3,307+50.1% | Added |
| Schwartz Investment Counsel Inc | 9,866 | $2.29M | 0.09% | 00.0% | Unchanged |
| L & S Advisors Inc | 9,926 | $2.31M | 0.25% | +9,926 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 10,000 | $2.32M | 0.63% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 10,050 | $2.34M | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 10,193 | $2.37M | 0.03% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 10,245 | $2.38M | 0.00% | +6,956+211.5% | Added |
| Securian Asset Management, Inc | 10,692 | $2.48M | 0.05% | −200−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 10,791 | $2.51M | 0.03% | 00.0% | Unchanged |