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 |
|---|---|---|---|---|---|
| Harvest Management LLC | 6,992 | $1.63M | 1.43% | +2,358+50.9% | Added |
| 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% | – | – |
| YHB Investment Advisors, Inc. | 6,892 | $1.60M | 0.14% | −109−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 6,830 | $1.59M | 0.04% | −295−4.1% | Reduced |
| Formidable Asset Management, LLC | 6,768 | $1.57M | 0.30% | −36−0.5% | Reduced |
| CIBC Asset Management Inc | 6,544 | $1.52M | 0.01% | −31−0.5% | Reduced |
| Xponance, Inc. | 6,525 | $1.52M | 0.03% | −602−8.4% | Reduced |
| LPL Financial LLC | 6,398 | $1.49M | 0.00% | +550+9.4% | Added |
| S. Muoio & Co. LLC | 6,240 | $1.45M | 1.22% | +6,240 | New |
| Commonwealth Equity Services, LLC | 5,876 | $1.37M | 0.00% | −15−0.3% | Reduced |
| Farr Miller & Washington LLC | 5,774 | $1.34M | 0.09% | +482+9.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 5,759 | $1.34M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,668 | $1.32M | 0.00% | +23+0.4% | Added |
| Wolverine Trading, LLC | 5,717 | $1.31M | 0.03% | +4,537+384.5% | Added |
| Eaton Vance Management | 7,342 | $1.26M | 0.00% | +3,861+110.9% | Added |
| Private Advisor Group, LLC | 5,334 | $1.24M | 0.01% | +1,976+58.8% | Added |
| Ironwood Investment Counsel, LLC | 5,310 | $1.23M | 0.32% | −375−6.6% | Reduced |
| South Dakota Investment Council | 5,246 | $1.22M | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,190 | $1.21M | 0.10% | −9,810−65.4% | Reduced |
| Macquarie Group Ltd | 5,166 | $1.20M | 0.00% | −36−0.7% | Reduced |
| Maven Securities LTD | 5,160 | $1.20M | 0.14% | −6,305−55.0% | Reduced |
| Commerce Bank | 5,123 | $1.19M | 0.01% | +1,074+26.5% | Added |
| RBF Capital, LLC | 5,000 | $1.16M | 0.07% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,980 | $1.16M | 0.48% | +614+14.1% | Added |
| Gyon Technologies Capital Management, LP | 4,983 | $1.16M | 0.31% | +4,983 | New |
| Whittier Trust Co | 4,942 | $1.15M | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,939 | $1.15M | 0.81% | +4,939 | New |
| Parallax Volatility Advisers, L.P. | 4,747 | $1.10M | 0.01% | +4,747 | New |
| 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 |
| Oppenheimer Asset Management Inc. | 4,513 | $1.05M | 0.01% | +1,569+53.3% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.04M | 1.27% | 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 |
| Systematic Alpha Investments, LLC | 4,209 | $1.02M | 0.04% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,318 | $1.00M | 0.01% | +388+9.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,313 | $1.00M | 0.07% | +70+1.6% | Added |
| Pekin Hardy Strauss, Inc. | 4,300 | $1.00M | 0.14% | 00.0% | Unchanged |
| South Shore Capital Advisors | 4,257 | $990.0K | 1.82% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,252 | $988.4K | 0.04% | +58+1.4% | Added |
| Pinnacle Associates Ltd | 4,225 | $982.0K | 0.02% | +4,225 | New |
| Impax Asset Management Group plc | 4,221 | $981.0K | 0.00% | +15+0.4% | Added |
| Gamco Investors, Inc. Et Al | 4,071 | $946.0K | 0.01% | −1,829−31.0% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $930.0K | 0.30% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 3,978 | $925.0K | 0.01% | +174+4.6% | Added |
| Cigna Investments Inc | 3,961 | $922.0K | 0.07% | −132−3.2% | Reduced |
| PEAK6 Investments LLC | 3,941 | $917.0K | 0.02% | +3,941 | New |
| Keebeck Alpha, LP | 3,748 | $871.0K | 0.27% | 00.0% | Unchanged |
| Allstate Corp | 3,726 | $866.0K | 0.04% | −365−8.9% | Reduced |
| Marathon Capital Management | 3,693 | $859.0K | 0.20% | +3,693 | New |
| Telemus Capital, LLC | 3,690 | $858.0K | 0.07% | +90+2.5% | Added |
| Waratah Capital Advisors Ltd. | 3,682 | $856.0K | 0.04% | +3,682 | New |
| Advisor Group Holdings, Inc. | 3,635 | $846.0K | 0.00% | +1,717+89.5% | Added |
| IBM Retirement Fund | 3,626 | $843.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,500 | $814.0K | 0.03% | +753+27.4% | Added |
| BTG Pactual Global Asset Management Ltd | 3,475 | $808.0K | 0.75% | −16,000−82.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,402 | $791.0K | 0.08% | +45+1.3% | Added |
| Kinneret Advisory, LLC | 3,367 | $785.0K | 0.09% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,311 | $770.0K | 0.04% | +3,311 | New |
| Northeast Financial Consultants Inc | 3,300 | $767.0K | 0.05% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,234 | $754.0K | 0.04% | −10.0% | Reduced |
| Veritable, L.P. | 3,235 | $752.0K | 0.01% | +717+28.5% | Added |
| Wealthfront Advisers LLC | 3,195 | $742.0K | 0.00% | +633+24.7% | Added |
| Group One Trading, L.P. | 3,159 | $734.0K | 0.02% | −7,565−70.5% | Reduced |
| Shay Capital LLC | 2,971 | $691.0K | 0.22% | +1,471+98.1% | Added |
| First Manhattan Co | 2,953 | $686.0K | 0.00% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,906 | $675.0K | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,871 | $670.0K | 0.01% | +17+0.6% | Added |
| Gotham Asset Management, LLC | 2,870 | $667.0K | 0.03% | −7,085−71.2% | Reduced |
| World Asset Management Inc | 2,862 | $665.0K | 0.07% | −179−5.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,807 | $652.5K | 0.01% | +243+9.5% | Added |
| KCS Wealth Advisory | 2,701 | $628.0K | 0.30% | −184−6.4% | Reduced |
| Glenmede Trust Co NA | 2,625 | $610.0K | 0.00% | −85−3.1% | Reduced |
| SG Americas Securities, LLC | 2,619 | $609.0K | 0.00% | −357,158−99.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,600 | $604.0K | 0.02% | −411−13.6% | Reduced |
| JustInvest LLC | 2,591 | $602.0K | 0.05% | +681+35.7% | Added |
| Tdam USA Inc. | 2,567 | $597.0K | 0.04% | −88−3.3% | Reduced |
| Tocqueville Asset Management L.P. | 2,548 | $592.0K | 0.01% | +423+19.9% | Added |
| Vident Investment Advisory, LLC | 2,474 | $575.0K | 0.02% | −4,449−64.3% | Reduced |
| 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 |
| Toroso Investments, LLC | 2,334 | $543.0K | 0.02% | +23+1.0% | Added |
| Advisor Partners LLC | 2,328 | $541.0K | 0.04% | −347−13.0% | Reduced |
| Walleye Capital LLC | 2,276 | $529.0K | 0.02% | −5,224−69.7% | Reduced |
| Aureus Asset Management, LLC | 2,250 | $523.0K | 0.03% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 2,232 | $519.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Stoneridge Investment Partners LLC | 2,165 | $503.0K | 0.25% | +2,165 | New |
| Ethic Inc. | 2,144 | $498.0K | 0.05% | −988−31.5% | Reduced |
| Regentatlantic Capital LLC | 2,127 | $494.0K | 0.01% | −10−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,088 | $485.0K | 0.01% | +1,487+247.4% | Added |
| DHJJ Financial Advisors, Ltd. | 2,063 | $480.0K | 0.25% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,029 | $472.0K | 0.02% | −222−9.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,009 | $467.0K | 0.02% | +146+7.8% | Added |
| Moab Capital Partners LLC | 2,000 | $465.0K | 1.13% | +2,000 | New |
| Davenport & Co LLC | 1,934 | $450.0K | 0.00% | +780+67.6% | Added |
| Clearbridge Investments, LLC | 1,928 | $448.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,924 | $447.0K | 0.00% | +267+16.1% | Added |