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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, Q4 2021

Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
583
+22 vs. Q3 2021
Shares held
114.2M
−1.99M (−1.7%) vs. Q3 2021
Total value
$27.1B
+$98.6M (+0.4%) vs. Q3 2021
New holders
96
179 more added
Sold out
74
212 more reduced

7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 583 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ4 2021: $27.1B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2021.

Institutions holding WTW in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carroll Financial Associates, Inc.4$00.00%−1−20.0%Reduced
USA Financial Portformulas Corp2$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$00.00%+2New
Addison Advisors LLC2$00.00%+2New
Curi Capital3$00.00%+3New
Cassady Schiller Wealth Management, LLC1$00.00%+1New
WestEnd Advisors, LLC1$2370.00%––
Harbour Investments, Inc.3$1.00K0.00%−100−97.1%Reduced
HM Payson & Co5$1.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc4$1.00K0.00%+1+33.3%Added
Carolinas Wealth Consulting LLC3$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC3$1.00K0.00%+1+50.0%Added
Column Capital Advisors, LLC4$1.00K0.00%+4New
Signet Financial Management, LLC4$1.00K0.00%+4New
Sierra Capital LLC5$1.00K0.00%+5New
Newbridge Financial Services Group, Inc.3$1.00K0.00%+3New
CoreCap Advisors, LLC3$1.00K0.00%+3New
Snowden Capital Advisors LLC6$1.00K0.00%+6New
American Portfolios Advisors7$1.66K0.00%−2−22.2%Reduced
Tompkins Financial Corp9$2.00K0.00%00.0%Unchanged
Evoke Wealth, LLC9$2.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC9$2.00K0.00%+9New
Covestor Ltd7$2.00K0.00%+7New
Sutton Wealth Advisors Inc.10$2.38K0.00%00.0%Unchanged
IMA Wealth, Inc.13$3.00K0.00%00.0%Unchanged
MCF Advisors LLC11$3.00K0.06%00.0%Unchanged
Versant Capital Management, Inc14$3.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC11$3.00K0.00%+2+22.2%Added
West Paces Advisors Inc.15$3.56K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC17$4.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC16$4.00K0.00%+16New
Schubert & Co15$4.00K0.00%+15New
Quent Capital, LLC17$4.00K0.00%+17New
TD Waterhouse Canada Inc.17$4.06K0.00%+17New
Massmutual Trust Co FSB20$5.00K0.00%−41−67.2%Reduced
Whittier Trust Co of Nevada Inc20$5.00K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC22$5.00K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.20$5.00K0.00%+20New
Raffa Wealth Management, LLC25$5.94K0.00%00.0%Unchanged
Smithfield Trust Co26$6.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc27$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.26$6.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC26$6.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC25$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc26$6.00K0.00%00.0%Unchanged
Arlington Partners LLC25$6.00K0.00%+25New
Atlas Capital Advisors LLC29$6.89K0.00%00.0%Unchanged
Cornerstone Advisory, LLC30$8.00K0.00%+30New
First Horizon Advisors, Inc.43$9.00K0.00%−65−60.2%Reduced
Gemmer Asset Management LLC39$9.00K0.00%00.0%Unchanged
Private Capital Group, LLC41$10.0K0.00%00.0%Unchanged
Annapolis Financial Services, LLC41$10.0K0.00%00.0%Unchanged
Howe & Rusling Inc48$11.0K0.00%+10+26.3%Added
MV Capital Management, Inc.47$11.0K0.00%+17+56.7%Added
Seldon Capital LP47$11.0K0.01%+47New
South State Corp.50$12.0K0.00%00.0%Unchanged
FourThought Financial, LLC50$12.0K0.00%00.0%Unchanged
Allworth Financial LP54$13.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.56$13.0K0.00%+5+9.8%Added
JJJ Advisors Inc.61$14.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.61$14.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC65$15.0K0.01%−49−43.0%Reduced
TFC Financial Management65$15.0K0.00%+65New
Earnest Partners LLC67$16.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.67$16.0K0.00%+29+76.3%Added
Northwest Investment Counselors, LLC66$16.0K0.00%+66New
SOA Wealth Advisors, LLC.73$17.0K0.00%00.0%Unchanged
Optiver Holding B.V.76$18.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC75$18.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC75$18.0K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc84$20.0K0.00%00.0%Unchanged
Trust Co of Vermont84$20.0K0.00%+84New
Harbor Investment Advisory, LLC93$22.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC92$22.0K0.01%+92New
Amplius Wealth Advisors, LLC93$22.0K0.00%+93New
Spire Wealth Management101$24.0K0.00%+46+83.6%Added
Repertoire Partners LP100$24.0K0.02%+100New
Freedman Financial Associates, Inc.109$26.0K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC115$27.3K0.01%00.0%Unchanged
Ellevest, Inc.127$30.0K0.00%+20+18.7%Added
Lindbrook Capital, LLC140$33.0K0.01%−1−0.7%Reduced
Heritage Wealth Advisors139$33.0K0.00%00.0%Unchanged
Cambridge Trust Co141$34.0K0.00%+141New
Assetmark, Inc143$34.0K0.00%+143New
Investors Research Corp151$36.0K0.01%00.0%Unchanged
Geneos Wealth Management Inc.200$47.0K0.00%00.0%Unchanged
Fortis Advisors, LLC214$51.0K0.03%+214New
Gables Capital Management Inc.227$54.0K0.03%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital308$73.0K0.00%−7,644−96.1%Reduced
IFP Advisors, Inc324$78.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC400$95.0K0.01%−5−1.2%Reduced
Signaturefd, LLC433$103.0K0.00%+82+23.4%Added
Alpha Paradigm Partners, LLC434$103.0K0.04%+83+23.6%Added
PFS Partners, LLC457$108.5K0.08%+457New
Veritas Investment Partners (UK) Ltd.566$134.0K0.00%00.0%Unchanged
Penserra Capital Management LLC573$136.0K0.00%+110+23.8%Added
Meeder Asset Management Inc591$140.0K0.01%+109+22.6%Added
Umb Bank N A587$140.0K0.00%+587New
Washington Trust Advisors, Inc.597$142.0K0.01%+597New
Brewin Dolphin Wealth Management Ltd620$147.0K0.02%00.0%Unchanged