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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 668 | $159.0K | 0.01% | +50+8.1% | Added |
| Copeland Capital Management, LLC | 685 | $163.0K | 0.00% | +578+540.2% | Added |
| Alaska Permanent Fund Corp | 750 | $175.0K | 0.00% | +750 | New |
| Total Clarity Wealth Management, Inc. | 832 | $198.0K | 0.09% | 00.0% | Unchanged |
| Shelton Capital Management | 841 | $200.0K | 0.01% | +841 | New |
| William Blair Investment Management, LLC | 844 | $200.0K | 0.00% | +844 | New |
| Engine No. 1 LLC | 853 | $203.0K | 0.04% | +853 | New |
| Mather Group, LLC. | 864 | $205.0K | 0.00% | +864 | New |
| DuPont Capital Management Corp | 876 | $208.0K | 0.01% | +876 | New |
| Sentinel Trust Co Lba | 878 | $209.0K | 0.03% | +878 | New |
| Inscription Capital, LLC | 881 | $210.0K | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 886 | $210.0K | 0.01% | +886 | New |
| Cetera Advisor Networks LLC | 896 | $213.0K | 0.00% | +896 | New |
| Delphia (USA) Inc. | 897 | $213.0K | 0.23% | +897 | New |
| State of Wyoming | 901 | $214.0K | 0.10% | +742+466.7% | Added |
| 44 Wealth Management LLC | 905 | $215.0K | 0.07% | +905 | New |
| Horizon Investments, LLC | 912 | $217.0K | 0.01% | +912 | New |
| Apollon Wealth Management, LLC | 925 | $219.0K | 0.02% | +925 | New |
| Garrison Asset Management, LLC | 932 | $221.0K | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 987 | $234.0K | 0.01% | −405−29.1% | Reduced |
| Conning Inc. | 989 | $235.0K | 0.01% | −61−5.8% | Reduced |
| Peapack Gladstone Financial Corp | 1,000 | $237.0K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,012 | $240.0K | 0.23% | +1,012 | New |
| Tradition Wealth Management, LLC | 1,016 | $241.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,042 | $248.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,044 | $248.0K | 0.06% | +864+480.0% | Added |
| Barings LLC | 1,049 | $249.0K | 0.01% | −138−11.6% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $251.0K | 0.13% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,075 | $255.0K | 0.05% | +1,075 | New |
| JNBA Financial Advisors | 1,100 | $261.0K | 0.03% | −76−6.5% | Reduced |
| Occudo Quantitative Strategies LP | 1,104 | $262.0K | 0.02% | +1,104 | New |
| Landaas & Co | 1,113 | $264.0K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,114 | $265.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 1,125 | $267.0K | 0.00% | +1,125 | New |
| Metis Global Partners, LLC | 1,126 | $267.0K | 0.07% | +1,126 | New |
| Veriti Management LLC | 1,129 | $268.0K | 0.03% | +53+4.9% | Added |
| Federated Hermes, Inc. | 1,130 | $268.0K | 0.00% | +738+188.3% | Added |
| Lazard Asset Management LLC | 1,139 | $269.0K | 0.00% | +298+35.4% | Added |
| Eagle Rock Investment Company, LLC | 1,135 | $270.0K | 0.05% | +1,135 | New |
| Avestar Capital, LLC | 1,142 | $272.0K | 0.05% | +129+12.7% | Added |
| United Asset Strategies, Inc. | 1,153 | $274.0K | 0.03% | −300−20.6% | Reduced |
| Pathstone Family Office, LLC | 1,180 | $281.0K | 0.01% | +83+7.6% | Added |
| Gryphon Financial Partners LLC | 1,192 | $283.0K | 0.06% | −193−13.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,197 | $284.0K | 0.02% | +20+1.7% | Added |
| Buckingham Strategic Wealth, LLC | 1,204 | $286.0K | 0.01% | −8−0.7% | Reduced |
| Sentry Investment Management LLC | 1,215 | $289.0K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,236 | $294.0K | 0.01% | +1,236 | New |
| Trust Asset Management LLC | 1,251 | $297.0K | 0.04% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $299.0K | 0.21% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,294 | $307.0K | 0.00% | −11−0.8% | Reduced |
| Machina Capital S.A.S. | 1,300 | $309.0K | 0.75% | +1,300 | New |
| Corient Capital Partners, LLC | 1,318 | $313.0K | 0.02% | +54+4.3% | Added |
| Acadian Asset Management LLC | 1,323 | $314.0K | 0.00% | −5,920−81.7% | Reduced |
| Capital Analysts, LLC | 1,340 | $318.0K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,350 | $320.6K | 0.26% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,367 | $325.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 1,379 | $327.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,381 | $328.0K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,384 | $329.0K | 0.01% | +222+19.1% | Added |
| Wetherby Asset Management Inc | 1,443 | $343.0K | 0.02% | −34−2.3% | Reduced |
| Teza Capital Management LLC | 1,466 | $348.0K | 0.09% | +1,466 | New |
| Gateway Investment Advisers LLC | 1,480 | $351.0K | 0.00% | −71−4.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,493 | $354.0K | 0.03% | +1,493 | New |
| Dynamic Advisor Solutions LLC | 1,493 | $355.0K | 0.03% | +71+5.0% | Added |
| Quantamental Technologies LLC | 1,504 | $357.0K | 0.18% | +1,504 | New |
| Ieq Capital, LLC | 1,505 | $358.0K | 0.01% | +275+22.4% | Added |
| Fifth Third Bancorp | 1,509 | $358.0K | 0.00% | +324+27.3% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $358.6K | 0.29% | +1,510 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $365.0K | 0.12% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,562 | $371.0K | 0.01% | +1,562 | New |
| Greenleaf Trust | 1,572 | $373.0K | 0.00% | −87−5.2% | Reduced |
| Intrust Bank NA | 1,605 | $381.0K | 0.05% | +35+2.2% | Added |
| TD Private Client Wealth LLC | 1,628 | $386.6K | 0.02% | +1,269+353.5% | Added |
| Siemens Fonds Invest GmbH | 1,634 | $387.0K | 0.03% | −5−0.3% | Reduced |
| Davenport & Co LLC | 1,632 | $388.0K | 0.00% | −302−15.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,665 | $395.0K | 0.05% | −35−2.1% | Reduced |
| Cetera Investment Advisers | 1,693 | $402.0K | 0.01% | +6+0.4% | Added |
| Family Firm, Inc. | 1,698 | $403.0K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,707 | $405.0K | 0.00% | +90+5.6% | Added |
| Wellington Management Group LLP | 1,711 | $406.0K | 0.00% | +312+22.3% | Added |
| Profund Advisors LLC | 1,718 | $408.0K | 0.01% | −75−4.2% | Reduced |
| Dakota Wealth Management | 1,724 | $409.0K | 0.04% | +594+52.6% | Added |
| Bessemer Group Inc | 1,740 | $413.0K | 0.00% | +922+112.7% | Added |
| Vivaldi Capital Management, LLC | 1,745 | $414.0K | 0.10% | +1+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $416.0K | 0.20% | −311−15.1% | Reduced |
| BancorpSouth Bank | 1,762 | $418.0K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,772 | $421.0K | 0.00% | +1,772 | New |
| Coldstream Capital Management Inc | 1,800 | $428.0K | 0.01% | +1,800 | New |
| Regions Financial Corp | 1,810 | $430.0K | 0.00% | +16+0.9% | Added |
| Integrated Investment Consultants, LLC | 1,835 | $436.0K | 0.12% | +144+8.5% | Added |
| Regentatlantic Capital LLC | 1,893 | $450.0K | 0.01% | −234−11.0% | Reduced |
| Mint Tower Capital Management B.V. | 1,902 | $452.0K | 0.08% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,908 | $453.1K | 0.39% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,921 | $456.0K | 0.00% | −3−0.2% | Reduced |
| James Hambro & Partners | 1,920 | $457.0K | 0.03% | −300−13.5% | Reduced |
| Clearbridge Investments, LLC | 1,928 | $458.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,969 | $469.0K | 0.00% | +138+7.5% | Added |
| Paloma Partners Management Co | 2,000 | $475.0K | 0.02% | +2,000 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,009 | $477.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,069 | $491.0K | 0.02% | +2,057+17,141.7% | Added |