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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 2,124 | $505.0K | 0.01% | −350−14.1% | Reduced |
| IBM Retirement Fund | 2,137 | $508.0K | 0.06% | −1,489−41.1% | Reduced |
| IndexIQ Advisors LLC | 2,141 | $508.0K | 0.02% | −78−3.5% | Reduced |
| Brinker Capital Investments, LLC | 2,148 | $510.0K | 0.01% | +736+52.1% | Added |
| Advisory Services Network, LLC | 2,169 | $515.0K | 0.01% | +140+6.9% | Added |
| Stevens Capital Management LP | 2,198 | $522.0K | 0.12% | +2,198 | New |
| Redpoint Investment Management Pty Ltd | 2,232 | $530.0K | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 2,238 | $532.0K | 0.00% | +383+20.6% | Added |
| Aureus Asset Management, LLC | 2,250 | $534.0K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,294 | $545.0K | 0.03% | +521+29.4% | Added |
| Arrowstreet Capital, Limited Partnership | 2,304 | $547.0K | 0.00% | −88,218−97.5% | Reduced |
| Seelaus Asset Management LLC | 2,335 | $555.0K | 0.30% | +2,335 | New |
| Northwest & Ethical Investments L.P. | 2,338 | $555.3K | 0.02% | +2,338 | New |
| Brown Brothers Harriman & Co | 2,383 | $566.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 2,393 | $568.0K | 0.06% | +2,393 | New |
| First Pacific Advisors, LP | 2,400 | $570.0K | 0.01% | +1,460+155.3% | Added |
| Advisor Partners LLC | 2,425 | $576.0K | 0.03% | +97+4.2% | Added |
| Mercer Global Advisors Inc | 2,503 | $594.0K | 0.00% | +810+47.8% | Added |
| Tdam USA Inc. | 2,554 | $607.0K | 0.04% | −13−0.5% | Reduced |
| Maven Securities LTD | 2,586 | $614.0K | 0.08% | −2,574−49.9% | Reduced |
| Kestra Advisory Services, LLC | 2,643 | $628.0K | 0.01% | +850+47.4% | Added |
| Tocqueville Asset Management L.P. | 2,663 | $632.0K | 0.01% | +115+4.5% | Added |
| Dryden Capital, LLC | 2,700 | $641.0K | 0.46% | +2,700 | New |
| Federation des caisses Desjardins du Quebec | 2,807 | $666.6K | 0.01% | 00.0% | Unchanged |
| KCS Wealth Advisory | 2,813 | $668.0K | 0.27% | +112+4.1% | Added |
| Cigna Investments Inc | 2,858 | $680.0K | 0.05% | −1,103−27.8% | Reduced |
| Valmark Advisers, Inc. | 2,887 | $686.0K | 0.01% | +2,887 | New |
| Evanson Asset Management, LLC | 2,906 | $690.0K | 0.06% | 00.0% | Unchanged |
| Ethic Inc. | 2,972 | $706.0K | 0.05% | +828+38.6% | Added |
| Captrust Financial Advisors | 2,992 | $713.0K | 0.00% | +121+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,009 | $715.0K | 0.01% | +921+44.1% | Added |
| Robeco Institutional Asset Management B.V. | 3,045 | $723.0K | 0.00% | −12,944−81.0% | Reduced |
| First Hawaiian Bank | 3,043 | $723.0K | 0.02% | +1,349+79.6% | Added |
| Glenmede Trust Co NA | 3,211 | $762.0K | 0.00% | +586+22.3% | Added |
| Tiedemann Advisors, LLC | 3,234 | $771.0K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,337 | $793.0K | 0.07% | −65−1.9% | Reduced |
| Kinneret Advisory, LLC | 3,367 | $802.0K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 3,499 | $831.0K | 0.01% | −1,835−34.4% | Reduced |
| Veritable, L.P. | 3,497 | $831.0K | 0.01% | +262+8.1% | Added |
| Macquarie Group Ltd | 3,526 | $837.0K | 0.00% | −1,640−31.7% | Reduced |
| Telemus Capital, LLC | 3,565 | $847.0K | 0.07% | −125−3.4% | Reduced |
| Squarepoint Ops LLC | 3,587 | $852.0K | 0.00% | −23,395−86.7% | Reduced |
| Wealthfront Advisers LLC | 3,616 | $859.0K | 0.00% | +421+13.2% | Added |
| JustInvest LLC | 3,633 | $863.0K | 0.05% | +1,042+40.2% | Added |
| Ergoteles LLC | 3,736 | $887.0K | 0.03% | +3,736 | New |
| Keebeck Alpha, LP | 3,748 | $890.0K | 0.32% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 3,782 | $898.0K | 0.01% | −196−4.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,790 | $900.0K | 0.12% | −510−11.9% | Reduced |
| Kowal Investment Group, LLC | 3,971 | $943.0K | 0.28% | +3,971 | New |
| Hunter Associates Investment Management LLC | 4,000 | $950.0K | 0.27% | 00.0% | Unchanged |
| Norinchukin Bank, The | 4,112 | $977.0K | 0.01% | −206−4.8% | Reduced |
| Telemetry Investments, L.L.C. | 4,200 | $997.0K | 1.31% | −500−10.6% | Reduced |
| Systematic Alpha Investments, LLC | 4,209 | $1.00M | 0.05% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,236 | $1.01M | 0.00% | +15+0.4% | Added |
| Brewin Dolphin Ltd | 4,252 | $1.01M | 0.04% | 00.0% | Unchanged |
| South Shore Capital Advisors | 4,257 | $1.01M | 1.65% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,268 | $1.01M | 0.00% | +633+17.4% | Added |
| Marathon Capital Management | 4,293 | $1.02M | 0.24% | +600+16.2% | Added |
| Intact Investment Management Inc. | 4,300 | $1.02M | 0.03% | −100−2.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,303 | $1.02M | 0.00% | −3,809−47.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,406 | $1.05M | 0.02% | +7+0.2% | Added |
| CIBC Private Wealth Group, LLC | 4,410 | $1.05M | 0.00% | +4,410 | New |
| Meiji Yasuda Asset Management Co Ltd. | 4,473 | $1.06M | 0.07% | +160+3.7% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.06M | 1.21% | 00.0% | Unchanged |
| Sarissa Consulting LLC | 4,500 | $1.07M | 1.37% | +4,500 | New |
| Oppenheimer Asset Management Inc. | 4,518 | $1.07M | 0.01% | +5+0.1% | Added |
| National Bank of Canada | 4,500 | $1.07M | 0.00% | +4,500 | New |
| Pinnacle Associates Ltd | 4,525 | $1.07M | 0.02% | +300+7.1% | Added |
| Raub Brock Capital Management LP | 4,700 | $1.09M | 0.17% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,888 | $1.14M | 0.07% | −2,356−32.5% | Reduced |
| Whittier Trust Co | 4,942 | $1.17M | 0.02% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,964 | $1.18M | 0.46% | −16−0.3% | Reduced |
| RBF Capital, LLC | 5,000 | $1.19M | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,016 | $1.19M | 0.04% | +1,516+43.3% | Added |
| Ironwood Investment Counsel, LLC | 5,081 | $1.21M | 0.28% | −229−4.3% | Reduced |
| Commerce Bank | 5,154 | $1.22M | 0.01% | +31+0.6% | Added |
| Accretive Wealth Partners, LLC | 5,161 | $1.23M | 0.78% | +222+4.5% | Added |
| South Dakota Investment Council | 5,246 | $1.25M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,467 | $1.30M | 0.00% | −201−3.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,470 | $1.30M | 0.02% | −289−5.0% | Reduced |
| Engineers Gate Manager LP | 5,515 | $1.31M | 0.06% | +5,515 | New |
| TT International Asset Management LTD | 5,571 | $1.32M | 0.09% | +3,188+133.8% | Added |
| FORA Capital, LLC | 5,734 | $1.36M | 0.53% | +5,734 | New |
| Tudor Investment Corp Et Al | 5,825 | $1.38M | 0.03% | +5,825 | New |
| Commonwealth Equity Services, LLC | 5,869 | $1.39M | 0.00% | −7−0.1% | Reduced |
| Community Capital Management, Inc. | 6,000 | $1.43M | 1.52% | −900−13.0% | Reduced |
| SRB Corp | 6,004 | $1.43M | 0.07% | +6,004 | New |
| S. Muoio & Co. LLC | 6,240 | $1.48M | 1.53% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,399 | $1.52M | 0.05% | +3,529+123.0% | Added |
| Pacer Advisors, Inc. | 6,425 | $1.53M | 0.02% | −719−10.1% | Reduced |
| Schroder Investment Management Group | 6,540 | $1.55M | 0.00% | −910−12.2% | Reduced |
| C WorldWide Group Holding A/S | 6,561 | $1.56M | 0.01% | −338−4.9% | Reduced |
| Formidable Asset Management, LLC | 6,569 | $1.57M | 0.30% | −199−2.9% | Reduced |
| Capstone Investment Advisors, LLC | 6,617 | $1.57M | 0.03% | −1,191−15.3% | Reduced |
| Crossmark Global Holdings, Inc. | 6,630 | $1.57M | 0.03% | −200−2.9% | Reduced |
| YHB Investment Advisors, Inc. | 6,758 | $1.60M | 0.13% | −134−1.9% | Reduced |
| CIBC Asset Management Inc | 6,835 | $1.62M | 0.01% | +291+4.4% | Added |
| Nordea Investment Management AB | 7,056 | $1.67M | 0.00% | −2,847−28.7% | Reduced |
| Eaton Vance Management | 7,241 | $1.72M | 0.00% | −101−1.4% | Reduced |
| Quantbot Technologies LP | 7,258 | $1.72M | 0.14% | +7,258 | New |