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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 5,734 | $1.36M | 0.53% | +5,734 | New |
| TT International Asset Management LTD | 5,571 | $1.32M | 0.09% | +3,188+133.8% | Added |
| Engineers Gate Manager LP | 5,515 | $1.31M | 0.06% | +5,515 | New |
| Dai-Ichi Life Insurance Company, Ltd | 5,470 | $1.30M | 0.02% | −289−5.0% | Reduced |
| Thrivent Financial for Lutherans | 5,467 | $1.30M | 0.00% | −201−3.5% | Reduced |
| South Dakota Investment Council | 5,246 | $1.25M | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 5,161 | $1.23M | 0.78% | +222+4.5% | Added |
| Commerce Bank | 5,154 | $1.22M | 0.01% | +31+0.6% | Added |
| Ironwood Investment Counsel, LLC | 5,081 | $1.21M | 0.28% | −229−4.3% | Reduced |
| Raymond James Trust N.A. | 5,016 | $1.19M | 0.04% | +1,516+43.3% | Added |
| RBF Capital, LLC | 5,000 | $1.19M | 0.07% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 4,964 | $1.18M | 0.46% | −16−0.3% | Reduced |
| Whittier Trust Co | 4,942 | $1.17M | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,888 | $1.14M | 0.07% | −2,356−32.5% | Reduced |
| Raub Brock Capital Management LP | 4,700 | $1.09M | 0.17% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,525 | $1.07M | 0.02% | +300+7.1% | Added |
| 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 |
| Sarissa Consulting LLC | 4,500 | $1.07M | 1.37% | +4,500 | New |
| Rocky Mountain Advisers, LLC | 4,486 | $1.06M | 1.21% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,473 | $1.06M | 0.07% | +160+3.7% | Added |
| CIBC Private Wealth Group, LLC | 4,410 | $1.05M | 0.00% | +4,410 | New |
| Stratos Wealth Partners, LTD. | 4,406 | $1.05M | 0.02% | +7+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,303 | $1.02M | 0.00% | −3,809−47.0% | Reduced |
| Intact Investment Management Inc. | 4,300 | $1.02M | 0.03% | −100−2.3% | Reduced |
| Marathon Capital Management | 4,293 | $1.02M | 0.24% | +600+16.2% | Added |
| Advisor Group Holdings, Inc. | 4,268 | $1.01M | 0.00% | +633+17.4% | Added |
| South Shore Capital Advisors | 4,257 | $1.01M | 1.65% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 4,252 | $1.01M | 0.04% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 4,236 | $1.01M | 0.00% | +15+0.4% | Added |
| Systematic Alpha Investments, LLC | 4,209 | $1.00M | 0.05% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 4,200 | $997.0K | 1.31% | −500−10.6% | Reduced |
| Norinchukin Bank, The | 4,112 | $977.0K | 0.01% | −206−4.8% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $950.0K | 0.27% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 3,971 | $943.0K | 0.28% | +3,971 | New |
| Pekin Hardy Strauss, Inc. | 3,790 | $900.0K | 0.12% | −510−11.9% | Reduced |
| Confluence Investment Management LLC | 3,782 | $898.0K | 0.01% | −196−4.9% | Reduced |
| Keebeck Alpha, LP | 3,748 | $890.0K | 0.32% | 00.0% | Unchanged |
| Ergoteles LLC | 3,736 | $887.0K | 0.03% | +3,736 | New |
| JustInvest LLC | 3,633 | $863.0K | 0.05% | +1,042+40.2% | Added |
| Wealthfront Advisers LLC | 3,616 | $859.0K | 0.00% | +421+13.2% | Added |
| Squarepoint Ops LLC | 3,587 | $852.0K | 0.00% | −23,395−86.7% | Reduced |
| Telemus Capital, LLC | 3,565 | $847.0K | 0.07% | −125−3.4% | Reduced |
| Macquarie Group Ltd | 3,526 | $837.0K | 0.00% | −1,640−31.7% | Reduced |
| 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 |
| Kinneret Advisory, LLC | 3,367 | $802.0K | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,337 | $793.0K | 0.07% | −65−1.9% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $771.0K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 3,211 | $762.0K | 0.00% | +586+22.3% | 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 |
| Steward Partners Investment Advisory, LLC | 3,009 | $715.0K | 0.01% | +921+44.1% | Added |
| Captrust Financial Advisors | 2,992 | $713.0K | 0.00% | +121+4.2% | Added |
| Ethic Inc. | 2,972 | $706.0K | 0.05% | +828+38.6% | Added |
| Evanson Asset Management, LLC | 2,906 | $690.0K | 0.06% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,887 | $686.0K | 0.01% | +2,887 | New |
| Cigna Investments Inc | 2,858 | $680.0K | 0.05% | −1,103−27.8% | Reduced |
| KCS Wealth Advisory | 2,813 | $668.0K | 0.27% | +112+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 2,807 | $666.6K | 0.01% | 00.0% | Unchanged |
| Dryden Capital, LLC | 2,700 | $641.0K | 0.46% | +2,700 | New |
| Tocqueville Asset Management L.P. | 2,663 | $632.0K | 0.01% | +115+4.5% | Added |
| Kestra Advisory Services, LLC | 2,643 | $628.0K | 0.01% | +850+47.4% | Added |
| Maven Securities LTD | 2,586 | $614.0K | 0.08% | −2,574−49.9% | Reduced |
| Tdam USA Inc. | 2,554 | $607.0K | 0.04% | −13−0.5% | Reduced |
| Mercer Global Advisors Inc | 2,503 | $594.0K | 0.00% | +810+47.8% | Added |
| Advisor Partners LLC | 2,425 | $576.0K | 0.03% | +97+4.2% | Added |
| First Pacific Advisors, LP | 2,400 | $570.0K | 0.01% | +1,460+155.3% | Added |
| Dynamic Technology Lab Private Ltd | 2,393 | $568.0K | 0.06% | +2,393 | New |
| Brown Brothers Harriman & Co | 2,383 | $566.0K | 0.00% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,338 | $555.3K | 0.02% | +2,338 | New |
| Seelaus Asset Management LLC | 2,335 | $555.0K | 0.30% | +2,335 | New |
| Arrowstreet Capital, Limited Partnership | 2,304 | $547.0K | 0.00% | −88,218−97.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,294 | $545.0K | 0.03% | +521+29.4% | Added |
| Aureus Asset Management, LLC | 2,250 | $534.0K | 0.03% | 00.0% | Unchanged |
| American Century Companies Inc | 2,238 | $532.0K | 0.00% | +383+20.6% | Added |
| Redpoint Investment Management Pty Ltd | 2,232 | $530.0K | 0.04% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,198 | $522.0K | 0.12% | +2,198 | New |
| Advisory Services Network, LLC | 2,169 | $515.0K | 0.01% | +140+6.9% | Added |
| Brinker Capital Investments, LLC | 2,148 | $510.0K | 0.01% | +736+52.1% | Added |
| 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 |
| Vident Investment Advisory, LLC | 2,124 | $505.0K | 0.01% | −350−14.1% | Reduced |
| Simplex Trading, LLC | 2,069 | $491.0K | 0.02% | +2,057+17,141.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,009 | $477.0K | 0.02% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,000 | $475.0K | 0.02% | +2,000 | New |
| Cresset Asset Management, LLC | 1,969 | $469.0K | 0.00% | +138+7.5% | Added |
| Clearbridge Investments, LLC | 1,928 | $458.0K | 0.00% | 00.0% | Unchanged |
| James Hambro & Partners | 1,920 | $457.0K | 0.03% | −300−13.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,921 | $456.0K | 0.00% | −3−0.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,908 | $453.1K | 0.39% | 00.0% | Unchanged |
| Mint Tower Capital Management B.V. | 1,902 | $452.0K | 0.08% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 1,893 | $450.0K | 0.01% | −234−11.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,835 | $436.0K | 0.12% | +144+8.5% | Added |
| Regions Financial Corp | 1,810 | $430.0K | 0.00% | +16+0.9% | Added |
| Coldstream Capital Management Inc | 1,800 | $428.0K | 0.01% | +1,800 | New |
| Brown Advisory Inc | 1,772 | $421.0K | 0.00% | +1,772 | New |
| BancorpSouth Bank | 1,762 | $418.0K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,752 | $416.0K | 0.20% | −311−15.1% | Reduced |
| Vivaldi Capital Management, LLC | 1,745 | $414.0K | 0.10% | +1+0.1% | Added |