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, Q1 2022
Institutional positions in Willis Towers Watson PLC as of Mar 31, 2022. 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
- 553
- −23 vs. Q4 2021
- Shares held
- 105.0M
- −9.12M (−8.0%) vs. Q4 2021
- Total value
- $24.8B
- −$2.31B (−8.5%) vs. Q4 2021
- New holders
- 69
- 186 more added
- Sold out
- 92
- 221 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $236 | 0.00% | – | – |
| HM Payson & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Global Retirement Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Parcion Private Wealth LLC | 15,773 | $1.00K | 0.00% | +15,773 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Tompkins Financial Corp | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $2.00K | 0.00% | +7 | New |
| TD Waterhouse Canada Inc. | 11 | $2.61K | 0.00% | −6−35.3% | Reduced |
| Sutton Wealth Advisors Inc. | 12 | $2.83K | 0.00% | +2+20.0% | Added |
| American Portfolios Advisors | 12 | $2.83K | 0.00% | +5+71.4% | Added |
| MCF Advisors LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $3.00K | 0.00% | +3+42.9% | Added |
| Washington Trust Co | 14 | $3.00K | 0.00% | +14 | New |
| GW&K Investment Management, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Beaird Harris Wealth Management, LLC | 12 | $3.00K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $4.47K | 0.00% | −9−31.0% | Reduced |
| Private Capital Group, LLC | 19 | $5.00K | 0.00% | −22−53.7% | Reduced |
| Institutional & Family Asset Management, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 20 | $5.00K | 0.00% | +11+122.2% | Added |
| TCWP LLC | 24 | $5.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 25 | $5.91K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 24 | $6.00K | 0.00% | +4+20.0% | Added |
| Cordant, Inc. | 26 | $6.00K | 0.00% | +26 | New |
| Financial Management Professionals, Inc. | 30 | $7.00K | 0.00% | +4+15.4% | Added |
| Quent Capital, LLC | 30 | $7.00K | 0.00% | +13+76.5% | Added |
| Massmutual Trust Co FSB | 34 | $8.00K | 0.00% | +14+70.0% | Added |
| Howe & Rusling Inc | 38 | $9.00K | 0.00% | −10−20.8% | Reduced |
| MV Capital Management, Inc. | 38 | $9.00K | 0.00% | −9−19.1% | Reduced |
| Prestige Wealth Management Group LLC | 39 | $9.00K | 0.00% | +14+56.0% | Added |
| Annapolis Financial Services, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 43 | $10.0K | 0.00% | +43 | New |
| Seldon Capital LP | 47 | $11.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 50 | $12.0K | 0.00% | +50 | New |
| Prospera Financial Services Inc | 51 | $12.0K | 0.00% | +51 | New |
| Umb Bank N A | 57 | $13.0K | 0.00% | −530−90.3% | Reduced |
| Spire Wealth Management | 55 | $13.0K | 0.00% | −46−45.5% | Reduced |
| JJJ Advisors Inc. | 58 | $14.0K | 0.00% | −3−4.9% | Reduced |
| Tarbox Family Office, Inc. | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 57 | $14.0K | 0.00% | +1+1.8% | Added |
| TFC Financial Management | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $16.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 69 | $16.0K | 0.00% | +2+3.0% | Added |
| SOA Wealth Advisors, LLC. | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $17.0K | 0.00% | +74 | New |
| Highlander Capital Management, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $18.0K | 0.00% | +59+368.8% | Added |
| Steward Financial Group LLC | 78 | $18.0K | 0.02% | +78 | New |
| Farmers & Merchants Investments Inc | 84 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 94 | $22.0K | 0.00% | −33−26.0% | Reduced |
| Harbor Investment Advisory, LLC | 93 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $24.0K | 0.00% | −41−29.1% | Reduced |
| Repertoire Partners LP | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 102 | $24.0K | 0.02% | +102 | New |
| Freedman Financial Associates, Inc. | 109 | $26.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $27.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 119 | $28.0K | 0.00% | +65+120.4% | Added |
| CKW Financial Group | 118 | $28.0K | 0.00% | +118 | New |
| Core Alternative Capital | 131 | $31.0K | 0.01% | +131 | New |
| Heritage Wealth Advisors | 139 | $33.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $34.0K | 0.01% | +50+54.3% | Added |
| Investors Research Corp | 151 | $36.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $41.0K | 0.01% | +32+22.9% | Added |
| Geneos Wealth Management Inc. | 200 | $47.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 214 | $51.0K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 218 | $51.0K | 0.00% | +218 | New |
| Gables Capital Management Inc. | 227 | $54.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 328 | $77.0K | 0.00% | −802−71.0% | Reduced |
| Acadian Asset Management LLC | 371 | $87.0K | 0.00% | −952−72.0% | Reduced |
| Parkside Financial Bank & Trust | 366 | $87.0K | 0.02% | −678−64.9% | Reduced |
| Quadrant Capital Group LLC | 376 | $88.0K | 0.01% | −24−6.0% | Reduced |
| PFS Partners, LLC | 457 | $108.0K | 0.09% | 00.0% | Unchanged |
| IFP Advisors, Inc | 740 | $119.0K | 0.00% | +416+128.4% | Added |
| Signaturefd, LLC | 528 | $125.0K | 0.00% | +95+21.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 550 | $130.0K | 0.01% | −70−11.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 566 | $134.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 600 | $142.0K | 0.01% | +3+0.5% | Added |
| Penserra Capital Management LLC | 608 | $143.0K | 0.00% | +35+6.1% | Added |
| Copeland Capital Management, LLC | 668 | $158.0K | 0.00% | −17−2.5% | Reduced |
| State of Wyoming | 703 | $166.0K | 0.08% | −198−22.0% | Reduced |