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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 42,755 | $181.0K | 0.00% | +42,755 | New |
| Alaska Permanent Fund Corp | 782 | $184.0K | 0.00% | +32+4.3% | Added |
| Parallel Advisors, LLC | 808 | $194.0K | 0.01% | +140+21.0% | Added |
| First Horizon Advisors, Inc. | 834 | $197.0K | 0.01% | +791+1,839.5% | Added |
| Checchi Capital Advisers, LLC | 850 | $201.0K | 0.02% | +850 | New |
| Alphasimplex Group, LLC | 857 | $202.0K | 0.74% | +857 | New |
| Assenagon Asset Management S.A. | 867 | $205.0K | 0.00% | +867 | New |
| Laurel Wealth Advisors, Inc. | 880 | $208.0K | 0.02% | +880 | New |
| Inscription Capital, LLC | 881 | $209.0K | 0.06% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 891 | $210.0K | 0.00% | +583+189.3% | Added |
| Assetmark, Inc | 940 | $222.0K | 0.00% | +797+557.3% | Added |
| Garrison Asset Management, LLC | 965 | $228.0K | 0.13% | +33+3.5% | Added |
| William Blair Investment Management, LLC | 967 | $228.0K | 0.00% | +123+14.6% | Added |
| Freestone Capital Holdings, LLC | 970 | $229.0K | 0.01% | +970 | New |
| JNBA Financial Advisors | 975 | $230.0K | 0.03% | −125−11.4% | Reduced |
| Deseret Mutual Benefit Administrators | 994 | $235.0K | 0.05% | −48−4.6% | Reduced |
| Peapack Gladstone Financial Corp | 1,000 | $236.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,016 | $240.0K | 0.03% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 1,033 | $244.0K | 0.06% | +1,033 | New |
| Sentry Investment Management LLC | 1,040 | $246.0K | 0.08% | −175−14.4% | Reduced |
| Barings LLC | 1,049 | $247.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,050 | $248.0K | 0.00% | +154+17.2% | Added |
| New England Guild Wealth Advisors, Inc. | 1,055 | $249.0K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,056 | $249.0K | 0.01% | +170+19.2% | Added |
| KCS Wealth Advisory | 1,064 | $251.0K | 0.12% | −1,749−62.2% | Reduced |
| Capitolis Advisors LLC | 1,068 | $252.0K | 0.01% | −150,078−99.3% | Reduced |
| Horizon Investments, LLC | 1,067 | $252.0K | 0.01% | +155+17.0% | Added |
| Teza Capital Management LLC | 1,069 | $253.0K | 0.09% | −397−27.1% | Reduced |
| Symmetry Partners, LLC | 1,114 | $263.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,118 | $264.0K | 0.01% | −62−5.3% | Reduced |
| Landaas & Co | 1,113 | $264.0K | 0.14% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 1,130 | $267.0K | 0.00% | −2,010,371−99.9% | Reduced |
| Eagle Rock Investment Company, LLC | 1,135 | $268.0K | 0.06% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,153 | $272.0K | 0.03% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,170 | $276.0K | 0.16% | −1,165−49.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,183 | $279.0K | 0.01% | +1,183 | New |
| Avestar Capital, LLC | 1,185 | $281.0K | 0.05% | +43+3.8% | Added |
| HRT Financial LP | 1,205 | $284.0K | 0.00% | −52,984−97.8% | Reduced |
| Lazard Asset Management LLC | 1,209 | $285.0K | 0.00% | +70+6.1% | Added |
| Buckingham Strategic Wealth, LLC | 1,209 | $286.0K | 0.01% | +5+0.4% | Added |
| Alhambra Investment Partners LLC | 1,260 | $298.0K | 0.20% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,270 | $300.0K | 0.04% | +19+1.5% | Added |
| Bokf, NA | 1,279 | $303.0K | 0.00% | +1,279 | New |
| Tokio Marine Asset Management Co Ltd | 1,291 | $305.0K | 0.02% | +94+7.9% | Added |
| United Capital Financial Advisers, LLC | 1,302 | $308.0K | 0.00% | +8+0.6% | Added |
| Capital Analysts, LLC | 1,335 | $315.0K | 0.02% | −5−0.4% | Reduced |
| Cohen & Steers, Inc. | 1,367 | $323.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 1,379 | $326.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,385 | $327.0K | 0.02% | −58−4.0% | Reduced |
| Veriti Management LLC | 1,391 | $329.0K | 0.04% | +262+23.2% | Added |
| 44 Wealth Management LLC | 1,408 | $333.0K | 0.12% | +503+55.6% | Added |
| Mayflower Financial Advisors, LLC | 1,414 | $334.0K | 0.04% | −251−15.1% | Reduced |
| CWM, LLC | 1,420 | $335.0K | 0.00% | +295+26.2% | Added |
| FDx Advisors, Inc. | 1,443 | $341.0K | 0.01% | +59+4.3% | Added |
| Desjardins Global Asset Management Inc. | 1,454 | $343.0K | 0.03% | −39−2.6% | Reduced |
| Corient Capital Partners, LLC | 1,498 | $354.0K | 0.02% | +180+13.7% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $356.7K | 0.29% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,746 | $359.0K | 0.09% | +1+0.1% | Added |
| Dynamic Advisor Solutions LLC | 1,529 | $361.0K | 0.03% | +36+2.4% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $363.0K | 0.13% | +1+0.1% | Added |
| Regentatlantic Capital LLC | 1,542 | $364.0K | 0.01% | −351−18.5% | Reduced |
| Balentine LLC | 1,542 | $364.0K | 0.01% | +1,542 | New |
| Integrated Investment Consultants, LLC | 1,553 | $367.0K | 0.10% | −282−15.4% | Reduced |
| Quantitative Investment Management, LLC | 1,558 | $368.0K | 0.04% | +1,558 | New |
| Cary Street Partner Investment Advisory LLC | 1,586 | $376.0K | 0.10% | +205+14.8% | Added |
| Greenleaf Trust | 1,618 | $382.0K | 0.00% | +46+2.9% | Added |
| Ieq Capital, LLC | 1,619 | $382.0K | 0.01% | +114+7.6% | Added |
| Siemens Fonds Invest GmbH | 1,622 | $383.0K | 0.03% | −12−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,628 | $385.0K | 0.05% | −765−32.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,630 | $385.0K | 0.00% | −77−4.5% | Reduced |
| Profund Advisors LLC | 1,661 | $392.0K | 0.02% | −57−3.3% | Reduced |
| Gateway Investment Advisers LLC | 1,659 | $392.0K | 0.00% | +179+12.1% | Added |
| Cetera Investment Advisers | 1,683 | $398.0K | 0.01% | −10−0.6% | Reduced |
| Echo Street Capital Management LLC | 1,684 | $398.0K | 0.00% | +1,684 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,863 | $399.0K | 0.02% | −146−7.3% | Reduced |
| Machina Capital S.A.S. | 1,691 | $399.0K | 0.88% | +391+30.1% | Added |
| XTX Topco Ltd | 1,695 | $400.0K | 0.18% | +1,695 | New |
| Family Firm, Inc. | 1,698 | $401.0K | 0.11% | 00.0% | Unchanged |
| Regions Financial Corp | 1,718 | $406.0K | 0.00% | −92−5.1% | Reduced |
| Two Sigma Securities, LLC | 1,729 | $408.0K | 0.06% | +654+60.8% | Added |
| Ontario Teachers Pension Plan Board | 1,744 | $412.0K | 0.00% | +1,744 | New |
| Davenport & Co LLC | 1,752 | $414.0K | 0.00% | +120+7.4% | Added |
| Bessemer Group Inc | 1,757 | $415.0K | 0.00% | +17+1.0% | Added |
| BancorpSouth Bank | 1,762 | $416.0K | 0.05% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,752 | $416.0K | 0.20% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,761 | $416.0K | 0.01% | +1,761 | New |
| Mercer Global Advisors Inc | 1,778 | $420.0K | 0.00% | −725−29.0% | Reduced |
| Coldstream Capital Management Inc | 1,810 | $428.0K | 0.01% | +10+0.6% | Added |
| Intrust Bank NA | 1,824 | $430.0K | 0.05% | +219+13.6% | Added |
| Fifth Third Bancorp | 1,898 | $448.0K | 0.00% | +389+25.8% | Added |
| Rappaport Reiches Capital Management, LLC | 1,908 | $450.7K | 0.24% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,912 | $453.0K | 0.00% | −57−2.9% | Reduced |
| James Hambro & Partners | 1,920 | $454.0K | 0.03% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,928 | $455.0K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 1,972 | $466.0K | 0.06% | +846+75.1% | Added |
| PEAK6 Investments LLC | 1,970 | $466.0K | 0.01% | +1,970 | New |
| Alpha Paradigm Partners, LLC | 1,976 | $467.0K | 0.18% | +1,542+355.3% | Added |
| IBM Retirement Fund | 1,982 | $468.0K | 0.07% | −155−7.3% | Reduced |
| Element Capital Management LLC | 2,003 | $473.0K | 0.24% | +2,003 | New |
| TD Private Client Wealth LLC | 2,005 | $473.6K | 0.02% | +377+23.2% | Added |