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 |
|---|---|---|---|---|---|
| CWM, LLC | 1,420 | $335.0K | 0.00% | +295+26.2% | Added |
| Mayflower Financial Advisors, LLC | 1,414 | $334.0K | 0.04% | −251−15.1% | Reduced |
| 44 Wealth Management LLC | 1,408 | $333.0K | 0.12% | +503+55.6% | Added |
| Veriti Management LLC | 1,391 | $329.0K | 0.04% | +262+23.2% | Added |
| Wetherby Asset Management Inc | 1,385 | $327.0K | 0.02% | −58−4.0% | Reduced |
| Illinois Municipal Retirement Fund | 1,379 | $326.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,367 | $323.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,335 | $315.0K | 0.02% | −5−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 1,302 | $308.0K | 0.00% | +8+0.6% | Added |
| Tokio Marine Asset Management Co Ltd | 1,291 | $305.0K | 0.02% | +94+7.9% | Added |
| Bokf, NA | 1,279 | $303.0K | 0.00% | +1,279 | New |
| Trust Asset Management LLC | 1,270 | $300.0K | 0.04% | +19+1.5% | Added |
| Alhambra Investment Partners LLC | 1,260 | $298.0K | 0.20% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,209 | $286.0K | 0.01% | +5+0.4% | Added |
| Lazard Asset Management LLC | 1,209 | $285.0K | 0.00% | +70+6.1% | Added |
| HRT Financial LP | 1,205 | $284.0K | 0.00% | −52,984−97.8% | Reduced |
| Avestar Capital, LLC | 1,185 | $281.0K | 0.05% | +43+3.8% | Added |
| Exchange Traded Concepts, LLC | 1,183 | $279.0K | 0.01% | +1,183 | New |
| Seelaus Asset Management LLC | 1,170 | $276.0K | 0.16% | −1,165−49.9% | Reduced |
| United Asset Strategies, Inc. | 1,153 | $272.0K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 1,135 | $268.0K | 0.06% | 00.0% | Unchanged |
| Eagle Capital Management LLC | 1,130 | $267.0K | 0.00% | −2,010,371−99.9% | Reduced |
| 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 |
| Symmetry Partners, LLC | 1,114 | $263.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 1,069 | $253.0K | 0.09% | −397−27.1% | 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 |
| KCS Wealth Advisory | 1,064 | $251.0K | 0.12% | −1,749−62.2% | Reduced |
| 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 |
| Cetera Advisor Networks LLC | 1,050 | $248.0K | 0.00% | +154+17.2% | Added |
| Barings LLC | 1,049 | $247.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,040 | $246.0K | 0.08% | −175−14.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,033 | $244.0K | 0.06% | +1,033 | New |
| Tradition Wealth Management, LLC | 1,016 | $240.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,000 | $236.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 994 | $235.0K | 0.05% | −48−4.6% | Reduced |
| JNBA Financial Advisors | 975 | $230.0K | 0.03% | −125−11.4% | Reduced |
| Freestone Capital Holdings, LLC | 970 | $229.0K | 0.01% | +970 | New |
| 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 |
| Assetmark, Inc | 940 | $222.0K | 0.00% | +797+557.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 891 | $210.0K | 0.00% | +583+189.3% | Added |
| Inscription Capital, LLC | 881 | $209.0K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 880 | $208.0K | 0.02% | +880 | New |
| Assenagon Asset Management S.A. | 867 | $205.0K | 0.00% | +867 | New |
| Alphasimplex Group, LLC | 857 | $202.0K | 0.74% | +857 | New |
| Checchi Capital Advisers, LLC | 850 | $201.0K | 0.02% | +850 | New |
| First Horizon Advisors, Inc. | 834 | $197.0K | 0.01% | +791+1,839.5% | Added |
| Parallel Advisors, LLC | 808 | $194.0K | 0.01% | +140+21.0% | Added |
| Alaska Permanent Fund Corp | 782 | $184.0K | 0.00% | +32+4.3% | Added |
| Aaron Wealth Advisors | 42,755 | $181.0K | 0.00% | +42,755 | New |
| State of Wyoming | 703 | $166.0K | 0.08% | −198−22.0% | Reduced |
| Copeland Capital Management, LLC | 668 | $158.0K | 0.00% | −17−2.5% | Reduced |
| Penserra Capital Management LLC | 608 | $143.0K | 0.00% | +35+6.1% | Added |
| Washington Trust Advisors, Inc. | 600 | $142.0K | 0.01% | +3+0.5% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $134.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 550 | $130.0K | 0.01% | −70−11.3% | Reduced |
| Signaturefd, LLC | 528 | $125.0K | 0.00% | +95+21.9% | Added |
| IFP Advisors, Inc | 740 | $119.0K | 0.00% | +416+128.4% | Added |
| PFS Partners, LLC | 457 | $108.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 376 | $88.0K | 0.01% | −24−6.0% | 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 |
| Federated Hermes, Inc. | 328 | $77.0K | 0.00% | −802−71.0% | Reduced |
| Gables Capital Management Inc. | 227 | $54.0K | 0.03% | 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 |
| Geneos Wealth Management Inc. | 200 | $47.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 172 | $41.0K | 0.01% | +32+22.9% | Added |
| Investors Research Corp | 151 | $36.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 142 | $34.0K | 0.01% | +50+54.3% | Added |
| Heritage Wealth Advisors | 139 | $33.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 131 | $31.0K | 0.01% | +131 | New |
| Allworth Financial LP | 119 | $28.0K | 0.00% | +65+120.4% | Added |
| CKW Financial Group | 118 | $28.0K | 0.00% | +118 | New |
| Glen Eagle Advisors, LLC | 115 | $27.2K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 109 | $26.0K | 0.02% | 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 |
| Ellevest, Inc. | 94 | $22.0K | 0.00% | −33−26.0% | Reduced |
| Harbor Investment Advisory, LLC | 93 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 84 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| SOA Wealth Advisors, LLC. | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $17.0K | 0.00% | +74 | New |
| 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 |
| TFC Financial Management | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |