Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2022

Institutional positions in Willis Towers Watson PLC as of Jun 30, 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
579
+31 vs. Q1 2022
Shares held
103.2M
−1.33M (−1.3%) vs. Q1 2022
Total value
$20.4B
−$4.30B (−17.4%) vs. Q1 2022
New holders
86
185 more added
Sold out
55
225 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 579 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ2 2022: $20.4B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2022.

Institutions holding WTW in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Highlander Capital Management, LLC75$15.0K0.01%00.0%Unchanged
Venture Visionary Partners LLC70$13.8K0.00%+70New
Glen Eagle Advisors, LLC68$13.3K0.00%−47−40.9%Reduced
Earnest Partners LLC67$13.0K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC66$13.0K0.00%00.0%Unchanged
TFC Financial Management65$13.0K0.00%00.0%Unchanged
Umb Bank N A51$10.0K0.00%−6−10.5%Reduced
South State Corp.50$10.0K0.00%00.0%Unchanged
FourThought Financial, LLC50$10.0K0.00%00.0%Unchanged
ACG Wealth50$10.0K0.00%+50New
Prospera Financial Services Inc45$9.00K0.00%−6−11.8%Reduced
Seldon Capital LP47$9.00K0.01%00.0%Unchanged
Howe & Rusling Inc48$9.00K0.00%+10+26.3%Added
Zions Bancorporation, N.A.39$8.00K0.00%−30−43.5%Reduced
Mascoma Wealth Management LLC43$8.00K0.00%00.0%Unchanged
Annapolis Financial Services, LLC41$8.00K0.00%00.0%Unchanged
MV Capital Management, Inc.41$8.00K0.00%+3+7.9%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP43$8.00K0.00%+43New
Sargent Bickham Lagudis LLC39$8.00K0.00%+39New
Crewe Advisors LLC43$8.00K0.00%+43New
Core Alternative Capital37$7.00K0.00%−94−71.8%Reduced
Prestige Wealth Management Group LLC33$7.00K0.00%−6−15.4%Reduced
RWM Asset Management, LLC33$7.00K0.00%+33New
Bell Investment Advisors, Inc35$7.00K0.00%+35New
JFS Wealth Advisors, LLC28$6.00K0.00%−47−62.7%Reduced
Quent Capital, LLC30$6.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC30$6.00K0.00%+13+76.5%Added
Financial Management Professionals, Inc.26$5.00K0.00%−4−13.3%Reduced
Smithfield Trust Co26$5.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc27$5.00K0.00%00.0%Unchanged
Schubert & Co27$5.00K0.00%+12+80.0%Added
Hexagon Capital Partners LLC25$5.00K0.00%+25New
Raffa Wealth Management, LLC25$4.93K0.00%00.0%Unchanged
Atlas Capital Advisors LLC20$4.75K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC22$4.00K0.00%00.0%Unchanged
Private Capital Group, LLC19$4.00K0.00%00.0%Unchanged
Washington Trust Co19$4.00K0.00%+5+35.7%Added
TCI Wealth Advisors, Inc.17$3.00K0.00%−40−70.2%Reduced
JJJ Advisors Inc.16$3.00K0.00%−42−72.4%Reduced
Massmutual Trust Co FSB17$3.00K0.00%−17−50.0%Reduced
Versant Capital Management, Inc14$3.00K0.00%00.0%Unchanged
Harvest Group Wealth Management, LLC13$3.00K0.00%+13New
West Paces Advisors Inc.15$2.96K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.14$2.76K0.00%+2+16.7%Added
TD Waterhouse Canada Inc.12$2.39K0.00%+1+9.1%Added
Evoke Wealth, LLC8$2.00K0.00%−12−60.0%Reduced
GW&K Investment Management, LLC9$2.00K0.00%−4−30.8%Reduced
MCF Advisors LLC11$2.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC11$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC10$2.00K0.00%−2−16.7%Reduced
Covestor Ltd11$2.00K0.00%+1+10.0%Added
Tompkins Financial Corp9$2.00K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group10$2.00K0.00%+3+42.9%Added
Loomis Sayles & Co L P8$2.00K0.00%+8New
Bartlett & Co. LLC9$2.00K0.00%+9New
SRS Capital Advisors, Inc.6$2.00K0.00%+6New
Bartlett & Co. Wealth Management LLC9$1.78K0.00%+9New
American Portfolios Advisors9$1.78K0.00%−3−25.0%Reduced
Eagle Bay Advisors LLC8$1.58K0.00%+8New
Steward Financial Group LLC10$1.00K0.00%−68−87.2%Reduced
SOA Wealth Advisors, LLC.8$1.00K0.00%−65−89.0%Reduced
HM Payson & Co5$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC6$1.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC3$1.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC3$1.00K0.00%00.0%Unchanged
Proequities, Inc.4$1.00K0.00%+4New
Curi Capital3$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.3$1.00K0.00%+3New
Whittier Trust Co3$1.00K0.00%+3New
Transamerica Financial Advisors, Inc.2$1.00K0.00%+2New
Pinnacle Bancorp, Inc.7$1.00K0.00%+7New
Ronald Blue Trust, Inc.7$1.00K0.00%+7New
CoreCap Advisors, LLC3$1.00K0.00%+3New
Global Retirement Partners, LLC1$00.00%−2−66.7%Reduced
USA Financial Portformulas Corp2$00.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$00.00%00.0%Unchanged
Addison Advisors LLC2$00.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc1$00.00%+1New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$00.00%+3New
P Schoenfeld Asset Management LP0$00.00%−101,585−100.0%Sold out
Segantii Capital Management Ltd0$00.00%−81,745−100.0%Sold out
Kerrisdale Advisers, LLC0$00.00%−70,610−100.0%Sold out
Gluskin Sheff & Assoc Inc0$00.00%−60,092−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−50,000−100.0%Sold out
New Mountain Vantage Advisers, L.L.C.0$00.00%−43,240−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−27,488−100.0%Sold out
Game Creek Capital, LP0$00.00%−25,750−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−10,539−100.0%Sold out
Schwartz Investment Counsel Inc0$00.00%−9,500−100.0%Sold out
Arabesque Asset Management Ltd0$00.00%−8,942−100.0%Sold out
Jefferies Group LLC0$00.00%−7,210−100.0%Sold out
Ionic Capital Management LLC0$00.00%−7,030−100.0%Sold out
Choate Investment Advisors0$00.00%−6,630−100.0%Sold out
Formidable Asset Management, LLC0$00.00%−6,490−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−4,898−100.0%Sold out
S. Muoio & Co. LLC0$00.00%−3,040−100.0%Sold out
Havens Advisors LLC0$00.00%−2,800−100.0%Sold out
Deltec Asset Management LLC0$00.00%−2,170−100.0%Sold out
IBM Retirement Fund0$00.00%−1,982−100.0%Sold out
BancorpSouth Bank0$00.00%−1,762−100.0%Sold out