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, Q3 2022
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 568
- −3 vs. Q2 2022
- Shares held
- 102.9M
- −342.7K (−0.3%) vs. Q2 2022
- Total value
- $20.7B
- +$291.6M (+1.4%) vs. Q2 2022
- New holders
- 59
- 192 more added
- Sold out
- 62
- 208 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 2,230 | $449.0K | 0.02% | −76−3.3% | Reduced |
| Metis Global Partners, LLC | 2,273 | $457.0K | 0.07% | +229+11.2% | Added |
| Epoch Investment Partners, Inc. | 2,288 | $460.0K | 0.00% | −106−4.4% | Reduced |
| Kestra Advisory Services, LLC | 2,312 | $465.0K | 0.00% | −722−23.8% | Reduced |
| Qtron Investments LLC | 2,323 | $467.0K | 0.12% | +819+54.5% | Added |
| Clearstead Advisors, LLC | 2,341 | $470.0K | 0.04% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,342 | $471.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 2,400 | $482.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,436 | $490.0K | 0.01% | +137+6.0% | Added |
| Gateway Investment Advisers LLC | 2,451 | $493.0K | 0.01% | +280+12.9% | Added |
| Brown Brothers Harriman & Co | 2,490 | $500.0K | 0.00% | +94+3.9% | Added |
| Teza Capital Management LLC | 2,515 | $505.0K | 0.10% | +2,515 | New |
| Vestmark Advisory Solutions, Inc. | 2,516 | $506.0K | 0.03% | +21+0.8% | Added |
| Central Trust Co | 2,545 | $512.0K | 0.02% | +533+26.5% | Added |
| Vestcor Inc | 2,631 | $529.0K | 0.02% | −109−4.0% | Reduced |
| Ieq Capital, LLC | 2,641 | $531.0K | 0.01% | +851+47.5% | Added |
| TD Private Client Wealth LLC | 2,671 | $536.7K | 0.03% | +827+44.8% | Added |
| Thoroughbred Financial Services, LLC | 2,690 | $540.0K | 0.10% | −169−5.9% | Reduced |
| Advisor Partners II, LLC | 2,738 | $550.0K | 0.04% | +2,738 | New |
| Redpoint Investment Management Pty Ltd | 2,760 | $555.0K | 0.08% | −186−6.3% | Reduced |
| Illinois Municipal Retirement Fund | 2,774 | $557.0K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,747 | $568.0K | 0.72% | −599−17.9% | Reduced |
| Valmark Advisers, Inc. | 2,864 | $575.0K | 0.01% | −57−2.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $579.0K | 0.15% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 2,900 | $583.0K | 0.12% | −300−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,925 | $588.0K | 0.01% | −88−2.9% | Reduced |
| Wolverine Trading, LLC | 2,915 | $590.0K | 0.02% | −615−17.4% | Reduced |
| Diversified Trust Co | 2,943 | $591.0K | 0.03% | +2,943 | New |
| Element Capital Management LLC | 3,005 | $604.0K | 0.29% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 3,012 | $605.0K | 0.42% | −220−6.8% | Reduced |
| First Hawaiian Bank | 3,168 | $636.0K | 0.02% | −382−10.8% | Reduced |
| Telemus Capital, LLC | 3,173 | $638.0K | 0.07% | −256−7.5% | Reduced |
| Toroso Investments, LLC | 3,190 | $641.0K | 0.03% | +252+8.6% | Added |
| Tiedemann Advisors, LLC | 3,234 | $652.0K | 0.04% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 3,382 | $680.0K | 0.04% | −1,734−33.9% | Reduced |
| Jump Financial, LLC | 3,399 | $683.0K | 0.03% | +3,399 | New |
| Cerity Partners LLC | 3,448 | $693.0K | 0.01% | +68+2.0% | Added |
| Kinneret Advisory, LLC | 3,519 | $710.0K | 0.10% | 00.0% | Unchanged |
| Telemetry Investments, L.L.C. | 3,600 | $723.0K | 1.18% | −53−1.5% | Reduced |
| Confluence Investment Management LLC | 3,600 | $723.0K | 0.01% | −10.0% | Reduced |
| Balentine LLC | 3,608 | $725.0K | 0.03% | +3,608 | New |
| Verition Fund Management LLC | 3,618 | $727.0K | 0.01% | +3,618 | New |
| South Shore Capital Advisors | 3,627 | $729.0K | 1.72% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,679 | $739.0K | 0.00% | −408−10.0% | Reduced |
| Dana Investment Advisors, Inc. | 3,741 | $752.0K | 0.04% | −13−0.3% | Reduced |
| Keebeck Alpha, LP | 3,748 | $753.0K | 0.41% | 00.0% | Unchanged |
| Bokf, NA | 3,788 | $762.0K | 0.02% | +1,987+110.3% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $764.0K | 0.20% | 00.0% | Unchanged |
| Gabelli Funds LLC | 3,800 | $764.0K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 3,923 | $788.0K | 0.01% | −536−12.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,941 | $792.0K | 0.07% | +132+3.5% | Added |
| South Dakota Investment Council | 3,960 | $796.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 3,977 | $799.0K | 0.04% | −20−0.5% | Reduced |
| Kowal Investment Group, LLC | 4,016 | $807.0K | 0.27% | +17+0.4% | Added |
| Ironwood Investment Counsel, LLC | 4,135 | $830.0K | 0.24% | −300−6.8% | Reduced |
| Ontario Teachers Pension Plan Board | 4,129 | $830.0K | 0.01% | +2,169+110.7% | Added |
| American Century Companies Inc | 4,152 | $834.0K | 0.00% | +818+24.5% | Added |
| Quantamental Technologies LLC | 4,244 | $853.0K | 0.33% | +4,244 | New |
| Dryden Capital, LLC | 4,250 | $854.0K | 0.68% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,338 | $872.0K | 0.02% | +8+0.2% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $901.0K | 1.17% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,495 | $903.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,528 | $910.0K | 0.00% | +72+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,603 | $925.0K | 0.05% | −180−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 4,678 | $940.0K | 0.03% | +251+5.7% | Added |
| Marathon Capital Management | 4,708 | $946.0K | 0.27% | +40+0.9% | Added |
| Assetmark, Inc | 4,714 | $947.0K | 0.00% | +2,536+116.4% | Added |
| Nomura Holdings Inc | 4,800 | $965.0K | 0.01% | +4,800 | New |
| Ethic Inc. | 4,817 | $968.0K | 0.07% | +178+3.8% | Added |
| Commonwealth Equity Services, LLC | 4,873 | $979.0K | 0.00% | −72−1.5% | Reduced |
| Thrivent Financial for Lutherans | 4,896 | $984.0K | 0.00% | −28−0.6% | Reduced |
| RBF Capital, LLC | 5,000 | $1.00M | 0.09% | 00.0% | Unchanged |
| National Bank of Canada | 5,055 | $1.04M | 0.01% | +280+5.9% | Added |
| Acadian Asset Management LLC | 5,249 | $1.05M | 0.01% | +5,249 | New |
| Sendero Wealth Management, LLC | 5,427 | $1.09M | 0.45% | +5,427 | New |
| Boston Partners | 5,553 | $1.12M | 0.00% | +5,553 | New |
| Accretive Wealth Partners, LLC | 5,591 | $1.12M | 0.86% | +21+0.4% | Added |
| Live Oak Private Wealth LLC | 5,591 | $1.12M | 0.25% | +807+16.9% | Added |
| New Mexico Educational Retirement Board | 5,700 | $1.15M | 0.06% | −1,100−16.2% | Reduced |
| Toews Corp | 5,700 | $1.15M | 0.84% | +5,700 | New |
| Crossmark Global Holdings, Inc. | 5,753 | $1.16M | 0.03% | −577−9.1% | Reduced |
| Raymond James Trust N.A. | 5,880 | $1.18M | 0.04% | +106+1.8% | Added |
| Prelude Capital Management, LLC | 5,953 | $1.20M | 0.06% | −1,258−17.4% | Reduced |
| Wealthfront Advisers LLC | 6,049 | $1.22M | 0.01% | +2,847+88.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 6,507 | $1.31M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 6,511 | $1.31M | 0.06% | +1,801+38.2% | Added |
| Metropolitan Life Insurance Co | 6,547 | $1.32M | 0.06% | −168−2.5% | Reduced |
| Norinchukin Bank, The | 6,581 | $1.32M | 0.03% | +718+12.2% | Added |
| Lester Murray Antman dba SimplyRich | 6,753 | $1.36M | 0.61% | +6,753 | New |
| STRS Ohio | 6,902 | $1.39M | 0.01% | −361−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,986 | $1.40M | 0.03% | −1,552−18.2% | Reduced |
| Louisiana State Employees Retirement System | 7,000 | $1.41M | 0.04% | −100−1.4% | Reduced |
| Macquarie Group Ltd | 7,162 | $1.44M | 0.00% | +1,065+17.5% | Added |
| Callahan Advisors, LLC | 7,245 | $1.46M | 0.21% | −950−11.6% | Reduced |
| Guggenheim Capital LLC | 7,572 | $1.52M | 0.01% | +4,148+121.1% | Added |
| Mariner, LLC | 7,629 | $1.53M | 0.01% | +7,629 | New |
| Allstate Corp | 7,678 | $1.54M | 0.04% | +4,503+141.8% | Added |
| Nordea Investment Management AB | 7,593 | $1.55M | 0.00% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 7,718 | $1.55M | 0.36% | −2,282−22.8% | Reduced |
| Brinker Capital Investments, LLC | 7,824 | $1.57M | 0.03% | −10.0% | Reduced |