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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 1,634 | $328.0K | 0.02% | +520+46.7% | Added |
| Pathstone Family Office, LLC | 1,623 | $326.4K | 0.01% | +172+11.9% | Added |
| Regions Financial Corp | 1,601 | $321.0K | 0.00% | +55+3.6% | Added |
| Cary Street Partner Investment Advisory LLC | 1,561 | $314.0K | 0.03% | +180+13.0% | Added |
| Cetera Investment Advisers | 1,559 | $313.0K | 0.01% | −20−1.3% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,539 | $309.0K | 0.13% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $303.4K | 0.33% | 00.0% | Unchanged |
| HighVista Strategies LLC | 1,474 | $296.0K | 0.17% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,469 | $295.0K | 0.03% | +80+5.8% | Added |
| Siemens Fonds Invest GmbH | 1,452 | $292.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,453 | $292.0K | 0.02% | +1,453 | New |
| CIBC World Markets Inc. | 1,430 | $287.0K | 0.00% | −870−37.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,401 | $282.0K | 0.00% | −486−25.8% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $282.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,396 | $281.0K | 0.11% | +1,396 | New |
| Cigna Investments Inc | 1,388 | $279.0K | 0.06% | −80−5.4% | Reduced |
| Avestar Capital, LLC | 1,369 | $275.0K | 0.08% | −63−4.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,367 | $275.0K | 0.03% | +170+14.2% | Added |
| Ritholtz Wealth Management | 1,333 | $268.0K | 0.01% | +1,333 | New |
| Capital Analysts, LLC | 1,327 | $267.0K | 0.02% | +7+0.5% | Added |
| Mayflower Financial Advisors, LLC | 1,318 | $265.0K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,289 | $259.0K | 0.04% | +13+1.0% | Added |
| Rockland Trust Co | 1,266 | $254.0K | 0.02% | +1,266 | New |
| 55I, LLC | 1,265 | $254.0K | 0.01% | +1,265 | New |
| Private Advisor Group, LLC | 1,261 | $253.0K | 0.00% | −2,548−66.9% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $253.0K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,210 | $243.0K | 0.00% | +1,210 | New |
| Buckingham Strategic Wealth, LLC | 1,204 | $242.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,186 | $238.0K | 0.02% | −5−0.4% | Reduced |
| Cresset Asset Management, LLC | 1,181 | $238.0K | 0.00% | +51+4.5% | Added |
| SG Americas Securities, LLC | 1,180 | $237.0K | 0.00% | −1,838−60.9% | Reduced |
| Wetherby Asset Management Inc | 1,175 | $236.0K | 0.02% | −46−3.8% | Reduced |
| Corient Capital Partners, LLC | 1,197 | $236.0K | 0.02% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,153 | $232.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,144 | $230.0K | 0.00% | −326−22.2% | Reduced |
| Horizon Investments, LLC | 1,134 | $228.0K | 0.01% | +1,134 | New |
| Veriti Management LLC | 1,125 | $226.0K | 0.03% | +1,125 | New |
| Landaas & Co | 1,113 | $224.0K | 0.14% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,080 | $217.0K | 0.00% | −235−17.9% | Reduced |
| Glenmede Trust Co NA | 1,077 | $216.0K | 0.00% | +1,077 | New |
| Greenleaf Trust | 1,071 | $215.0K | 0.00% | −581−35.2% | Reduced |
| YorkBridge Wealth Partners, LLC | 1,064 | $214.0K | 0.06% | +1,064 | New |
| Fund Management at Engine No. 1 LLC | 1,057 | $212.0K | 0.06% | −69−6.1% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $212.0K | 0.13% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,052 | $211.0K | 0.00% | −959−47.7% | Reduced |
| Integrated Investment Consultants, LLC | 1,029 | $207.0K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,027 | $206.0K | 0.01% | −263−20.4% | Reduced |
| Tradition Wealth Management, LLC | 1,016 | $204.0K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,018 | $204.0K | 0.01% | +200+24.4% | Added |
| Eagle Rock Investment Company, LLC | 1,000 | $201.0K | 0.05% | −135−11.9% | Reduced |
| Sentry Investment Management LLC | 1,002 | $201.0K | 0.10% | +132+15.2% | Added |
| Peapack Gladstone Financial Corp | 1,000 | $201.0K | 0.00% | +1,000 | New |
| Copeland Capital Management, LLC | 984 | $198.0K | 0.01% | −1−0.1% | Reduced |
| State of Wyoming | 917 | $184.0K | 0.09% | +156+20.5% | Added |
| JNBA Financial Advisors | 900 | $181.0K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 863 | $173.0K | 0.05% | −139−13.9% | Reduced |
| Lazard Asset Management LLC | 841 | $168.0K | 0.00% | −354−29.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 700 | $141.0K | 0.04% | +700 | New |
| Federated Hermes, Inc. | 664 | $133.0K | 0.00% | −252−27.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 566 | $114.0K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 567 | $114.0K | 0.02% | +567 | New |
| Signaturefd, LLC | 553 | $111.0K | 0.00% | +2+0.4% | Added |
| Penserra Capital Management LLC | 542 | $108.0K | 0.00% | +14+2.7% | Added |
| Alpha Paradigm Partners, LLC | 519 | $104.0K | 0.05% | −2,575−83.2% | Reduced |
| EverSource Wealth Advisors, LLC | 506 | $102.0K | 0.02% | +306+153.0% | Added |
| Level Financial Advisors, Inc. | 500 | $100.0K | 0.07% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 504 | $99.0K | 0.00% | +497+7,100.0% | Added |
| IFP Advisors, Inc | 589 | $93.0K | 0.00% | +177+43.0% | Added |
| PFS Partners, LLC | 457 | $91.8K | 0.10% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 424 | $86.0K | 0.01% | +424 | New |
| Washington Trust Advisors, Inc. | 413 | $83.0K | 0.01% | +19+4.8% | Added |
| New Millennium Group LLC | 411 | $82.0K | 0.09% | −1−0.2% | Reduced |
| Quadrant Capital Group LLC | 374 | $75.0K | 0.01% | −52−12.2% | Reduced |
| DuPont Capital Management Corp | 367 | $74.0K | 0.00% | −92−20.0% | Reduced |
| Ellevest, Inc. | 370 | $74.0K | 0.01% | +91+32.6% | Added |
| Alta Advisers Ltd | 300 | $60.0K | 0.04% | +300 | New |
| Private Trust Co NA | 264 | $53.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 227 | $46.0K | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 224 | $45.0K | 0.00% | −2,120−90.4% | Reduced |
| GHP Investment Advisors, Inc. | 218 | $44.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 210 | $42.0K | 0.01% | −35−14.3% | Reduced |
| Point72 Hong Kong Ltd | 206 | $41.0K | 0.00% | −12,441−98.4% | Reduced |
| Lindbrook Capital, LLC | 169 | $34.0K | 0.01% | −22−11.5% | Reduced |
| Covington Capital Management | 143 | $32.0K | 0.00% | +143 | New |
| Bogart Wealth, LLC | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 138 | $28.0K | 0.01% | −96−41.0% | Reduced |
| Heritage Wealth Advisors | 139 | $27.9K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 118 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 120 | $24.0K | 0.01% | +95+380.0% | Added |
| Cambridge Trust Co | 105 | $21.0K | 0.00% | +5+5.0% | Added |
| Allworth Financial LP | 98 | $20.0K | 0.00% | +5+5.4% | Added |
| Harbor Investment Advisory, LLC | 93 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $19.0K | 0.00% | +13+15.5% | Added |
| Trust Co of Vermont | 84 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $16.0K | 0.00% | +44+125.7% | Added |
| Highlander Capital Management, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 68 | $13.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $13.0K | 0.01% | −38−37.3% | Reduced |