Skip to main content

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.

Q4 2022 vs. Q3 2022

How the institutions holding Willis Towers Watson PLC changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WTW: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders56813600+45
Shares102.9M81.5K100.9M−1.85M (−1.8%)
Value$20.7B$16.4M$24.7B+$4.03B (+19.5%)

13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Willis Towers Watson PLC at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to WTW in Q4 2022
InstitutionSharesValue% of portfolio
Rivermont Capital Management LP74,463$18.2M11.53%
ArrowMark Colorado Holdings LLC36,667$8.97M0.11%
Exencial Wealth Advisors, LLC36,263$8.87M0.48%
Sit Investment Associates Inc28,873$7.06M0.20%
Moran Wealth Management, LLC21,833$5.34M0.20%
TCWP LLC21,748$5.32M1.08%
Voloridge Investment Management, LLC19,529$4.78M0.03%
Occudo Quantitative Strategies LP14,680$3.59M0.42%
Brookfield Asset Management Inc.11,701$2.86M0.01%
Allstate Investment Management Co7,847$1.92M0.06%
Gyon Technologies Capital Management, LP6,985$1.71M0.64%
Centiva Capital, LP6,785$1.66M0.14%
Formidable Asset Management, LLC5,859$1.43M0.32%
3Chopt Investment Partners, LLC5,621$1.38M0.75%
Cognios Beta Neutral Large Cap Fund, LP4,428$1.08M1.04%
SYSTM Wealth Solutions LLC4,340$1.06M0.13%
FORA Capital, LLC4,311$1.05M0.17%
Engineers Gate Manager LP2,958$723.5K0.04%
Daymark Wealth Partners, LLC2,669$652.8K0.12%
Legal Advantage Investments, Inc.2,465$602.9K0.50%
Bleakley Financial Group, LLC2,421$592.1K0.02%
CI Private Wealth, LLC2,358$576.6K0.00%
Fiera Capital Corp1,991$487.0K0.00%
Coldstream Capital Management Inc1,935$473.4K0.02%
StoneX Group Inc.1,918$469.1K0.06%
DoubleLine ETF Adviser LP1,526$373.2K0.19%
JT Stratford LLC1,424$348.3K0.11%
Orion Portfolio Solutions, LLC1,424$348.3K0.01%
MML Investors Services, LLC1,391$340.0K0.00%
National Asset Management, Inc.1,319$323.7K0.01%
Chicago Partners Investment Group LLC1,254$321.3K0.02%
Atria Wealth Solutions, Inc.1,151$281.5K0.00%
Brighton Jones LLC1,143$279.7K0.02%
Steel Peak Wealth Management LLC1,100$269.9K0.02%
Wedmont Private Capital993$251.7K0.04%
Utah Peaks Capital Inc1,021$249.7K0.48%
Acrisure Capital Management, LLC992$242.6K0.27%
Sawtooth Solutions, LLC972$237.7K0.03%
Garrison Asset Management, LLC965$236.0K0.15%
William Blair Investment Management, LLC951$232.6K0.00%
Forum Financial Management, LP941$230.2K0.01%
Laffer Tengler Investments913$223.3K0.06%
Caxton Associates LP897$219.4K0.02%
Inscription Capital, LLC881$215.5K0.07%
Pinnacle Wealth Planning Services, Inc.851$208.1K0.04%
Seed Wealth Management, Inc.850$207.9K0.24%
Red Door Wealth Management, LLC847$207.2K0.07%
Patton Fund Management, Inc.845$207.0K0.06%
Rothschild Investment Corp832$203.0K0.02%
Citadel Investment Advisory, Inc.826$202.0K0.14%
Obermeyer Wood Investment Counsel, LLLP819$200.3K0.02%
GWM Advisors LLC813$189.4K0.01%
U.S. Capital Wealth Advisors, LLC731$178.8K0.01%
Financial Freedom, LLC402$98.3K0.07%
McElhenny Sheffield Capital Management, LLC270$66.0K0.03%
General Partner, Inc.263$64.3K0.06%
WJ Interests, LLC200$48.9K0.04%
Money Concepts Capital Corp152$37.2K0.00%
Farther Finance Advisors, LLC151$36.9K0.01%
Accurate Wealth Management, LLC137$34.7K0.01%
Belpointe Asset Management LLC115$28.1K0.00%
Resurgent Financial Advisors LLC111$27.1K0.01%
Exos TFP Holdings LLC106$25.9K0.01%
Compass Wealth Management LLC85$20.8K0.01%
Baker Avenue Asset Management, LP81$19.8K0.00%
Freedom Wealth Alliance, LLC45$11.0K0.02%
Comerica Securities,inc.42$10.3K0.00%
Colonial Trust Co24$5.89K0.00%
Heritage Wealth Management, LLC18$4.40K0.00%
Beaird Harris Wealth Management, LLC13$3.18K0.00%
Steward Financial Group LLC15$3.00K0.00%
Park Place Capital Corp11$3.00K0.00%
My Personal CFO, LLC10$2.45K0.00%
Hollencrest Capital Management8$1.96K0.00%
EWG Elevate Inc.6$1.47K0.00%
Proequities, Inc.5$1.23K0.00%
North Star Investment Management Corp.5$1.22K0.00%
Column Capital Advisors, LLC3$7340.00%
CoreCap Advisors, LLC3$7340.00%
Glass Jacobson Investment Advisors llc3$7340.00%
Tfo-TDC, LLC3$410.00%
Jones Financial Companies LLLP1$00.00%
Ancora Advisors, LLC2$00.00%
Capital Advisors, Ltd. LLC172$00.00%

Sold out (39)

Institutions that held Willis Towers Watson PLC at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (13)

Institutions that held Willis Towers Watson PLC at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTW in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management56,029$11.3M
Jefferies Group LLC10,211$2.05M
Keebeck Alpha, LP3,748$753.0K
South Shore Capital Advisors3,627$729.0K
Redpoint Investment Management Pty Ltd2,760$555.0K
Regentatlantic Capital LLC2,056$412.0K
55I, LLC1,265$254.0K
Corient Capital Partners, LLC1,197$236.0K
Wipfli Financial Advisors LLC,424$86.0K
Covington Capital Management143$32.0K
FourThought Financial, LLC50$10.0K
American Portfolios Advisors9$1.81K
USA Financial Portformulas Corp2$0