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, Q4 2022
Institutional positions in Willis Towers Watson PLC as of Dec 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
- 600
- +45 vs. Q3 2022
- Shares held
- 100.9M
- −1.85M (−1.8%) vs. Q3 2022
- Total value
- $24.7B
- +$4.03B (+19.5%) vs. Q3 2022
- New holders
- 84
- 188 more added
- Sold out
- 39
- 232 more reduced
13 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 153 | $37.4K | 0.00% | +3+2.0% | Added |
| Lindbrook Capital, LLC | 169 | $41.3K | 0.01% | 00.0% | Unchanged |
| WJ Interests, LLC | 200 | $48.9K | 0.04% | +200 | New |
| GHP Investment Advisors, Inc. | 218 | $53.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 219 | $53.6K | 0.02% | +9+4.3% | Added |
| Gables Capital Management Inc. | 227 | $55.5K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 354 | $57.0K | 0.00% | −235−39.9% | Reduced |
| DuPont Capital Management Corp | 242 | $59.2K | 0.00% | −125−34.1% | Reduced |
| General Partner, Inc. | 263 | $64.3K | 0.06% | +263 | New |
| Private Trust Co NA | 268 | $66.0K | 0.01% | +4+1.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 270 | $66.0K | 0.03% | +270 | New |
| Alta Advisers Ltd | 300 | $73.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 338 | $82.7K | 0.01% | −75−18.2% | Reduced |
| Quadrant Capital Group LLC | 390 | $95.4K | 0.01% | +16+4.3% | Added |
| Financial Freedom, LLC | 402 | $98.3K | 0.07% | +402 | New |
| New Millennium Group LLC | 412 | $100.9K | 0.11% | +1+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 414 | $101.3K | 0.00% | −1,316−76.1% | Reduced |
| Level Financial Advisors, Inc. | 455 | $111.0K | 0.07% | −45−9.0% | Reduced |
| PFS Partners, LLC | 457 | $111.8K | 0.12% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 472 | $115.4K | 0.05% | −391−45.3% | Reduced |
| Ellevest, Inc. | 492 | $120.3K | 0.01% | +122+33.0% | Added |
| EverSource Wealth Advisors, LLC | 503 | $123.0K | 0.02% | −3−0.6% | Reduced |
| Alpha Paradigm Partners, LLC | 519 | $127.0K | 0.05% | 00.0% | Unchanged |
| Gladius Capital Management LP | 537 | $131.3K | 0.04% | −30−5.3% | Reduced |
| Signaturefd, LLC | 539 | $131.8K | 0.00% | −14−2.5% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 566 | $138.5K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 673 | $164.6K | 0.00% | +9+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 731 | $178.8K | 0.01% | +731 | New |
| SG Americas Securities, LLC | 736 | $180.0K | 0.00% | −444−37.6% | Reduced |
| GWM Advisors LLC | 813 | $189.4K | 0.01% | +813 | New |
| Obermeyer Wood Investment Counsel, LLLP | 819 | $200.3K | 0.02% | +819 | New |
| Citadel Investment Advisory, Inc. | 826 | $202.0K | 0.14% | +826 | New |
| Rothschild Investment Corp | 832 | $203.0K | 0.02% | +832 | New |
| Ronald Blue Trust, Inc. | 1,022 | $205.0K | 0.00% | +518+102.8% | Added |
| Patton Fund Management, Inc. | 845 | $207.0K | 0.06% | +845 | New |
| Red Door Wealth Management, LLC | 847 | $207.2K | 0.07% | +847 | New |
| Seed Wealth Management, Inc. | 850 | $207.9K | 0.24% | +850 | New |
| Pinnacle Wealth Planning Services, Inc. | 851 | $208.1K | 0.04% | +851 | New |
| Inscription Capital, LLC | 881 | $215.5K | 0.07% | +881 | New |
| Eagle Rock Investment Company, LLC | 841 | $216.3K | 0.05% | −159−15.9% | Reduced |
| Caxton Associates LP | 897 | $219.4K | 0.02% | +897 | New |
| JNBA Financial Advisors | 900 | $220.1K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 913 | $223.3K | 0.06% | +913 | New |
| Forum Financial Management, LP | 941 | $230.2K | 0.01% | +941 | New |
| Glenmede Trust Co NA | 945 | $231.1K | 0.00% | −132−12.3% | Reduced |
| Parallel Advisors, LLC | 949 | $232.1K | 0.01% | −78−7.6% | Reduced |
| William Blair Investment Management, LLC | 951 | $232.6K | 0.00% | +951 | New |
| Copeland Capital Management, LLC | 963 | $236.0K | 0.01% | −21−2.1% | Reduced |
| Garrison Asset Management, LLC | 965 | $236.0K | 0.15% | +965 | New |
| Sawtooth Solutions, LLC | 972 | $237.7K | 0.03% | +972 | New |
| Acrisure Capital Management, LLC | 992 | $242.6K | 0.27% | +992 | New |
| Tradition Wealth Management, LLC | 1,016 | $248.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,021 | $249.7K | 0.01% | +3+0.3% | Added |
| Utah Peaks Capital Inc | 1,021 | $249.7K | 0.48% | +1,021 | New |
| Wedmont Private Capital | 993 | $251.7K | 0.04% | +993 | New |
| Integrated Investment Consultants, LLC | 1,034 | $252.9K | 0.09% | +5+0.5% | Added |
| New England Guild Wealth Advisors, Inc. | 1,055 | $258.0K | 0.14% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,071 | $262.0K | 0.01% | −382−26.3% | Reduced |
| Greenleaf Trust | 1,097 | $268.0K | 0.00% | +26+2.4% | Added |
| Steel Peak Wealth Management LLC | 1,100 | $269.9K | 0.02% | +1,100 | New |
| Bessemer Group Inc | 1,109 | $271.0K | 0.00% | −35−3.1% | Reduced |
| Landaas & Co | 1,113 | $272.0K | 0.15% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,123 | $274.7K | 0.00% | −87−7.2% | Reduced |
| Cubist Systematic Strategies, LLC | 1,133 | $277.1K | 0.00% | −32,490−96.6% | Reduced |
| Veriti Management LLC | 1,137 | $278.1K | 0.04% | +12+1.1% | Added |
| Brighton Jones LLC | 1,143 | $279.7K | 0.02% | +1,143 | New |
| Cresset Asset Management, LLC | 1,171 | $280.5K | 0.00% | −10−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 1,151 | $281.5K | 0.00% | +1,151 | New |
| United Asset Strategies, Inc. | 1,172 | $286.6K | 0.04% | +19+1.6% | Added |
| Wolverine Trading, LLC | 1,180 | $289.0K | 0.00% | −1,735−59.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,192 | $291.5K | 0.07% | +135+12.8% | Added |
| Buckingham Strategic Wealth, LLC | 1,205 | $294.7K | 0.01% | +1+0.1% | Added |
| Wetherby Asset Management Inc | 1,208 | $295.5K | 0.02% | +33+2.8% | Added |
| HighVista Strategies LLC | 1,220 | $298.4K | 0.18% | −254−17.2% | Reduced |
| Siemens Fonds Invest GmbH | 1,227 | $300.1K | 0.03% | −225−15.5% | Reduced |
| Two Sigma Securities, LLC | 1,238 | $302.8K | 0.04% | −976−44.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,495 | $304.5K | 0.00% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $308.2K | 0.22% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,263 | $308.9K | 0.07% | −106−7.7% | Reduced |
| Rockland Trust Co | 1,266 | $310.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,289 | $315.3K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,254 | $321.3K | 0.02% | +1,254 | New |
| Capital Analysts, LLC | 1,315 | $322.0K | 0.02% | −12−0.9% | Reduced |
| Mayflower Financial Advisors, LLC | 1,322 | $323.3K | 0.04% | +4+0.3% | Added |
| National Asset Management, Inc. | 1,319 | $323.7K | 0.01% | +1,319 | New |
| Profund Advisors LLC | 1,331 | $325.5K | 0.02% | +145+12.2% | Added |
| Vise Technologies, Inc. | 1,332 | $325.8K | 0.10% | −64−4.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,367 | $334.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,371 | $336.0K | 0.07% | −17−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,381 | $337.8K | 0.02% | −180−11.5% | Reduced |
| Davenport & Co LLC | 1,385 | $339.0K | 0.00% | −382−21.6% | Reduced |
| MML Investors Services, LLC | 1,391 | $340.0K | 0.00% | +1,391 | New |
| Capstone Investment Advisors, LLC | 1,392 | $340.5K | 0.01% | −14,382−91.2% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $343.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,421 | $348.0K | 0.00% | −9−0.6% | Reduced |
| JT Stratford LLC | 1,424 | $348.3K | 0.11% | +1,424 | New |
| Orion Portfolio Solutions, LLC | 1,424 | $348.3K | 0.01% | +1,424 | New |
| Ontario Teachers Pension Plan Board | 1,447 | $353.9K | 0.00% | −2,682−65.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,487 | $363.7K | 0.01% | −511−25.6% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $369.3K | 0.37% | 00.0% | Unchanged |