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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 1,514 | $370.0K | 0.00% | −87−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 1,515 | $370.5K | 0.03% | +46+3.1% | Added |
| DoubleLine ETF Adviser LP | 1,526 | $373.2K | 0.19% | +1,526 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,540 | $376.6K | 0.14% | +1+0.1% | Added |
| Banque Pictet & Cie SA | 1,610 | $393.8K | 0.00% | −8,324−83.8% | Reduced |
| Sentry Investment Management LLC | 1,609 | $394.0K | 0.17% | +607+60.6% | Added |
| Symmetry Partners, LLC | 1,634 | $400.0K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,696 | $415.0K | 0.04% | −50−2.9% | Reduced |
| Family Firm, Inc. | 1,698 | $415.3K | 0.12% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,699 | $415.6K | 0.00% | +42+2.5% | Added |
| Pathstone Family Office, LLC | 3,723 | $423.7K | 0.01% | +2,100+129.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $428.5K | 0.25% | 00.0% | Unchanged |
| Lincoln National Corp | 1,755 | $429.3K | 0.01% | +7+0.4% | Added |
| ExodusPoint Capital Management, LP | 1,759 | $430.0K | 0.01% | −15,219−89.6% | Reduced |
| Dynamic Advisor Solutions LLC | 1,791 | $437.9K | 0.03% | +100+5.9% | Added |
| Banque Cantonale Vaudoise | 1,800 | $440.0K | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,816 | $444.0K | 0.02% | −412−18.5% | Reduced |
| Horizon Investments, LLC | 1,843 | $451.0K | 0.01% | +709+62.5% | Added |
| Vivaldi Capital Management, LLC | 1,771 | $451.7K | 0.11% | +16+0.9% | Added |
| 44 Wealth Management LLC | 1,849 | $452.2K | 0.16% | −23−1.2% | Reduced |
| Veritable, L.P. | 1,877 | $459.1K | 0.01% | +160+9.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $460.3K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,894 | $463.2K | 0.07% | −204−9.7% | Reduced |
| Saxon Interests, Inc. | 1,831 | $467.0K | 0.27% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,910 | $467.1K | 0.23% | −1−0.1% | Reduced |
| Ritholtz Wealth Management | 1,917 | $468.9K | 0.03% | +584+43.8% | Added |
| StoneX Group Inc. | 1,918 | $469.1K | 0.06% | +1,918 | New |
| James Hambro & Partners | 1,920 | $469.7K | 0.04% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,928 | $471.6K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,935 | $473.4K | 0.02% | +1,935 | New |
| KB Financial Partners, LLC | 1,938 | $474.0K | 0.16% | +5+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 1,964 | $480.4K | 0.02% | −552−21.9% | Reduced |
| Fiera Capital Corp | 1,991 | $487.0K | 0.00% | +1,991 | New |
| Prelude Capital Management, LLC | 2,000 | $489.2K | 0.03% | −3,953−66.4% | Reduced |
| Fifth Third Bancorp | 2,031 | $496.7K | 0.00% | +236+13.1% | Added |
| Epoch Investment Partners, Inc. | 2,060 | $503.8K | 0.00% | −228−10.0% | Reduced |
| SkyView Investment Advisors, LLC | 2,063 | $505.0K | 0.15% | +20+1.0% | Added |
| CWM, LLC | 2,087 | $510.0K | 0.00% | +380+22.3% | Added |
| AQR Capital Management LLC | 2,106 | $512.4K | 0.00% | −11,691−84.7% | Reduced |
| Cetera Advisor Networks LLC | 2,134 | $522.0K | 0.00% | +1,054+97.6% | Added |
| Advisory Services Network, LLC | 2,201 | $538.4K | 0.02% | −29−1.3% | Reduced |
| Rathbone Brothers plc | 2,230 | $545.4K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 2,233 | $546.0K | 0.01% | +151+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,308 | $564.5K | 0.01% | −617−21.1% | Reduced |
| Qtron Investments LLC | 2,323 | $568.2K | 0.12% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,341 | $572.6K | 0.04% | 00.0% | Unchanged |
| Intrust Bank NA | 2,355 | $576.0K | 0.08% | +238+11.2% | Added |
| CI Private Wealth, LLC | 2,358 | $576.6K | 0.00% | +2,358 | New |
| Brown Brothers Harriman & Co | 2,383 | $582.8K | 0.01% | −107−4.3% | Reduced |
| Ieq Capital, LLC | 2,385 | $583.3K | 0.02% | −256−9.7% | Reduced |
| First Pacific Advisors, LP | 2,400 | $587.0K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,421 | $592.1K | 0.02% | +2,421 | New |
| Pinnacle Associates Ltd | 2,431 | $594.6K | 0.01% | −5−0.2% | Reduced |
| Gateway Investment Advisers LLC | 2,451 | $599.5K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,465 | $602.9K | 0.01% | +153+6.6% | Added |
| Legal Advantage Investments, Inc. | 2,465 | $602.9K | 0.50% | +2,465 | New |
| Tower Research Capital LLC (TRC) | 2,526 | $618.0K | 0.03% | −18,494−88.0% | Reduced |
| Assenagon Asset Management S.A. | 2,561 | $626.0K | 0.00% | +535+26.4% | Added |
| Vestcor Inc | 2,608 | $638.0K | 0.02% | −23−0.9% | Reduced |
| Raub Brock Capital Management LP | 2,650 | $648.1K | 0.13% | −250−8.6% | Reduced |
| Daymark Wealth Partners, LLC | 2,669 | $652.8K | 0.12% | +2,669 | New |
| Acadian Asset Management LLC | 2,694 | $658.0K | 0.00% | −2,555−48.7% | Reduced |
| Thoroughbred Financial Services, LLC | 2,692 | $658.0K | 0.11% | +2+0.1% | Added |
| Cetera Investment Advisers | 2,734 | $668.7K | 0.01% | +1,175+75.4% | Added |
| TD Private Client Wealth LLC | 2,757 | $674.3K | 0.03% | +86+3.2% | Added |
| Illinois Municipal Retirement Fund | 2,774 | $678.0K | 0.02% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,829 | $691.9K | 0.00% | −850−23.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $704.0K | 0.18% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 2,887 | $706.1K | 0.04% | +149+5.4% | Added |
| Telemus Capital, LLC | 2,795 | $708.3K | 0.06% | −378−11.9% | Reduced |
| Valmark Advisers, Inc. | 2,898 | $708.8K | 0.02% | +34+1.2% | Added |
| Engineers Gate Manager LP | 2,958 | $723.5K | 0.04% | +2,958 | New |
| Metis Global Partners, LLC | 3,070 | $750.9K | 0.07% | +797+35.1% | Added |
| TrimTabs Asset Management, LLC | 3,080 | $753.3K | 0.49% | +68+2.3% | Added |
| First Hawaiian Bank | 3,085 | $754.0K | 0.03% | −83−2.6% | Reduced |
| Toews Corp | 3,200 | $782.7K | 0.39% | −2,500−43.9% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $793.6K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 3,346 | $818.6K | 0.03% | +801+31.5% | Added |
| Toroso Investments, LLC | 3,456 | $845.0K | 0.03% | +266+8.3% | Added |
| Confluence Investment Management LLC | 3,558 | $870.0K | 0.01% | −42−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 3,673 | $898.3K | 0.05% | −68−1.8% | Reduced |
| Gabelli Funds LLC | 3,700 | $904.9K | 0.01% | −100−2.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,733 | $913.0K | 0.00% | +2,332+166.5% | Added |
| Federation des caisses Desjardins du Quebec | 3,791 | $927.2K | 0.01% | −49,755−92.9% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $928.0K | 0.22% | 00.0% | Unchanged |
| Bokf, NA | 3,802 | $929.9K | 0.02% | +14+0.4% | Added |
| Commerce Bank | 3,897 | $953.1K | 0.01% | −26−0.7% | Reduced |
| Cerity Partners LLC | 3,906 | $955.3K | 0.01% | +458+13.3% | Added |
| Winton Group Ltd | 3,923 | $959.5K | 0.06% | −5,309−57.5% | Reduced |
| Snowden Capital Advisors LLC | 3,940 | $963.6K | 0.04% | −37−0.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,941 | $964.0K | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 3,960 | $969.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,027 | $984.9K | 0.24% | −108−2.6% | Reduced |
| Kowal Investment Group, LLC | 4,029 | $985.5K | 0.29% | +13+0.3% | Added |
| Ethic Inc. | 4,041 | $988.4K | 0.05% | −776−16.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,141 | $1.01M | 0.02% | −197−4.5% | Reduced |
| PEAK6 Investments LLC | 4,239 | $1.04M | 0.06% | −5,697−57.3% | Reduced |
| Dryden Capital, LLC | 4,250 | $1.04M | 1.38% | 00.0% | Unchanged |
| Balentine LLC | 4,276 | $1.05M | 0.04% | +668+18.5% | Added |
| National Bank of Canada | 4,282 | $1.05M | 0.00% | −773−15.3% | Reduced |