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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 4,311 | $1.05M | 0.17% | +4,311 | New |
| SYSTM Wealth Solutions LLC | 4,340 | $1.06M | 0.13% | +4,340 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 4,428 | $1.08M | 1.04% | +4,428 | New |
| Yakira Capital Management, Inc. | 4,434 | $1.08M | 0.22% | −6,733−60.3% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.10M | 0.61% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,631 | $1.13M | 0.03% | −47−1.0% | Reduced |
| Wellington Management Group LLP | 4,645 | $1.14M | 0.00% | +3,593+341.5% | Added |
| Marathon Capital Management | 4,708 | $1.15M | 0.32% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,750 | $1.16M | 0.22% | +2,235+88.9% | Added |
| Nomura Holdings Inc | 4,820 | $1.18M | 0.01% | +20+0.4% | Added |
| Thrivent Financial for Lutherans | 4,837 | $1.18M | 0.00% | −59−1.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,973 | $1.22M | 0.06% | +370+8.0% | Added |
| First Republic Investment Management, Inc. | 4,998 | $1.22M | 0.00% | +470+10.4% | Added |
| RBF Capital, LLC | 5,000 | $1.22M | 0.09% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,195 | $1.27M | 0.03% | −1,386−21.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.27M | 0.07% | −500−8.8% | Reduced |
| Assetmark, Inc | 5,553 | $1.36M | 0.01% | +839+17.8% | Added |
| 3Chopt Investment Partners, LLC | 5,621 | $1.38M | 0.75% | +5,621 | New |
| Gardner Lewis Asset Management L P | 5,661 | $1.38M | 0.49% | −2,057−26.7% | Reduced |
| Boston Partners | 5,684 | $1.39M | 0.00% | +131+2.4% | Added |
| Accretive Wealth Partners, LLC | 5,695 | $1.39M | 0.96% | +104+1.9% | Added |
| Raymond James Trust N.A. | 5,698 | $1.39M | 0.05% | −182−3.1% | Reduced |
| Brinker Capital Investments, LLC | 5,761 | $1.41M | 0.03% | −2,063−26.4% | Reduced |
| Formidable Asset Management, LLC | 5,859 | $1.43M | 0.32% | +5,859 | New |
| Live Oak Private Wealth LLC | 5,966 | $1.46M | 0.30% | +375+6.7% | Added |
| D. E. Shaw & Co., Inc. | 6,225 | $1.52M | 0.00% | −9,539−60.5% | Reduced |
| Metropolitan Life Insurance Co | 6,260 | $1.53M | 0.07% | −287−4.4% | Reduced |
| Crossmark Global Holdings, Inc. | 6,336 | $1.55M | 0.04% | +583+10.1% | Added |
| Commonwealth Equity Services, LLC | 6,367 | $1.56M | 0.00% | +1,494+30.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,748 | $1.65M | 0.66% | −5−0.1% | Reduced |
| Centiva Capital, LP | 6,785 | $1.66M | 0.14% | +6,785 | New |
| JustInvest LLC | 6,819 | $1.67M | 0.07% | +308+4.7% | Added |
| Gyon Technologies Capital Management, LP | 6,985 | $1.71M | 0.64% | +6,985 | New |
| Louisiana State Employees Retirement System | 7,000 | $1.71M | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,410 | $1.81M | 0.02% | −162−2.1% | Reduced |
| STRS Ohio | 7,448 | $1.82M | 0.01% | +546+7.9% | Added |
| Nordea Investment Management AB | 7,593 | $1.85M | 0.00% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 7,615 | $1.86M | 0.02% | +1,108+17.0% | Added |
| Panagora Asset Management Inc | 7,732 | $1.89M | 0.01% | −263−3.3% | Reduced |
| Allstate Corp | 7,847 | $1.92M | 0.06% | +169+2.2% | Added |
| Allstate Investment Management Co | 7,847 | $1.92M | 0.06% | +7,847 | New |
| Tocqueville Asset Management L.P. | 8,028 | $1.96M | 0.04% | −60−0.7% | Reduced |
| Mariner, LLC | 8,057 | $1.97M | 0.01% | +428+5.6% | Added |
| Callahan Advisors, LLC | 8,307 | $2.03M | 0.28% | +1,062+14.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,353 | $2.04M | 0.04% | +51+0.6% | Added |
| Oregon Public Employees Retirement Fund | 8,434 | $2.06M | 0.03% | +60+0.7% | Added |
| First Manhattan Co | 8,492 | $2.08M | 0.01% | −161−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8,568 | $2.11M | 0.08% | +30.0% | Added |
| Kentucky Retirement Systems | 8,646 | $2.12M | 0.08% | +38+0.4% | Added |
| Cary Street Partners Asset Management LLC | 8,840 | $2.16M | 0.44% | +140+1.6% | Added |
| Securian Asset Management, Inc | 8,893 | $2.18M | 0.06% | −100−1.1% | Reduced |
| Sendero Wealth Management, LLC | 9,096 | $2.22M | 0.79% | +3,669+67.6% | Added |
| LMCG Investments, LLC | 9,290 | $2.27M | 0.16% | −2,093−18.4% | Reduced |
| Gotham Asset Management, LLC | 9,571 | $2.34M | 0.07% | −1,820−16.0% | Reduced |
| Blair William & Co | 9,673 | $2.37M | 0.01% | −8−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 9,678 | $2.37M | 0.41% | +502+5.5% | Added |
| British Columbia Investment Management Corp | 9,743 | $2.38M | 0.03% | −1,249−11.4% | Reduced |
| Macquarie Group Ltd | 9,772 | $2.39M | 0.00% | +2,610+36.4% | Added |
| Montag A & Associates Inc | 9,854 | $2.42M | 0.16% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,959 | $2.44M | 0.02% | −5−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,030 | $2.45M | 0.04% | +3,044+43.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 10,316 | $2.52M | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 10,417 | $2.55M | 0.08% | −76−0.7% | Reduced |
| Janney Montgomery Scott LLC | 10,981 | $2.69M | 0.01% | −1,006−8.4% | Reduced |
| HighTower Advisors, LLC | 11,466 | $2.79M | 0.01% | +2,331+25.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,500 | $2.81M | 0.01% | −5,651−32.9% | Reduced |
| Brookfield Asset Management Inc. | 11,701 | $2.86M | 0.01% | +11,701 | New |
| Victory Capital Management Inc | 11,942 | $2.92M | 0.00% | −1,686−12.4% | Reduced |
| Mercer Global Advisors Inc | 11,976 | $2.93M | 0.01% | +10,078+531.0% | Added |
| Jane Street Group, LLC | 12,299 | $3.01M | 0.01% | −31,641−72.0% | Reduced |
| Todd Asset Management LLC | 12,300 | $3.01M | 0.07% | −1,800−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,386 | $3.03M | 0.00% | +168+1.4% | Added |
| Captrust Financial Advisors | 12,430 | $3.04M | 0.02% | −439−3.4% | Reduced |
| Czech National Bank | 12,669 | $3.10M | 0.08% | −108−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,728 | $3.11M | 0.01% | +1,624+14.6% | Added |
| Nissay Asset Management Corp | 12,740 | $3.12M | 0.03% | −306−2.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,960 | $3.17M | 1.30% | +10+0.1% | Added |
| Xponance, Inc. | 13,088 | $3.20M | 0.05% | +1,827+16.2% | Added |
| Truist Financial Corp | 13,141 | $3.21M | 0.01% | −582−4.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 13,348 | $3.26M | 0.90% | +4,164+45.3% | Added |
| US Bancorp | 13,371 | $3.27M | 0.01% | −684−4.9% | Reduced |
| CIBC Asset Management Inc | 13,418 | $3.28M | 0.01% | +2,500+22.9% | Added |
| Handelsbanken Fonder AB | 13,704 | $3.35M | 0.02% | +677+5.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 13,859 | $3.39M | 0.01% | +1,699+14.0% | Added |
| Wealthfront Advisers LLC | 14,046 | $3.44M | 0.02% | +7,997+132.2% | Added |
| LPL Financial LLC | 14,254 | $3.49M | 0.00% | +6,209+77.2% | Added |
| Occudo Quantitative Strategies LP | 14,680 | $3.59M | 0.42% | +14,680 | New |
| Creative Planning | 14,708 | $3.60M | 0.01% | +215+1.5% | Added |
| Janus Henderson Group PLC | 14,897 | $3.64M | 0.00% | −19,692−56.9% | Reduced |
| State of Alaska, Department of Revenue | 15,153 | $3.71M | 0.05% | −105−0.7% | Reduced |
| Westpac Banking Corp | 15,179 | $3.71M | 0.05% | −171−1.1% | Reduced |
| Financial Engines Advisors L.L.C. | 15,188 | $3.71M | 0.01% | +1,044+7.4% | Added |
| Allspring Global Investments Holdings, LLC | 15,213 | $3.72M | 0.01% | +2,724+21.8% | Added |
| Texas Permanent School Fund | 15,378 | $3.76M | 0.06% | −181−1.2% | Reduced |
| Mutual of America Capital Management LLC | 15,469 | $3.78M | 0.05% | +239+1.6% | Added |
| Neuberger Berman Group LLC | 15,762 | $3.86M | 0.00% | −2,126−11.9% | Reduced |
| Millennium Management LLC | 15,848 | $3.88M | 0.00% | −70,552−81.7% | Reduced |
| Steel Canyon Capital, LLC | 16,063 | $3.93M | 7.30% | +51+0.3% | Added |
| Ergoteles LLC | 16,134 | $3.95M | 0.14% | −5,017−23.7% | Reduced |
| Penserra Capital Management LLC | 16,220 | $3.97M | 0.09% | +15,678+2,892.6% | Added |