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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 16,204 | $3.97M | 0.07% | −511−3.1% | Reduced |
| Baird Financial Group, Inc. | 16,329 | $3.99M | 0.01% | +1,638+11.1% | Added |
| Swedbank AB | 16,407 | $4.01M | 0.01% | +647+4.1% | Added |
| Timber Creek Capital Management LLC | 16,720 | $4.09M | 1.55% | −40.0% | Reduced |
| New York Life Investment Management LLC | 17,109 | $4.18M | 0.05% | −616−3.5% | Reduced |
| Comerica Bank | 16,832 | $4.25M | 0.03% | +2,462+17.1% | Added |
| Public Employees Retirement Association of Colorado | 17,590 | $4.30M | 0.02% | −377−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,587 | $4.30M | 0.01% | −1,101−5.9% | Reduced |
| AMG National Trust Bank | 17,605 | $4.31M | 0.16% | −83−0.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,296 | $4.47M | 0.04% | +2,211+13.7% | Added |
| USS Investment Management Ltd | 18,316 | $4.48M | 0.06% | 00.0% | Unchanged |
| PGGM Investments | 18,407 | $4.50M | 0.08% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 18,459 | $4.51M | 0.08% | −3,463−15.8% | Reduced |
| DnB Asset Management AS | 18,777 | $4.59M | 0.03% | +13+0.1% | Added |
| Daiwa Securities Group Inc. | 18,903 | $4.62M | 0.04% | −1,482−7.3% | Reduced |
| Utah Retirement Systems | 19,148 | $4.68M | 0.07% | −455−2.3% | Reduced |
| Voloridge Investment Management, LLC | 19,529 | $4.78M | 0.03% | +19,529 | New |
| Jacobs Levy Equity Management, Inc | 19,882 | $4.86M | 0.03% | −23,661−54.3% | Reduced |
| Huntington National Bank | 20,045 | $4.90M | 0.05% | −109−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20,129 | $4.92M | 0.01% | +7,929+65.0% | Added |
| Stifel Financial Corp | 20,265 | $4.96M | 0.01% | −1,374−6.3% | Reduced |
| Squarepoint Ops LLC | 20,515 | $5.02M | 0.04% | −33,684−62.1% | Reduced |
| Yousif Capital Management, LLC | 20,742 | $5.07M | 0.07% | +4,054+24.3% | Added |
| Ossiam | 21,232 | $5.19M | 0.13% | +246+1.2% | Added |
| ProShare Advisors LLC | 21,269 | $5.20M | 0.02% | +708+3.4% | Added |
| Vontobel Holding Ltd. | 21,646 | $5.23M | 0.05% | +1,718+8.6% | Added |
| TCWP LLC | 21,748 | $5.32M | 1.08% | +21,748 | New |
| Moran Wealth Management, LLC | 21,833 | $5.34M | 0.20% | +21,833 | New |
| Toronto Dominion Bank | 22,485 | $5.50M | 0.01% | −3,287−12.8% | Reduced |
| Citadel Advisors LLC | 22,501 | $5.50M | 0.01% | −103,611−82.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 22,518 | $5.51M | 0.06% | −1,800−7.4% | Reduced |
| Olstein Capital Management, L.P. | 24,000 | $5.87M | 0.92% | −13,000−35.1% | Reduced |
| Holocene Advisors, LP | 24,666 | $6.03M | 0.04% | +11,451+86.7% | Added |
| Andra AP-fonden | 25,300 | $6.19M | 0.19% | +1,800+7.7% | Added |
| Kovitz Investment Group Partners, LLC | 25,502 | $6.24M | 0.12% | −2,631−9.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,788 | $6.55M | 0.09% | −10,068−27.3% | Reduced |
| Noble Path Asset Management LP | 27,000 | $6.60M | 8.05% | −6,050−18.3% | Reduced |
| Dakota Wealth Management | 27,196 | $6.65M | 0.47% | −285−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 27,481 | $6.72M | 0.04% | +566+2.1% | Added |
| Dorchester Wealth Management Co | 27,833 | $6.81M | 1.61% | −118−0.4% | Reduced |
| AXA S.A. | 28,254 | $6.91M | 0.02% | −15,964−36.1% | Reduced |
| MetLife Investment Management | 28,256 | $6.91M | 0.05% | −920−3.2% | Reduced |
| Boothbay Fund Management, LLC | 28,767 | $7.04M | 0.24% | +16,567+135.8% | Added |
| Sit Investment Associates Inc | 28,873 | $7.06M | 0.20% | +28,873 | New |
| American International Group, Inc. | 29,293 | $7.16M | 0.05% | −4,263−12.7% | Reduced |
| State of Michigan Retirement System | 29,392 | $7.19M | 0.05% | −400−1.3% | Reduced |
| Arizona State Retirement System | 29,963 | $7.33M | 0.07% | −342−1.1% | Reduced |
| Alaska Permanent Fund Corp | 31,103 | $7.61M | 0.12% | +623+2.0% | Added |
| Amalgamated Bank | 32,168 | $7.87M | 0.07% | +2,887+9.9% | Added |
| Retirement Systems of Alabama | 34,676 | $8.48M | 0.04% | −1,850−5.1% | Reduced |
| River & Mercantile Asset Management LLP | 34,715 | $8.49M | 1.82% | −11,382−24.7% | Reduced |
| CIBC World Markets Corp | 35,705 | $8.73M | 0.06% | +17,545+96.6% | Added |
| Exencial Wealth Advisors, LLC | 36,263 | $8.87M | 0.48% | +36,263 | New |
| ArrowMark Colorado Holdings LLC | 36,667 | $8.97M | 0.11% | +36,667 | New |
| Meeder Asset Management Inc | 37,292 | $9.12M | 0.80% | −24,605−39.8% | Reduced |
| Prudential Financial Inc | 39,060 | $9.55M | 0.02% | −52,647−57.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,984 | $9.78M | 0.05% | +21,190+112.7% | Added |
| Royal London Asset Management Ltd | 40,319 | $9.86M | 0.04% | −508−1.2% | Reduced |
| Busey Wealth Management | 41,462 | $10.1M | 0.46% | −781−1.8% | Reduced |
| Rafferty Asset Management, LLC | 41,645 | $10.2M | 0.09% | +3,876+10.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 42,179 | $10.3M | 2.26% | −253−0.6% | Reduced |
| Susquehanna International Group, LLP | 43,956 | $10.8M | 0.02% | +12,387+39.2% | Added |
| Asset Management One Co.,Ltd. | 44,529 | $10.9M | 0.05% | −2,132−4.6% | Reduced |
| Pacer Advisors, Inc. | 45,716 | $11.2M | 0.06% | +45,492+20,308.9% | Added |
| Korea Investment CORP | 46,191 | $11.3M | 0.04% | +6,505+16.4% | Added |
| Achmea Investment Management B.V. | 52,152 | $11.3M | 0.38% | +39,114+300.0% | Added |
| Forsta Ap-Fonden | 46,800 | $11.4M | 0.13% | +5,700+13.9% | Added |
| Treasurer of the State of North Carolina | 47,405 | $11.6M | 0.07% | −1,462−3.0% | Reduced |
| Bridgewater Associates, LP | 48,732 | $11.9M | 0.07% | −14,546−23.0% | Reduced |
| NFJ Investment Group, LLC | 51,546 | $12.6M | 0.33% | −1,227−2.3% | Reduced |
| AMF Pensionsforsakring AB | 52,858 | $12.9M | 0.15% | 00.0% | Unchanged |
| First Trust Advisors LP | 52,876 | $12.9M | 0.02% | −20,186−27.6% | Reduced |
| Pictet Asset Management SA | 53,304 | $13.0M | 0.02% | +1,161+2.2% | Added |
| Lazard Asset Management LLC | 55,118 | $13.5M | 0.02% | +54,277+6,453.9% | Added |
| Public Sector Pension Investment Board | 55,236 | $13.5M | 0.11% | +3,048+5.8% | Added |
| Mn Services Vermogensbeheer B.V. | 56,162 | $13.7M | 0.15% | −8,800−13.5% | Reduced |
| M&G Investment Management Ltd | 56,534 | $13.9M | 0.10% | +2,272+4.2% | Added |
| State of Tennessee, Treasury Department | 56,845 | $13.9M | 0.06% | −1,340−2.3% | Reduced |
| Voya Investment Management LLC | 57,047 | $14.0M | 0.02% | +381+0.7% | Added |
| Hosking Partners LLP | 59,521 | $14.6M | 0.59% | −2,566−4.1% | Reduced |
| State of Wisconsin Investment Board | 59,834 | $14.6M | 0.05% | −7,143−10.7% | Reduced |
| APG Asset Management N.V. | 60,552 | $14.8M | 0.03% | +34,517+132.6% | Added |
| Chesley Taft & Associates LLC | 61,778 | $15.1M | 1.04% | −385−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 61,971 | $15.2M | 0.06% | −703−1.1% | Reduced |
| TD Asset Management Inc | 62,114 | $15.2M | 0.02% | +8,308+15.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 62,254 | $15.2M | 0.06% | −4,894−7.3% | Reduced |
| Northwest & Ethical Investments L.P. | 62,929 | $15.4M | 0.53% | +12,693+25.3% | Added |
| Gradient Investments LLC | 63,903 | $15.6M | 0.49% | −670−1.0% | Reduced |
| Envestnet Asset Management Inc | 67,432 | $16.5M | 0.01% | +12,161+22.0% | Added |
| HSBC Holdings PLC | 69,113 | $16.8M | 0.02% | +39,621+134.3% | Added |
| Westport Asset Management Inc | 69,234 | $16.9M | 10.82% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 71,331 | $17.4M | 0.10% | +16,235+29.5% | Added |
| KBC Group NV | 72,564 | $17.7M | 0.09% | +34,491+90.6% | Added |
| Schroder Investment Management Group | 74,171 | $18.1M | 0.03% | +9,290+14.3% | Added |
| Rivermont Capital Management LP | 74,463 | $18.2M | 11.53% | +74,463 | New |
| Schonfeld Strategic Advisors LLC | 76,189 | $18.6M | 0.16% | −74,874−49.6% | Reduced |
| Manufacturers Life Insurance Company, The | 76,824 | $18.8M | 0.01% | −4,502−5.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 76,970 | $18.9M | 0.05% | +8,862+13.0% | Added |
| Man Group plc | 79,242 | $19.4M | 0.07% | +26,327+49.8% | Added |
| Citigroup Inc | 79,502 | $19.4M | 0.03% | −16,305−17.0% | Reduced |