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