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