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 |
|---|---|---|---|---|---|
| Cladis Investment Advisory, LLC | 1,510 | $369.3K | 0.37% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,487 | $363.7K | 0.01% | −511−25.6% | Reduced |
| Ontario Teachers Pension Plan Board | 1,447 | $353.9K | 0.00% | −2,682−65.0% | Reduced |
| JT Stratford LLC | 1,424 | $348.3K | 0.11% | +1,424 | New |
| Orion Portfolio Solutions, LLC | 1,424 | $348.3K | 0.01% | +1,424 | New |
| CIBC World Markets Inc. | 1,421 | $348.0K | 0.00% | −9−0.6% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $343.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,392 | $340.5K | 0.01% | −14,382−91.2% | Reduced |
| MML Investors Services, LLC | 1,391 | $340.0K | 0.00% | +1,391 | New |
| Davenport & Co LLC | 1,385 | $339.0K | 0.00% | −382−21.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,381 | $337.8K | 0.02% | −180−11.5% | Reduced |
| Cigna Investments Inc | 1,371 | $336.0K | 0.07% | −17−1.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 1,367 | $334.0K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,332 | $325.8K | 0.10% | −64−4.6% | Reduced |
| Profund Advisors LLC | 1,331 | $325.5K | 0.02% | +145+12.2% | Added |
| National Asset Management, Inc. | 1,319 | $323.7K | 0.01% | +1,319 | New |
| Mayflower Financial Advisors, LLC | 1,322 | $323.3K | 0.04% | +4+0.3% | Added |
| Capital Analysts, LLC | 1,315 | $322.0K | 0.02% | −12−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,254 | $321.3K | 0.02% | +1,254 | New |
| Trust Asset Management LLC | 1,289 | $315.3K | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $310.0K | 0.02% | 00.0% | Unchanged |
| Avestar Capital, LLC | 1,263 | $308.9K | 0.07% | −106−7.7% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $308.2K | 0.22% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,495 | $304.5K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,238 | $302.8K | 0.04% | −976−44.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,227 | $300.1K | 0.03% | −225−15.5% | Reduced |
| HighVista Strategies LLC | 1,220 | $298.4K | 0.18% | −254−17.2% | Reduced |
| Wetherby Asset Management Inc | 1,208 | $295.5K | 0.02% | +33+2.8% | Added |
| Buckingham Strategic Wealth, LLC | 1,205 | $294.7K | 0.01% | +1+0.1% | Added |
| Fund Management at Engine No. 1 LLC | 1,192 | $291.5K | 0.07% | +135+12.8% | Added |
| Wolverine Trading, LLC | 1,180 | $289.0K | 0.00% | −1,735−59.5% | Reduced |
| United Asset Strategies, Inc. | 1,172 | $286.6K | 0.04% | +19+1.6% | Added |
| Atria Wealth Solutions, Inc. | 1,151 | $281.5K | 0.00% | +1,151 | New |
| Cresset Asset Management, LLC | 1,171 | $280.5K | 0.00% | −10−0.8% | Reduced |
| Brighton Jones LLC | 1,143 | $279.7K | 0.02% | +1,143 | New |
| Veriti Management LLC | 1,137 | $278.1K | 0.04% | +12+1.1% | Added |
| Cubist Systematic Strategies, LLC | 1,133 | $277.1K | 0.00% | −32,490−96.6% | Reduced |
| Boston Private Wealth LLC | 1,123 | $274.7K | 0.00% | −87−7.2% | Reduced |
| Landaas & Co | 1,113 | $272.0K | 0.15% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,109 | $271.0K | 0.00% | −35−3.1% | Reduced |
| Steel Peak Wealth Management LLC | 1,100 | $269.9K | 0.02% | +1,100 | New |
| Greenleaf Trust | 1,097 | $268.0K | 0.00% | +26+2.4% | Added |
| Kestra Private Wealth Services, LLC | 1,071 | $262.0K | 0.01% | −382−26.3% | Reduced |
| New England Guild Wealth Advisors, Inc. | 1,055 | $258.0K | 0.14% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,034 | $252.9K | 0.09% | +5+0.5% | Added |
| Wedmont Private Capital | 993 | $251.7K | 0.04% | +993 | New |
| First Horizon Advisors, Inc. | 1,021 | $249.7K | 0.01% | +3+0.3% | Added |
| Utah Peaks Capital Inc | 1,021 | $249.7K | 0.48% | +1,021 | New |
| Tradition Wealth Management, LLC | 1,016 | $248.0K | 0.04% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 992 | $242.6K | 0.27% | +992 | New |
| Sawtooth Solutions, LLC | 972 | $237.7K | 0.03% | +972 | New |
| Garrison Asset Management, LLC | 965 | $236.0K | 0.15% | +965 | New |
| Copeland Capital Management, LLC | 963 | $236.0K | 0.01% | −21−2.1% | Reduced |
| William Blair Investment Management, LLC | 951 | $232.6K | 0.00% | +951 | New |
| Parallel Advisors, LLC | 949 | $232.1K | 0.01% | −78−7.6% | Reduced |
| Glenmede Trust Co NA | 945 | $231.1K | 0.00% | −132−12.3% | Reduced |
| Forum Financial Management, LP | 941 | $230.2K | 0.01% | +941 | New |
| Laffer Tengler Investments | 913 | $223.3K | 0.06% | +913 | New |
| JNBA Financial Advisors | 900 | $220.1K | 0.03% | 00.0% | Unchanged |
| Caxton Associates LP | 897 | $219.4K | 0.02% | +897 | New |
| Eagle Rock Investment Company, LLC | 841 | $216.3K | 0.05% | −159−15.9% | Reduced |
| Inscription Capital, LLC | 881 | $215.5K | 0.07% | +881 | New |
| Pinnacle Wealth Planning Services, Inc. | 851 | $208.1K | 0.04% | +851 | New |
| Seed Wealth Management, Inc. | 850 | $207.9K | 0.24% | +850 | New |
| Red Door Wealth Management, LLC | 847 | $207.2K | 0.07% | +847 | New |
| Patton Fund Management, Inc. | 845 | $207.0K | 0.06% | +845 | New |
| Ronald Blue Trust, Inc. | 1,022 | $205.0K | 0.00% | +518+102.8% | Added |
| Rothschild Investment Corp | 832 | $203.0K | 0.02% | +832 | New |
| Citadel Investment Advisory, Inc. | 826 | $202.0K | 0.14% | +826 | New |
| Obermeyer Wood Investment Counsel, LLLP | 819 | $200.3K | 0.02% | +819 | New |
| GWM Advisors LLC | 813 | $189.4K | 0.01% | +813 | New |
| SG Americas Securities, LLC | 736 | $180.0K | 0.00% | −444−37.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 731 | $178.8K | 0.01% | +731 | New |
| Federated Hermes, Inc. | 673 | $164.6K | 0.00% | +9+1.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 566 | $138.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 539 | $131.8K | 0.00% | −14−2.5% | Reduced |
| Gladius Capital Management LP | 537 | $131.3K | 0.04% | −30−5.3% | Reduced |
| Alpha Paradigm Partners, LLC | 519 | $127.0K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 503 | $123.0K | 0.02% | −3−0.6% | Reduced |
| Ellevest, Inc. | 492 | $120.3K | 0.01% | +122+33.0% | Added |
| Deseret Mutual Benefit Administrators | 472 | $115.4K | 0.05% | −391−45.3% | Reduced |
| PFS Partners, LLC | 457 | $111.8K | 0.12% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 455 | $111.0K | 0.07% | −45−9.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 414 | $101.3K | 0.00% | −1,316−76.1% | Reduced |
| New Millennium Group LLC | 412 | $100.9K | 0.11% | +1+0.2% | Added |
| Financial Freedom, LLC | 402 | $98.3K | 0.07% | +402 | New |
| Quadrant Capital Group LLC | 390 | $95.4K | 0.01% | +16+4.3% | Added |
| Washington Trust Advisors, Inc. | 338 | $82.7K | 0.01% | −75−18.2% | Reduced |
| Alta Advisers Ltd | 300 | $73.0K | 0.04% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 270 | $66.0K | 0.03% | +270 | New |
| Private Trust Co NA | 268 | $66.0K | 0.01% | +4+1.5% | Added |
| General Partner, Inc. | 263 | $64.3K | 0.06% | +263 | New |
| DuPont Capital Management Corp | 242 | $59.2K | 0.00% | −125−34.1% | Reduced |
| IFP Advisors, Inc | 354 | $57.0K | 0.00% | −235−39.9% | Reduced |
| Gables Capital Management Inc. | 227 | $55.5K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 219 | $53.6K | 0.02% | +9+4.3% | Added |
| GHP Investment Advisors, Inc. | 218 | $53.3K | 0.00% | 00.0% | Unchanged |
| WJ Interests, LLC | 200 | $48.9K | 0.04% | +200 | New |
| Lindbrook Capital, LLC | 169 | $41.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 153 | $37.4K | 0.00% | +3+2.0% | Added |