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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.

Institutional holdersQ4 2022: 600 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ4 2022: $24.7B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$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.

Institutions holding WTW in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Money Concepts Capital Corp152$37.2K0.00%+152New
Investors Research Corp151$36.9K0.01%00.0%Unchanged
Farther Finance Advisors, LLC151$36.9K0.01%+151New
Accurate Wealth Management, LLC137$34.7K0.01%+137New
Heritage Wealth Advisors139$34.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC129$31.6K0.01%+9+7.5%Added
CKW Financial Group119$29.0K0.00%+1+0.8%Added
Belpointe Asset Management LLC115$28.1K0.00%+115New
Resurgent Financial Advisors LLC111$27.1K0.01%+111New
Clear Street Markets LLC109$27.0K0.01%−29−21.0%Reduced
Exos TFP Holdings LLC106$25.9K0.01%+106New
Cambridge Trust Co100$24.0K0.00%−5−4.8%Reduced
Allworth Financial LP98$24.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc97$23.7K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC93$22.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc86$21.0K0.01%+7+8.9%Added
Compass Wealth Management LLC85$20.8K0.01%+85New
Trust Co of Vermont84$20.5K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP81$19.8K0.00%+81New
Zions Bancorporation, N.A.79$19.3K0.00%+36+83.7%Added
TD Waterhouse Canada Inc.77$18.9K0.00%+65+541.7%Added
Glen Eagle Advisors, LLC75$18.2K0.00%+7+10.3%Added
Beacon Capital Management, LLC74$18.1K0.01%00.0%Unchanged
Highlander Capital Management, LLC75$18.0K0.01%00.0%Unchanged
Earnest Partners LLC67$16.4K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC66$16.1K0.00%00.0%Unchanged
Riverview Trust Co64$16.0K0.02%00.0%Unchanged
DT Investment Partners, LLC65$15.9K0.00%00.0%Unchanged
MV Capital Management, Inc.61$14.9K0.00%+12+24.5%Added
JFS Wealth Advisors, LLC57$13.9K0.00%+7+14.0%Added
Spire Wealth Management55$13.0K0.00%00.0%Unchanged
Covestor Ltd54$13.0K0.01%−1−1.8%Reduced
South State Corp.50$12.2K0.00%00.0%Unchanged
Umb Bank N A51$12.0K0.00%−5−8.9%Reduced
Seldon Capital LP47$11.5K0.01%00.0%Unchanged
Freedom Wealth Alliance, LLC45$11.0K0.02%+45New
Massmutual Trust Co FSB44$11.0K0.00%+2+4.8%Added
AdvisorNet Financial, Inc44$10.8K0.00%+15+51.7%Added
Mascoma Wealth Management LLC43$10.5K0.00%00.0%Unchanged
Comerica Securities,inc.42$10.3K0.00%+42New
RWM Asset Management, LLC42$10.3K0.00%00.0%Unchanged
Annapolis Financial Services, LLC41$10.0K0.00%00.0%Unchanged
Schubert & Co38$9.29K0.01%00.0%Unchanged
Core Alternative Capital37$9.07K0.00%00.0%Unchanged
Financial Management Professionals, Inc.36$9.00K0.00%+10+38.5%Added
Prestige Wealth Management Group LLC36$8.83K0.00%−3−7.7%Reduced
Quent Capital, LLC30$7.37K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$6.85K0.00%+7+33.3%Added
Raffa Wealth Management, LLC25$6.12K0.00%00.0%Unchanged
Smithfield Trust Co26$6.00K0.00%00.0%Unchanged
Colonial Trust Co24$5.89K0.00%+24New
TCI Wealth Advisors, Inc.23$5.63K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC22$5.38K0.00%00.0%Unchanged
Washington Trust Co19$4.65K0.00%00.0%Unchanged
Crewe Advisors LLC18$4.40K0.00%−42−70.0%Reduced
Heritage Wealth Management, LLC18$4.40K0.00%+18New
SJS Investment Consulting Inc.17$4.16K0.00%+4+30.8%Added
JJJ Advisors Inc.16$4.08K0.00%00.0%Unchanged
West Paces Advisors Inc.15$3.67K0.00%00.0%Unchanged
Versant Capital Management, Inc14$3.42K0.00%00.0%Unchanged
Disciplined Investments, LLC14$3.42K0.00%+3+27.3%Added
Abound Wealth Management13$3.18K0.00%+7+116.7%Added
Sutton Wealth Advisors Inc.13$3.18K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC13$3.18K0.00%+13New
Loomis Sayles & Co L P13$3.00K0.00%+5+62.5%Added
Steward Financial Group LLC15$3.00K0.00%+15New
Park Place Capital Corp11$3.00K0.00%+11New
MCF Advisors LLC11$2.69K0.00%00.0%Unchanged
My Personal CFO, LLC10$2.45K0.00%+10New
Bartlett & Co. Wealth Management LLC9$2.21K0.00%00.0%Unchanged
Global Retirement Partners, LLC9$2.20K0.00%−3−25.0%Reduced
Tompkins Financial Corp9$2.00K0.00%00.0%Unchanged
American National Bank9$2.00K0.00%00.0%Unchanged
Bartlett & Co. LLC9$2.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.10$2.00K0.00%+3+42.9%Added
Eagle Bay Advisors LLC8$1.96K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$1.96K0.00%00.0%Unchanged
Hollencrest Capital Management8$1.96K0.00%+8New
Oliver Lagore Vanvalin Investment Group7$1.71K0.00%−3−30.0%Reduced
Highline Wealth Partners LLC7$1.71K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$1.47K0.00%00.0%Unchanged
Castleview Partners, LLC6$1.47K0.00%−1−14.3%Reduced
EWG Elevate Inc.6$1.47K0.00%+6New
Proequities, Inc.5$1.23K0.00%+5New
Manchester Capital Management LLC5$1.22K0.00%+2+66.7%Added
CVA Family Office, LLC5$1.22K0.00%00.0%Unchanged
North Star Investment Management Corp.5$1.22K0.00%+5New
Transamerica Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Harbour Investments, Inc.4$9780.00%+1+33.3%Added
Column Capital Advisors, LLC3$7340.00%+3New
CoreCap Advisors, LLC3$7340.00%+3New
Glass Jacobson Investment Advisors llc3$7340.00%+3New
First Financial Corp3$7330.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$7330.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$4910.00%00.0%Unchanged
Addison Advisors LLC2$4890.00%00.0%Unchanged
Tfo-TDC, LLC3$410.00%+3New
Jones Financial Companies LLLP1$00.00%+1New
Ancora Advisors, LLC2$00.00%+2New
Capital Advisors, Ltd. LLC172$00.00%+172New