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, Q1 2023
Institutional positions in Willis Towers Watson PLC as of Mar 31, 2023. 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
- 612
- +22 vs. Q4 2022
- Shares held
- 100.3M
- −384.3K (−0.4%) vs. Q4 2022
- Total value
- $22.9B
- −$1.73B (−7.0%) vs. Q4 2022
- New holders
- 75
- 184 more added
- Sold out
- 53
- 251 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1 | $232 | 0.00% | −3−75.0% | Reduced |
| Tfo-TDC, LLC | 2 | $465 | 0.00% | −1−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 2 | $466 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3 | $697 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 3 | $697 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $697 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| North Star Investment Management Corp. | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.16K | 0.00% | +5 | New |
| Proequities, Inc. | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6 | $1.37K | 0.00% | +6 | New |
| Castleview Partners, LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 8 | $1.86K | 0.00% | +8 | New |
| Sandy Spring Bank | 8 | $1.86K | 0.00% | +8 | New |
| Bartlett & Co. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $2.09K | 0.00% | −4−30.8% | Reduced |
| Tompkins Financial Corp | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.32K | 0.00% | +5+100.0% | Added |
| Park Place Capital Corp | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $2.80K | 0.00% | −65−84.4% | Reduced |
| Disciplined Investments, LLC | 13 | $3.02K | 0.00% | −1−7.1% | Reduced |
| Washington Trust Co | 14 | $3.25K | 0.00% | −5−26.3% | Reduced |
| Versant Capital Management, Inc | 14 | $3.25K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15 | $3.50K | 0.00% | −100−87.0% | Reduced |
| JJJ Advisors Inc. | 15 | $3.56K | 0.00% | −1−6.3% | Reduced |
| SJS Investment Consulting Inc. | 17 | $3.95K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 18 | $4.18K | 0.00% | +18 | New |
| BerganKDV Wealth Management, LLC | 18 | $4.18K | 0.00% | +18 | New |
| Grove Bank & Trust | 19 | $4.42K | 0.00% | +19 | New |
| International Assets Investment Management, LLC | 20 | $4.65K | 0.00% | +20 | New |
| Colonial Trust Co | 21 | $4.81K | 0.00% | −3−12.5% | Reduced |
| Institutional & Family Asset Management, LLC | 22 | $5.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $5.12K | 0.00% | +9+69.2% | Added |
| TCI Wealth Advisors, Inc. | 23 | $5.34K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 24 | $5.58K | 0.00% | +23+2,300.0% | Added |
| Raffa Wealth Management, LLC | 25 | $5.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $6.00K | 0.00% | −10−27.8% | Reduced |
| Smithfield Trust Co | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $6.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $6.53K | 0.00% | −8−22.2% | Reduced |
| Quent Capital, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 37 | $8.00K | 0.00% | +22+146.7% | Added |
| Schubert & Co | 35 | $8.13K | 0.01% | −3−7.9% | Reduced |
| Annapolis Financial Services, LLC | 41 | $9.53K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $9.76K | 0.00% | −2−4.5% | Reduced |
| Mascoma Wealth Management LLC | 43 | $9.96K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $11.6K | 0.00% | +50 | New |
| Umb Bank N A | 51 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $12.0K | 0.01% | −5−9.3% | Reduced |
| Core Alternative Capital | 52 | $12.1K | 0.00% | +15+40.5% | Added |
| JFS Wealth Advisors, LLC | 53 | $12.3K | 0.00% | −4−7.0% | Reduced |
| GWM Advisors LLC | 58 | $13.5K | 0.00% | −755−92.9% | Reduced |
| MV Capital Management, Inc. | 59 | $13.7K | 0.00% | −2−3.3% | Reduced |
| Zions Bancorporation, N.A. | 60 | $13.9K | 0.00% | −19−24.1% | Reduced |
| Riverview Trust Co | 64 | $14.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 65 | $15.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $15.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 70 | $16.3K | 0.00% | +70 | New |
| Glen Eagle Advisors, LLC | 72 | $16.6K | 0.00% | −3−4.0% | Reduced |
| Highlander Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 74 | $17.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 74 | $17.2K | 0.00% | +19+34.5% | Added |
| Massmutual Trust Co FSB | 78 | $18.1K | 0.00% | +34+77.3% | Added |
| Farther Finance Advisors, LLC | 81 | $18.8K | 0.01% | −70−46.4% | Reduced |
| Trust Co of Vermont | 84 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 89 | $20.7K | 0.00% | +3+3.5% | Added |
| Baker Avenue Asset Management, LP | 90 | $20.9K | 0.00% | +9+11.1% | Added |
| Harbor Investment Advisory, LLC | 93 | $21.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $23.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $23.5K | 0.00% | +3+3.1% | Added |
| CKW Financial Group | 119 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 121 | $28.1K | 0.01% | −8−6.2% | Reduced |
| Heritage Wealth Advisors | 127 | $29.5K | 0.00% | −12−8.6% | Reduced |
| Investors Research Corp | 151 | $35.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 243 | $36.9K | 0.00% | −111−31.4% | Reduced |
| Bogart Wealth, LLC | 164 | $38.1K | 0.00% | +11+7.2% | Added |
| Lindbrook Capital, LLC | 171 | $39.7K | 0.00% | +2+1.2% | Added |
| Bokf, NA | 176 | $40.9K | 0.00% | −3,626−95.4% | Reduced |
| Clear Street Markets LLC | 211 | $49.0K | 0.01% | +102+93.6% | Added |
| GHP Investment Advisors, Inc. | 218 | $50.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 221 | $51.4K | 0.01% | +2+0.9% | Added |
| Gables Capital Management Inc. | 227 | $52.8K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 252 | $60.0K | 0.00% | +252 | New |
| Private Trust Co NA | 268 | $62.3K | 0.01% | 00.0% | Unchanged |