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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, 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.

Institutional holdersQ1 2023: 612 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 heldQ1 2023: $22.9B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2022.

Institutions holding WTW in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
New Millennium Group LLC287$66.7K0.07%−125−30.3%Reduced
Alta Advisers Ltd300$69.7K0.04%00.0%Unchanged
Washington Trust Advisors, Inc.338$78.5K0.01%00.0%Unchanged
Quadrant Capital Group LLC383$89.0K0.01%−7−1.8%Reduced
Exos TFP Holdings LLC392$91.1K0.02%+286+269.8%Added
Financial Freedom, LLC403$93.7K0.07%+1+0.2%Added
Signaturefd, LLC429$99.7K0.00%−110−20.4%Reduced
State of Wyoming442$102.7K0.03%+442New
Level Financial Advisors, Inc.455$105.7K0.06%00.0%Unchanged
PFS Partners, LLC457$106.2K0.10%00.0%Unchanged
Deseret Mutual Benefit Administrators472$109.7K0.04%00.0%Unchanged
EverSource Wealth Advisors, LLC493$114.6K0.01%−10−2.0%Reduced
Desjardins Global Asset Management Inc.498$116.0K0.01%+498New
Global Retirement Partners, LLC584$132.1K0.01%+575+6,388.9%Added
Gladius Capital Management LP574$133.4K0.04%+37+6.9%Added
Penserra Capital Management LLC579$134.0K0.00%−15,641−96.4%Reduced
Ellevest, Inc.595$138.3K0.01%+103+20.9%Added
Sentry Investment Management LLC706$164.0K0.07%−903−56.1%Reduced
JNBA Financial Advisors800$185.9K0.02%−100−11.1%Reduced
Citadel Investment Advisory, Inc.826$192.0K0.13%00.0%Unchanged
Boothbay Fund Management, LLC870$202.2K0.01%−27,897−97.0%Reduced
Savant Capital, LLC871$202.4K0.00%+871New
Inscription Capital, LLC881$204.7K0.05%00.0%Unchanged
Parallel Advisors, LLC902$209.6K0.01%−47−5.0%Reduced
Petrus Trust Company, LTA919$213.6K0.03%+919New
Copeland Capital Management, LLC929$216.0K0.01%−34−3.5%Reduced
Forum Financial Management, LP941$218.7K0.01%00.0%Unchanged
Laffer Tengler Investments948$220.3K0.06%+35+3.8%Added
Garrison Asset Management, LLC950$220.8K0.14%−15−1.6%Reduced
William Blair Investment Management, LLC954$221.7K0.00%+3+0.3%Added
Virtu Financial LLC969$225.0K0.02%+969New
Fidelis Capital Partners, LLC990$225.5K0.10%+990New
Glenmede Trust Co NA972$225.9K0.00%+27+2.9%Added
First Horizon Advisors, Inc.1,009$234.5K0.01%−12−1.2%Reduced
Tradition Wealth Management, LLC1,017$236.0K0.03%+1+0.1%Added
CIBC World Markets Inc.1,022$237.0K0.00%−399−28.1%Reduced
Wolverine Trading, LLC1,051$241.0K0.01%−129−10.9%Reduced
Mirabella Financial Services LLP1,050$244.0K0.05%+1,050New
Atria Wealth Solutions, Inc.1,064$247.3K0.00%−87−7.6%Reduced
Connecticut Wealth Management, LLC1,071$248.9K0.02%+1,071New
Greenleaf Trust1,079$250.7K0.00%−18−1.6%Reduced
National Asset Management, Inc.1,078$251.3K0.01%−241−18.3%Reduced
Wedmont Private Capital1,084$254.5K0.03%+91+9.2%Added
Landaas & Co1,113$259.0K0.13%00.0%Unchanged
Vise Technologies, Inc.1,117$259.6K0.07%−215−16.1%Reduced
Quantinno Capital Management LP1,155$268.0K0.02%+1,155New
Brighton Jones LLC1,162$269.9K0.02%+19+1.7%Added
United Asset Strategies, Inc.1,172$272.3K0.04%00.0%Unchanged
OneAscent Financial Services LLC1,175$273.0K0.11%+1,175New
Kestra Private Wealth Services, LLC1,186$275.5K0.01%+115+10.7%Added
DoubleLine ETF Adviser LP1,207$280.5K0.12%−319−20.9%Reduced
Wetherby Asset Management Inc1,208$280.7K0.02%00.0%Unchanged
Siemens Fonds Invest GmbH1,212$281.6K0.03%−15−1.2%Reduced
Trust Asset Management LLC1,227$285.1K0.03%−62−4.8%Reduced
Everence Capital Management Inc1,250$290.0K0.02%+1,250New
Private Advisor Group, LLC1,252$290.8K0.00%+1,252New
Alhambra Investment Partners LLC1,260$292.8K0.20%00.0%Unchanged
Avestar Capital, LLC1,256$292.9K0.06%−7−0.6%Reduced
Chicago Partners Investment Group LLC1,221$293.4K0.02%−33−2.6%Reduced
Rockland Trust Co1,266$294.2K0.02%00.0%Unchanged
Profund Advisors LLC1,268$294.7K0.02%−63−4.7%Reduced
Buckingham Strategic Wealth, LLC1,205$294.7K0.01%00.0%Unchanged
Cresset Asset Management, LLC1,280$298.5K0.01%+109+9.3%Added
Fund Management at Engine No. 1 LLC1,295$300.9K0.06%+103+8.6%Added
Gsa Capital Partners LLP1,304$303.0K0.03%+1,304New
MML Investors Services, LLC1,307$304.0K0.00%−84−6.0%Reduced
Bessemer Group Inc1,311$304.0K0.00%+202+18.2%Added
Capital Analysts, LLC1,315$306.0K0.02%00.0%Unchanged
Mayflower Financial Advisors, LLC1,328$308.6K0.04%+6+0.5%Added
Cigna Investments Inc1,331$309.0K0.06%−40−2.9%Reduced
OneAscent Wealth Management LLC1,336$310.0K0.12%+1,336New
Horizon Investments, LLC1,352$314.2K0.01%−491−26.6%Reduced
Davenport & Co LLC1,367$317.7K0.00%−18−1.3%Reduced
Cary Street Partner Investment Advisory LLC1,381$320.9K0.02%00.0%Unchanged
Veriti Management LLC1,389$322.8K0.04%+252+22.2%Added
Cohen & Steers, Inc.1,403$326.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC1,451$337.2K0.01%−36−2.4%Reduced
Pekin Hardy Strauss, Inc.1,467$340.9K0.05%−427−22.5%Reduced
Two Sigma Securities, LLC1,506$350.0K0.03%+268+21.6%Added
Cladis Investment Advisory, LLC1,510$350.9K0.32%00.0%Unchanged
Regions Financial Corp1,520$353.0K0.00%+6+0.4%Added
Riverpoint Wealth Management Holdings, LLC1,540$357.9K0.12%00.0%Unchanged
Steward Partners Investment Advisory, LLC1,625$377.6K0.01%−683−29.6%Reduced
Federated Hermes, Inc.1,629$378.5K0.00%+956+142.1%Added
Symmetry Partners, LLC1,634$380.0K0.02%00.0%Unchanged
Kestra Advisory Services, LLC1,636$380.1K0.00%−829−33.6%Reduced
Northwestern Mutual Wealth Management Co1,659$385.6K0.00%−40−2.4%Reduced
Oak Thistle LLC1,661$386.0K0.23%+1,661New
Moody National Bank Trust Division1,696$394.1K0.03%00.0%Unchanged
Family Firm, Inc.1,704$396.0K0.11%+6+0.4%Added
Kula Investments, LLC1,714$398.3K0.10%+1,714New
Ronald Blue Trust, Inc.1,637$400.0K0.01%+615+60.2%Added
Acrisure Capital Management, LLC1,723$400.4K0.41%+731+73.7%Added
Echo Street Capital Management LLC1,725$400.9K0.00%+1,725New
Clearbridge Investments, LLC1,728$401.6K0.00%−200−10.4%Reduced
DHJJ Financial Advisors, Ltd.1,752$407.1K0.22%00.0%Unchanged
Vivaldi Capital Management, LLC1,773$412.0K0.12%+2+0.1%Added
Mutual Advisors, LLC1,774$412.2K0.02%+1,774New
Tokio Marine Asset Management Co Ltd1,791$416.2K0.03%+276+18.2%Added
Banque Cantonale Vaudoise1,800$418.0K0.02%00.0%Unchanged