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 |
|---|---|---|---|---|---|
| 44 Wealth Management LLC | 1,830 | $425.3K | 0.14% | −19−1.0% | Reduced |
| Saxon Interests, Inc. | 1,831 | $425.5K | 0.24% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 1,841 | $428.0K | 0.02% | −3,132−63.0% | Reduced |
| Dynamic Advisor Solutions LLC | 1,852 | $430.4K | 0.03% | +61+3.4% | Added |
| Verition Fund Management LLC | 1,862 | $432.7K | 0.01% | +1,862 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $437.3K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,900 | $441.5K | 0.00% | +1,900 | New |
| Vestmark Advisory Solutions, Inc. | 1,908 | $443.4K | 0.02% | −56−2.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,910 | $443.8K | 0.20% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,816 | $444.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,919 | $446.0K | 0.00% | −215−10.1% | Reduced |
| KB Financial Partners, LLC | 1,921 | $446.0K | 0.13% | −17−0.9% | Reduced |
| James Hambro & Partners | 1,920 | $446.1K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 1,921 | $446.4K | 0.00% | −813−29.7% | Reduced |
| CWM, LLC | 1,941 | $451.0K | 0.00% | −146−7.0% | Reduced |
| Veritable, L.P. | 1,970 | $457.8K | 0.01% | +93+5.0% | Added |
| Coldstream Capital Management Inc | 1,971 | $458.1K | 0.02% | +36+1.9% | Added |
| Walleye Trading LLC | 1,981 | $460.3K | 0.02% | +1,981 | New |
| Fiera Capital Corp | 1,997 | $464.1K | 0.00% | +6+0.3% | Added |
| Advisory Services Network, LLC | 1,997 | $464.1K | 0.01% | −204−9.3% | Reduced |
| Brown Brothers Harriman & Co | 2,033 | $472.4K | 0.00% | −350−14.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,042 | $474.5K | 0.01% | +2,042 | New |
| Epoch Investment Partners, Inc. | 2,058 | $478.2K | 0.00% | −2−0.1% | Reduced |
| SkyView Investment Advisors, LLC | 2,086 | $485.0K | 0.11% | +23+1.1% | Added |
| Capstone Investment Advisors, LLC | 2,091 | $485.9K | 0.02% | +699+50.2% | Added |
| Prelude Capital Management, LLC | 2,130 | $495.0K | 0.03% | +130+6.5% | Added |
| Fifth Third Bancorp | 2,148 | $499.2K | 0.00% | +117+5.8% | Added |
| Raub Brock Capital Management LP | 2,150 | $499.6K | 0.10% | −500−18.9% | Reduced |
| Wexford Capital LP | 2,180 | $506.6K | 0.10% | +2,180 | New |
| Lincoln National Corp | 2,231 | $518.4K | 0.01% | +476+27.1% | Added |
| Occudo Quantitative Strategies LP | 2,333 | $542.1K | 0.05% | −12,347−84.1% | Reduced |
| Clearstead Advisors, LLC | 2,353 | $546.8K | 0.04% | +12+0.5% | Added |
| Telemus Capital, LLC | 2,365 | $549.6K | 0.05% | −430−15.4% | Reduced |
| Blueshift Asset Management, LLC | 2,375 | $551.9K | 0.23% | +2,375 | New |
| Acadian Asset Management LLC | 2,401 | $557.0K | 0.00% | −293−10.9% | Reduced |
| First Pacific Advisors, LP | 2,400 | $557.7K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 2,459 | $571.4K | 0.00% | −102−4.0% | Reduced |
| Legal Advantage Investments, Inc. | 2,465 | $572.8K | 0.42% | 00.0% | Unchanged |
| First Manhattan Co | 2,492 | $579.1K | 0.00% | −6,000−70.7% | Reduced |
| Pinnacle Associates Ltd | 2,500 | $581.0K | 0.01% | +69+2.8% | Added |
| Impax Asset Management Group plc | 2,532 | $588.4K | 0.00% | −297−10.5% | Reduced |
| Worldquant Millennium Advisors LLC | 2,586 | $601.0K | 0.01% | +2,586 | New |
| Vestcor Inc | 2,596 | $603.0K | 0.02% | −12−0.5% | Reduced |
| Qtron Investments LLC | 2,608 | $606.0K | 0.12% | +285+12.3% | Added |
| Tower Research Capital LLC (TRC) | 2,622 | $609.0K | 0.02% | +96+3.8% | Added |
| S.E.E.D. Planning Group LLC | 2,623 | $609.5K | 0.24% | +2,623 | New |
| Intrust Bank NA | 2,630 | $611.2K | 0.08% | +275+11.7% | Added |
| Bleakley Financial Group, LLC | 2,652 | $616.3K | 0.02% | +231+9.5% | Added |
| Daymark Wealth Partners, LLC | 2,656 | $617.2K | 0.08% | −13−0.5% | Reduced |
| Sawtooth Solutions, LLC | 2,660 | $618.1K | 0.02% | +1,688+173.7% | Added |
| Thoroughbred Financial Services, LLC | 2,693 | $625.0K | 0.09% | +10.0% | Added |
| Bridgefront Capital, LLC | 2,699 | $627.2K | 0.38% | +2,699 | New |
| TD Private Client Wealth LLC | 2,708 | $629.3K | 0.03% | −49−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 2,793 | $649.0K | 0.00% | −3,432−55.1% | Reduced |
| Central Trust Co | 2,796 | $650.0K | 0.02% | −550−16.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $669.3K | 0.16% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 2,897 | $673.2K | 0.01% | −10.0% | Reduced |
| Balyasny Asset Management LLC | 2,934 | $681.8K | 0.00% | +2,934 | New |
| Ieq Capital, LLC | 3,024 | $702.7K | 0.02% | +639+26.8% | Added |
| First Hawaiian Bank | 3,075 | $714.6K | 0.02% | −10−0.3% | Reduced |
| Proficio Capital Partners LLC | 3,085 | $716.9K | 0.11% | +3,085 | New |
| Machina Capital S.A.S. | 3,210 | $745.9K | 0.65% | +3,210 | New |
| Dana Investment Advisors, Inc. | 3,213 | $746.6K | 0.04% | −460−12.5% | Reduced |
| Advisor Partners II, LLC | 3,221 | $748.5K | 0.04% | +334+11.6% | Added |
| Tiedemann Advisors, LLC | 3,234 | $754.2K | 0.03% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,464 | $790.5K | 0.01% | −259−7.0% | Reduced |
| Balentine LLC | 3,417 | $794.0K | 0.03% | −859−20.1% | Reduced |
| Gabelli Funds LLC | 3,500 | $813.3K | 0.01% | −200−5.4% | Reduced |
| Confluence Investment Management LLC | 3,586 | $833.3K | 0.01% | +28+0.8% | Added |
| Industrial Alliance Investment Management Inc. | 3,623 | $842.0K | 0.02% | +3,623 | New |
| Fox Run Management, L.L.C. | 3,690 | $857.5K | 0.28% | +3,690 | New |
| Engineers Gate Manager LP | 3,768 | $875.6K | 0.04% | +810+27.4% | Added |
| Ironwood Investment Counsel, LLC | 3,782 | $878.9K | 0.21% | −245−6.1% | Reduced |
| Vinva Investment Management Ltd | 3,848 | $881.2K | 0.07% | +3,848 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,799 | $883.0K | 0.07% | −142−3.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $884.0K | 0.19% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 3,835 | $893.5K | 0.00% | +1,477+62.6% | Added |
| National Bank of Canada | 3,846 | $896.3K | 0.00% | −436−10.2% | Reduced |
| XTX Topco Ltd | 3,862 | $897.5K | 0.19% | +3,862 | New |
| Snowden Capital Advisors LLC | 3,909 | $908.4K | 0.04% | −31−0.8% | Reduced |
| Commerce Bank | 3,954 | $918.8K | 0.01% | +57+1.5% | Added |
| Oppenheimer Asset Management Inc. | 3,957 | $919.5K | 0.01% | −184−4.4% | Reduced |
| South Dakota Investment Council | 3,960 | $920.0K | 0.02% | 00.0% | Unchanged |
| Cipher Capital LP | 3,982 | $925.3K | 0.17% | +3,982 | New |
| SYSTM Wealth Solutions LLC | 3,989 | $926.9K | 0.14% | −351−8.1% | Reduced |
| USA Financial Portformulas Corp | 4,036 | $937.9K | 1.52% | +4,036 | New |
| Kowal Investment Group, LLC | 4,042 | $939.4K | 0.27% | +13+0.3% | Added |
| Gateway Investment Advisers LLC | 4,099 | $952.5K | 0.01% | +1,648+67.2% | Added |
| Quantitative Investment Management, LLC | 4,136 | $961.0K | 0.20% | +4,136 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 4,213 | $965.9K | 0.92% | −215−4.9% | Reduced |
| Dryden Capital, LLC | 4,250 | $987.6K | 1.30% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,250 | $987.6K | 0.01% | +2,020+90.6% | Added |
| 3Chopt Investment Partners, LLC | 4,267 | $995.2K | 0.53% | −1,354−24.1% | Reduced |
| Stratos Wealth Partners, LTD. | 4,456 | $1.04M | 0.03% | −175−3.8% | Reduced |
| ISAM Funds (UK) Ltd | 4,465 | $1.04M | 1.32% | +4,465 | New |
| Rocky Mountain Advisers, LLC | 4,486 | $1.04M | 0.55% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,495 | $1.04M | 0.00% | 00.0% | Unchanged |
| Marathon Capital Management | 4,718 | $1.10M | 0.27% | +10+0.2% | Added |
| Metropolitan Life Insurance Co | 4,775 | $1.11M | 0.06% | −1,485−23.7% | Reduced |
| Brinker Capital Investments, LLC | 4,829 | $1.12M | 0.01% | −932−16.2% | Reduced |