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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 4,829 | $1.12M | 0.01% | +3,405+239.1% | Added |
| Wellington Management Group LLP | 4,836 | $1.12M | 0.00% | +191+4.1% | Added |
| Metis Global Partners, LLC | 4,950 | $1.15M | 0.07% | +1,880+61.2% | Added |
| RBF Capital, LLC | 5,000 | $1.16M | 0.08% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,000 | $1.16M | 0.06% | −200−3.8% | Reduced |
| La Banque Postale Asset Management SA | 5,139 | $1.19M | 0.03% | +5,139 | New |
| SG Americas Securities, LLC | 5,154 | $1.20M | 0.02% | +4,418+600.3% | Added |
| First Republic Investment Management, Inc. | 5,163 | $1.20M | 0.00% | +165+3.3% | Added |
| Norinchukin Bank, The | 5,313 | $1.23M | 0.02% | +118+2.3% | Added |
| Gardner Lewis Asset Management L P | 5,661 | $1.32M | 0.47% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,678 | $1.32M | 0.04% | −20−0.4% | Reduced |
| Boston Partners | 5,684 | $1.32M | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,683 | $1.32M | 0.04% | +2,227+64.4% | Added |
| Thrivent Financial for Lutherans | 5,698 | $1.32M | 0.00% | +861+17.8% | Added |
| Accretive Wealth Partners, LLC | 5,767 | $1.34M | 0.86% | +72+1.3% | Added |
| Formidable Asset Management, LLC | 5,803 | $1.35M | 0.29% | −56−1.0% | Reduced |
| Winton Group Ltd | 5,932 | $1.38M | 0.08% | +2,009+51.2% | Added |
| Deltec Asset Management LLC | 6,000 | $1.39M | 0.34% | +6,000 | New |
| Ethic Inc. | 6,057 | $1.41M | 0.06% | +2,016+49.9% | Added |
| Live Oak Private Wealth LLC | 6,099 | $1.42M | 0.29% | +133+2.2% | Added |
| Assetmark, Inc | 6,129 | $1.42M | 0.01% | +576+10.4% | Added |
| Atria Investments LLC | 6,318 | $1.47M | 0.03% | +6,318 | New |
| Foresight Global Investors, Inc. | 6,450 | $1.50M | 1.07% | +6,450 | New |
| Lester Murray Antman dba SimplyRich | 6,708 | $1.56M | 0.59% | −40−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 6,721 | $1.56M | 0.03% | +3,947+142.3% | Added |
| Panagora Asset Management Inc | 6,726 | $1.56M | 0.01% | −1,006−13.0% | Reduced |
| Pacer Advisors, Inc. | 6,760 | $1.57M | 0.01% | −38,956−85.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 6,888 | $1.60M | 0.00% | +6,888 | New |
| Louisiana State Employees Retirement System | 6,900 | $1.60M | 0.04% | −100−1.4% | Reduced |
| Accurate Wealth Management, LLC | 7,097 | $1.67M | 0.57% | +6,960+5,080.3% | Added |
| JustInvest LLC | 7,179 | $1.67M | 0.06% | +360+5.3% | Added |
| Meeder Asset Management Inc | 7,229 | $1.68M | 0.13% | −30,063−80.6% | Reduced |
| Commonwealth Equity Services, LLC | 7,274 | $1.69M | 0.00% | +907+14.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,316 | $1.70M | 0.04% | −3,000−29.1% | Reduced |
| Steel Peak Wealth Management LLC | 7,423 | $1.73M | 0.12% | +6,323+574.8% | Added |
| Nordea Investment Management AB | 7,593 | $1.75M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,535 | $1.75M | 0.00% | −5,193−40.8% | Reduced |
| Guggenheim Capital LLC | 7,954 | $1.85M | 0.02% | +544+7.3% | Added |
| STRS Ohio | 7,999 | $1.86M | 0.01% | +551+7.4% | Added |
| Tocqueville Asset Management L.P. | 8,028 | $1.87M | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 8,050 | $1.87M | 0.12% | −1,240−13.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,271 | $1.92M | 0.03% | −1,759−17.5% | Reduced |
| Oregon Public Employees Retirement Fund | 8,366 | $1.94M | 0.02% | −68−0.8% | Reduced |
| Cary Street Partners Asset Management LLC | 8,425 | $1.96M | 0.37% | −415−4.7% | Reduced |
| Kentucky Retirement Systems | 8,441 | $1.96M | 0.07% | −205−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 8,468 | $1.97M | 0.08% | −100−1.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.00M | 0.03% | +1,012+13.3% | Added |
| Mariner, LLC | 8,678 | $2.02M | 0.01% | +621+7.7% | Added |
| Securian Asset Management, Inc | 8,793 | $2.04M | 0.05% | −100−1.1% | Reduced |
| Hartford Investment Management Co | 9,442 | $2.19M | 0.07% | −975−9.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,519 | $2.21M | 0.04% | +1,166+14.0% | Added |
| British Columbia Investment Management Corp | 9,641 | $2.24M | 0.02% | −102−1.0% | Reduced |
| Blair William & Co | 9,646 | $2.24M | 0.01% | −27−0.3% | Reduced |
| Victory Capital Management Inc | 9,668 | $2.25M | 0.00% | −2,274−19.0% | Reduced |
| Cornercap Investment Counsel Inc | 9,868 | $2.29M | 0.40% | +190+2.0% | Added |
| Montag A & Associates Inc | 9,854 | $2.30M | 0.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,905 | $2.30M | 0.00% | −2,394−19.5% | Reduced |
| Yakira Capital Management, Inc. | 9,934 | $2.31M | 0.59% | +5,500+124.0% | Added |
| Swiss Life Asset Management Ltd | 10,158 | $2.36M | 0.04% | −6,046−37.3% | Reduced |
| Sendero Wealth Management, LLC | 10,197 | $2.37M | 0.73% | +1,101+12.1% | Added |
| Teachers Retirement System of the State of Kentucky | 10,218 | $2.37M | 0.02% | −12,300−54.6% | Reduced |
| Centiva Capital, LP | 10,330 | $2.40M | 0.13% | +3,545+52.2% | Added |
| ExodusPoint Capital Management, LP | 10,384 | $2.41M | 0.03% | +8,625+490.3% | Added |
| Callahan Advisors, LLC | 10,385 | $2.41M | 0.31% | +2,078+25.0% | Added |
| Macquarie Group Ltd | 10,586 | $2.46M | 0.00% | +814+8.3% | Added |
| Achmea Investment Management B.V. | 10,750 | $2.50M | 0.07% | −41,402−79.4% | Reduced |
| Steel Canyon Capital, LLC | 11,000 | $2.56M | 5.10% | −5,063−31.5% | Reduced |
| 1832 Asset Management L.P. | 11,320 | $2.63M | 0.01% | +11,320 | New |
| HighTower Advisors, LLC | 11,660 | $2.69M | 0.01% | +194+1.7% | Added |
| Point72 Middle East FZE | 11,779 | $2.74M | 0.15% | +11,779 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,904 | $2.77M | 0.01% | +404+3.5% | Added |
| Baird Financial Group, Inc. | 12,064 | $2.80M | 0.01% | −4,265−26.1% | Reduced |
| Nissay Asset Management Corp | 12,146 | $2.82M | 0.03% | −594−4.7% | Reduced |
| Truist Financial Corp | 12,270 | $2.85M | 0.00% | −871−6.6% | Reduced |
| Captrust Financial Advisors | 12,293 | $2.86M | 0.01% | −137−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,538 | $2.91M | 0.34% | +12,538 | New |
| Czech National Bank | 12,579 | $2.92M | 0.07% | −90−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 12,600 | $2.93M | 0.00% | +214+1.7% | Added |
| Mercer Global Advisors Inc | 12,633 | $2.94M | 0.01% | +657+5.5% | Added |
| Murphy Pohlad Asset Management LLC | 12,670 | $2.94M | 1.22% | −290−2.2% | Reduced |
| Westpac Banking Corp | 12,891 | $3.00M | 0.04% | −2,288−15.1% | Reduced |
| Canada Pension Plan Investment Board | 13,000 | $3.02M | 0.00% | +13,000 | New |
| Janney Montgomery Scott LLC | 13,095 | $3.04M | 0.01% | +2,114+19.3% | Added |
| Wealthfront Advisers LLC | 13,146 | $3.05M | 0.01% | −900−6.4% | Reduced |
| CIBC Asset Management Inc | 13,274 | $3.08M | 0.01% | −144−1.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 13,279 | $3.09M | 0.83% | −69−0.5% | Reduced |
| Neuberger Berman Group LLC | 13,295 | $3.09M | 0.00% | −2,467−15.7% | Reduced |
| US Bancorp | 13,393 | $3.11M | 0.01% | +22+0.2% | Added |
| Xponance, Inc. | 13,418 | $3.12M | 0.05% | +330+2.5% | Added |
| AQR Capital Management LLC | 13,757 | $3.17M | 0.01% | +11,651+553.2% | Added |
| Quantbot Technologies LP | 13,973 | $3.25M | 0.23% | +13,973 | New |
| CIBC World Markets Corp | 14,024 | $3.26M | 0.05% | −21,681−60.7% | Reduced |
| Gulf International Bank (UK) Ltd | 14,274 | $3.32M | 0.07% | −4,185−22.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,306 | $3.32M | 0.01% | −3,281−18.7% | Reduced |
| Handelsbanken Fonder AB | 14,449 | $3.36M | 0.02% | +745+5.4% | Added |
| Creative Planning | 14,509 | $3.37M | 0.00% | −199−1.4% | Reduced |
| State of Alaska, Department of Revenue | 14,711 | $3.42M | 0.04% | −442−2.9% | Reduced |
| Engine Capital Management, LP | 14,950 | $3.47M | 1.02% | −122,500−89.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,971 | $3.48M | 0.01% | +1,112+8.0% | Added |
| Dynamic Technology Lab Private Ltd | 15,119 | $3.51M | 0.32% | +15,119 | New |