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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 15,125 | $3.51M | 0.01% | −88−0.6% | Reduced |
| LPL Financial LLC | 15,266 | $3.55M | 0.00% | +1,012+7.1% | Added |
| Mutual of America Capital Management LLC | 15,285 | $3.55M | 0.04% | −184−1.2% | Reduced |
| AMG National Trust Bank | 15,456 | $3.59M | 0.12% | −2,149−12.2% | Reduced |
| Holocene Advisors, LP | 15,582 | $3.62M | 0.02% | −9,084−36.8% | Reduced |
| Financial Engines Advisors L.L.C. | 15,616 | $3.63M | 0.01% | +428+2.8% | Added |
| Crossmark Global Holdings, Inc. | 15,679 | $3.64M | 0.09% | +9,343+147.5% | Added |
| Timber Creek Capital Management LLC | 16,649 | $3.87M | 1.38% | −71−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,802 | $3.90M | 0.01% | −3,327−16.5% | Reduced |
| New York Life Investment Management LLC | 16,879 | $3.92M | 0.04% | −230−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 16,920 | $3.93M | 0.02% | −670−3.8% | Reduced |
| State of Tennessee, Treasury Department | 17,417 | $4.05M | 0.02% | −39,428−69.4% | Reduced |
| Mizuho Markets Cayman LP | 17,500 | $4.07M | 0.17% | +17,500 | New |
| Mizuho Markets Americas LLC | 17,500 | $4.07M | 0.17% | +17,500 | New |
| Cambridge Investment Research Advisors, Inc. | 17,646 | $4.10M | 0.02% | +13,913+372.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,660 | $4.10M | 0.02% | −22,324−55.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,905 | $4.16M | 0.03% | −1,977−9.9% | Reduced |
| Janus Henderson Group PLC | 17,951 | $4.17M | 0.00% | +3,054+20.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,098 | $4.21M | 0.04% | −198−1.1% | Reduced |
| USS Investment Management Ltd | 18,316 | $4.26M | 0.06% | 00.0% | Unchanged |
| PGGM Investments | 18,407 | $4.28M | 0.07% | 00.0% | Unchanged |
| DnB Asset Management AS | 18,890 | $4.39M | 0.03% | +113+0.6% | Added |
| Daiwa Securities Group Inc. | 18,981 | $4.41M | 0.03% | +78+0.4% | Added |
| Ostrum Asset Management | 19,073 | $4.43M | 0.39% | +19,073 | New |
| Utah Retirement Systems | 19,196 | $4.46M | 0.06% | +48+0.3% | Added |
| Yousif Capital Management, LLC | 19,365 | $4.50M | 0.06% | −1,377−6.6% | Reduced |
| First Trust Advisors LP | 19,596 | $4.55M | 0.01% | −33,280−62.9% | Reduced |
| Huntington National Bank | 20,090 | $4.67M | 0.05% | +45+0.2% | Added |
| Forsta Ap-Fonden | 20,900 | $4.86M | 0.06% | −25,900−55.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,353 | $4.96M | 0.09% | −4,149−16.3% | Reduced |
| Vontobel Holding Ltd. | 21,431 | $4.98M | 0.05% | −215−1.0% | Reduced |
| TCWP LLC | 21,625 | $5.03M | 0.95% | −123−0.6% | Reduced |
| We Are One Seven, LLC | 21,795 | $5.06M | 0.32% | +21,795 | New |
| AXA S.A. | 21,844 | $5.08M | 0.02% | −6,410−22.7% | Reduced |
| Moran Wealth Management, LLC | 22,043 | $5.12M | 0.19% | +210+1.0% | Added |
| Texas Permanent School Fund | 22,257 | $5.17M | 0.05% | +6,879+44.7% | Added |
| Swedbank AB | 22,712 | $5.28M | 0.01% | +6,305+38.4% | Added |
| Arrowstreet Capital, Limited Partnership | 22,868 | $5.31M | 0.01% | +22,868 | New |
| Trexquant Investment LP | 22,977 | $5.34M | 0.15% | +22,977 | New |
| Stifel Financial Corp | 23,381 | $5.43M | 0.01% | +3,116+15.4% | Added |
| PEAK6 Investments LLC | 23,447 | $5.45M | 0.35% | +19,208+453.1% | Added |
| Olstein Capital Management, L.P. | 23,500 | $5.46M | 0.86% | −500−2.1% | Reduced |
| ProShare Advisors LLC | 23,679 | $5.50M | 0.02% | +2,410+11.3% | Added |
| Marshall Wace, LLP | 23,712 | $5.51M | 0.01% | +23,712 | New |
| Allianz Asset Management GmbH | 24,154 | $5.61M | 0.01% | −68,847−74.0% | Reduced |
| Crestline Management, LP | 25,000 | $5.81M | 0.71% | +25,000 | New |
| Nisa Investment Advisors, LLC | 25,032 | $5.82M | 0.05% | +15,073+151.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,288 | $5.88M | 0.08% | −1,500−5.6% | Reduced |
| Brookfield Asset Management Inc. | 26,355 | $6.12M | 0.02% | +14,654+125.2% | Added |
| Ossiam | 26,410 | $6.14M | 0.13% | +5,178+24.4% | Added |
| Dakota Wealth Management | 26,842 | $6.24M | 0.42% | −354−1.3% | Reduced |
| MetLife Investment Management | 27,568 | $6.41M | 0.05% | −688−2.4% | Reduced |
| Dorchester Wealth Management Co | 27,898 | $6.48M | 1.33% | +65+0.2% | Added |
| Nomura Asset Management Co Ltd | 28,242 | $6.56M | 0.03% | +761+2.8% | Added |
| American International Group, Inc. | 28,986 | $6.74M | 0.04% | −307−1.0% | Reduced |
| State of Michigan Retirement System | 29,292 | $6.81M | 0.04% | −100−0.3% | Reduced |
| Arizona State Retirement System | 29,554 | $6.87M | 0.06% | −409−1.4% | Reduced |
| Amalgamated Bank | 30,824 | $7.16M | 0.06% | −1,344−4.2% | Reduced |
| Retirement Systems of Alabama | 31,554 | $7.33M | 0.03% | −3,122−9.0% | Reduced |
| Sit Investment Associates Inc | 33,420 | $7.77M | 0.21% | +4,547+15.7% | Added |
| Cubist Systematic Strategies, LLC | 33,595 | $7.81M | 0.07% | +32,462+2,865.1% | Added |
| River & Mercantile Asset Management LLP | 34,515 | $8.02M | 1.64% | −200−0.6% | Reduced |
| Gotham Asset Management, LLC | 34,560 | $8.03M | 0.19% | +24,989+261.1% | Added |
| Federation des caisses Desjardins du Quebec | 34,757 | $8.08M | 0.09% | +30,966+816.8% | Added |
| Prudential Financial Inc | 38,143 | $8.09M | 0.01% | −917−2.3% | Reduced |
| Andra AP-fonden | 35,636 | $8.28M | 0.22% | +10,336+40.9% | Added |
| Rafferty Asset Management, LLC | 35,995 | $8.36M | 0.06% | −5,650−13.6% | Reduced |
| Exencial Wealth Advisors, LLC | 36,032 | $8.37M | 0.43% | −231−0.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 36,667 | $8.52M | 0.10% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 39,976 | $9.29M | 0.04% | −343−0.9% | Reduced |
| Nomura Holdings Inc | 41,261 | $9.59M | 0.09% | +36,441+756.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 41,424 | $9.63M | 2.13% | −755−1.8% | Reduced |
| Busey Wealth Management | 42,891 | $9.97M | 0.42% | +1,429+3.4% | Added |
| NFJ Investment Group, LLC | 44,320 | $10.3M | 0.28% | −7,226−14.0% | Reduced |
| Asset Management One Co.,Ltd. | 45,354 | $10.5M | 0.05% | +825+1.9% | Added |
| Glenview Capital Management, LLC | 46,541 | $10.8M | 0.27% | −97,611−67.7% | Reduced |
| HSBC Holdings PLC | 47,140 | $10.8M | 0.01% | −21,973−31.8% | Reduced |
| Treasurer of the State of North Carolina | 48,555 | $11.3M | 0.06% | +1,150+2.4% | Added |
| Tudor Investment Corp Et Al | 48,753 | $11.3M | 0.22% | +48,753 | New |
| Hosking Partners LLP | 49,817 | $11.6M | 0.54% | −9,704−16.3% | Reduced |
| Bridgewater Associates, LP | 49,941 | $11.6M | 0.07% | +1,209+2.5% | Added |
| APG Asset Management N.V. | 54,635 | $11.7M | 0.02% | −5,917−9.8% | Reduced |
| Pictet Asset Management SA | 52,349 | $12.2M | 0.02% | −955−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 52,422 | $12.2M | 0.40% | −10,507−16.7% | Reduced |
| AMF Pensionsforsakring AB | 52,858 | $12.3M | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 53,646 | $12.5M | 0.02% | +9,690+22.0% | Added |
| Squarepoint Ops LLC | 53,679 | $12.5M | 0.09% | +33,164+161.7% | Added |
| Toronto Dominion Bank | 53,922 | $12.5M | 0.02% | +31,437+139.8% | Added |
| Public Sector Pension Investment Board | 55,081 | $12.8M | 0.10% | −155−0.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 57,962 | $13.5M | 0.14% | +1,800+3.2% | Added |
| Envestnet Asset Management Inc | 1,985,669 | $13.6M | 0.01% | +1,918,237+2,844.7% | Added |
| Schroder Investment Management Group | 59,571 | $13.8M | 0.02% | −14,600−19.7% | Reduced |
| TD Asset Management Inc | 60,552 | $14.1M | 0.02% | −1,562−2.5% | Reduced |
| Chesley Taft & Associates LLC | 61,279 | $14.2M | 0.93% | −499−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 61,971 | $14.4M | 0.05% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 62,039 | $14.4M | 0.06% | −215−0.3% | Reduced |
| Voloridge Investment Management, LLC | 63,305 | $14.7M | 0.07% | +43,776+224.2% | Added |
| Employees Retirement System of Texas | 64,492 | $15.0M | 0.22% | −99,810−60.7% | Reduced |
| State of Wisconsin Investment Board | 64,862 | $15.1M | 0.04% | +5,028+8.4% | Added |
| M&G Investment Management Ltd | 65,422 | $15.2M | 0.11% | +8,888+15.7% | Added |