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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 65,573 | $15.2M | 0.02% | +10,455+19.0% | Added |
| Voya Investment Management LLC | 66,834 | $15.5M | 0.02% | +9,787+17.2% | Added |
| Gradient Investments LLC | 68,003 | $15.8M | 0.43% | +4,100+6.4% | Added |
| Westport Asset Management Inc | 69,234 | $16.1M | 9.66% | 00.0% | Unchanged |
| Citadel Advisors LLC | 71,725 | $16.7M | 0.02% | +49,224+218.8% | Added |
| Manufacturers Life Insurance Company, The | 72,653 | $16.9M | 0.01% | −4,171−5.4% | Reduced |
| Storebrand Asset Management AS | 72,801 | $16.9M | 0.09% | +1,470+2.1% | Added |
| Rivermont Capital Management LP | 73,819 | $17.2M | 9.44% | −644−0.9% | Reduced |
| KBC Group NV | 74,798 | $17.4M | 0.07% | +2,234+3.1% | Added |
| Mackenzie Financial Corp | 76,053 | $17.7M | 0.03% | +76,053 | New |
| Diamond Hill Capital Management Inc | 76,666 | $17.8M | 0.08% | −3,737−4.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 80,147 | $18.6M | 0.05% | −5,267−6.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 84,103 | $19.5M | 0.05% | +7,133+9.3% | Added |
| Teacher Retirement System of Texas | 85,137 | $19.8M | 0.13% | −10,029−10.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 87,484 | $20.3M | 1.55% | −475−0.5% | Reduced |
| Korea Investment CORP | 89,192 | $20.7M | 0.06% | +43,001+93.1% | Added |
| DekaBank Deutsche Girozentrale | 93,452 | $21.1M | 0.05% | +4,611+5.2% | Added |
| Qube Research & Technologies Ltd | 93,361 | $21.7M | 0.12% | +93,361 | New |
| Intech Investment Management LLC | 93,498 | $21.7M | 0.18% | −19,698−17.4% | Reduced |
| BNP Paribas Arbitrage, SA | 94,503 | $22.0M | 0.05% | −66,971−41.5% | Reduced |
| Renaissance Technologies LLC | 95,620 | $22.2M | 0.03% | +95,620 | New |
| Schonfeld Strategic Advisors LLC | 95,673 | $22.2M | 0.21% | +19,484+25.6% | Added |
| Adams Diversified Equity Fund, Inc. | 96,700 | $22.5M | 1.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 97,926 | $22.8M | 0.01% | −6,359−6.1% | Reduced |
| Citigroup Inc | 111,572 | $25.9M | 0.03% | +32,070+40.3% | Added |
| M&T Bank Corp | 111,829 | $26.0M | 0.10% | +1,516+1.4% | Added |
| Bank of Montreal | 114,731 | $26.7M | 0.02% | −5,329−4.4% | Reduced |
| Natixis Advisors, L.P. | 115,071 | $26.7M | 0.09% | −5,389−4.5% | Reduced |
| Bank of Nova Scotia | 116,457 | $27.1M | 0.08% | −130,184−52.8% | Reduced |
| State Board of Administration of Florida Retirement System | 116,615 | $27.1M | 0.06% | −3,740−3.1% | Reduced |
| Great West Life Assurance Co | 117,240 | $27.3M | 0.07% | −840−0.7% | Reduced |
| New York State Teachers Retirement System | 117,511 | $27.3M | 0.06% | −743−0.6% | Reduced |
| JPMorgan Chase & Co | 120,833 | $28.1M | 0.00% | +18,076+17.6% | Added |
| New York State Common Retirement Fund | 120,945 | $28.1M | 0.04% | −6,037−4.8% | Reduced |
| Ameriprise Financial Inc | 126,493 | $29.4M | 0.01% | −18,769−12.9% | Reduced |
| New South Capital Management Inc | 128,237 | $29.8M | 1.35% | −3,695−2.8% | Reduced |
| Prana Capital Management, LP | 129,990 | $30.2M | 2.56% | −9,673−6.9% | Reduced |
| SEI Investments Co | 133,411 | $31.0M | 0.06% | −6,802−4.9% | Reduced |
| Ci Investments Inc. | 134,541 | $31.3M | 0.16% | −37,621−21.9% | Reduced |
| Principal Financial Group Inc | 135,899 | $31.6M | 0.02% | +952+0.7% | Added |
| Whitebox Advisors LLC | 137,653 | $32.0M | 1.54% | −42,300−23.5% | Reduced |
| Barclays PLC | 137,747 | $32.0M | 0.03% | −83,814−37.8% | Reduced |
| Price T Rowe Associates Inc | 147,329 | $34.2M | 0.01% | +2,387+1.6% | Added |
| UBS Group AG | 155,084 | $36.0M | 0.02% | −41,185−21.0% | Reduced |
| Royal Bank of Canada | 158,368 | $36.8M | 0.01% | −108,347−40.6% | Reduced |
| Man Group plc | – | $40.2M | 0.14% | – | – |
| Artemis Investment Management LLP | 172,893 | $40.2M | 0.49% | −436,108−71.6% | Reduced |
| Bamco Inc | 173,503 | $40.3M | 0.12% | +770+0.4% | Added |
| Brandes Investment Partners, LP | 178,093 | $41.4M | 0.88% | +22,510+14.5% | Added |
| California State Teachers Retirement System | 181,079 | $42.1M | 0.06% | −3,828−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 193,844 | $45.0M | 0.12% | +30,458+18.6% | Added |
| Rhumbline Advisers | 195,825 | $45.5M | 0.06% | +1,998+1.0% | Added |
| Perpetual Ltd | 202,762 | $47.1M | 0.41% | +202,762 | New |
| Credit Suisse AG | 209,373 | $48.7M | 0.05% | −16,748−7.4% | Reduced |
| Cortland Associates Inc | 218,851 | $50.9M | 8.10% | −4,163−1.9% | Reduced |
| Anchor Capital Advisors LLC | 221,209 | $51.4M | 1.36% | −5,766−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 226,699 | $52.7M | 0.11% | +10,043+4.6% | Added |
| Thompson Siegel & Walmsley LLC | 230,191 | $53.5M | 0.87% | +6,505+2.9% | Added |
| Russell Investments Group, Ltd. | 231,261 | $53.7M | 0.11% | +1,382+0.6% | Added |
| Deutsche Bank AG | 248,004 | $57.6M | 0.03% | +22,845+10.1% | Added |
| Raymond James & Associates | 252,537 | $58.7M | 0.05% | −6,849−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 261,500 | $60.8M | 0.34% | −63,000−19.4% | Reduced |
| Brandywine Global Investment Management, LLC | 261,758 | $60.8M | 0.49% | −12,094−4.4% | Reduced |
| Amundi | 262,687 | $62.0M | 0.03% | −124,414−32.1% | Reduced |
| Aviva PLC | 277,849 | $64.6M | 0.29% | −4,126−1.5% | Reduced |
| Johnson Investment Counsel Inc | 288,167 | $67.0M | 0.89% | −20,386−6.6% | Reduced |
| Mawer Investment Management Ltd. | 312,647 | $72.7M | 0.40% | −56,979−15.4% | Reduced |
| Crawford Investment Counsel Inc | 319,342 | $74.2M | 1.58% | −7,425−2.3% | Reduced |
| Millennium Management LLC | 333,176 | $77.4M | 0.09% | +317,328+2,002.3% | Added |
| Rockefeller Capital Management L.P. | 344,156 | $80.0M | 0.34% | −77,674−18.4% | Reduced |
| River Road Asset Management, LLC | 349,623 | $81.2M | 1.11% | −48,324−12.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 397,045 | $92.3M | 0.07% | +2,249+0.6% | Added |
| Bank of America Corp | 397,623 | $92.4M | 0.01% | +91,953+30.1% | Added |
| Capital Research Global Investors | 424,263 | $98.6M | 0.03% | +295+0.1% | Added |
| Swiss National Bank | 429,510 | $99.8M | 0.07% | −17,400−3.9% | Reduced |
| Goldman Sachs Group Inc | 501,665 | $116.6M | 0.03% | +34,622+7.4% | Added |
| Ceredex Value Advisors LLC | 521,957 | $121.7M | 1.89% | +23,967+4.8% | Added |
| Standard Life Aberdeen plc | 547,408 | $127.2M | 0.32% | +12,984+2.4% | Added |
| California Public Employees Retirement System | 559,136 | $129.9M | 0.12% | −29,522−5.0% | Reduced |
| Dimensional Fund Advisors LP | 563,842 | $131.0M | 0.04% | −18,041−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 567,578 | $131.9M | 0.04% | −1,439−0.3% | Reduced |
| American Century Companies Inc | 664,851 | $154.5M | 0.12% | +179,136+36.9% | Added |
| UBS Asset Management Americas Inc | 665,216 | $154.6M | 0.07% | +3,551+0.5% | Added |
| Morgan Stanley | 667,079 | $155.0M | 0.02% | −52,770−7.3% | Reduced |
| Bank of New York Mellon Corp | 742,682 | $172.6M | 0.04% | −39,272−5.0% | Reduced |
| Legal & General Group Plc | 772,403 | $179.5M | 0.06% | −24,643−3.1% | Reduced |
| Nuveen Asset Management, LLC | 782,536 | $181.8M | 0.07% | +91,491+13.2% | Added |
| Burgundy Asset Management Ltd. | 783,286 | $182.0M | 2.25% | +77,009+10.9% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 806,836 | $187.5M | 5.93% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 850,000 | $197.5M | 4.48% | 00.0% | Unchanged |
| Baupost Group LLCSuperinvestorBaupost Group | 858,667 | $199.5M | 3.41% | −422,241−33.0% | Reduced |
| Clarkston Capital Partners, LLC | 1,014,812 | $235.8M | 4.40% | −107,007−9.5% | Reduced |
| Norges Bank | 1,164,601 | $270.6M | 0.06% | +34,395+3.0% | Added |
| Northern Trust Corp | 1,194,145 | $277.5M | 0.06% | −20,343−1.7% | Reduced |
| Altrinsic Global Advisors LLC | 1,206,134 | $280.3M | 10.86% | −23,828−1.9% | Reduced |
| Alliancebernstein L.P. | 1,265,359 | $294.0M | 0.13% | −426,670−25.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,306,049 | $303.5M | 1.17% | −183,788−12.3% | Reduced |
| EdgePoint Investment Group Inc. | 1,343,378 | $312.2M | 3.13% | −805,500−37.5% | Reduced |
| Cantillon Capital Management LLC | 1,770,431 | $411.4M | 3.35% | −29,486−1.6% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 1,819,397 | $422.8M | 8.48% | −106,094−5.5% | Reduced |