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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 1,986,908 | $461.7M | 0.23% | −98,664−4.7% | Reduced |
| Invesco Ltd. | 2,077,590 | $482.8M | 0.13% | −13,155−0.6% | Reduced |
| FMR LLC | 2,151,753 | $500.0M | 0.05% | +140,834+7.0% | Added |
| Geode Capital Management, LLC | 2,403,014 | $557.2M | 0.07% | +11,773+0.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,686,127 | $856.6M | 1.66% | −243,545−6.2% | Reduced |
| State Street Corp | 4,483,498 | $1.05B | 0.06% | −335,992−7.0% | Reduced |
| First Eagle Investment Management, LLC | 4,948,386 | $1.15B | 3.05% | +6,083+0.1% | Added |
| Artisan Partners Limited Partnership | 5,540,872 | $1.29B | 2.14% | −925,300−14.3% | Reduced |
| Massachusetts Financial Services Co | 8,110,326 | $1.88B | 0.65% | +1,988,265+32.5% | Added |
| BlackRock Inc. | 10,626,381 | $2.47B | 0.07% | −193,095−1.8% | Reduced |
| Vanguard Group Inc | 12,312,112 | $2.86B | 0.07% | +70,777+0.6% | Added |
| Cerity Partners LLC | 3,561 | – | – | −345−8.8% | Reduced |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −122,200−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −105,161−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −86,365−100.0% | Sold out |
| Noble Path Asset Management LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,134−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −7,847−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,985−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −4,311−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,447−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −897−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −851−100.0% | Sold out |
| Seed Wealth Management, Inc. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Rothschild Investment Corp | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Veritas Investment Partners (UK) Ltd. | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| WJ Interests, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| New England Guild Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |