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 |
|---|---|---|---|---|---|
| Diamond Hill Capital Management Inc | 76,666 | $17.8M | 0.08% | −3,737−4.6% | Reduced |
| Mackenzie Financial Corp | 76,053 | $17.7M | 0.03% | +76,053 | New |
| KBC Group NV | 74,798 | $17.4M | 0.07% | +2,234+3.1% | Added |
| Rivermont Capital Management LP | 73,819 | $17.2M | 9.44% | −644−0.9% | Reduced |
| Storebrand Asset Management AS | 72,801 | $16.9M | 0.09% | +1,470+2.1% | Added |
| Manufacturers Life Insurance Company, The | 72,653 | $16.9M | 0.01% | −4,171−5.4% | Reduced |
| Citadel Advisors LLC | 71,725 | $16.7M | 0.02% | +49,224+218.8% | Added |
| Westport Asset Management Inc | 69,234 | $16.1M | 9.66% | 00.0% | Unchanged |
| Gradient Investments LLC | 68,003 | $15.8M | 0.43% | +4,100+6.4% | Added |
| Voya Investment Management LLC | 66,834 | $15.5M | 0.02% | +9,787+17.2% | Added |
| Lazard Asset Management LLC | 65,573 | $15.2M | 0.02% | +10,455+19.0% | Added |
| M&G Investment Management Ltd | 65,422 | $15.2M | 0.11% | +8,888+15.7% | Added |
| State of Wisconsin Investment Board | 64,862 | $15.1M | 0.04% | +5,028+8.4% | Added |
| Employees Retirement System of Texas | 64,492 | $15.0M | 0.22% | −99,810−60.7% | Reduced |
| Voloridge Investment Management, LLC | 63,305 | $14.7M | 0.07% | +43,776+224.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 62,039 | $14.4M | 0.06% | −215−0.3% | Reduced |
| State of New Jersey Common Pension Fund D | 61,971 | $14.4M | 0.05% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 61,279 | $14.2M | 0.93% | −499−0.8% | Reduced |
| TD Asset Management Inc | 60,552 | $14.1M | 0.02% | −1,562−2.5% | Reduced |
| Schroder Investment Management Group | 59,571 | $13.8M | 0.02% | −14,600−19.7% | Reduced |
| Envestnet Asset Management Inc | 1,985,669 | $13.6M | 0.01% | +1,918,237+2,844.7% | Added |
| Mn Services Vermogensbeheer B.V. | 57,962 | $13.5M | 0.14% | +1,800+3.2% | Added |
| Public Sector Pension Investment Board | 55,081 | $12.8M | 0.10% | −155−0.3% | Reduced |
| Toronto Dominion Bank | 53,922 | $12.5M | 0.02% | +31,437+139.8% | Added |
| Squarepoint Ops LLC | 53,679 | $12.5M | 0.09% | +33,164+161.7% | Added |
| Susquehanna International Group, LLP | 53,646 | $12.5M | 0.02% | +9,690+22.0% | Added |
| AMF Pensionsforsakring AB | 52,858 | $12.3M | 0.13% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 52,422 | $12.2M | 0.40% | −10,507−16.7% | Reduced |
| Pictet Asset Management SA | 52,349 | $12.2M | 0.02% | −955−1.8% | Reduced |
| APG Asset Management N.V. | 54,635 | $11.7M | 0.02% | −5,917−9.8% | Reduced |
| Bridgewater Associates, LP | 49,941 | $11.6M | 0.07% | +1,209+2.5% | Added |
| Hosking Partners LLP | 49,817 | $11.6M | 0.54% | −9,704−16.3% | Reduced |
| Tudor Investment Corp Et Al | 48,753 | $11.3M | 0.22% | +48,753 | New |
| Treasurer of the State of North Carolina | 48,555 | $11.3M | 0.06% | +1,150+2.4% | Added |
| HSBC Holdings PLC | 47,140 | $10.8M | 0.01% | −21,973−31.8% | Reduced |
| Glenview Capital Management, LLC | 46,541 | $10.8M | 0.27% | −97,611−67.7% | Reduced |
| Asset Management One Co.,Ltd. | 45,354 | $10.5M | 0.05% | +825+1.9% | Added |
| NFJ Investment Group, LLC | 44,320 | $10.3M | 0.28% | −7,226−14.0% | Reduced |
| Busey Wealth Management | 42,891 | $9.97M | 0.42% | +1,429+3.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 41,424 | $9.63M | 2.13% | −755−1.8% | Reduced |
| Nomura Holdings Inc | 41,261 | $9.59M | 0.09% | +36,441+756.0% | Added |
| Royal London Asset Management Ltd | 39,976 | $9.29M | 0.04% | −343−0.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 36,667 | $8.52M | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 36,032 | $8.37M | 0.43% | −231−0.6% | Reduced |
| Rafferty Asset Management, LLC | 35,995 | $8.36M | 0.06% | −5,650−13.6% | Reduced |
| Andra AP-fonden | 35,636 | $8.28M | 0.22% | +10,336+40.9% | Added |
| Prudential Financial Inc | 38,143 | $8.09M | 0.01% | −917−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 34,757 | $8.08M | 0.09% | +30,966+816.8% | Added |
| Gotham Asset Management, LLC | 34,560 | $8.03M | 0.19% | +24,989+261.1% | Added |
| River & Mercantile Asset Management LLP | 34,515 | $8.02M | 1.64% | −200−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 33,595 | $7.81M | 0.07% | +32,462+2,865.1% | Added |
| Sit Investment Associates Inc | 33,420 | $7.77M | 0.21% | +4,547+15.7% | Added |
| Retirement Systems of Alabama | 31,554 | $7.33M | 0.03% | −3,122−9.0% | Reduced |
| Amalgamated Bank | 30,824 | $7.16M | 0.06% | −1,344−4.2% | Reduced |
| Arizona State Retirement System | 29,554 | $6.87M | 0.06% | −409−1.4% | Reduced |
| State of Michigan Retirement System | 29,292 | $6.81M | 0.04% | −100−0.3% | Reduced |
| American International Group, Inc. | 28,986 | $6.74M | 0.04% | −307−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 28,242 | $6.56M | 0.03% | +761+2.8% | Added |
| Dorchester Wealth Management Co | 27,898 | $6.48M | 1.33% | +65+0.2% | Added |
| MetLife Investment Management | 27,568 | $6.41M | 0.05% | −688−2.4% | Reduced |
| Dakota Wealth Management | 26,842 | $6.24M | 0.42% | −354−1.3% | Reduced |
| Ossiam | 26,410 | $6.14M | 0.13% | +5,178+24.4% | Added |
| Brookfield Asset Management Inc. | 26,355 | $6.12M | 0.02% | +14,654+125.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,288 | $5.88M | 0.08% | −1,500−5.6% | Reduced |
| Nisa Investment Advisors, LLC | 25,032 | $5.82M | 0.05% | +15,073+151.4% | Added |
| Crestline Management, LP | 25,000 | $5.81M | 0.71% | +25,000 | New |
| Allianz Asset Management GmbH | 24,154 | $5.61M | 0.01% | −68,847−74.0% | Reduced |
| Marshall Wace, LLP | 23,712 | $5.51M | 0.01% | +23,712 | New |
| ProShare Advisors LLC | 23,679 | $5.50M | 0.02% | +2,410+11.3% | Added |
| Olstein Capital Management, L.P. | 23,500 | $5.46M | 0.86% | −500−2.1% | Reduced |
| PEAK6 Investments LLC | 23,447 | $5.45M | 0.35% | +19,208+453.1% | Added |
| Stifel Financial Corp | 23,381 | $5.43M | 0.01% | +3,116+15.4% | Added |
| Trexquant Investment LP | 22,977 | $5.34M | 0.15% | +22,977 | New |
| Arrowstreet Capital, Limited Partnership | 22,868 | $5.31M | 0.01% | +22,868 | New |
| Swedbank AB | 22,712 | $5.28M | 0.01% | +6,305+38.4% | Added |
| Texas Permanent School Fund | 22,257 | $5.17M | 0.05% | +6,879+44.7% | Added |
| Moran Wealth Management, LLC | 22,043 | $5.12M | 0.19% | +210+1.0% | Added |
| AXA S.A. | 21,844 | $5.08M | 0.02% | −6,410−22.7% | Reduced |
| We Are One Seven, LLC | 21,795 | $5.06M | 0.32% | +21,795 | New |
| TCWP LLC | 21,625 | $5.03M | 0.95% | −123−0.6% | Reduced |
| Vontobel Holding Ltd. | 21,431 | $4.98M | 0.05% | −215−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,353 | $4.96M | 0.09% | −4,149−16.3% | Reduced |
| Forsta Ap-Fonden | 20,900 | $4.86M | 0.06% | −25,900−55.3% | Reduced |
| Huntington National Bank | 20,090 | $4.67M | 0.05% | +45+0.2% | Added |
| First Trust Advisors LP | 19,596 | $4.55M | 0.01% | −33,280−62.9% | Reduced |
| Yousif Capital Management, LLC | 19,365 | $4.50M | 0.06% | −1,377−6.6% | Reduced |
| Utah Retirement Systems | 19,196 | $4.46M | 0.06% | +48+0.3% | Added |
| Ostrum Asset Management | 19,073 | $4.43M | 0.39% | +19,073 | New |
| Daiwa Securities Group Inc. | 18,981 | $4.41M | 0.03% | +78+0.4% | Added |
| DnB Asset Management AS | 18,890 | $4.39M | 0.03% | +113+0.6% | Added |
| PGGM Investments | 18,407 | $4.28M | 0.07% | 00.0% | Unchanged |
| USS Investment Management Ltd | 18,316 | $4.26M | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,098 | $4.21M | 0.04% | −198−1.1% | Reduced |
| Janus Henderson Group PLC | 17,951 | $4.17M | 0.00% | +3,054+20.5% | Added |
| Jacobs Levy Equity Management, Inc | 17,905 | $4.16M | 0.03% | −1,977−9.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,660 | $4.10M | 0.02% | −22,324−55.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,646 | $4.10M | 0.02% | +13,913+372.7% | Added |
| 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 |
| State of Tennessee, Treasury Department | 17,417 | $4.05M | 0.02% | −39,428−69.4% | Reduced |