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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 16,920 | $3.93M | 0.02% | −670−3.8% | Reduced |
| New York Life Investment Management LLC | 16,879 | $3.92M | 0.04% | −230−1.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,802 | $3.90M | 0.01% | −3,327−16.5% | Reduced |
| Timber Creek Capital Management LLC | 16,649 | $3.87M | 1.38% | −71−0.4% | Reduced |
| Crossmark Global Holdings, Inc. | 15,679 | $3.64M | 0.09% | +9,343+147.5% | Added |
| Financial Engines Advisors L.L.C. | 15,616 | $3.63M | 0.01% | +428+2.8% | Added |
| Holocene Advisors, LP | 15,582 | $3.62M | 0.02% | −9,084−36.8% | Reduced |
| AMG National Trust Bank | 15,456 | $3.59M | 0.12% | −2,149−12.2% | Reduced |
| Mutual of America Capital Management LLC | 15,285 | $3.55M | 0.04% | −184−1.2% | Reduced |
| LPL Financial LLC | 15,266 | $3.55M | 0.00% | +1,012+7.1% | Added |
| Allspring Global Investments Holdings, LLC | 15,125 | $3.51M | 0.01% | −88−0.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,119 | $3.51M | 0.32% | +15,119 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,971 | $3.48M | 0.01% | +1,112+8.0% | Added |
| Engine Capital Management, LP | 14,950 | $3.47M | 1.02% | −122,500−89.1% | Reduced |
| State of Alaska, Department of Revenue | 14,711 | $3.42M | 0.04% | −442−2.9% | Reduced |
| Creative Planning | 14,509 | $3.37M | 0.00% | −199−1.4% | Reduced |
| Handelsbanken Fonder AB | 14,449 | $3.36M | 0.02% | +745+5.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,306 | $3.32M | 0.01% | −3,281−18.7% | Reduced |
| Gulf International Bank (UK) Ltd | 14,274 | $3.32M | 0.07% | −4,185−22.7% | Reduced |
| CIBC World Markets Corp | 14,024 | $3.26M | 0.05% | −21,681−60.7% | Reduced |
| Quantbot Technologies LP | 13,973 | $3.25M | 0.23% | +13,973 | New |
| AQR Capital Management LLC | 13,757 | $3.17M | 0.01% | +11,651+553.2% | Added |
| Xponance, Inc. | 13,418 | $3.12M | 0.05% | +330+2.5% | Added |
| US Bancorp | 13,393 | $3.11M | 0.01% | +22+0.2% | Added |
| Neuberger Berman Group LLC | 13,295 | $3.09M | 0.00% | −2,467−15.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 13,279 | $3.09M | 0.83% | −69−0.5% | Reduced |
| CIBC Asset Management Inc | 13,274 | $3.08M | 0.01% | −144−1.1% | Reduced |
| Wealthfront Advisers LLC | 13,146 | $3.05M | 0.01% | −900−6.4% | Reduced |
| Janney Montgomery Scott LLC | 13,095 | $3.04M | 0.01% | +2,114+19.3% | Added |
| Canada Pension Plan Investment Board | 13,000 | $3.02M | 0.00% | +13,000 | New |
| Westpac Banking Corp | 12,891 | $3.00M | 0.04% | −2,288−15.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,670 | $2.94M | 1.22% | −290−2.2% | Reduced |
| Mercer Global Advisors Inc | 12,633 | $2.94M | 0.01% | +657+5.5% | Added |
| The PNC Financial Services Group, Inc. | 12,600 | $2.93M | 0.00% | +214+1.7% | Added |
| Czech National Bank | 12,579 | $2.92M | 0.07% | −90−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,538 | $2.91M | 0.34% | +12,538 | New |
| Captrust Financial Advisors | 12,293 | $2.86M | 0.01% | −137−1.1% | Reduced |
| Truist Financial Corp | 12,270 | $2.85M | 0.00% | −871−6.6% | Reduced |
| Nissay Asset Management Corp | 12,146 | $2.82M | 0.03% | −594−4.7% | Reduced |
| Baird Financial Group, Inc. | 12,064 | $2.80M | 0.01% | −4,265−26.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,904 | $2.77M | 0.01% | +404+3.5% | Added |
| Point72 Middle East FZE | 11,779 | $2.74M | 0.15% | +11,779 | New |
| HighTower Advisors, LLC | 11,660 | $2.69M | 0.01% | +194+1.7% | Added |
| 1832 Asset Management L.P. | 11,320 | $2.63M | 0.01% | +11,320 | New |
| Steel Canyon Capital, LLC | 11,000 | $2.56M | 5.10% | −5,063−31.5% | Reduced |
| Achmea Investment Management B.V. | 10,750 | $2.50M | 0.07% | −41,402−79.4% | Reduced |
| Macquarie Group Ltd | 10,586 | $2.46M | 0.00% | +814+8.3% | Added |
| Callahan Advisors, LLC | 10,385 | $2.41M | 0.31% | +2,078+25.0% | Added |
| ExodusPoint Capital Management, LP | 10,384 | $2.41M | 0.03% | +8,625+490.3% | Added |
| Centiva Capital, LP | 10,330 | $2.40M | 0.13% | +3,545+52.2% | Added |
| Teachers Retirement System of the State of Kentucky | 10,218 | $2.37M | 0.02% | −12,300−54.6% | Reduced |
| Sendero Wealth Management, LLC | 10,197 | $2.37M | 0.73% | +1,101+12.1% | Added |
| Swiss Life Asset Management Ltd | 10,158 | $2.36M | 0.04% | −6,046−37.3% | Reduced |
| Yakira Capital Management, Inc. | 9,934 | $2.31M | 0.59% | +5,500+124.0% | Added |
| Jane Street Group, LLC | 9,905 | $2.30M | 0.00% | −2,394−19.5% | Reduced |
| Montag A & Associates Inc | 9,854 | $2.30M | 0.15% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 9,868 | $2.29M | 0.40% | +190+2.0% | Added |
| Victory Capital Management Inc | 9,668 | $2.25M | 0.00% | −2,274−19.0% | Reduced |
| Blair William & Co | 9,646 | $2.24M | 0.01% | −27−0.3% | Reduced |
| British Columbia Investment Management Corp | 9,641 | $2.24M | 0.02% | −102−1.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,519 | $2.21M | 0.04% | +1,166+14.0% | Added |
| Hartford Investment Management Co | 9,442 | $2.19M | 0.07% | −975−9.4% | Reduced |
| Securian Asset Management, Inc | 8,793 | $2.04M | 0.05% | −100−1.1% | Reduced |
| Mariner, LLC | 8,678 | $2.02M | 0.01% | +621+7.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.00M | 0.03% | +1,012+13.3% | Added |
| Ameritas Investment Partners, Inc. | 8,468 | $1.97M | 0.08% | −100−1.2% | Reduced |
| Kentucky Retirement Systems | 8,441 | $1.96M | 0.07% | −205−2.4% | Reduced |
| Cary Street Partners Asset Management LLC | 8,425 | $1.96M | 0.37% | −415−4.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,366 | $1.94M | 0.02% | −68−0.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,271 | $1.92M | 0.03% | −1,759−17.5% | Reduced |
| LMCG Investments, LLC | 8,050 | $1.87M | 0.12% | −1,240−13.3% | Reduced |
| Tocqueville Asset Management L.P. | 8,028 | $1.87M | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 7,999 | $1.86M | 0.01% | +551+7.4% | Added |
| Guggenheim Capital LLC | 7,954 | $1.85M | 0.02% | +544+7.3% | Added |
| Advisor Group Holdings, Inc. | 7,535 | $1.75M | 0.00% | −5,193−40.8% | Reduced |
| Nordea Investment Management AB | 7,593 | $1.75M | 0.00% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 7,423 | $1.73M | 0.12% | +6,323+574.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,316 | $1.70M | 0.04% | −3,000−29.1% | Reduced |
| Commonwealth Equity Services, LLC | 7,274 | $1.69M | 0.00% | +907+14.2% | Added |
| Meeder Asset Management Inc | 7,229 | $1.68M | 0.13% | −30,063−80.6% | Reduced |
| JustInvest LLC | 7,179 | $1.67M | 0.06% | +360+5.3% | Added |
| Accurate Wealth Management, LLC | 7,097 | $1.67M | 0.57% | +6,960+5,080.3% | Added |
| Louisiana State Employees Retirement System | 6,900 | $1.60M | 0.04% | −100−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 6,888 | $1.60M | 0.00% | +6,888 | New |
| Pacer Advisors, Inc. | 6,760 | $1.57M | 0.01% | −38,956−85.2% | Reduced |
| Panagora Asset Management Inc | 6,726 | $1.56M | 0.01% | −1,006−13.0% | Reduced |
| Illinois Municipal Retirement Fund | 6,721 | $1.56M | 0.03% | +3,947+142.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,708 | $1.56M | 0.59% | −40−0.6% | Reduced |
| Foresight Global Investors, Inc. | 6,450 | $1.50M | 1.07% | +6,450 | New |
| Atria Investments LLC | 6,318 | $1.47M | 0.03% | +6,318 | New |
| Assetmark, Inc | 6,129 | $1.42M | 0.01% | +576+10.4% | Added |
| Live Oak Private Wealth LLC | 6,099 | $1.42M | 0.29% | +133+2.2% | Added |
| Ethic Inc. | 6,057 | $1.41M | 0.06% | +2,016+49.9% | Added |
| Deltec Asset Management LLC | 6,000 | $1.39M | 0.34% | +6,000 | New |
| Winton Group Ltd | 5,932 | $1.38M | 0.08% | +2,009+51.2% | Added |
| Formidable Asset Management, LLC | 5,803 | $1.35M | 0.29% | −56−1.0% | Reduced |
| Accretive Wealth Partners, LLC | 5,767 | $1.34M | 0.86% | +72+1.3% | Added |
| Thrivent Financial for Lutherans | 5,698 | $1.32M | 0.00% | +861+17.8% | Added |
| Toroso Investments, LLC | 5,683 | $1.32M | 0.04% | +2,227+64.4% | Added |
| Boston Partners | 5,684 | $1.32M | 0.00% | 00.0% | Unchanged |