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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 5,678 | $1.32M | 0.04% | −20−0.4% | Reduced |
| Gardner Lewis Asset Management L P | 5,661 | $1.32M | 0.47% | 00.0% | Unchanged |
| Norinchukin Bank, The | 5,313 | $1.23M | 0.02% | +118+2.3% | Added |
| First Republic Investment Management, Inc. | 5,163 | $1.20M | 0.00% | +165+3.3% | Added |
| SG Americas Securities, LLC | 5,154 | $1.20M | 0.02% | +4,418+600.3% | Added |
| La Banque Postale Asset Management SA | 5,139 | $1.19M | 0.03% | +5,139 | New |
| New Mexico Educational Retirement Board | 5,000 | $1.16M | 0.06% | −200−3.8% | Reduced |
| RBF Capital, LLC | 5,000 | $1.16M | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,950 | $1.15M | 0.07% | +1,880+61.2% | Added |
| Wellington Management Group LLP | 4,836 | $1.12M | 0.00% | +191+4.1% | Added |
| Brinker Capital Investments, LLC | 4,829 | $1.12M | 0.01% | −932−16.2% | Reduced |
| Orion Portfolio Solutions, LLC | 4,829 | $1.12M | 0.01% | +3,405+239.1% | Added |
| Metropolitan Life Insurance Co | 4,775 | $1.11M | 0.06% | −1,485−23.7% | Reduced |
| Marathon Capital Management | 4,718 | $1.10M | 0.27% | +10+0.2% | Added |
| CIBC Private Wealth Group, LLC | 4,495 | $1.04M | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 4,486 | $1.04M | 0.55% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,465 | $1.04M | 1.32% | +4,465 | New |
| Stratos Wealth Partners, LTD. | 4,456 | $1.04M | 0.03% | −175−3.8% | Reduced |
| 3Chopt Investment Partners, LLC | 4,267 | $995.2K | 0.53% | −1,354−24.1% | Reduced |
| Dryden Capital, LLC | 4,250 | $987.6K | 1.30% | 00.0% | Unchanged |
| Rathbone Brothers plc | 4,250 | $987.6K | 0.01% | +2,020+90.6% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 4,213 | $965.9K | 0.92% | −215−4.9% | Reduced |
| Quantitative Investment Management, LLC | 4,136 | $961.0K | 0.20% | +4,136 | New |
| Gateway Investment Advisers LLC | 4,099 | $952.5K | 0.01% | +1,648+67.2% | Added |
| Kowal Investment Group, LLC | 4,042 | $939.4K | 0.27% | +13+0.3% | Added |
| USA Financial Portformulas Corp | 4,036 | $937.9K | 1.52% | +4,036 | New |
| SYSTM Wealth Solutions LLC | 3,989 | $926.9K | 0.14% | −351−8.1% | Reduced |
| Cipher Capital LP | 3,982 | $925.3K | 0.17% | +3,982 | New |
| South Dakota Investment Council | 3,960 | $920.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,957 | $919.5K | 0.01% | −184−4.4% | Reduced |
| Commerce Bank | 3,954 | $918.8K | 0.01% | +57+1.5% | Added |
| Snowden Capital Advisors LLC | 3,909 | $908.4K | 0.04% | −31−0.8% | Reduced |
| XTX Topco Ltd | 3,862 | $897.5K | 0.19% | +3,862 | New |
| National Bank of Canada | 3,846 | $896.3K | 0.00% | −436−10.2% | Reduced |
| CI Private Wealth, LLC | 3,835 | $893.5K | 0.00% | +1,477+62.6% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $884.0K | 0.19% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,799 | $883.0K | 0.07% | −142−3.6% | Reduced |
| Vinva Investment Management Ltd | 3,848 | $881.2K | 0.07% | +3,848 | New |
| Ironwood Investment Counsel, LLC | 3,782 | $878.9K | 0.21% | −245−6.1% | Reduced |
| Engineers Gate Manager LP | 3,768 | $875.6K | 0.04% | +810+27.4% | Added |
| Fox Run Management, L.L.C. | 3,690 | $857.5K | 0.28% | +3,690 | New |
| Industrial Alliance Investment Management Inc. | 3,623 | $842.0K | 0.02% | +3,623 | New |
| Confluence Investment Management LLC | 3,586 | $833.3K | 0.01% | +28+0.8% | Added |
| Gabelli Funds LLC | 3,500 | $813.3K | 0.01% | −200−5.4% | Reduced |
| Balentine LLC | 3,417 | $794.0K | 0.03% | −859−20.1% | Reduced |
| Pathstone Family Office, LLC | 3,464 | $790.5K | 0.01% | −259−7.0% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $754.2K | 0.03% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 3,221 | $748.5K | 0.04% | +334+11.6% | Added |
| Dana Investment Advisors, Inc. | 3,213 | $746.6K | 0.04% | −460−12.5% | Reduced |
| Machina Capital S.A.S. | 3,210 | $745.9K | 0.65% | +3,210 | New |
| Proficio Capital Partners LLC | 3,085 | $716.9K | 0.11% | +3,085 | New |
| First Hawaiian Bank | 3,075 | $714.6K | 0.02% | −10−0.3% | Reduced |
| Ieq Capital, LLC | 3,024 | $702.7K | 0.02% | +639+26.8% | Added |
| Balyasny Asset Management LLC | 2,934 | $681.8K | 0.00% | +2,934 | New |
| Valmark Advisers, Inc. | 2,897 | $673.2K | 0.01% | −10.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $669.3K | 0.16% | 00.0% | Unchanged |
| Central Trust Co | 2,796 | $650.0K | 0.02% | −550−16.4% | Reduced |
| D. E. Shaw & Co., Inc. | 2,793 | $649.0K | 0.00% | −3,432−55.1% | Reduced |
| TD Private Client Wealth LLC | 2,708 | $629.3K | 0.03% | −49−1.8% | Reduced |
| Bridgefront Capital, LLC | 2,699 | $627.2K | 0.38% | +2,699 | New |
| Thoroughbred Financial Services, LLC | 2,693 | $625.0K | 0.09% | +10.0% | Added |
| Sawtooth Solutions, LLC | 2,660 | $618.1K | 0.02% | +1,688+173.7% | Added |
| Daymark Wealth Partners, LLC | 2,656 | $617.2K | 0.08% | −13−0.5% | Reduced |
| Bleakley Financial Group, LLC | 2,652 | $616.3K | 0.02% | +231+9.5% | Added |
| Intrust Bank NA | 2,630 | $611.2K | 0.08% | +275+11.7% | Added |
| S.E.E.D. Planning Group LLC | 2,623 | $609.5K | 0.24% | +2,623 | New |
| Tower Research Capital LLC (TRC) | 2,622 | $609.0K | 0.02% | +96+3.8% | Added |
| Qtron Investments LLC | 2,608 | $606.0K | 0.12% | +285+12.3% | Added |
| Vestcor Inc | 2,596 | $603.0K | 0.02% | −12−0.5% | Reduced |
| Worldquant Millennium Advisors LLC | 2,586 | $601.0K | 0.01% | +2,586 | New |
| Impax Asset Management Group plc | 2,532 | $588.4K | 0.00% | −297−10.5% | Reduced |
| Pinnacle Associates Ltd | 2,500 | $581.0K | 0.01% | +69+2.8% | Added |
| First Manhattan Co | 2,492 | $579.1K | 0.00% | −6,000−70.7% | Reduced |
| Legal Advantage Investments, Inc. | 2,465 | $572.8K | 0.42% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 2,459 | $571.4K | 0.00% | −102−4.0% | Reduced |
| First Pacific Advisors, LP | 2,400 | $557.7K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,401 | $557.0K | 0.00% | −293−10.9% | Reduced |
| Blueshift Asset Management, LLC | 2,375 | $551.9K | 0.23% | +2,375 | New |
| Telemus Capital, LLC | 2,365 | $549.6K | 0.05% | −430−15.4% | Reduced |
| Clearstead Advisors, LLC | 2,353 | $546.8K | 0.04% | +12+0.5% | Added |
| Occudo Quantitative Strategies LP | 2,333 | $542.1K | 0.05% | −12,347−84.1% | Reduced |
| Lincoln National Corp | 2,231 | $518.4K | 0.01% | +476+27.1% | Added |
| Wexford Capital LP | 2,180 | $506.6K | 0.10% | +2,180 | New |
| Raub Brock Capital Management LP | 2,150 | $499.6K | 0.10% | −500−18.9% | Reduced |
| Fifth Third Bancorp | 2,148 | $499.2K | 0.00% | +117+5.8% | Added |
| Prelude Capital Management, LLC | 2,130 | $495.0K | 0.03% | +130+6.5% | Added |
| Capstone Investment Advisors, LLC | 2,091 | $485.9K | 0.02% | +699+50.2% | Added |
| SkyView Investment Advisors, LLC | 2,086 | $485.0K | 0.11% | +23+1.1% | Added |
| Epoch Investment Partners, Inc. | 2,058 | $478.2K | 0.00% | −2−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 2,042 | $474.5K | 0.01% | +2,042 | New |
| Brown Brothers Harriman & Co | 2,033 | $472.4K | 0.00% | −350−14.7% | Reduced |
| Advisory Services Network, LLC | 1,997 | $464.1K | 0.01% | −204−9.3% | Reduced |
| Fiera Capital Corp | 1,997 | $464.1K | 0.00% | +6+0.3% | Added |
| Walleye Trading LLC | 1,981 | $460.3K | 0.02% | +1,981 | New |
| Coldstream Capital Management Inc | 1,971 | $458.1K | 0.02% | +36+1.9% | Added |
| Veritable, L.P. | 1,970 | $457.8K | 0.01% | +93+5.0% | Added |
| CWM, LLC | 1,941 | $451.0K | 0.00% | −146−7.0% | Reduced |
| Cetera Investment Advisers | 1,921 | $446.4K | 0.00% | −813−29.7% | Reduced |
| James Hambro & Partners | 1,920 | $446.1K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1,921 | $446.0K | 0.13% | −17−0.9% | Reduced |