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 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 1,919 | $446.0K | 0.00% | −215−10.1% | Reduced |
| FDx Advisors, Inc. | 1,816 | $444.0K | 0.02% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,910 | $443.8K | 0.20% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,908 | $443.4K | 0.02% | −56−2.9% | Reduced |
| Point72 Asset Management, L.P. | 1,900 | $441.5K | 0.00% | +1,900 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $437.3K | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 1,862 | $432.7K | 0.01% | +1,862 | New |
| Dynamic Advisor Solutions LLC | 1,852 | $430.4K | 0.03% | +61+3.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,841 | $428.0K | 0.02% | −3,132−63.0% | Reduced |
| Saxon Interests, Inc. | 1,831 | $425.5K | 0.24% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,830 | $425.3K | 0.14% | −19−1.0% | Reduced |
| Banque Cantonale Vaudoise | 1,800 | $418.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,791 | $416.2K | 0.03% | +276+18.2% | Added |
| Mutual Advisors, LLC | 1,774 | $412.2K | 0.02% | +1,774 | New |
| Vivaldi Capital Management, LLC | 1,773 | $412.0K | 0.12% | +2+0.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $407.1K | 0.22% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,728 | $401.6K | 0.00% | −200−10.4% | Reduced |
| Echo Street Capital Management LLC | 1,725 | $400.9K | 0.00% | +1,725 | New |
| Acrisure Capital Management, LLC | 1,723 | $400.4K | 0.41% | +731+73.7% | Added |
| Ronald Blue Trust, Inc. | 1,637 | $400.0K | 0.01% | +615+60.2% | Added |
| Kula Investments, LLC | 1,714 | $398.3K | 0.10% | +1,714 | New |
| Family Firm, Inc. | 1,704 | $396.0K | 0.11% | +6+0.4% | Added |
| Moody National Bank Trust Division | 1,696 | $394.1K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,661 | $386.0K | 0.23% | +1,661 | New |
| Northwestern Mutual Wealth Management Co | 1,659 | $385.6K | 0.00% | −40−2.4% | Reduced |
| Kestra Advisory Services, LLC | 1,636 | $380.1K | 0.00% | −829−33.6% | Reduced |
| Symmetry Partners, LLC | 1,634 | $380.0K | 0.02% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,629 | $378.5K | 0.00% | +956+142.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,625 | $377.6K | 0.01% | −683−29.6% | Reduced |
| Riverpoint Wealth Management Holdings, LLC | 1,540 | $357.9K | 0.12% | 00.0% | Unchanged |
| Regions Financial Corp | 1,520 | $353.0K | 0.00% | +6+0.4% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $350.9K | 0.32% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,506 | $350.0K | 0.03% | +268+21.6% | Added |
| Pekin Hardy Strauss, Inc. | 1,467 | $340.9K | 0.05% | −427−22.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,451 | $337.2K | 0.01% | −36−2.4% | Reduced |
| Cohen & Steers, Inc. | 1,403 | $326.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 1,389 | $322.8K | 0.04% | +252+22.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,381 | $320.9K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,367 | $317.7K | 0.00% | −18−1.3% | Reduced |
| Horizon Investments, LLC | 1,352 | $314.2K | 0.01% | −491−26.6% | Reduced |
| OneAscent Wealth Management LLC | 1,336 | $310.0K | 0.12% | +1,336 | New |
| Cigna Investments Inc | 1,331 | $309.0K | 0.06% | −40−2.9% | Reduced |
| Mayflower Financial Advisors, LLC | 1,328 | $308.6K | 0.04% | +6+0.5% | Added |
| Capital Analysts, LLC | 1,315 | $306.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,307 | $304.0K | 0.00% | −84−6.0% | Reduced |
| Bessemer Group Inc | 1,311 | $304.0K | 0.00% | +202+18.2% | Added |
| Gsa Capital Partners LLP | 1,304 | $303.0K | 0.03% | +1,304 | New |
| Fund Management at Engine No. 1 LLC | 1,295 | $300.9K | 0.06% | +103+8.6% | Added |
| Cresset Asset Management, LLC | 1,280 | $298.5K | 0.01% | +109+9.3% | Added |
| Buckingham Strategic Wealth, LLC | 1,205 | $294.7K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,268 | $294.7K | 0.02% | −63−4.7% | Reduced |
| Rockland Trust Co | 1,266 | $294.2K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,221 | $293.4K | 0.02% | −33−2.6% | Reduced |
| Avestar Capital, LLC | 1,256 | $292.9K | 0.06% | −7−0.6% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $292.8K | 0.20% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,252 | $290.8K | 0.00% | +1,252 | New |
| Everence Capital Management Inc | 1,250 | $290.0K | 0.02% | +1,250 | New |
| Trust Asset Management LLC | 1,227 | $285.1K | 0.03% | −62−4.8% | Reduced |
| Siemens Fonds Invest GmbH | 1,212 | $281.6K | 0.03% | −15−1.2% | Reduced |
| Wetherby Asset Management Inc | 1,208 | $280.7K | 0.02% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,207 | $280.5K | 0.12% | −319−20.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,186 | $275.5K | 0.01% | +115+10.7% | Added |
| OneAscent Financial Services LLC | 1,175 | $273.0K | 0.11% | +1,175 | New |
| United Asset Strategies, Inc. | 1,172 | $272.3K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,162 | $269.9K | 0.02% | +19+1.7% | Added |
| Quantinno Capital Management LP | 1,155 | $268.0K | 0.02% | +1,155 | New |
| Vise Technologies, Inc. | 1,117 | $259.6K | 0.07% | −215−16.1% | Reduced |
| Landaas & Co | 1,113 | $259.0K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,084 | $254.5K | 0.03% | +91+9.2% | Added |
| National Asset Management, Inc. | 1,078 | $251.3K | 0.01% | −241−18.3% | Reduced |
| Greenleaf Trust | 1,079 | $250.7K | 0.00% | −18−1.6% | Reduced |
| Connecticut Wealth Management, LLC | 1,071 | $248.9K | 0.02% | +1,071 | New |
| Atria Wealth Solutions, Inc. | 1,064 | $247.3K | 0.00% | −87−7.6% | Reduced |
| Mirabella Financial Services LLP | 1,050 | $244.0K | 0.05% | +1,050 | New |
| Wolverine Trading, LLC | 1,051 | $241.0K | 0.01% | −129−10.9% | Reduced |
| CIBC World Markets Inc. | 1,022 | $237.0K | 0.00% | −399−28.1% | Reduced |
| Tradition Wealth Management, LLC | 1,017 | $236.0K | 0.03% | +1+0.1% | Added |
| First Horizon Advisors, Inc. | 1,009 | $234.5K | 0.01% | −12−1.2% | Reduced |
| Glenmede Trust Co NA | 972 | $225.9K | 0.00% | +27+2.9% | Added |
| Fidelis Capital Partners, LLC | 990 | $225.5K | 0.10% | +990 | New |
| Virtu Financial LLC | 969 | $225.0K | 0.02% | +969 | New |
| William Blair Investment Management, LLC | 954 | $221.7K | 0.00% | +3+0.3% | Added |
| Garrison Asset Management, LLC | 950 | $220.8K | 0.14% | −15−1.6% | Reduced |
| Laffer Tengler Investments | 948 | $220.3K | 0.06% | +35+3.8% | Added |
| Forum Financial Management, LP | 941 | $218.7K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 929 | $216.0K | 0.01% | −34−3.5% | Reduced |
| Petrus Trust Company, LTA | 919 | $213.6K | 0.03% | +919 | New |
| Parallel Advisors, LLC | 902 | $209.6K | 0.01% | −47−5.0% | Reduced |
| Inscription Capital, LLC | 881 | $204.7K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 871 | $202.4K | 0.00% | +871 | New |
| Boothbay Fund Management, LLC | 870 | $202.2K | 0.01% | −27,897−97.0% | Reduced |
| Citadel Investment Advisory, Inc. | 826 | $192.0K | 0.13% | 00.0% | Unchanged |
| JNBA Financial Advisors | 800 | $185.9K | 0.02% | −100−11.1% | Reduced |
| Sentry Investment Management LLC | 706 | $164.0K | 0.07% | −903−56.1% | Reduced |
| Ellevest, Inc. | 595 | $138.3K | 0.01% | +103+20.9% | Added |
| Penserra Capital Management LLC | 579 | $134.0K | 0.00% | −15,641−96.4% | Reduced |
| Gladius Capital Management LP | 574 | $133.4K | 0.04% | +37+6.9% | Added |
| Global Retirement Partners, LLC | 584 | $132.1K | 0.01% | +575+6,388.9% | Added |
| Desjardins Global Asset Management Inc. | 498 | $116.0K | 0.01% | +498 | New |
| EverSource Wealth Advisors, LLC | 493 | $114.6K | 0.01% | −10−2.0% | Reduced |