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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 472 | $109.7K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 457 | $106.2K | 0.10% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 455 | $105.7K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 442 | $102.7K | 0.03% | +442 | New |
| Signaturefd, LLC | 429 | $99.7K | 0.00% | −110−20.4% | Reduced |
| Financial Freedom, LLC | 403 | $93.7K | 0.07% | +1+0.2% | Added |
| Exos TFP Holdings LLC | 392 | $91.1K | 0.02% | +286+269.8% | Added |
| Quadrant Capital Group LLC | 383 | $89.0K | 0.01% | −7−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 338 | $78.5K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 300 | $69.7K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 287 | $66.7K | 0.07% | −125−30.3% | Reduced |
| Private Trust Co NA | 268 | $62.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 252 | $60.0K | 0.00% | +252 | New |
| Gables Capital Management Inc. | 227 | $52.8K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 221 | $51.4K | 0.01% | +2+0.9% | Added |
| GHP Investment Advisors, Inc. | 218 | $50.7K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 211 | $49.0K | 0.01% | +102+93.6% | Added |
| Bokf, NA | 176 | $40.9K | 0.00% | −3,626−95.4% | Reduced |
| Lindbrook Capital, LLC | 171 | $39.7K | 0.00% | +2+1.2% | Added |
| Bogart Wealth, LLC | 164 | $38.1K | 0.00% | +11+7.2% | Added |
| IFP Advisors, Inc | 243 | $36.9K | 0.00% | −111−31.4% | Reduced |
| Investors Research Corp | 151 | $35.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 127 | $29.5K | 0.00% | −12−8.6% | Reduced |
| Hexagon Capital Partners LLC | 121 | $28.1K | 0.01% | −8−6.2% | Reduced |
| CKW Financial Group | 119 | $28.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $23.5K | 0.00% | +3+3.1% | Added |
| Cambridge Trust Co | 100 | $23.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $22.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $21.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 90 | $20.9K | 0.00% | +9+11.1% | Added |
| Bell Investment Advisors, Inc | 89 | $20.7K | 0.00% | +3+3.5% | Added |
| Trust Co of Vermont | 84 | $19.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 81 | $18.8K | 0.01% | −70−46.4% | Reduced |
| Massmutual Trust Co FSB | 78 | $18.1K | 0.00% | +34+77.3% | Added |
| Beacon Capital Management, LLC | 74 | $17.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 74 | $17.2K | 0.00% | +19+34.5% | Added |
| Highlander Capital Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 72 | $16.6K | 0.00% | −3−4.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 70 | $16.3K | 0.00% | +70 | New |
| Earnest Partners LLC | 67 | $15.6K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $15.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 65 | $15.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $14.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 60 | $13.9K | 0.00% | −19−24.1% | Reduced |
| MV Capital Management, Inc. | 59 | $13.7K | 0.00% | −2−3.3% | Reduced |
| GWM Advisors LLC | 58 | $13.5K | 0.00% | −755−92.9% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $12.3K | 0.00% | −4−7.0% | Reduced |
| Core Alternative Capital | 52 | $12.1K | 0.00% | +15+40.5% | Added |
| Covestor Ltd | 49 | $12.0K | 0.01% | −5−9.3% | Reduced |
| Umb Bank N A | 51 | $11.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $11.6K | 0.00% | +50 | New |
| Mascoma Wealth Management LLC | 43 | $9.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $9.76K | 0.00% | −2−4.5% | Reduced |
| Annapolis Financial Services, LLC | 41 | $9.53K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $8.13K | 0.01% | −3−7.9% | Reduced |
| Steward Financial Group LLC | 37 | $8.00K | 0.00% | +22+146.7% | Added |
| Quent Capital, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $6.53K | 0.00% | −8−22.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 28 | $6.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $6.00K | 0.00% | −10−27.8% | Reduced |
| Smithfield Trust Co | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $5.81K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 24 | $5.58K | 0.00% | +23+2,300.0% | Added |
| TCI Wealth Advisors, Inc. | 23 | $5.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 22 | $5.12K | 0.00% | +9+69.2% | Added |
| Institutional & Family Asset Management, LLC | 22 | $5.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $4.81K | 0.00% | −3−12.5% | Reduced |
| International Assets Investment Management, LLC | 20 | $4.65K | 0.00% | +20 | New |
| Grove Bank & Trust | 19 | $4.42K | 0.00% | +19 | New |
| HM Payson & Co | 18 | $4.18K | 0.00% | +18 | New |
| BerganKDV Wealth Management, LLC | 18 | $4.18K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 17 | $3.95K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 15 | $3.56K | 0.00% | −1−6.3% | Reduced |
| Belpointe Asset Management LLC | 15 | $3.50K | 0.00% | −100−87.0% | Reduced |
| West Paces Advisors Inc. | 15 | $3.49K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 14 | $3.25K | 0.00% | −5−26.3% | Reduced |
| Versant Capital Management, Inc | 14 | $3.25K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $3.02K | 0.00% | −1−7.1% | Reduced |
| TD Waterhouse Canada Inc. | 12 | $2.80K | 0.00% | −65−84.4% | Reduced |
| MCF Advisors LLC | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 10 | $2.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.32K | 0.00% | +5+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $2.09K | 0.00% | −4−30.8% | Reduced |
| Tompkins Financial Corp | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 8 | $1.86K | 0.00% | +8 | New |
| Hollencrest Capital Management | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 8 | $1.86K | 0.00% | +8 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6 | $1.37K | 0.00% | +6 | New |
| Proequities, Inc. | 5 | $1.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.16K | 0.00% | 00.0% | Unchanged |