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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, Q2 2023

Institutional positions in Willis Towers Watson PLC as of Jun 30, 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
584
−27 vs. Q1 2023
Shares held
97.2M
−3.08M (−3.1%) vs. Q1 2023
Total value
$22.8B
−$49.9M (−0.2%) vs. Q1 2023
New holders
41
181 more added
Sold out
68
242 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 584 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ2 2023: $22.8B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2023.

Institutions holding WTW in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Salem Investment Counselors Inc0$110.00%0New
Tfo-TDC, LLC2$4710.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$4730.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$7060.00%00.0%Unchanged
Missouri Trust & Investment Co3$7070.00%+3New
Glass Jacobson Investment Advisors llc3$7070.00%+3New
Venturi Wealth Management, LLC4$9420.00%+4New
Transamerica Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.4$1.00K0.00%+4New
GWM Advisors LLC5$1.18K0.00%−53−91.4%Reduced
North Star Investment Management Corp.5$1.18K0.00%00.0%Unchanged
Manchester Capital Management LLC5$1.18K0.00%00.0%Unchanged
Wolff Wiese Magana LLC5$1.18K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$1.18K0.00%+5New
Nalls Sherbakoff Group, LLC6$1.31K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$1.41K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group7$1.65K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.65K0.00%00.0%Unchanged
Castleview Partners, LLC7$1.65K0.00%+1+16.7%Added
Harbour Investments, Inc.7$1.65K0.00%+6+600.0%Added
Sandy Spring Bank8$1.88K0.00%00.0%Unchanged
Hollencrest Capital Management8$1.88K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$1.88K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.88K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC8$1.88K0.00%+8New
Bartlett & Co. LLC9$2.00K0.00%00.0%Unchanged
Avion Wealth9$2.00K0.00%+4+80.0%Added
Tompkins Financial Corp9$2.12K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.9$2.12K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC9$2.13K0.00%00.0%Unchanged
Proequities, Inc.10$2.36K0.00%+5+100.0%Added
MCF Advisors LLC11$2.59K0.00%00.0%Unchanged
Park Place Capital Corp11$2.59K0.00%00.0%Unchanged
Disciplined Investments, LLC12$2.83K0.00%−1−7.7%Reduced
Motco13$3.06K0.00%+13New
Versant Capital Management, Inc14$3.30K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$3.53K0.00%−2−11.8%Reduced
West Paces Advisors Inc.15$3.53K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.15$3.53K0.00%+5+50.0%Added
JJJ Advisors Inc.15$3.53K0.00%00.0%Unchanged
Washington Trust Co17$4.00K0.00%+3+21.4%Added
HM Payson & Co18$4.24K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC18$4.24K0.00%+18New
TD Waterhouse Canada Inc.18$4.70K0.00%+6+50.0%Added
Colonial Trust Co21$4.88K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC22$5.18K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC23$5.42K0.00%+23New
Raffa Wealth Management, LLC25$5.89K0.00%00.0%Unchanged
Smithfield Trust Co26$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.26$6.00K0.00%00.0%Unchanged
CVA Family Office, LLC26$6.12K0.00%+16+160.0%Added
Prestige Wealth Management Group LLC26$6.15K0.00%−2−7.1%Reduced
First Capital Advisors Group, LLC.27$6.36K0.00%+27New
Abound Wealth Management27$6.36K0.00%+5+22.7%Added
Moisand Fitzgerald Tamayo, LLC28$6.59K0.00%00.0%Unchanged
AdvisorNet Financial, Inc29$6.83K0.00%−13−31.0%Reduced
Quent Capital, LLC30$7.10K0.00%00.0%Unchanged
Silicon Valley Capital Partners33$7.77K0.00%+33New
GW&K Investment Management, LLC40$9.00K0.00%+40New
Annapolis Financial Services, LLC41$9.66K0.00%00.0%Unchanged
Fiduciary Alliance LLC47$11.1K0.00%+47New
JFS Wealth Advisors, LLC49$11.5K0.00%−4−7.5%Reduced
South State Corp.50$11.8K0.00%00.0%Unchanged
Avalon Trust Co50$11.8K0.00%00.0%Unchanged
Covestor Ltd49$12.0K0.01%00.0%Unchanged
Umb Bank N A52$12.2K0.00%+1+2.0%Added
Safeguard Financial, LLC56$13.0K0.01%+56New
DT Investment Partners, LLC65$13.8K0.00%00.0%Unchanged
Core Alternative Capital59$13.9K0.00%+7+13.5%Added
Zions Bancorporation, N.A.60$14.1K0.00%00.0%Unchanged
Riverview Trust Co64$15.1K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC66$15.5K0.00%00.0%Unchanged
Earnest Partners LLC67$15.8K0.00%00.0%Unchanged
MV Capital Management, Inc.67$15.8K0.00%+8+13.6%Added
Glen Eagle Advisors, LLC72$16.8K0.00%00.0%Unchanged
Hexagon Capital Partners LLC72$17.0K0.00%−49−40.5%Reduced
Beacon Capital Management, LLC74$17.4K0.00%00.0%Unchanged
Highlander Capital Management, LLC75$18.0K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.90$18.3K0.00%−128−58.7%Reduced
Baker Avenue Asset Management, LP81$19.1K0.00%−9−10.0%Reduced
Trust Co of Vermont84$19.8K0.00%00.0%Unchanged
Bell Investment Advisors, Inc94$22.1K0.00%+5+5.6%Added
Harbor Investment Advisory, LLC95$22.4K0.00%+2+2.2%Added
Farther Finance Advisors, LLC96$22.6K0.00%+15+18.5%Added
Farmers & Merchants Investments Inc97$22.8K0.00%00.0%Unchanged
Simplex Trading, LLC98$23.0K0.00%+98New
Cambridge Trust Co100$23.6K0.00%00.0%Unchanged
Allworth Financial LP101$23.8K0.00%00.0%Unchanged
Spire Wealth Management101$23.9K0.00%+27+36.5%Added
CKW Financial Group119$28.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB131$30.9K0.00%+53+67.9%Added
Clear Street Markets LLC138$32.0K0.01%−73−34.6%Reduced
Investors Research Corp151$35.6K0.01%00.0%Unchanged
Heritage Wealth Advisors154$36.3K0.00%+27+21.3%Added
IFP Advisors, Inc249$37.8K0.00%+6+2.5%Added
Lindbrook Capital, LLC161$37.9K0.00%−10−5.8%Reduced
Bogart Wealth, LLC164$38.6K0.00%00.0%Unchanged
Point72 Asset Management, L.P.166$39.1K0.00%−1,734−91.3%Reduced
Capital Advisors, Ltd. LLC172$41.0K0.01%+172New