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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raub Brock Capital Management LP | 1,750 | $412.1K | 0.08% | −400−18.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,752 | $412.6K | 0.21% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,774 | $417.8K | 0.13% | +1+0.1% | Added |
| Integrated Wealth Concepts LLC | 1,777 | $418.4K | 0.01% | +1,777 | New |
| Banque Cantonale Vaudoise | 1,800 | $424.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,816 | $427.7K | 0.15% | −14−0.8% | Reduced |
| Saxon Interests, Inc. | 1,831 | $431.2K | 0.23% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,838 | $432.8K | 0.00% | −220−10.7% | Reduced |
| Washington Capital Management Inc | 1,850 | $435.7K | 0.37% | +1,850 | New |
| Cambridge Investment Research Advisors, Inc. | 1,853 | $436.0K | 0.00% | −15,793−89.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,851 | $436.0K | 0.02% | +10+0.5% | Added |
| Dynamic Advisor Solutions LLC | 1,853 | $436.4K | 0.02% | +1+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 1,886 | $444.2K | 0.02% | −22−1.2% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,910 | $449.8K | 0.19% | 00.0% | Unchanged |
| James Hambro & Partners | 1,920 | $452.1K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 1,929 | $454.3K | 0.03% | +138+7.7% | Added |
| Veritable, L.P. | 1,936 | $455.9K | 0.01% | −34−1.7% | Reduced |
| Rathbone Brothers plc | 1,950 | $459.2K | 0.00% | −2,300−54.1% | Reduced |
| CWM, LLC | 1,957 | $461.0K | 0.00% | +16+0.8% | Added |
| Coldstream Capital Management Inc | 1,960 | $461.7K | 0.01% | −11−0.6% | Reduced |
| KB Financial Partners, LLC | 1,965 | $463.0K | 0.13% | +44+2.3% | Added |
| Prelude Capital Management, LLC | 2,000 | $471.0K | 0.04% | −130−6.1% | Reduced |
| iA Global Asset Management Inc. | 2,017 | $475.0K | 0.01% | +2,017 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 2,055 | $484.0K | 0.02% | +173+9.2% | Added |
| Telemus Capital, LLC | 2,078 | $489.4K | 0.04% | −287−12.1% | Reduced |
| SkyView Investment Advisors, LLC | 2,147 | $506.0K | 0.13% | +61+2.9% | Added |
| Daymark Wealth Partners, LLC | 2,162 | $509.2K | 0.04% | −494−18.6% | Reduced |
| Two Sigma Securities, LLC | 2,223 | $523.5K | 0.04% | +717+47.6% | Added |
| Fifth Third Bancorp | 2,225 | $524.0K | 0.00% | +77+3.6% | Added |
| Lincoln National Corp | 2,239 | $527.2K | 0.01% | +8+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 2,262 | $533.0K | 0.07% | −12,857−85.0% | Reduced |
| 3Chopt Investment Partners, LLC | 2,303 | $544.3K | 0.27% | −1,964−46.0% | Reduced |
| Assenagon Asset Management S.A. | 2,324 | $547.3K | 0.00% | −135−5.5% | Reduced |
| Clearstead Advisors, LLC | 2,341 | $551.3K | 0.03% | −12−0.5% | Reduced |
| Ieq Capital, LLC | 2,401 | $565.4K | 0.01% | −623−20.6% | Reduced |
| Virtu Financial LLC | 2,433 | $573.0K | 0.04% | +1,464+151.1% | Added |
| Intrust Bank NA | 2,455 | $578.2K | 0.07% | −175−6.7% | Reduced |
| Resources Investment Advisors, LLC. | 2,460 | $579.3K | 0.01% | +418+20.5% | Added |
| Legal Advantage Investments, Inc. | 2,465 | $580.5K | 0.39% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,511 | $591.4K | 0.08% | −574−18.6% | Reduced |
| Impax Asset Management Group plc | 2,527 | $595.1K | 0.00% | −5−0.2% | Reduced |
| Mirabella Financial Services LLP | 2,588 | $609.5K | 0.07% | +1,538+146.5% | Added |
| Vestcor Inc | 2,596 | $611.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,607 | $613.9K | 0.01% | −1,350−34.1% | Reduced |
| Qtron Investments LLC | 2,608 | $614.2K | 0.12% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,623 | $617.7K | 0.22% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,639 | $621.5K | 0.02% | −21−0.8% | Reduced |
| Bleakley Financial Group, LLC | 2,640 | $621.7K | 0.02% | −12−0.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,695 | $634.0K | 0.08% | +2+0.1% | Added |
| TD Private Client Wealth LLC | 2,711 | $638.4K | 0.03% | +3+0.1% | Added |
| Balentine LLC | 2,727 | $642.2K | 0.02% | −690−20.2% | Reduced |
| Machina Capital S.A.S. | 2,773 | $653.0K | 0.37% | −437−13.6% | Reduced |
| Exchange Traded Concepts, LLC | 2,855 | $672.4K | 0.02% | +1,404+96.8% | Added |
| Gateway Investment Advisers LLC | 2,867 | $675.2K | 0.01% | −1,232−30.1% | Reduced |
| Dana Investment Advisors, Inc. | 2,875 | $677.1K | 0.03% | −338−10.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $678.2K | 0.16% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,955 | $698.2K | 0.00% | +1,675+130.9% | Added |
| Quantbot Technologies LP | 2,972 | $699.9K | 0.05% | −11,001−78.7% | Reduced |
| First Hawaiian Bank | 3,075 | $724.2K | 0.02% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 3,111 | $732.6K | 0.85% | −1,102−26.2% | Reduced |
| Vinva Investment Management Ltd | 3,203 | $744.9K | 0.07% | −645−16.8% | Reduced |
| Ironwood Investment Counsel, LLC | 3,191 | $751.5K | 0.17% | −591−15.6% | Reduced |
| Tiedemann Advisors, LLC | 3,234 | $764.3K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,330 | $784.2K | 1.20% | −706−17.5% | Reduced |
| Cerity Partners LLC | 3,332 | $784.6K | 0.00% | −229−6.4% | Reduced |
| Gabelli Funds LLC | 3,400 | $800.7K | 0.01% | −100−2.9% | Reduced |
| Jefferies Financial Group Inc. | 3,492 | $822.3K | 0.02% | +3,492 | New |
| Advisor Partners II, LLC | 3,499 | $824.0K | 0.04% | +278+8.6% | Added |
| Confluence Investment Management LLC | 3,586 | $844.5K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,610 | $850.2K | 0.01% | −4,661−56.4% | Reduced |
| South Dakota Investment Council | 3,660 | $862.0K | 0.02% | −300−7.6% | Reduced |
| CI Private Wealth, LLC | 3,661 | $862.2K | 0.00% | −174−4.5% | Reduced |
| SYSTM Wealth Solutions LLC | 3,687 | $868.2K | 0.12% | −302−7.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,820 | $900.0K | 0.07% | +21+0.6% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $901.0K | 0.18% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,844 | $905.3K | 0.00% | +2,215+136.0% | Added |
| National Bank of Canada | 3,897 | $912.3K | 0.00% | +51+1.3% | Added |
| Wellington Management Group LLP | 3,928 | $925.0K | 0.00% | −908−18.8% | Reduced |
| Snowden Capital Advisors LLC | 3,929 | $925.3K | 0.03% | +20+0.5% | Added |
| Commerce Bank | 3,972 | $935.4K | 0.01% | +18+0.5% | Added |
| Kowal Investment Group, LLC | 4,057 | $955.3K | 0.26% | +15+0.4% | Added |
| Squarepoint Ops LLC | 4,078 | $960.4K | 0.01% | −49,601−92.4% | Reduced |
| Gsa Capital Partners LLP | 4,172 | $983.0K | 0.10% | +2,868+219.9% | Added |
| Dryden Capital, LLC | 4,250 | $1.00M | 1.42% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 4,486 | $1.04M | 0.56% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,430 | $1.04M | 0.06% | −520−10.5% | Reduced |
| Stratos Wealth Partners, LTD. | 4,442 | $1.05M | 0.02% | −14−0.3% | Reduced |
| CIBC Private Wealth Group, LLC | 4,495 | $1.06M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,544 | $1.07M | 0.19% | +682+17.7% | Added |
| Metropolitan Life Insurance Co | 4,638 | $1.09M | 0.05% | −137−2.9% | Reduced |
| Marathon Capital Management | 4,713 | $1.11M | 0.27% | −5−0.1% | Reduced |
| Raymond James Trust N.A. | 4,956 | $1.17M | 0.03% | −722−12.7% | Reduced |
| First Republic Investment Management, Inc. | 4,991 | $1.18M | 0.01% | −172−3.3% | Reduced |
| RBF Capital, LLC | 5,000 | $1.18M | 0.07% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,011 | $1.18M | 0.04% | +2,389+91.1% | Added |
| La Banque Postale Asset Management SA | 5,077 | $1.20M | 0.03% | −62−1.2% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.23M | 0.05% | +200+4.0% | Added |
| Teza Capital Management LLC | 5,217 | $1.23M | 0.20% | +5,217 | New |
| Advisor Group Holdings, Inc. | 5,242 | $1.23M | 0.00% | −2,293−30.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,328 | $1.25M | 0.13% | −7,210−57.5% | Reduced |