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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 5,430 | $1.28M | 0.01% | +601+12.4% | Added |
| Orion Portfolio Solutions, LLC | 5,430 | $1.28M | 0.01% | +601+12.4% | Added |
| Prudential PLC | 5,585 | $1.32M | 0.02% | +5,585 | New |
| Thrivent Financial for Lutherans | 5,641 | $1.33M | 0.00% | −57−1.0% | Reduced |
| Gardner Lewis Asset Management L P | 5,661 | $1.33M | 0.49% | 00.0% | Unchanged |
| Boston Partners | 5,684 | $1.34M | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,476 | $1.35M | 0.03% | −9,203−58.7% | Reduced |
| Accretive Wealth Partners, LLC | 5,906 | $1.39M | 0.82% | +139+2.4% | Added |
| Commonwealth Equity Services, LLC | 5,932 | $1.40M | 0.00% | −1,342−18.4% | Reduced |
| Deltec Asset Management LLC | 6,000 | $1.41M | 0.31% | 00.0% | Unchanged |
| LMCG Investments, LLC | 6,162 | $1.45M | 0.09% | −1,888−23.5% | Reduced |
| Assetmark, Inc | 6,224 | $1.47M | 0.01% | +95+1.6% | Added |
| Ethic Inc. | 6,282 | $1.48M | 0.05% | +225+3.7% | Added |
| Worldquant Millennium Advisors LLC | 6,300 | $1.48M | 0.03% | +3,714+143.6% | Added |
| Live Oak Private Wealth LLC | 6,337 | $1.49M | 0.30% | +238+3.9% | Added |
| Foresight Global Investors, Inc. | 6,450 | $1.52M | 0.82% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 6,600 | $1.55M | 0.03% | −300−4.3% | Reduced |
| Pacer Advisors, Inc. | 6,694 | $1.58M | 0.01% | −66−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,708 | $1.58M | 0.56% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,707 | $1.58M | 0.01% | −19−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 6,721 | $1.58M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,851 | $1.61M | 0.05% | +1,168+20.6% | Added |
| Ossiam | 7,023 | $1.65M | 0.03% | −19,387−73.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,316 | $1.72M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,534 | $1.77M | 0.07% | −934−11.0% | Reduced |
| Guggenheim Capital LLC | 7,601 | $1.79M | 0.01% | −353−4.4% | Reduced |
| JustInvest LLC | 7,664 | $1.80M | 0.06% | +485+6.8% | Added |
| Nordea Investment Management AB | 7,800 | $1.84M | 0.00% | +207+2.7% | Added |
| Norinchukin Bank, The | 7,811 | $1.84M | 0.03% | +2,498+47.0% | Added |
| Hartford Investment Management Co | 7,912 | $1.86M | 0.07% | −1,530−16.2% | Reduced |
| Engineers Gate Manager LP | 7,967 | $1.88M | 0.07% | +4,199+111.4% | Added |
| Cary Street Partners Asset Management LLC | 7,990 | $1.88M | 0.35% | −435−5.2% | Reduced |
| Tocqueville Asset Management L.P. | 8,028 | $1.89M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,294 | $1.95M | 0.02% | −72−0.9% | Reduced |
| Kentucky Retirement Systems | 8,556 | $2.02M | 0.07% | +115+1.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.03M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 8,693 | $2.05M | 0.05% | −100−1.1% | Reduced |
| STRS Ohio | 8,774 | $2.07M | 0.01% | +775+9.7% | Added |
| Mariner, LLC | 8,817 | $2.08M | 0.01% | +139+1.6% | Added |
| Accurate Wealth Management, LLC | 9,317 | $2.14M | 0.67% | +2,220+31.3% | Added |
| Trexquant Investment LP | 9,383 | $2.21M | 0.06% | −13,594−59.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,520 | $2.24M | 0.03% | +10.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,528 | $2.24M | 0.01% | −2,376−20.0% | Reduced |
| Macquarie Group Ltd | 9,542 | $2.25M | 0.00% | −1,044−9.9% | Reduced |
| Montag A & Associates Inc | 9,529 | $2.25M | 0.14% | −325−3.3% | Reduced |
| Blair William & Co | 9,604 | $2.26M | 0.01% | −42−0.4% | Reduced |
| British Columbia Investment Management Corp | 9,641 | $2.27M | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 9,679 | $2.28M | 0.40% | −189−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,687 | $2.28M | 0.02% | −531−5.2% | Reduced |
| Swiss Life Asset Management Ltd | 9,850 | $2.32M | 0.03% | −308−3.0% | Reduced |
| HighTower Advisors, LLC | 9,926 | $2.33M | 0.00% | −1,734−14.9% | Reduced |
| 1832 Asset Management L.P. | 9,964 | $2.35M | 0.00% | −1,356−12.0% | Reduced |
| Point72 Middle East FZE | 10,002 | $2.36M | 0.13% | −1,777−15.1% | Reduced |
| Wealthfront Advisers LLC | 10,035 | $2.36M | 0.01% | −3,111−23.7% | Reduced |
| Gulf International Bank (UK) Ltd | 10,792 | $2.54M | 0.06% | −3,482−24.4% | Reduced |
| Vontobel Holding Ltd. | 10,941 | $2.58M | 0.02% | −10,490−48.9% | Reduced |
| Janney Montgomery Scott LLC | 11,156 | $2.63M | 0.01% | −1,939−14.8% | Reduced |
| Captrust Financial Advisors | 11,389 | $2.68M | 0.01% | −904−7.4% | Reduced |
| Nissay Asset Management Corp | 11,786 | $2.78M | 0.02% | −360−3.0% | Reduced |
| Callahan Advisors, LLC | 11,895 | $2.80M | 0.34% | +1,510+14.5% | Added |
| Yakira Capital Management, Inc. | 11,934 | $2.81M | 0.75% | +2,000+20.1% | Added |
| Truist Financial Corp | 12,068 | $2.84M | 0.00% | −202−1.6% | Reduced |
| Czech National Bank | 12,598 | $2.97M | 0.07% | +19+0.2% | Added |
| Achmea Investment Management B.V. | 12,723 | $3.00M | 0.06% | +1,973+18.4% | Added |
| Mercer Global Advisors Inc | 12,750 | $3.00M | 0.01% | +117+0.9% | Added |
| Neuberger Berman Group LLC | 12,778 | $3.01M | 0.00% | −517−3.9% | Reduced |
| Sendero Wealth Management, LLC | 12,790 | $3.01M | 0.66% | +2,593+25.4% | Added |
| The PNC Financial Services Group, Inc. | 12,824 | $3.02M | 0.00% | +224+1.8% | Added |
| Murphy Pohlad Asset Management LLC | 12,970 | $3.05M | 1.32% | +300+2.4% | Added |
| US Bancorp | 13,019 | $3.07M | 0.00% | −374−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,057 | $3.07M | 0.01% | −1,249−8.7% | Reduced |
| CIBC Asset Management Inc | 13,064 | $3.08M | 0.01% | −210−1.6% | Reduced |
| Baird Financial Group, Inc. | 13,104 | $3.09M | 0.01% | +1,040+8.6% | Added |
| State of Alaska, Department of Revenue | 13,190 | $3.11M | 0.04% | −1,521−10.3% | Reduced |
| Savant Capital, LLC | 13,342 | $3.14M | 0.05% | +12,471+1,431.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,570 | $3.43M | 0.01% | −401−2.7% | Reduced |
| Creative Planning | 14,699 | $3.46M | 0.00% | +190+1.3% | Added |
| Stifel Financial Corp | 15,081 | $3.55M | 0.00% | −8,300−35.5% | Reduced |
| Xponance, Inc. | 15,197 | $3.58M | 0.05% | +1,779+13.3% | Added |
| AMG National Trust Bank | 15,302 | $3.60M | 0.12% | −154−1.0% | Reduced |
| Mutual of America Capital Management LLC | 15,317 | $3.61M | 0.04% | +32+0.2% | Added |
| AQR Capital Management LLC | 15,798 | $3.72M | 0.01% | +2,041+14.8% | Added |
| Handelsbanken Fonder AB | 15,804 | $3.72M | 0.02% | +1,355+9.4% | Added |
| SG Americas Securities, LLC | 15,848 | $3.73M | 0.03% | +10,694+207.5% | Added |
| Allianz Asset Management GmbH | 16,083 | $3.79M | 0.01% | −8,071−33.4% | Reduced |
| Financial Engines Advisors L.L.C. | 16,107 | $3.79M | 0.01% | +491+3.1% | Added |
| LPL Financial LLC | 16,141 | $3.80M | 0.00% | +875+5.7% | Added |
| First Trust Advisors LP | 16,186 | $3.81M | 0.00% | −3,410−17.4% | Reduced |
| Public Employees Retirement Association of Colorado | 16,844 | $3.97M | 0.02% | −76−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 16,860 | $3.97M | 0.02% | −1,045−5.8% | Reduced |
| New York Life Investment Management LLC | 17,008 | $4.01M | 0.04% | +129+0.8% | Added |
| State of Tennessee, Treasury Department | 17,417 | $4.10M | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,696 | $4.17M | 0.02% | +36+0.2% | Added |
| Forsta Ap-Fonden | 17,700 | $4.17M | 0.04% | −3,200−15.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 17,879 | $4.21M | 1.10% | +4,600+34.6% | Added |
| Utah Retirement Systems | 18,296 | $4.31M | 0.06% | −900−4.7% | Reduced |
| USS Investment Management Ltd | 18,316 | $4.31M | 0.05% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,559 | $4.37M | 0.03% | +461+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,814 | $4.43M | 0.01% | +2,012+12.0% | Added |
| PGGM Investments | 18,868 | $4.44M | 0.07% | +461+2.5% | Added |