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 |
|---|---|---|---|---|---|
| Bank of Montreal | 108,257 | $25.6M | 0.02% | −6,474−5.6% | Reduced |
| New York State Teachers Retirement System | 111,828 | $26.3M | 0.06% | −5,683−4.8% | Reduced |
| M&T Bank Corp | 111,956 | $26.4M | 0.10% | +127+0.1% | Added |
| Natixis Advisors, L.P. | 113,940 | $26.8M | 0.08% | −1,131−1.0% | Reduced |
| New York State Common Retirement Fund | 115,541 | $27.2M | 0.03% | −5,404−4.5% | Reduced |
| Bank of Nova Scotia | 116,296 | $27.4M | 0.07% | −161−0.1% | Reduced |
| Great West Life Assurance Co | 116,754 | $27.7M | 0.07% | −486−0.4% | Reduced |
| State Board of Administration of Florida Retirement System | 118,878 | $28.0M | 0.06% | +2,263+1.9% | Added |
| New South Capital Management Inc | 125,005 | $29.4M | 1.31% | −3,232−2.5% | Reduced |
| Ci Investments Inc. | 127,452 | $30.0M | 0.15% | −7,089−5.3% | Reduced |
| Principal Financial Group Inc | 131,518 | $31.0M | 0.02% | −4,381−3.2% | Reduced |
| SEI Investments Co | 133,143 | $31.4M | 0.05% | −268−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 145,878 | $34.4M | 0.30% | +50,205+52.5% | Added |
| Price T Rowe Associates Inc | 146,372 | $34.5M | 0.00% | −957−0.6% | Reduced |
| Whitebox Advisors LLC | 150,465 | $35.4M | 1.71% | +12,812+9.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 153,100 | $36.1M | 0.16% | −108,400−41.5% | Reduced |
| Royal Bank of Canada | 173,429 | $40.8M | 0.01% | +15,061+9.5% | Added |
| Bamco Inc | 173,468 | $40.9M | 0.11% | −350.0% | Reduced |
| California State Teachers Retirement System | 174,026 | $41.0M | 0.06% | −7,053−3.9% | Reduced |
| Raymond James & Associates | 188,643 | $44.4M | 0.04% | −63,894−25.3% | Reduced |
| JPMorgan Chase & Co | 191,548 | $45.1M | 0.01% | +70,715+58.5% | Added |
| Man Group plc | 194,552 | $45.8M | 0.14% | – | – |
| Rhumbline Advisers | 199,481 | $47.0M | 0.05% | +3,656+1.9% | Added |
| Brandes Investment Partners, LP | 200,989 | $47.3M | 0.95% | +22,896+12.9% | Added |
| UBS Group AG | 205,513 | $48.4M | 0.02% | +50,429+32.5% | Added |
| Credit Suisse AG | 205,624 | $48.4M | 0.05% | −3,749−1.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 207,841 | $48.9M | 0.13% | +13,997+7.2% | Added |
| Cortland Associates Inc | 209,258 | $49.3M | 7.94% | −9,593−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 210,234 | $49.5M | 0.10% | −16,465−7.3% | Reduced |
| Anchor Capital Advisors LLC | 213,356 | $50.2M | 1.30% | −7,853−3.6% | Reduced |
| Perpetual Ltd | 219,900 | $51.8M | 0.44% | +17,138+8.5% | Added |
| Deutsche Bank AG | 240,848 | $56.7M | 0.03% | −7,156−2.9% | Reduced |
| Brandywine Global Investment Management, LLC | 248,569 | $58.5M | 0.49% | −13,189−5.0% | Reduced |
| Aviva PLC | 255,626 | $60.2M | 0.25% | −22,223−8.0% | Reduced |
| Prana Capital Management, LP | 256,252 | $60.3M | 4.03% | +126,262+97.1% | Added |
| Bank of America Corp | 257,700 | $60.7M | 0.01% | −139,923−35.2% | Reduced |
| Russell Investments Group, Ltd. | 263,094 | $61.9M | 0.12% | +31,833+13.8% | Added |
| Thompson Siegel & Walmsley LLC | 263,134 | $62.0M | 0.99% | +32,943+14.3% | Added |
| Barclays PLC | 285,483 | $67.2M | 0.04% | +147,736+107.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 286,806 | $67.5M | 0.05% | −110,239−27.8% | Reduced |
| Rockefeller Capital Management L.P. | 287,004 | $67.6M | 0.26% | −57,152−16.6% | Reduced |
| Johnson Investment Counsel Inc | 288,157 | $67.9M | 0.84% | −100.0% | Reduced |
| Amundi | 308,301 | $72.0M | 0.04% | +45,614+17.4% | Added |
| Mawer Investment Management Ltd. | 307,203 | $72.3M | 0.38% | −5,444−1.7% | Reduced |
| Crawford Investment Counsel Inc | 321,003 | $75.6M | 1.54% | +1,661+0.5% | Added |
| River Road Asset Management, LLC | 347,787 | $81.9M | 1.13% | −1,836−0.5% | Reduced |
| Swiss National Bank | 384,510 | $90.6M | 0.06% | −45,000−10.5% | Reduced |
| Goldman Sachs Group Inc | 391,537 | $92.2M | 0.02% | −110,128−22.0% | Reduced |
| Capital Research Global Investors | 424,483 | $100.0M | 0.03% | +220+0.1% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 508,880 | $119.8M | 2.59% | −1,310,517−72.0% | Reduced |
| Standard Life Aberdeen plc | 534,210 | $125.8M | 0.29% | −13,198−2.4% | Reduced |
| California Public Employees Retirement System | 546,568 | $128.7M | 0.11% | −12,568−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 566,089 | $133.3M | 0.04% | −1,489−0.3% | Reduced |
| Ceredex Value Advisors LLC | 571,121 | $135.0M | 2.17% | +49,164+9.4% | Added |
| Dimensional Fund Advisors LP | 593,414 | $139.7M | 0.04% | +29,572+5.2% | Added |
| UBS Asset Management Americas Inc | 665,216 | $154.6M | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 679,807 | $160.1M | 0.02% | +12,728+1.9% | Added |
| Bank of New York Mellon Corp | 727,601 | $171.4M | 0.04% | −15,081−2.0% | Reduced |
| Southpoint Capital Advisors LP | 750,000 | $176.6M | 3.83% | −100,000−11.8% | Reduced |
| Clarkston Capital Partners, LLC | 750,624 | $176.8M | 3.18% | −264,188−26.0% | Reduced |
| Legal & General Group Plc | 775,236 | $182.6M | 0.06% | +2,833+0.4% | Added |
| Burgundy Asset Management Ltd. | 791,398 | $186.4M | 2.19% | +8,112+1.0% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 806,836 | $190.0M | 5.46% | 00.0% | Unchanged |
| American Century Companies Inc | 872,272 | $205.4M | 0.15% | +207,421+31.2% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 902,367 | $212.5M | 3.78% | +43,700+5.1% | Added |
| Nuveen Asset Management, LLC | 953,341 | $224.5M | 0.08% | +170,805+21.8% | Added |
| EdgePoint Investment Group Inc. | 1,062,644 | $250.3M | 2.25% | −280,734−20.9% | Reduced |
| Northern Trust Corp | 1,172,455 | $276.1M | 0.05% | −21,690−1.8% | Reduced |
| Altrinsic Global Advisors LLC | 1,182,303 | $278.4M | 10.66% | −23,831−2.0% | Reduced |
| Alliancebernstein L.P. | 1,184,486 | $278.9M | 0.11% | −80,873−6.4% | Reduced |
| Norges Bank | 1,190,041 | $280.3M | 0.06% | +25,440+2.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,203,189 | $283.4M | 1.06% | −102,860−7.9% | Reduced |
| Franklin Resources Inc | 1,626,917 | $383.1M | 0.18% | −359,991−18.1% | Reduced |
| Cantillon Capital Management LLC | 1,882,888 | $443.4M | 3.10% | +112,457+6.4% | Added |
| Invesco Ltd. | 1,995,808 | $470.0M | 0.12% | −81,782−3.9% | Reduced |
| FMR LLC | 2,202,915 | $518.8M | 0.04% | +51,162+2.4% | Added |
| Geode Capital Management, LLC | 2,453,130 | $576.3M | 0.07% | +50,116+2.1% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,532,080 | $831.8M | 1.57% | −154,047−4.2% | Reduced |
| State Street Corp | 4,526,447 | $1.07B | 0.06% | +42,949+1.0% | Added |
| First Eagle Investment Management, LLC | 4,964,243 | $1.17B | 2.99% | +15,857+0.3% | Added |
| Artisan Partners Limited Partnership | 5,613,694 | $1.32B | 2.13% | +72,822+1.3% | Added |
| Massachusetts Financial Services Co | 9,848,086 | $2.32B | 0.76% | +1,737,760+21.4% | Added |
| BlackRock Inc. | 10,586,724 | $2.49B | 0.07% | −39,657−0.4% | Reduced |
| Vanguard Group Inc | 12,077,875 | $2.84B | 0.07% | −234,237−1.9% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −93,361−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,305−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −48,753−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −46,541−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −44,320−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −41,261−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −26,355−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,712−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −23,447−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −21,795−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −21,625−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −12,891−100.0% | Sold out |