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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 15,848 | $3.73M | 0.03% | +10,694+207.5% | Added |
| Handelsbanken Fonder AB | 15,804 | $3.72M | 0.02% | +1,355+9.4% | Added |
| AQR Capital Management LLC | 15,798 | $3.72M | 0.01% | +2,041+14.8% | Added |
| Mutual of America Capital Management LLC | 15,317 | $3.61M | 0.04% | +32+0.2% | Added |
| AMG National Trust Bank | 15,302 | $3.60M | 0.12% | −154−1.0% | Reduced |
| Xponance, Inc. | 15,197 | $3.58M | 0.05% | +1,779+13.3% | Added |
| Stifel Financial Corp | 15,081 | $3.55M | 0.00% | −8,300−35.5% | Reduced |
| Creative Planning | 14,699 | $3.46M | 0.00% | +190+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 14,570 | $3.43M | 0.01% | −401−2.7% | Reduced |
| Savant Capital, LLC | 13,342 | $3.14M | 0.05% | +12,471+1,431.8% | Added |
| State of Alaska, Department of Revenue | 13,190 | $3.11M | 0.04% | −1,521−10.3% | Reduced |
| Baird Financial Group, Inc. | 13,104 | $3.09M | 0.01% | +1,040+8.6% | Added |
| CIBC Asset Management Inc | 13,064 | $3.08M | 0.01% | −210−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,057 | $3.07M | 0.01% | −1,249−8.7% | Reduced |
| US Bancorp | 13,019 | $3.07M | 0.00% | −374−2.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,970 | $3.05M | 1.32% | +300+2.4% | Added |
| The PNC Financial Services Group, Inc. | 12,824 | $3.02M | 0.00% | +224+1.8% | Added |
| Sendero Wealth Management, LLC | 12,790 | $3.01M | 0.66% | +2,593+25.4% | Added |
| Neuberger Berman Group LLC | 12,778 | $3.01M | 0.00% | −517−3.9% | Reduced |
| Mercer Global Advisors Inc | 12,750 | $3.00M | 0.01% | +117+0.9% | Added |
| Achmea Investment Management B.V. | 12,723 | $3.00M | 0.06% | +1,973+18.4% | Added |
| Czech National Bank | 12,598 | $2.97M | 0.07% | +19+0.2% | Added |
| Truist Financial Corp | 12,068 | $2.84M | 0.00% | −202−1.6% | Reduced |
| Yakira Capital Management, Inc. | 11,934 | $2.81M | 0.75% | +2,000+20.1% | Added |
| Callahan Advisors, LLC | 11,895 | $2.80M | 0.34% | +1,510+14.5% | Added |
| Nissay Asset Management Corp | 11,786 | $2.78M | 0.02% | −360−3.0% | Reduced |
| Captrust Financial Advisors | 11,389 | $2.68M | 0.01% | −904−7.4% | Reduced |
| Janney Montgomery Scott LLC | 11,156 | $2.63M | 0.01% | −1,939−14.8% | Reduced |
| Vontobel Holding Ltd. | 10,941 | $2.58M | 0.02% | −10,490−48.9% | Reduced |
| Gulf International Bank (UK) Ltd | 10,792 | $2.54M | 0.06% | −3,482−24.4% | Reduced |
| Wealthfront Advisers LLC | 10,035 | $2.36M | 0.01% | −3,111−23.7% | Reduced |
| Point72 Middle East FZE | 10,002 | $2.36M | 0.13% | −1,777−15.1% | Reduced |
| 1832 Asset Management L.P. | 9,964 | $2.35M | 0.00% | −1,356−12.0% | Reduced |
| HighTower Advisors, LLC | 9,926 | $2.33M | 0.00% | −1,734−14.9% | Reduced |
| Swiss Life Asset Management Ltd | 9,850 | $2.32M | 0.03% | −308−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,687 | $2.28M | 0.02% | −531−5.2% | Reduced |
| Cornercap Investment Counsel Inc | 9,679 | $2.28M | 0.40% | −189−1.9% | Reduced |
| British Columbia Investment Management Corp | 9,641 | $2.27M | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 9,604 | $2.26M | 0.01% | −42−0.4% | Reduced |
| Montag A & Associates Inc | 9,529 | $2.25M | 0.14% | −325−3.3% | Reduced |
| Macquarie Group Ltd | 9,542 | $2.25M | 0.00% | −1,044−9.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,528 | $2.24M | 0.01% | −2,376−20.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,520 | $2.24M | 0.03% | +10.0% | Added |
| Trexquant Investment LP | 9,383 | $2.21M | 0.06% | −13,594−59.2% | Reduced |
| Accurate Wealth Management, LLC | 9,317 | $2.14M | 0.67% | +2,220+31.3% | Added |
| Mariner, LLC | 8,817 | $2.08M | 0.01% | +139+1.6% | Added |
| STRS Ohio | 8,774 | $2.07M | 0.01% | +775+9.7% | Added |
| Securian Asset Management, Inc | 8,693 | $2.05M | 0.05% | −100−1.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.03M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 8,556 | $2.02M | 0.07% | +115+1.4% | Added |
| Oregon Public Employees Retirement Fund | 8,294 | $1.95M | 0.02% | −72−0.9% | Reduced |
| Tocqueville Asset Management L.P. | 8,028 | $1.89M | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 7,990 | $1.88M | 0.35% | −435−5.2% | Reduced |
| Engineers Gate Manager LP | 7,967 | $1.88M | 0.07% | +4,199+111.4% | Added |
| Hartford Investment Management Co | 7,912 | $1.86M | 0.07% | −1,530−16.2% | Reduced |
| Norinchukin Bank, The | 7,811 | $1.84M | 0.03% | +2,498+47.0% | Added |
| Nordea Investment Management AB | 7,800 | $1.84M | 0.00% | +207+2.7% | Added |
| JustInvest LLC | 7,664 | $1.80M | 0.06% | +485+6.8% | Added |
| Guggenheim Capital LLC | 7,601 | $1.79M | 0.01% | −353−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,534 | $1.77M | 0.07% | −934−11.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,316 | $1.72M | 0.04% | 00.0% | Unchanged |
| Ossiam | 7,023 | $1.65M | 0.03% | −19,387−73.4% | Reduced |
| Toroso Investments, LLC | 6,851 | $1.61M | 0.05% | +1,168+20.6% | Added |
| Illinois Municipal Retirement Fund | 6,721 | $1.58M | 0.03% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,707 | $1.58M | 0.01% | −19−0.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,708 | $1.58M | 0.56% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6,694 | $1.58M | 0.01% | −66−1.0% | Reduced |
| Louisiana State Employees Retirement System | 6,600 | $1.55M | 0.03% | −300−4.3% | Reduced |
| Foresight Global Investors, Inc. | 6,450 | $1.52M | 0.82% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 6,337 | $1.49M | 0.30% | +238+3.9% | Added |
| Worldquant Millennium Advisors LLC | 6,300 | $1.48M | 0.03% | +3,714+143.6% | Added |
| Ethic Inc. | 6,282 | $1.48M | 0.05% | +225+3.7% | Added |
| Assetmark, Inc | 6,224 | $1.47M | 0.01% | +95+1.6% | Added |
| LMCG Investments, LLC | 6,162 | $1.45M | 0.09% | −1,888−23.5% | Reduced |
| Deltec Asset Management LLC | 6,000 | $1.41M | 0.31% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,932 | $1.40M | 0.00% | −1,342−18.4% | Reduced |
| Accretive Wealth Partners, LLC | 5,906 | $1.39M | 0.82% | +139+2.4% | Added |
| Crossmark Global Holdings, Inc. | 6,476 | $1.35M | 0.03% | −9,203−58.7% | Reduced |
| Boston Partners | 5,684 | $1.34M | 0.00% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 5,661 | $1.33M | 0.49% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,641 | $1.33M | 0.00% | −57−1.0% | Reduced |
| Prudential PLC | 5,585 | $1.32M | 0.02% | +5,585 | New |
| 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 |
| Y-Intercept (Hong Kong) Ltd | 5,328 | $1.25M | 0.13% | −7,210−57.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,242 | $1.23M | 0.00% | −2,293−30.4% | Reduced |
| Teza Capital Management LLC | 5,217 | $1.23M | 0.20% | +5,217 | New |
| New Mexico Educational Retirement Board | 5,200 | $1.23M | 0.05% | +200+4.0% | Added |
| La Banque Postale Asset Management SA | 5,077 | $1.20M | 0.03% | −62−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,011 | $1.18M | 0.04% | +2,389+91.1% | Added |
| RBF Capital, LLC | 5,000 | $1.18M | 0.07% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 4,991 | $1.18M | 0.01% | −172−3.3% | Reduced |
| Raymond James Trust N.A. | 4,956 | $1.17M | 0.03% | −722−12.7% | Reduced |
| Marathon Capital Management | 4,713 | $1.11M | 0.27% | −5−0.1% | Reduced |
| Metropolitan Life Insurance Co | 4,638 | $1.09M | 0.05% | −137−2.9% | Reduced |
| XTX Topco Ltd | 4,544 | $1.07M | 0.19% | +682+17.7% | Added |
| CIBC Private Wealth Group, LLC | 4,495 | $1.06M | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,442 | $1.05M | 0.02% | −14−0.3% | Reduced |
| Metis Global Partners, LLC | 4,430 | $1.04M | 0.06% | −520−10.5% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.04M | 0.56% | 00.0% | Unchanged |