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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
Harbor Investment Advisory, LLC95$22.4K0.00%+2+2.2%Added
Bell Investment Advisors, Inc94$22.1K0.00%+5+5.6%Added
Trust Co of Vermont84$19.8K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP81$19.1K0.00%−9−10.0%Reduced
GHP Investment Advisors, Inc.90$18.3K0.00%−128−58.7%Reduced
Highlander Capital Management, LLC75$18.0K0.01%00.0%Unchanged
Beacon Capital Management, LLC74$17.4K0.00%00.0%Unchanged
Hexagon Capital Partners LLC72$17.0K0.00%−49−40.5%Reduced
Glen Eagle Advisors, LLC72$16.8K0.00%00.0%Unchanged
Earnest Partners LLC67$15.8K0.00%00.0%Unchanged
MV Capital Management, Inc.67$15.8K0.00%+8+13.6%Added
Northwest Investment Counselors, LLC66$15.5K0.00%00.0%Unchanged
Riverview Trust Co64$15.1K0.01%00.0%Unchanged
Zions Bancorporation, N.A.60$14.1K0.00%00.0%Unchanged
Core Alternative Capital59$13.9K0.00%+7+13.5%Added
DT Investment Partners, LLC65$13.8K0.00%00.0%Unchanged
Safeguard Financial, LLC56$13.0K0.01%+56New
Umb Bank N A52$12.2K0.00%+1+2.0%Added
Covestor Ltd49$12.0K0.01%00.0%Unchanged
South State Corp.50$11.8K0.00%00.0%Unchanged
Avalon Trust Co50$11.8K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC49$11.5K0.00%−4−7.5%Reduced
Fiduciary Alliance LLC47$11.1K0.00%+47New
Annapolis Financial Services, LLC41$9.66K0.00%00.0%Unchanged
GW&K Investment Management, LLC40$9.00K0.00%+40New
Silicon Valley Capital Partners33$7.77K0.00%+33New
Quent Capital, LLC30$7.10K0.00%00.0%Unchanged
AdvisorNet Financial, Inc29$6.83K0.00%−13−31.0%Reduced
Moisand Fitzgerald Tamayo, LLC28$6.59K0.00%00.0%Unchanged
Abound Wealth Management27$6.36K0.00%+5+22.7%Added
First Capital Advisors Group, LLC.27$6.36K0.00%+27New
Prestige Wealth Management Group LLC26$6.15K0.00%−2−7.1%Reduced
CVA Family Office, LLC26$6.12K0.00%+16+160.0%Added
Smithfield Trust Co26$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.26$6.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC25$5.89K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC23$5.42K0.00%+23New
Institutional & Family Asset Management, LLC22$5.18K0.00%00.0%Unchanged
Colonial Trust Co21$4.88K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.18$4.70K0.00%+6+50.0%Added
HM Payson & Co18$4.24K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC18$4.24K0.00%+18New
Washington Trust Co17$4.00K0.00%+3+21.4%Added
JJJ Advisors Inc.15$3.53K0.00%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
Versant Capital Management, Inc14$3.30K0.00%00.0%Unchanged
Motco13$3.06K0.00%+13New
Disciplined Investments, LLC12$2.83K0.00%−1−7.7%Reduced
MCF Advisors LLC11$2.59K0.00%00.0%Unchanged
Park Place Capital Corp11$2.59K0.00%00.0%Unchanged
Proequities, Inc.10$2.36K0.00%+5+100.0%Added
Bartlett & Co. Wealth Management LLC9$2.13K0.00%00.0%Unchanged
Tompkins Financial Corp9$2.12K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.9$2.12K0.00%00.0%Unchanged
Bartlett & Co. LLC9$2.00K0.00%00.0%Unchanged
Avion Wealth9$2.00K0.00%+4+80.0%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
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
SRS Capital Advisors, Inc.6$1.41K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$1.31K0.00%00.0%Unchanged
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
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
Venturi Wealth Management, LLC4$9420.00%+4New
Missouri Trust & Investment Co3$7070.00%+3New
Glass Jacobson Investment Advisors llc3$7070.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$7060.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$4730.00%00.0%Unchanged
Tfo-TDC, LLC2$4710.00%00.0%Unchanged
Salem Investment Counselors Inc0$110.00%0New
Qube Research & Technologies Ltd0$00.00%−93,361−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−63,305−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−48,753−100.0%Sold out
Glenview Capital Management, LLC0$00.00%−46,541−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−44,320−100.0%Sold out
Nomura Holdings Inc0$00.00%−41,261−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−26,355−100.0%Sold out
Crestline Management, LP0$00.00%−25,000−100.0%Sold out
Marshall Wace, LLP0$00.00%−23,712−100.0%Sold out
PEAK6 Investments LLC0$00.00%−23,447−100.0%Sold out
We Are One Seven, LLC0$00.00%−21,795−100.0%Sold out
TCWP LLC0$00.00%−21,625−100.0%Sold out
Mizuho Markets Cayman LP0$00.00%−17,500−100.0%Sold out
Mizuho Markets Americas LLC0$00.00%−17,500−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−13,000−100.0%Sold out
Westpac Banking Corp0$00.00%−12,891−100.0%Sold out