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 |
|---|---|---|---|---|---|
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,384−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −7,423−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,229−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −6,318−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,136−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −3,982−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,934−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −2,897−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −2,793−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,699−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,375−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −1,774−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −1,723−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,661−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |