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, Q3 2023
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 562
- −18 vs. Q2 2023
- Shares held
- 96.2M
- −991.5K (−1.0%) vs. Q2 2023
- Total value
- $20.1B
- −$2.70B (−11.8%) vs. Q2 2023
- New holders
- 61
- 176 more added
- Sold out
- 79
- 235 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 25,278 | $5.28M | 0.02% | +1,285+5.4% | Added |
| Standard Life Aberdeen plc | 26,189 | $5.47M | 0.01% | −508,021−95.1% | Reduced |
| MetLife Investment Management | 26,476 | $5.53M | 0.04% | −1,092−4.0% | Reduced |
| Dakota Wealth Management | 26,580 | $5.55M | 0.25% | −75−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 26,992 | $5.64M | 0.19% | −24,980−48.1% | Reduced |
| River & Mercantile Asset Management LLP | 27,511 | $5.75M | 1.35% | −484−1.7% | Reduced |
| American International Group, Inc. | 27,855 | $5.82M | 0.04% | −1,090−3.8% | Reduced |
| Dorchester Wealth Management Co | 27,955 | $5.84M | 1.18% | −83−0.3% | Reduced |
| Nomura Asset Management Co Ltd | 27,960 | $5.84M | 0.03% | +21+0.1% | Added |
| Amalgamated Bank | 28,616 | $5.98M | 0.05% | +531+1.9% | Added |
| State of Michigan Retirement System | 28,692 | $6.00M | 0.04% | −600−2.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 28,940 | $6.05M | 0.04% | +12,080+71.6% | Added |
| Boothbay Fund Management, LLC | 29,000 | $6.06M | 0.21% | +29,000 | New |
| Allspring Global Investments Holdings, LLC | 29,576 | $6.18M | 0.01% | −11,831−28.6% | Reduced |
| Schroder Investment Management Group | 29,972 | $6.26M | 0.01% | −29,448−49.6% | Reduced |
| Victory Capital Management Inc | 29,985 | $6.27M | 0.01% | −1,907−6.0% | Reduced |
| Crestline Management, LP | 30,000 | $6.27M | 0.75% | +30,000 | New |
| APG Asset Management N.V. | 30,035 | $6.28M | 0.01% | −400−1.3% | Reduced |
| Arizona State Retirement System | 30,120 | $6.29M | 0.05% | −313−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 30,600 | $6.39M | 0.03% | −122,500−80.0% | Reduced |
| Chesley Taft & Associates LLC | 32,347 | $6.76M | 0.44% | −27,357−45.8% | Reduced |
| Olstein Capital Management, L.P. | 32,500 | $6.79M | 1.16% | +8,500+35.4% | Added |
| Korea Investment CORP | 32,974 | $6.89M | 0.02% | −61,728−65.2% | Reduced |
| Rafferty Asset Management, LLC | 35,170 | $7.35M | 0.04% | +1,025+3.0% | Added |
| Prudential Financial Inc | 35,582 | $7.44M | 0.01% | −1,017−2.8% | Reduced |
| Walleye Capital LLC | 36,879 | $7.71M | 0.11% | +36,879 | New |
| Millennium Management LLC | 39,213 | $8.19M | 0.01% | +16,452+72.3% | Added |
| AMF Pensionsforsakring AB | 41,371 | $8.64M | 0.08% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 41,184 | $8.72M | 0.02% | −51,185−55.4% | Reduced |
| Asset Management One Co.,Ltd. | 43,377 | $9.06M | 0.04% | −130−0.3% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 43,394 | $9.07M | 2.13% | +360+0.8% | Added |
| Alaska Permanent Fund Corp | 43,508 | $9.09M | 0.17% | +372+0.9% | Added |
| Royal London Asset Management Ltd | 43,635 | $9.12M | 0.03% | +1,539+3.7% | Added |
| Hosking Partners LLP | 44,470 | $9.29M | 0.41% | −9,870−18.2% | Reduced |
| HRT Financial LP | 45,333 | $9.47M | 0.09% | +4,395+10.7% | Added |
| Bridgewater Associates, LP | 46,753 | $9.77M | 0.06% | −11,502−19.7% | Reduced |
| Treasurer of the State of North Carolina | 47,455 | $9.92M | 0.05% | −540−1.1% | Reduced |
| TD Asset Management Inc | 48,406 | $10.1M | 0.01% | −10,769−18.2% | Reduced |
| Holocene Advisors, LP | 48,591 | $10.2M | 0.05% | +15,960+48.9% | Added |
| Wells Fargo & Company | 49,285 | $10.3M | 0.00% | −43,895−47.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 50,662 | $10.6M | 0.10% | 00.0% | Unchanged |
| Citigroup Inc | 50,787 | $10.6M | 0.02% | −17,664−25.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 54,242 | $11.3M | 0.01% | +14,338+35.9% | Added |
| Capstone Investment Advisors, LLC | 54,567 | $11.4M | 0.30% | +2,595+5.0% | Added |
| Pictet Asset Management Holding SA | 56,893 | $11.9M | 0.01% | +56,893 | New |
| Mackenzie Financial Corp | 57,931 | $12.0M | 0.02% | −3,253−5.3% | Reduced |
| Susquehanna International Group, LLP | 57,534 | $12.0M | 0.02% | +24,853+76.0% | Added |
| Exencial Wealth Advisors, LLC | 58,086 | $12.1M | 0.59% | +21,493+58.7% | Added |
| Employees Retirement System of Texas | 58,742 | $12.3M | 0.18% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 58,921 | $12.3M | 0.05% | −2,296−3.8% | Reduced |
| Lazard Asset Management LLC | 59,118 | $12.4M | 0.02% | −16,176−21.5% | Reduced |
| State of New Jersey Common Pension Fund D | 59,699 | $12.5M | 0.04% | −2,272−3.7% | Reduced |
| Storebrand Asset Management AS | 61,076 | $12.8M | 0.06% | −12,020−16.4% | Reduced |
| State of Wisconsin Investment Board | 61,620 | $12.9M | 0.04% | −4,892−7.4% | Reduced |
| HSBC Holdings PLC | 61,679 | $12.9M | 0.01% | +15,706+34.2% | Added |
| Jane Street Group, LLC | 63,349 | $13.2M | 0.02% | +12,616+24.9% | Added |
| Toronto Dominion Bank | 64,556 | $13.5M | 0.02% | −31,583−32.9% | Reduced |
| M&G Investment Management Ltd | 65,787 | $13.7M | 0.10% | +4,033+6.5% | Added |
| Teacher Retirement System of Texas | 65,823 | $13.8M | 0.09% | −7,401−10.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 67,270 | $14.1M | 0.04% | −6,428−8.7% | Reduced |
| Manufacturers Life Insurance Company, The | 67,654 | $14.1M | 0.01% | −2,859−4.1% | Reduced |
| Envestnet Asset Management Inc | 68,661 | $14.3M | 0.01% | +3,232+4.9% | Added |
| Westport Asset Management Inc | 69,234 | $14.5M | 8.53% | 00.0% | Unchanged |
| Aviva PLC | 69,855 | $14.6M | 0.06% | −185,771−72.7% | Reduced |
| KBC Group NV | 74,567 | $15.6M | 0.06% | −546−0.7% | Reduced |
| Diamond Hill Capital Management Inc | 76,914 | $16.1M | 0.08% | +2,765+3.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 86,974 | $18.2M | 1.33% | −807−0.9% | Reduced |
| Intech Investment Management LLC | 95,299 | $19.9M | 0.29% | +47,510+99.4% | Added |
| Aryeh Capital Management Ltd. | 96,336 | $20.1M | 16.20% | +45,836+90.8% | Added |
| Squarepoint Ops LLC | 98,260 | $20.5M | 0.10% | +94,182+2,309.5% | Added |
| New York State Common Retirement Fund | 99,134 | $20.7M | 0.03% | −16,407−14.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100,421 | $21.0M | 0.04% | +9,708+10.7% | Added |
| Rivermont Capital Management LP | 100,767 | $21.1M | 9.42% | +55,000+120.2% | Added |
| Ci Investments Inc. | 100,815 | $21.1M | 0.12% | −26,637−20.9% | Reduced |
| Voya Investment Management LLC | 101,295 | $21.2M | 0.02% | −1,931−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 101,809 | $21.3M | 0.05% | +18,754+22.6% | Added |
| New York State Teachers Retirement System | 104,898 | $21.9M | 0.05% | −6,930−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 106,438 | $22.2M | 0.05% | −12,440−10.5% | Reduced |
| Bank of Montreal | 111,127 | $22.8M | 0.01% | +2,870+2.7% | Added |
| Ameriprise Financial Inc | 110,539 | $23.1M | 0.01% | +1,981+1.8% | Added |
| Natixis Advisors, L.P. | 111,981 | $23.4M | 0.07% | −1,959−1.7% | Reduced |
| Bank of Nova Scotia | 112,195 | $23.4M | 0.06% | −4,101−3.5% | Reduced |
| M&T Bank Corp | 112,776 | $23.6M | 0.09% | +820+0.7% | Added |
| Great West Life Assurance Co | 113,571 | $23.7M | 0.06% | −3,183−2.7% | Reduced |
| Sunriver Management LLC | 117,894 | $24.6M | 4.66% | +117,894 | New |
| Alyeska Investment Group, L.P. | 118,650 | $24.8M | 0.17% | +118,650 | New |
| Engine Capital Management, LP | 122,199 | $25.5M | 5.68% | +96,389+373.5% | Added |
| New South Capital Management Inc | 125,035 | $26.1M | 1.25% | +300.0% | Added |
| Robeco Institutional Asset Management B.V. | 126,176 | $26.4M | 0.07% | −81,665−39.3% | Reduced |
| Principal Financial Group Inc | 126,767 | $26.5M | 0.02% | −4,751−3.6% | Reduced |
| Bamco Inc | 127,574 | $26.7M | 0.08% | −45,894−26.5% | Reduced |
| Oribel Capital Management, LP | 128,700 | $26.9M | 4.22% | +128,700 | New |
| UBS Group AG | 131,780 | $27.5M | 0.01% | −73,733−35.9% | Reduced |
| Royal Bank of Canada | 140,491 | $29.4M | 0.01% | −32,938−19.0% | Reduced |
| Man Group plc | – | $31.3M | 0.10% | – | – |
| Price T Rowe Associates Inc | 150,070 | $31.4M | 0.00% | +3,698+2.5% | Added |
| Clearline Capital LP | 155,997 | $32.6M | 3.23% | +155,997 | New |
| California State Teachers Retirement System | 167,834 | $35.1M | 0.05% | −6,192−3.6% | Reduced |
| Raymond James & Associates | 174,787 | $36.5M | 0.03% | −13,856−7.3% | Reduced |
| Rhumbline Advisers | 195,330 | $40.8M | 0.05% | −4,151−2.1% | Reduced |