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 |
|---|---|---|---|---|---|
| Gillson Capital LP | 199,230 | $41.6M | 3.09% | +199,230 | New |
| Credit Suisse AG | 201,108 | $42.0M | 0.04% | −4,516−2.2% | Reduced |
| SEI Investments Co | 203,228 | $42.5M | 0.08% | +70,085+52.6% | Added |
| Cortland Associates Inc | 206,031 | $43.1M | 6.75% | −3,227−1.5% | Reduced |
| JPMorgan Chase & Co | 209,506 | $43.8M | 0.01% | +17,958+9.4% | Added |
| Ensign Peak Advisors, Inc | 226,762 | $47.4M | 0.10% | +16,528+7.9% | Added |
| Bank of America Corp | 239,666 | $50.1M | 0.01% | −18,034−7.0% | Reduced |
| Brandywine Global Investment Management, LLC | 242,517 | $50.7M | 0.44% | −6,052−2.4% | Reduced |
| Atalan Capital Partners, LP | 250,000 | $52.2M | 4.90% | +250,000 | New |
| Rockefeller Capital Management L.P. | 252,784 | $52.8M | 0.20% | −34,220−11.9% | Reduced |
| Mawer Investment Management Ltd. | 255,581 | $53.4M | 0.29% | −51,622−16.8% | Reduced |
| Deutsche Bank AG | 259,505 | $54.2M | 0.04% | +18,657+7.7% | Added |
| Russell Investments Group, Ltd. | 266,203 | $55.7M | 0.11% | +3,109+1.2% | Added |
| Perpetual Ltd | 269,199 | $56.3M | 0.58% | +49,299+22.4% | Added |
| Crawford Investment Counsel Inc | 270,220 | $56.5M | 1.22% | −50,783−15.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 275,634 | $57.6M | 0.53% | +129,756+88.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 279,781 | $58.5M | 0.05% | −7,025−2.4% | Reduced |
| Johnson Investment Counsel Inc | 282,918 | $59.1M | 0.76% | −5,239−1.8% | Reduced |
| Barclays PLC | 285,060 | $59.6M | 0.04% | −423−0.1% | Reduced |
| River Road Asset Management, LLC | 322,444 | $67.4M | 0.96% | −25,343−7.3% | Reduced |
| First Trust Advisors LP | 322,648 | $67.4M | 0.08% | +306,462+1,893.4% | Added |
| Thompson Siegel & Walmsley LLC | 327,619 | $68.5M | 1.14% | +64,485+24.5% | Added |
| Swiss National Bank | 342,310 | $71.5M | 0.06% | −42,200−11.0% | Reduced |
| Point72 Asset Management, L.P. | 358,226 | $74.9M | 0.25% | +358,060+215,698.8% | Added |
| Amundi | 353,698 | $75.4M | 0.04% | +45,397+14.7% | Added |
| Goldman Sachs Group Inc | 372,778 | $77.9M | 0.02% | −18,759−4.8% | Reduced |
| Prana Capital Management, LP | 381,680 | $79.8M | 5.18% | +125,428+48.9% | Added |
| Citadel Advisors LLC | 393,144 | $82.2M | 0.09% | +358,866+1,046.9% | Added |
| Adage Capital Partners GP, L.L.C. | 424,188 | $88.6M | 0.20% | +398,200+1,532.2% | Added |
| Capital Research Global Investors | 424,642 | $88.7M | 0.02% | +1590.0% | Added |
| California Public Employees Retirement System | 545,750 | $114.0M | 0.10% | −818−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 566,358 | $118.3M | 0.03% | +2690.0% | Added |
| Ceredex Value Advisors LLC | 602,641 | $126.4M | 2.23% | +31,520+5.5% | Added |
| Brandes Investment Partners, LP | 605,519 | $126.5M | 2.47% | +404,530+201.3% | Added |
| Dimensional Fund Advisors LP | 636,159 | $132.9M | 0.04% | +42,745+7.2% | Added |
| UBS Asset Management Americas Inc | 642,058 | $134.2M | 0.06% | −23,158−3.5% | Reduced |
| Southpoint Capital Advisors LP | 700,000 | $146.3M | 3.27% | −50,000−6.7% | Reduced |
| Legal & General Group Plc | 732,055 | $153.0M | 0.05% | −43,181−5.6% | Reduced |
| Clarkston Capital Partners, LLC | 739,485 | $154.5M | 3.03% | −11,139−1.5% | Reduced |
| Alliancebernstein L.P. | 754,586 | $157.7M | 0.07% | −429,900−36.3% | Reduced |
| Morgan Stanley | 757,039 | $158.2M | 0.02% | +77,232+11.4% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 806,836 | $168.6M | 5.57% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 923,613 | $193.0M | 0.07% | −29,728−3.1% | Reduced |
| Burgundy Asset Management Ltd. | 1,057,735 | $221.0M | 2.71% | +266,337+33.7% | Added |
| American Century Companies Inc | 1,093,722 | $228.5M | 0.18% | +221,450+25.4% | Added |
| Bank of New York Mellon Corp | 1,117,197 | $233.4M | 0.05% | +389,596+53.5% | Added |
| Altrinsic Global Advisors LLC | 1,139,584 | $238.1M | 9.19% | −42,719−3.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,170,839 | $244.7M | 0.94% | −32,350−2.7% | Reduced |
| Northern Trust Corp | 1,197,977 | $250.3M | 0.05% | +25,522+2.2% | Added |
| Norges Bank | 1,282,572 | $268.0M | 0.05% | +92,531+7.8% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 1,555,667 | $325.1M | 6.23% | +653,300+72.4% | Added |
| FMR LLC | 1,842,266 | $385.0M | 0.03% | −360,649−16.4% | Reduced |
| Cantillon Capital Management LLC | 1,875,572 | $391.9M | 2.91% | −7,316−0.4% | Reduced |
| Invesco Ltd. | 2,021,602 | $422.4M | 0.11% | +25,794+1.3% | Added |
| Geode Capital Management, LLC | 2,470,281 | $515.2M | 0.06% | +17,151+0.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,207,299 | $879.2M | 1.71% | +675,219+19.1% | Added |
| State Street Corp | 4,226,919 | $886.8M | 0.05% | −299,528−6.6% | Reduced |
| First Eagle Investment Management, LLC | 5,410,018 | $1.13B | 2.97% | +445,775+9.0% | Added |
| Artisan Partners Limited Partnership | 5,524,990 | $1.15B | 1.96% | −88,704−1.6% | Reduced |
| Massachusetts Financial Services Co | 9,946,805 | $2.08B | 0.73% | +98,719+1.0% | Added |
| BlackRock Inc. | 10,570,361 | $2.21B | 0.06% | −16,363−0.2% | Reduced |
| Vanguard Group Inc | 11,815,067 | $2.47B | 0.06% | −262,808−2.2% | Reduced |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −1,062,644−100.0% | Sold out |
| Starboard Value LPSuperinvestorStarboard Value | 0 | $0 | 0.00% | −508,880−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −213,356−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −150,465−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −96,700−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −71,141−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −71,919−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −56,020−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −28,503−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −27,414−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −26,632−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −26,220−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −9,383−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −9,317−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,967−100.0% | Sold out |
| Foresight Global Investors, Inc. | 0 | $0 | 0.00% | −6,450−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,328−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,217−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,172−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,929−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −3,203−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,972−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,855−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,773−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,017−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −1,936−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |