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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, 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.

Institutional holdersQ3 2023: 562 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 heldQ3 2023: $20.1B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2023.

Institutions holding WTW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC47$9.82K0.00%−2−4.1%Reduced
Carmel Capital Partners, LLC47$9.82K0.00%+47New
GW&K Investment Management, LLC44$9.00K0.00%+4+10.0%Added
Sutton Wealth Advisors Inc.42$8.78K0.00%+33+366.7%Added
Annapolis Financial Services, LLC41$8.57K0.00%00.0%Unchanged
Versant Capital Management, Inc41$8.57K0.00%+27+192.9%Added
Silicon Valley Capital Partners33$6.92K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC32$6.71K0.00%+6+23.1%Added
WR Wealth Planners, LLC31$6.48K0.00%+31New
Cambridge Trust Co30$6.27K0.00%−70−70.0%Reduced
Financial Management Professionals, Inc.31$6.00K0.00%+5+19.2%Added
Moisand Fitzgerald Tamayo, LLC28$5.85K0.00%00.0%Unchanged
Abound Wealth Management26$5.43K0.00%−1−3.7%Reduced
Raffa Wealth Management, LLC25$5.22K0.00%00.0%Unchanged
Smithfield Trust Co26$5.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC23$4.81K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC22$4.60K0.00%00.0%Unchanged
Colonial Trust Co21$4.28K0.00%00.0%Unchanged
Steward Financial Group LLC23$4.00K0.00%+23New
Washington Trust Co19$3.97K0.00%+2+11.8%Added
Kayne Anderson Rudnick Investment Management LLC18$3.76K0.00%00.0%Unchanged
Quent Capital, LLC17$3.58K0.00%−13−43.3%Reduced
CoreFirst Bank & Trust17$3.55K0.00%+17New
Sandy Spring Bank15$3.13K0.00%+7+87.5%Added
West Paces Advisors Inc.15$3.13K0.00%00.0%Unchanged
Bokf, NA13$3.07K0.00%+13New
SJS Investment Consulting Inc.12$2.51K0.00%−3−20.0%Reduced
MCF Advisors LLC11$2.30K0.00%00.0%Unchanged
Park Place Capital Corp11$2.30K0.00%00.0%Unchanged
Venturi Wealth Management, LLC11$2.30K0.00%+7+175.0%Added
Semmax Financial Advisors Inc.9$2.20K0.00%+9New
Sound Income Strategies, LLC10$2.09K0.00%+10New
Tompkins Financial Corp9$1.88K0.00%00.0%Unchanged
Whittier Trust Co9$1.88K0.00%+9New
Hollencrest Capital Management8$1.67K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$1.67K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.67K0.00%00.0%Unchanged
Proequities, Inc.7$1.47K0.00%−3−30.0%Reduced
Oliver Lagore Vanvalin Investment Group7$1.46K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.46K0.00%00.0%Unchanged
Castleview Partners, LLC6$1.25K0.00%−1−14.3%Reduced
SRS Capital Advisors, Inc.6$1.25K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$1.25K0.00%00.0%Unchanged
Raleigh Capital Management Inc.6$1.21K0.00%+6New
Tfo-TDC, LLC5$1.18K0.00%+3+150.0%Added
North Star Investment Management Corp.5$1.04K0.00%00.0%Unchanged
GWM Advisors LLC5$1.04K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC5$1.04K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.2$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC5$1.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP4$8360.00%+4New
Manchester Capital Management LLC3$6270.00%−2−40.0%Reduced
Glass Jacobson Investment Advisors llc3$6270.00%00.0%Unchanged
Trifecta Capital Advisors, LLC3$6270.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$6260.00%00.0%Unchanged
Perkins Coie Trust Co3$6260.00%+3New
Carolinas Wealth Consulting LLC2$4720.00%00.0%Unchanged
Cornerstone Planning Group LLC2$4180.00%+2New
Harbour Investments, Inc.1$2090.00%−6−85.7%Reduced
Colonial Trust Advisors1$2090.00%+1New
Avion Wealth2$00.00%−7−77.8%Reduced
Benjamin F. Edwards & Company, Inc.2$00.00%−2−50.0%Reduced
EdgePoint Investment Group Inc.0$00.00%−1,062,644−100.0%Sold out
Starboard Value LPSuperinvestorStarboard Value0$00.00%−508,880−100.0%Sold out
Anchor Capital Advisors LLC0$00.00%−213,356−100.0%Sold out
Whitebox Advisors LLC0$00.00%−150,465−100.0%Sold out
Adams Diversified Equity Fund, Inc.0$00.00%−96,700−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−71,141−100.0%Sold out
Artemis Investment Management LLP0$00.00%−71,919−100.0%Sold out
Renaissance Technologies LLC0$00.00%−56,020−100.0%Sold out
Liontrust Investment Partners LLP0$00.00%−28,503−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−27,414−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−26,632−100.0%Sold out
Sit Investment Associates Inc0$00.00%−26,220−100.0%Sold out
Point72 Middle East FZE0$00.00%−10,002−100.0%Sold out
Trexquant Investment LP0$00.00%−9,383−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−9,317−100.0%Sold out
Engineers Gate Manager LP0$00.00%−7,967−100.0%Sold out
Foresight Global Investors, Inc.0$00.00%−6,450−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−6,300−100.0%Sold out
Deltec Asset Management LLC0$00.00%−6,000−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−5,328−100.0%Sold out
Teza Capital Management LLC0$00.00%−5,217−100.0%Sold out
XTX Topco Ltd0$00.00%−4,544−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,172−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−3,929−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−3,492−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−3,203−100.0%Sold out
Quantbot Technologies LP0$00.00%−2,972−100.0%Sold out
Dana Investment Advisors, Inc.0$00.00%−2,875−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−2,855−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,773−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−2,588−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−2,341−100.0%Sold out
3Chopt Investment Partners, LLC0$00.00%−2,303−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,262−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−2,017−100.0%Sold out
Veritable, L.P.0$00.00%−1,936−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−1,886−100.0%Sold out
Saxon Interests, Inc.0$00.00%−1,831−100.0%Sold out