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.
Q4 2023 vs. Q3 2023
How the institutions holding Willis Towers Watson PLC changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 562 | 8 | 632 | +78 |
| Shares | 96.2M | 15.0K | 95.3M | −855.5K (−0.9%) |
| Value | $20.1B | $3.13M | $23.0B | +$2.86B (+14.2%) |
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (121)
Institutions that held Willis Towers Watson PLC at the end of Q4 2023 but not at the end of Q3 2023.
Showing the largest 100 of 121 by value.
Sold out (43)
Institutions that held Willis Towers Watson PLC at the end of Q3 2023 and filed for Q4 2023 without it.
Not filed for Q4 2023 yet (8)
Institutions that held Willis Towers Watson PLC at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 3,368 | $704.4K |
| Tiedemann Advisors, LLC | 3,234 | $678.5K |
| Advisor Partners II, LLC | 3,244 | $677.9K |
| KB Financial Partners, LLC | 1,969 | $411.0K |
| Community Capital Management, Inc. | 1,950 | $407.5K |
| First Republic Investment Management, Inc. | 1,141 | $238.4K |
| Sutton Wealth Advisors Inc. | 42 | $8.78K |
| Steward Financial Group LLC | 23 | $4.00K |