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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, Q4 2023

Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
632
+78 vs. Q3 2023
Shares held
95.3M
−855.5K (−0.9%) vs. Q3 2023
Total value
$23.0B
+$2.86B (+14.2%) vs. Q3 2023
New holders
121
197 more added
Sold out
43
229 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 632 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 heldQ4 2023: $23.0B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2023.

Institutions holding WTW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Colonial Trust Advisors1$2410.00%00.0%Unchanged
AdvisorNet Financial, Inc1$2410.00%+1New
Evermay Wealth Management LLC1$2420.00%+1New
Cornerstone Planning Group LLC2$4820.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$4840.00%00.0%Unchanged
Valued Wealth Advisors LLC3$6300.00%+3New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$7230.00%00.0%Unchanged
Tfo-TDC, LLC3$7240.00%−2−40.0%Reduced
Trifecta Capital Advisors, LLC3$7240.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%+2+100.0%Added
North Star Investment Management Corp.5$1.21K0.00%00.0%Unchanged
Castleview Partners, LLC6$1.45K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.6$1.45K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$1.45K0.00%00.0%Unchanged
Manchester Capital Management LLC6$1.45K0.00%+3+100.0%Added
TD Waterhouse Canada Inc.6$1.60K0.00%+6New
Oliver Lagore Vanvalin Investment Group7$1.69K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.69K0.00%00.0%Unchanged
Dunhill Financial, LLC7$1.80K0.00%+7New
Raleigh Capital Management Inc.8$1.88K0.00%+2+33.3%Added
Hollencrest Capital Management8$1.93K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$1.93K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.93K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.8$2.00K0.00%+8New
VisionPoint Advisory Group, LLC9$2.17K0.00%−14−60.9%Reduced
Tompkins Financial Corp9$2.17K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$2.17K0.00%+9New
Sound Income Strategies, LLC10$2.41K0.00%00.0%Unchanged
Jones Financial Companies LLLP10$2.41K0.00%+6+150.0%Added
Semmax Financial Advisors Inc.9$2.46K0.00%00.0%Unchanged
Park Place Capital Corp11$2.65K0.00%00.0%Unchanged
Harbour Investments, Inc.11$2.65K0.00%+10+1,000.0%Added
MCF Advisors LLC11$2.65K0.00%00.0%Unchanged
Fortitude Family Office, LLC12$2.89K0.00%+12New
Sandy Spring Bank15$3.62K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$3.62K0.00%+3+25.0%Added
Venturi Wealth Management, LLC15$3.62K0.00%+4+36.4%Added
DiNuzzo Private Wealth, Inc.24$3.84K0.00%+24New
Northwest Capital Management Inc16$3.86K0.00%+16New
CVA Family Office, LLC16$3.86K0.00%+16New
Arlington Trust Co LLC17$4.10K0.00%−333−95.1%Reduced
Washington Trust Co17$4.10K0.00%−2−10.5%Reduced
CoreFirst Bank & Trust17$4.10K0.00%00.0%Unchanged
Quent Capital, LLC17$4.13K0.00%00.0%Unchanged
Smartleaf Asset Management LLC19$4.54K0.00%+19New
BKM Wealth Management, LLC19$4.58K0.00%+19New
Colonial Trust Co21$5.03K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC21$5.07K0.00%−7−25.0%Reduced
Institutional & Family Asset Management, LLC22$5.31K0.00%00.0%Unchanged
Abound Wealth Management25$5.92K0.00%−1−3.8%Reduced
Smithfield Trust Co26$6.00K0.00%00.0%Unchanged
Long Island Wealth Management, Inc.24$6.00K0.00%+24New
Raffa Wealth Management, LLC25$6.03K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC29$7.00K0.00%+29New
Financial Management Professionals, Inc.31$7.00K0.00%00.0%Unchanged
FSA Wealth Management LLC29$7.00K0.00%+29New
Macroview Investment Management LLC30$7.24K0.01%+30New
Private Wealth Management Group, LLC30$7.24K0.00%+30New
Beaird Harris Wealth Management, LLC32$7.72K0.00%+32New
Silicon Valley Capital Partners33$8.02K0.00%00.0%Unchanged
CGC Financial Services, LLC35$8.44K0.00%+35New
Prestige Wealth Management Group LLC37$8.96K0.00%+5+15.6%Added
Versant Capital Management, Inc38$9.17K0.00%−3−7.3%Reduced
Kayne Anderson Rudnick Investment Management LLC39$9.57K0.00%+21+116.7%Added
IFP Advisors, Inc42$10.1K0.00%−221−84.0%Reduced
Aspect Partners, LLC42$10.1K0.01%+42New
Bruce G. Allen Investments, LLC47$11.3K0.01%+47New
Clearstead Advisors, LLC47$11.3K0.00%+47New
Bokf, NA49$11.8K0.00%+36+276.9%Added
Core Alternative Capital49$11.9K0.00%−10−16.9%Reduced
Covestor Ltd49$12.0K0.01%−4−7.5%Reduced
GW&K Investment Management, LLC48$12.0K0.00%+4+9.1%Added
South State Corp.50$12.1K0.00%00.0%Unchanged
Avalon Trust Co50$12.1K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC56$13.6K0.00%−10−15.2%Reduced
JFS Wealth Advisors, LLC57$13.7K0.00%+10+21.3%Added
Zions Bancorporation, N.A.59$14.2K0.00%+3+5.4%Added
Bell Investment Advisors, Inc60$14.5K0.00%+13+27.7%Added
Pinnacle Bancorp, Inc.62$15.0K0.00%−6−8.8%Reduced
Beacon Capital Management, LLC74$15.5K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$19.3K0.01%+80New
Trust Co of Vermont84$20.3K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC85$20.6K0.01%00.0%Unchanged
FIL Ltd86$20.7K0.00%+86New
Turtle Creek Wealth Advisors, LLC86$20.7K0.01%+86New
Quarry LP87$21.0K0.01%+87New
MV Capital Management, Inc.88$21.2K0.00%+12+15.8%Added
Harbor Investment Advisory, LLC93$22.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc97$23.4K0.00%00.0%Unchanged
Gradient Investments LLC97$23.4K0.00%−171−63.8%Reduced
Loomis Sayles & Co L P117$28.0K0.00%−17−12.7%Reduced
Exchange Traded Concepts, LLC119$28.7K0.00%+119New
CKW Financial Group120$29.0K0.00%+1+0.8%Added
Coppell Advisory Solutions LLC122$29.4K0.01%+122New
Spire Wealth Management119$29.8K0.00%+1+0.8%Added
JJJ Advisors Inc.128$30.9K0.01%−106−45.3%Reduced
Hexagon Capital Partners LLC129$31.1K0.01%+81+168.8%Added
HHM Wealth Advisors, LLC140$33.8K0.01%+140New
Farther Finance Advisors, LLC148$35.7K0.00%+11+8.0%Added
Lindbrook Capital, LLC149$35.9K0.00%+9+6.4%Added