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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 150 | $36.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $36.4K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 154 | $37.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 172 | $41.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $48.2K | 0.00% | +106+112.8% | Added |
| Glassman Wealth Services | 203 | $49.0K | 0.01% | +203 | New |
| New Millennium Group LLC | 206 | $49.8K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 227 | $54.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 249 | $60.1K | 0.01% | +41+19.7% | Added |
| Tradition Wealth Management, LLC | 253 | $61.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 248 | $61.5K | 0.01% | +183+281.5% | Added |
| Private Trust Co NA | 261 | $63.0K | 0.01% | +1+0.4% | Added |
| Capstone Investment Advisors, LLC | 268 | $64.6K | 0.00% | −54,299−99.5% | Reduced |
| Principal Securities, Inc. | 288 | $69.5K | 0.00% | +288 | New |
| Alta Advisers Ltd | 300 | $72.4K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 306 | $73.8K | 0.00% | −11−3.5% | Reduced |
| Quadrant Capital Group LLC | 326 | $78.6K | 0.01% | +1+0.3% | Added |
| Washington Trust Advisors, Inc. | 338 | $81.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 339 | $81.8K | 0.00% | −7−2.0% | Reduced |
| Level Financial Advisors, Inc. | 343 | $82.7K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 361 | $87.1K | 0.05% | −93−20.5% | Reduced |
| Systematic Alpha Investments, LLC | 369 | $89.0K | 0.00% | +369 | New |
| Umb Bank N A | 384 | $92.6K | 0.00% | −6−1.5% | Reduced |
| Financial Freedom, LLC | 408 | $98.3K | 0.06% | +2+0.5% | Added |
| Central Trust Co | 447 | $107.8K | 0.00% | −178−28.5% | Reduced |
| PFS Partners, LLC | 457 | $110.2K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 496 | $119.7K | 0.00% | −7−1.4% | Reduced |
| Sentry Investment Management LLC | 549 | $132.0K | 0.06% | −59−9.7% | Reduced |
| EverSource Wealth Advisors, LLC | 557 | $134.3K | 0.01% | +34+6.5% | Added |
| GAMMA Investing LLC | 564 | $138.9K | 0.04% | +564 | New |
| Global Retirement Partners, LLC | 593 | $145.8K | 0.01% | +1+0.2% | Added |
| Johnson Financial Group, Inc. | 648 | $156.8K | 0.01% | +648 | New |
| JNBA Financial Advisors | 740 | $178.5K | 0.02% | −35−4.5% | Reduced |
| PEAK6 Investments LLC | 777 | $187.4K | 0.01% | +224+40.5% | Added |
| Bessemer Group Inc | 779 | $188.0K | 0.00% | +179+29.8% | Added |
| Rothschild Investment LLC | 782 | $188.7K | 0.02% | +782 | New |
| Citadel Investment Advisory, Inc. | 826 | $199.0K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 837 | $201.9K | 0.02% | +837 | New |
| Eagle Rock Investment Company, LLC | 841 | $202.8K | 0.04% | +841 | New |
| Seed Wealth Management, Inc. | 850 | $204.0K | 0.21% | +850 | New |
| Red Door Wealth Management, LLC | 846 | $204.1K | 0.04% | +846 | New |
| Coldstream Capital Management Inc | 851 | $205.3K | 0.01% | −1,068−55.7% | Reduced |
| Summit Trail Advisors, LLC | 857 | $207.4K | 0.01% | +857 | New |
| Arrowstreet Capital, Limited Partnership | 865 | $209.0K | 0.00% | −53,377−98.4% | Reduced |
| Jefferies Financial Group Inc. | 867 | $209.2K | 0.00% | +867 | New |
| Act Two Investors LLC | 896 | $216.1K | 0.05% | +896 | New |
| Vise Technologies, Inc. | 902 | $217.6K | 0.05% | +902 | New |
| Ronald Blue Trust, Inc. | 1,046 | $219.0K | 0.00% | +125+13.6% | Added |
| William Blair Investment Management, LLC | 931 | $224.6K | 0.00% | +931 | New |
| Penserra Capital Management LLC | 941 | $226.0K | 0.00% | −199−17.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 937 | $226.0K | 0.01% | +937 | New |
| GWM Advisors LLC | 910 | $227.7K | 0.00% | +905+18,100.0% | Added |
| Garrison Asset Management, LLC | 950 | $229.1K | 0.13% | +950 | New |
| HB Wealth Management, LLC | 951 | $229.4K | 0.00% | +951 | New |
| Greenleaf Trust | 968 | $233.5K | 0.00% | +968 | New |
| Syon Capital LLC | 982 | $236.9K | 0.02% | +982 | New |
| Jump Financial, LLC | 983 | $237.1K | 0.01% | +983 | New |
| EP Wealth Advisors, LLC | 995 | $240.0K | 0.00% | +4+0.4% | Added |
| Cohen & Steers, Inc. | 1,023 | $247.0K | 0.00% | −380−27.1% | Reduced |
| Alpine Global Management, LLC | 1,035 | $249.6K | 0.07% | +1,035 | New |
| WBI Investments | 1,054 | $254.2K | 0.05% | +1,054 | New |
| Benjamin F. Edwards & Company, Inc. | 1,081 | $261.0K | 0.01% | +1,079+53,950.0% | Added |
| Connecticut Wealth Management, LLC | 1,088 | $262.4K | 0.02% | +23+2.2% | Added |
| Petrus Trust Company, LTA | 1,090 | $262.9K | 0.02% | +1,090 | New |
| Fidelis Capital Partners, LLC | 1,098 | $264.8K | 0.06% | +111+11.2% | Added |
| D. E. Shaw & Co., Inc. | 1,100 | $265.3K | 0.00% | 00.0% | Unchanged |
| Landaas & Co | 1,113 | $268.0K | 0.10% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,117 | $270.0K | 0.06% | −55−4.7% | Reduced |
| Glenmede Trust Co NA | 1,125 | $271.4K | 0.00% | +1,125 | New |
| Wetherby Asset Management Inc | 1,140 | $275.0K | 0.01% | −17−1.5% | Reduced |
| First Hawaiian Bank | 1,144 | $275.9K | 0.01% | −304−21.0% | Reduced |
| Lido Advisors, LLC | 1,141 | $276.1K | 0.00% | +146+14.7% | Added |
| Forum Financial Management, LP | 1,148 | $276.9K | 0.01% | +1,148 | New |
| Diversified Trust Co | 1,170 | $282.2K | 0.01% | +1,170 | New |
| Siemens Fonds Invest GmbH | 1,200 | $289.4K | 0.02% | +1,200 | New |
| Ontario Teachers Pension Plan Board | 1,205 | $290.6K | 0.00% | +1,205 | New |
| Envestnet Portfolio Solutions, Inc. | 1,213 | $292.6K | 0.00% | +164+15.6% | Added |
| Kestra Private Wealth Services, LLC | 1,226 | $295.7K | 0.01% | +22+1.8% | Added |
| Trust Asset Management LLC | 1,227 | $296.0K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,228 | $296.2K | 0.04% | −29−2.3% | Reduced |
| Brighton Jones LLC | 1,233 | $297.4K | 0.01% | −20−1.6% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $303.9K | 0.18% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $305.4K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,270 | $307.4K | 0.02% | +1,270 | New |
| Empowered Funds, LLC | 1,275 | $307.5K | 0.01% | +163+14.7% | Added |
| NBC Securities, Inc. | 1,284 | $309.0K | 0.03% | −191−12.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,312 | $316.5K | 0.01% | +1,312 | New |
| Capital Analysts, LLC | 1,315 | $317.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,325 | $319.6K | 0.02% | +1,325 | New |
| Access Investment Management LLC | 1,335 | $322.0K | 0.12% | +1,335 | New |
| First Manhattan Co | 1,336 | $322.5K | 0.00% | +3+0.2% | Added |
| HighPoint Advisor Group LLC | 1,186 | $325.0K | 0.02% | +1,186 | New |
| Raub Brock Capital Management LP | 1,350 | $325.6K | 0.07% | −200−12.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,302 | $326.8K | 0.02% | −30−2.3% | Reduced |
| Private Advisor Group, LLC | 1,361 | $328.2K | 0.00% | +136+11.1% | Added |
| Davenport & Co LLC | 1,362 | $328.5K | 0.00% | −5−0.4% | Reduced |
| Gryphon Financial Partners LLC | 1,415 | $330.3K | 0.06% | +1,415 | New |
| Regions Financial Corp | 1,370 | $330.4K | 0.00% | −26−1.9% | Reduced |
| Proficio Capital Partners LLC | 1,399 | $337.5K | 0.04% | +22+1.6% | Added |
| Park Avenue Securities LLC | 1,441 | $348.0K | 0.00% | +141+10.8% | Added |