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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 1,449 | $349.5K | 0.01% | +15+1.0% | Added |
| NEOS Investment Management LLC | 1,463 | $352.9K | 0.03% | +1,463 | New |
| Vontobel Holding Ltd. | 1,483 | $357.7K | 0.00% | −208−12.3% | Reduced |
| Profund Advisors LLC | 1,491 | $359.6K | 0.02% | +301+25.3% | Added |
| Blueshift Asset Management, LLC | 1,494 | $360.4K | 0.19% | +38+2.6% | Added |
| Snowden Capital Advisors LLC | 1,505 | $363.0K | 0.01% | +1,505 | New |
| Brown Brothers Harriman & Co | 1,506 | $363.2K | 0.00% | −7−0.5% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $364.2K | 0.29% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $371.8K | 0.11% | 00.0% | Unchanged |
| Oak Thistle LLC | 1,551 | $374.1K | 0.11% | +1,551 | New |
| Buckingham Strategic Wealth, LLC | 1,553 | $374.6K | 0.00% | +45+3.0% | Added |
| Fonville Wealth Management LLC | 1,554 | $374.8K | 0.20% | +1,554 | New |
| First Horizon Advisors, Inc. | 1,560 | $376.3K | 0.01% | +12+0.8% | Added |
| Point72 Hong Kong Ltd | 1,566 | $377.7K | 0.02% | +1,566 | New |
| MML Investors Services, LLC | 1,598 | $385.0K | 0.00% | +600+60.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,629 | $393.0K | 0.01% | +16+1.0% | Added |
| Veriti Management LLC | 1,631 | $393.4K | 0.04% | +579+55.0% | Added |
| Advisory Services Network, LLC | 1,636 | $394.7K | 0.01% | +4+0.2% | Added |
| XTX Topco Ltd | 1,644 | $396.5K | 0.09% | +1,644 | New |
| Cambridge Investment Research Advisors, Inc. | 1,662 | $401.0K | 0.00% | −188−10.2% | Reduced |
| Sequoia Financial Advisors, LLC | 1,690 | $407.6K | 0.01% | +1,690 | New |
| Empower Advisory Group, LLC | 1,701 | $410.3K | 0.00% | +2+0.1% | Added |
| Dynamic Advisor Solutions LLC | 1,721 | $411.0K | 0.02% | +60+3.6% | Added |
| Family Firm, Inc. | 1,704 | $411.0K | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,710 | $412.5K | 0.00% | +12+0.7% | Added |
| Clearbridge Investments, LLC | 1,728 | $416.8K | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 1,735 | $418.5K | 0.00% | −46,856−96.4% | Reduced |
| DoubleLine ETF Adviser LP | 1,748 | $421.6K | 0.12% | +134+8.3% | Added |
| Pekin Hardy Strauss, Inc. | 1,751 | $422.3K | 0.06% | +340+24.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $422.6K | 0.20% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,776 | $428.5K | 0.01% | −63−3.4% | Reduced |
| Cetera Advisor Networks LLC | 1,782 | $429.9K | 0.00% | +31+1.8% | Added |
| Verition Fund Management LLC | 1,820 | $439.0K | 0.00% | +416+29.6% | Added |
| Saxon Interests, Inc. | 1,831 | $441.6K | 0.22% | +1,831 | New |
| Epoch Investment Partners, Inc. | 1,838 | $443.3K | 0.00% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,914 | $461.7K | 0.17% | +3+0.2% | Added |
| James Hambro & Partners | 1,920 | $463.2K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,928 | $465.0K | 0.02% | +1,928 | New |
| Rathbone Brothers plc | 1,950 | $470.3K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 1,982 | $478.0K | 0.01% | −265−11.8% | Reduced |
| Stephens Inc | 1,982 | $478.1K | 0.01% | +424+27.2% | Added |
| Vivaldi Capital Management, LLC | 1,809 | $490.0K | 0.15% | +27+1.5% | Added |
| CWM, LLC | 2,050 | $494.0K | 0.00% | −199−8.8% | Reduced |
| Cipher Capital LP | 2,049 | $494.2K | 0.16% | +2,049 | New |
| Balentine LLC | 2,065 | $498.1K | 0.02% | −64−3.0% | Reduced |
| Nomura Holdings Inc | 2,074 | $500.2K | 0.00% | +2,074 | New |
| Kestra Advisory Services, LLC | 2,093 | $504.8K | 0.00% | +350+20.1% | Added |
| GTS Securities LLC | 2,105 | $507.7K | 0.01% | +916+77.0% | Added |
| Vestcor Inc | 2,118 | $511.0K | 0.02% | −20−0.9% | Reduced |
| V-Square Quantitative Management LLC | 2,142 | $516.6K | 0.12% | +468+28.0% | Added |
| Legal Advantage Investments, Inc. | 2,215 | $534.3K | 0.32% | −50−2.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,235 | $539.0K | 0.19% | −410−15.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,255 | $543.9K | 0.02% | +181+8.7% | Added |
| Qtron Investments LLC | 2,270 | $547.5K | 0.09% | −338−13.0% | Reduced |
| Janney Montgomery Scott LLC | 2,282 | $551.0K | 0.00% | −1,909−45.5% | Reduced |
| Gabelli Funds LLC | 2,300 | $554.8K | 0.00% | −400−14.8% | Reduced |
| Washington Capital Management Inc | 2,300 | $554.8K | 0.47% | +450+24.3% | Added |
| 3Chopt Investment Partners, LLC | 2,299 | $556.5K | 0.20% | +2,299 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,323 | $560.3K | 0.73% | −409−15.0% | Reduced |
| Sawtooth Solutions, LLC | 2,371 | $571.9K | 0.02% | +173+7.9% | Added |
| Bleakley Financial Group, LLC | 2,371 | $571.9K | 0.02% | +173+7.9% | Added |
| Tokio Marine Asset Management Co Ltd | 2,414 | $582.3K | 0.03% | +282+13.2% | Added |
| Legacy Wealth Asset Management, LLC | 2,418 | $583.2K | 0.19% | +2,418 | New |
| Resources Investment Advisors, LLC. | 2,468 | $595.3K | 0.01% | −25−1.0% | Reduced |
| Intrust Bank NA | 2,474 | $596.7K | 0.07% | +458+22.7% | Added |
| Monument Group Wealth Advisors, LLC | 2,486 | $599.6K | 0.51% | +2,486 | New |
| Empirical Asset Management, LLC | 2,525 | $609.0K | 0.50% | +2,525 | New |
| O'Shaughnessy Asset Management, LLC | 2,532 | $610.7K | 0.01% | −327−11.4% | Reduced |
| Achmea Investment Management B.V. | 2,538 | $612.0K | 0.01% | −9,635−79.2% | Reduced |
| Impax Asset Management Group plc | 2,546 | $614.1K | 0.00% | +417+19.6% | Added |
| S.E.E.D. Planning Group LLC | 2,623 | $632.7K | 0.25% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,628 | $633.9K | 0.01% | −604−18.7% | Reduced |
| FJ Investments, LLC | 2,700 | $651.2K | 0.03% | +2,700 | New |
| TD Private Client Wealth LLC | 2,709 | $653.4K | 0.02% | −13−0.5% | Reduced |
| Gateway Investment Advisers LLC | 2,821 | $680.4K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 2,880 | $694.7K | 0.15% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 2,920 | $705.9K | 0.10% | −542−15.7% | Reduced |
| Ironwood Investment Counsel, LLC | 2,949 | $711.3K | 0.13% | −242−7.6% | Reduced |
| Axq Capital, LP | 3,000 | $723.6K | 0.19% | +1,800+150.0% | Added |
| Thoroughbred Financial Services, LLC | 3,034 | $731.0K | 0.06% | −250−7.6% | Reduced |
| Assenagon Asset Management S.A. | 3,043 | $734.0K | 0.00% | +758+33.2% | Added |
| Hamilton Capital Partners Inc. | 3,050 | $735.7K | 0.15% | +3,050 | New |
| ExodusPoint Capital Management, LP | 3,118 | $752.0K | 0.01% | −21,548−87.4% | Reduced |
| United Asset Strategies, Inc. | 3,121 | $752.8K | 0.08% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 3,135 | $756.2K | 0.29% | +3,135 | New |
| Schechter Investment Advisors, LLC | 3,179 | $766.7K | 0.07% | +778+32.4% | Added |
| Credit Agricole S A | 3,222 | $777.1K | 0.02% | +2,236+226.8% | Added |
| Confluence Investment Management LLC | 3,342 | $806.1K | 0.01% | −195−5.5% | Reduced |
| AlTi Global, Inc. | 3,344 | $809.4K | 0.02% | +3,344 | New |
| South Dakota Investment Council | 3,360 | $810.0K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,363 | $811.2K | 0.03% | +3,363 | New |
| Alpha DNA Investment Management LLC | 3,378 | $814.8K | 0.48% | +3,378 | New |
| Wealth Enhancement Advisory Services, LLC | 3,451 | $832.5K | 0.00% | −255−6.9% | Reduced |
| Brevan Howard Capital Management LP | 3,551 | $856.5K | 0.09% | +3,551 | New |
| Norinchukin Bank, The | 3,596 | $867.4K | 0.02% | −350−8.9% | Reduced |
| Graham Capital Management, L.P. | 3,677 | $886.9K | 0.03% | +3,677 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,679 | $887.4K | 0.06% | −93−2.5% | Reduced |
| Wellington Management Group LLP | 3,735 | $900.9K | 0.00% | −73−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 3,783 | $912.5K | 0.01% | −341−8.3% | Reduced |
| LMCG Investments, LLC | 3,792 | $914.7K | 0.06% | −586−13.4% | Reduced |