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 |
|---|---|---|---|---|---|
| Hunter Associates Investment Management LLC | 3,810 | $916.0K | 0.17% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 3,805 | $917.8K | 0.02% | +3,805 | New |
| Federation des caisses Desjardins du Quebec | 3,820 | $921.4K | 0.01% | −20,088−84.0% | Reduced |
| Cerity Partners LLC | 3,939 | $950.1K | 0.00% | +2,285+138.1% | Added |
| Commerce Bank | 3,952 | $953.2K | 0.01% | +68+1.8% | Added |
| AE Wealth Management LLC | 3,903 | $973.7K | 0.00% | +3,903 | New |
| Kowal Investment Group, LLC | 4,087 | $985.9K | 0.23% | +15+0.4% | Added |
| Cresset Asset Management, LLC | 4,107 | $993.9K | 0.01% | +701+20.6% | Added |
| Metropolitan Life Insurance Co | 4,203 | $1.01M | 0.05% | −134−3.1% | Reduced |
| Dryden Capital, LLC | 4,250 | $1.03M | 1.43% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,262 | $1.03M | 0.00% | −88−2.0% | Reduced |
| Qsemble Capital Management, LP | 4,263 | $1.03M | 0.26% | +4,263 | New |
| Fifth Third Bancorp | 4,383 | $1.06M | 0.00% | −840−16.1% | Reduced |
| Vinva Investment Management Ltd | 4,449 | $1.06M | 0.07% | +4,449 | New |
| Busey Wealth Management | 4,421 | $1.07M | 0.04% | −2,056−31.7% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.08M | 0.38% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,552 | $1.10M | 0.01% | +3,239+246.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,611 | $1.11M | 0.05% | +110+2.4% | Added |
| CI Private Wealth, LLC | 4,647 | $1.12M | 0.00% | +517+12.5% | Added |
| Raymond James Trust N.A. | 4,690 | $1.13M | 0.03% | −240−4.9% | Reduced |
| Quantitative Investment Management, LLC | 4,726 | $1.14M | 0.07% | +4,726 | New |
| Advisor Group Holdings, Inc. | 4,741 | $1.14M | 0.00% | +102+2.2% | Added |
| RBF Capital, LLC | 5,000 | $1.21M | 0.08% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,015 | $1.21M | 0.03% | +5,015 | New |
| Headlands Technologies LLC | 5,085 | $1.23M | 0.37% | +4,631+1,020.0% | Added |
| Stratos Wealth Partners, LTD. | 5,137 | $1.24M | 0.02% | +14+0.3% | Added |
| National Bank of Canada | 5,174 | $1.24M | 0.00% | −430−7.7% | Reduced |
| Brinker Capital Investments, LLC | 5,152 | $1.25M | 0.01% | +113+2.2% | Added |
| Orion Portfolio Solutions, LLC | 5,152 | $1.25M | 0.01% | +113+2.2% | Added |
| Twin Tree Management, LP | 5,297 | $1.28M | 0.02% | −15,550−74.6% | Reduced |
| Thrivent Financial for Lutherans | 5,321 | $1.28M | 0.00% | −196−3.6% | Reduced |
| La Banque Postale Asset Management SA | 5,369 | $1.30M | 0.03% | −307−5.4% | Reduced |
| New Mexico Educational Retirement Board | 5,500 | $1.33M | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 5,509 | $1.33M | 0.29% | +5,509 | New |
| Hantz Financial Services, Inc. | 5,620 | $1.36M | 0.03% | −21−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 5,662 | $1.37M | 0.00% | −107−1.9% | Reduced |
| Metis Global Partners, LLC | 5,666 | $1.37M | 0.05% | +684+13.7% | Added |
| Prudential PLC | 5,827 | $1.41M | 0.01% | +884+17.9% | Added |
| Los Angeles Capital Management LLC | 6,030 | $1.45M | 0.01% | +6,030 | New |
| Crossmark Global Holdings, Inc. | 6,058 | $1.46M | 0.03% | +184+3.1% | Added |
| Accretive Wealth Partners, LLC | 6,080 | $1.47M | 0.70% | +17+0.3% | Added |
| Boston Partners | 6,132 | $1.48M | 0.00% | +32+0.5% | Added |
| Franklin Resources Inc | 6,162 | $1.49M | 0.00% | +240+4.1% | Added |
| Blair William & Co | 6,177 | $1.49M | 0.01% | −2,180−26.1% | Reduced |
| Louisiana State Employees Retirement System | 6,200 | $1.50M | 0.03% | −300−4.6% | Reduced |
| Assetmark, Inc | 6,206 | $1.50M | 0.01% | +16+0.3% | Added |
| Panagora Asset Management Inc | 6,233 | $1.50M | 0.01% | −475−7.1% | Reduced |
| JustInvest LLC | 6,338 | $1.53M | 0.04% | +419+7.1% | Added |
| Campbell & CO Investment Adviser LLC | 6,447 | $1.56M | 0.14% | +6,447 | New |
| Live Oak Private Wealth LLC | 6,456 | $1.56M | 0.29% | −29−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,458 | $1.56M | 0.15% | +6,458 | New |
| Securian Asset Management, Inc | 6,566 | $1.58M | 0.04% | −930−12.4% | Reduced |
| Illinois Municipal Retirement Fund | 6,721 | $1.62M | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,760 | $1.63M | 0.14% | −9,802−59.2% | Reduced |
| Pathstone Holdings, LLC | 6,873 | $1.66M | 0.01% | +6,873 | New |
| Hartford Investment Management Co | 6,965 | $1.68M | 0.06% | −582−7.7% | Reduced |
| CIBC Private Wealth Group, LLC | 7,014 | $1.69M | 0.00% | +2,432+53.1% | Added |
| Toroso Investments, LLC | 7,018 | $1.69M | 0.04% | +2,111+43.0% | Added |
| Pacer Advisors, Inc. | 7,035 | $1.70M | 0.00% | +176+2.6% | Added |
| Ameritas Investment Partners, Inc. | 7,068 | $1.70M | 0.06% | +527+8.1% | Added |
| Wealthfront Advisers LLC | 7,225 | $1.74M | 0.01% | −3,808−34.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,299 | $1.76M | 0.04% | −457−5.9% | Reduced |
| Point72 Europe (London) LLP | 7,585 | $1.83M | 0.23% | −11,115−59.4% | Reduced |
| Marshall Wace, LLP | 7,600 | $1.83M | 0.00% | +7,600 | New |
| Cary Street Partners Asset Management LLC | 7,671 | $1.85M | 0.32% | −286−3.6% | Reduced |
| Nordea Investment Management AB | 7,771 | $1.87M | 0.00% | +203+2.7% | Added |
| Guggenheim Capital LLC | 7,789 | $1.88M | 0.01% | +2,219+39.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,826 | $1.89M | 0.00% | −11,801−60.1% | Reduced |
| STRS Ohio | 7,846 | $1.89M | 0.01% | −983−11.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,027 | $1.94M | 0.03% | −67−0.8% | Reduced |
| Kentucky Retirement Systems | 8,262 | $1.99M | 0.06% | −185−2.2% | Reduced |
| Neuberger Berman Group LLC | 8,386 | $2.02M | 0.00% | +1,945+30.2% | Added |
| Mariner, LLC | 8,556 | $2.06M | 0.00% | +1,104+14.8% | Added |
| Desjardins Global Asset Management Inc. | 8,584 | $2.07M | 0.22% | −1,061−11.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.08M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,746 | $2.11M | 0.06% | −1,068−10.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,744 | $2.11M | 0.00% | −333−3.7% | Reduced |
| Cornercap Investment Counsel Inc | 8,776 | $2.12M | 0.35% | −1,032−10.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,119 | $2.20M | 0.10% | −214−2.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,127 | $2.20M | 0.02% | −560−5.8% | Reduced |
| Montag A & Associates Inc | 9,167 | $2.22M | 0.12% | −115−1.2% | Reduced |
| Ossiam | 9,224 | $2.22M | 0.04% | +100+1.1% | Added |
| The PNC Financial Services Group, Inc. | 9,482 | $2.29M | 0.00% | +1,427+17.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,617 | $2.32M | 0.03% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 9,634 | $2.32M | 0.04% | +6+0.1% | Added |
| Teacher Retirement System of Texas | 9,994 | $2.41M | 0.02% | −55,829−84.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 10,000 | $2.41M | 0.10% | +10,000 | New |
| HighTower Advisors, LLC | 10,752 | $2.59M | 0.00% | +338+3.2% | Added |
| Andra AP-fonden | 11,036 | $2.66M | 0.14% | −10,400−48.5% | Reduced |
| Allianz Asset Management GmbH | 11,093 | $2.68M | 0.00% | −3,343−23.2% | Reduced |
| State of Alaska, Department of Revenue | 11,155 | $2.69M | 0.03% | −1,300−10.4% | Reduced |
| AQR Capital Management LLC | 11,318 | $2.71M | 0.01% | −6,868−37.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,314 | $2.73M | 0.01% | +389+3.6% | Added |
| CIBC Asset Management Inc | 11,355 | $2.74M | 0.01% | −845−6.9% | Reduced |
| First Trust Advisors LP | 11,371 | $2.74M | 0.00% | −311,277−96.5% | Reduced |
| Truist Financial Corp | 11,398 | $2.75M | 0.00% | −24−0.2% | Reduced |
| AXA S.A. | 11,442 | $2.76M | 0.01% | +11,442 | New |
| Agf Management Ltd | 11,539 | $2.78M | 0.02% | +11,539 | New |
| Callahan Advisors, LLC | 11,548 | $2.79M | 0.32% | +260+2.3% | Added |
| Captrust Financial Advisors | 11,841 | $2.86M | 0.01% | −931−7.3% | Reduced |