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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 49,361 | $11.9M | 0.06% | +20,421+70.6% | Added |
| Crestline Management, LP | 50,287 | $12.1M | 1.12% | +20,287+67.6% | Added |
| Mn Services Vermogensbeheer B.V. | 50,462 | $12.2M | 0.11% | −200−0.4% | Reduced |
| Korea Investment CORP | 52,068 | $12.6M | 0.03% | +19,094+57.9% | Added |
| Employees Retirement System of Texas | 53,208 | $12.8M | 0.15% | −5,534−9.4% | Reduced |
| M&G Investment Management Ltd | 53,497 | $12.9M | 0.08% | −12,290−18.7% | Reduced |
| TD Asset Management Inc | 54,149 | $13.1M | 0.01% | +5,743+11.9% | Added |
| State of Tennessee, Treasury Department | 55,384 | $13.4M | 0.05% | +38,260+223.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 56,000 | $13.5M | 0.05% | +25,400+83.0% | Added |
| SG Americas Securities, LLC | 56,465 | $13.6M | 0.15% | +53,391+1,736.9% | Added |
| Pictet Asset Management Holding SA | 56,748 | $13.7M | 0.02% | −145−0.3% | Reduced |
| Mackenzie Financial Corp | 57,470 | $13.9M | 0.02% | −461−0.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 57,682 | $13.9M | 0.05% | −1,239−2.1% | Reduced |
| Exencial Wealth Advisors, LLC | 59,040 | $14.2M | 0.58% | +954+1.6% | Added |
| Toronto Dominion Bank | 59,064 | $14.2M | 0.02% | −5,492−8.5% | Reduced |
| State of Wisconsin Investment Board | 59,076 | $14.2M | 0.04% | −2,544−4.1% | Reduced |
| M&T Bank Corp | 59,680 | $14.4M | 0.05% | −53,096−47.1% | Reduced |
| State of New Jersey Common Pension Fund D | 59,699 | $14.4M | 0.05% | 00.0% | Unchanged |
| LMR Partners LLP | 62,722 | $15.1M | 0.38% | +62,722 | New |
| Tudor Investment Corp Et Al | 64,170 | $15.5M | 0.21% | +56,947+788.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 65,319 | $15.8M | 0.04% | −1,951−2.9% | Reduced |
| Acadian Asset Management LLC | 67,292 | $16.2M | 0.06% | +66,706+11,383.3% | Added |
| Envestnet Asset Management Inc | 67,596 | $16.3M | 0.01% | −1,065−1.6% | Reduced |
| Storebrand Asset Management AS | 68,465 | $16.5M | 0.06% | +7,389+12.1% | Added |
| Manufacturers Life Insurance Company, The | 68,633 | $16.6M | 0.01% | +979+1.4% | Added |
| Walleye Capital LLC | 68,775 | $16.6M | 0.23% | +31,896+86.5% | Added |
| Diamond Hill Capital Management Inc | 69,058 | $16.7M | 0.07% | −7,856−10.2% | Reduced |
| Westport Asset Management Inc | 69,234 | $16.7M | 8.99% | 00.0% | Unchanged |
| HSBC Holdings PLC | 71,472 | $17.2M | 0.02% | +9,793+15.9% | Added |
| Lazard Asset Management LLC | 71,743 | $17.3M | 0.02% | +12,625+21.4% | Added |
| Point72 Asset Management, L.P. | 72,465 | $17.5M | 0.05% | −285,761−79.8% | Reduced |
| Bridgewater Associates, LP | 74,799 | $18.0M | 0.10% | +28,046+60.0% | Added |
| Macquarie Group Ltd | 74,979 | $18.1M | 0.02% | +64,811+637.4% | Added |
| Ci Investments Inc. | 75,802 | $18.3M | 0.09% | −25,013−24.8% | Reduced |
| Aviva PLC | 78,396 | $18.9M | 0.07% | +8,541+12.2% | Added |
| Voya Investment Management LLC | 78,942 | $19.0M | 0.02% | −22,353−22.1% | Reduced |
| Rivermont Capital Management LP | 81,824 | $19.7M | 8.06% | −18,943−18.8% | Reduced |
| Citigroup Inc | 81,836 | $19.7M | 0.03% | +31,049+61.1% | Added |
| Aryeh Capital Management Ltd. | 83,936 | $20.2M | 12.24% | −12,400−12.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 85,695 | $20.7M | 1.38% | −1,279−1.5% | Reduced |
| New York State Common Retirement Fund | 87,270 | $21.0M | 0.03% | −11,864−12.0% | Reduced |
| Jane Street Group, LLC | 96,719 | $23.3M | 0.03% | +33,370+52.7% | Added |
| New York State Teachers Retirement System | 97,702 | $23.6M | 0.05% | −7,196−6.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 100,421 | $24.2M | 0.04% | 00.0% | Unchanged |
| Bamco Inc | 103,757 | $25.0M | 0.07% | −23,817−18.7% | Reduced |
| State Board of Administration of Florida Retirement System | 109,211 | $26.3M | 0.05% | +2,773+2.6% | Added |
| Robeco Institutional Asset Management B.V. | 109,302 | $26.4M | 0.06% | −16,874−13.4% | Reduced |
| Bank of Nova Scotia | 110,488 | $26.6M | 0.05% | −1,707−1.5% | Reduced |
| Great West Life Assurance Co | 112,241 | $26.9M | 0.06% | −1,330−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 114,487 | $27.6M | 0.05% | +12,678+12.5% | Added |
| Ensign Peak Advisors, Inc | 116,686 | $28.1M | 0.06% | −110,076−48.5% | Reduced |
| Renaissance Technologies LLC | 119,520 | $28.8M | 0.04% | +119,520 | New |
| New South Capital Management Inc | 120,144 | $29.0M | 1.26% | −4,891−3.9% | Reduced |
| Engine Capital Management, LP | 122,089 | $29.4M | 4.86% | −110−0.1% | Reduced |
| Principal Financial Group Inc | 122,785 | $29.6M | 0.02% | −3,982−3.1% | Reduced |
| Natixis Advisors, L.P. | 127,771 | $30.8M | 0.08% | +15,790+14.1% | Added |
| Raymond James & Associates | 144,106 | $34.8M | 0.03% | −30,681−17.6% | Reduced |
| Intech Investment Management LLC | 146,382 | $35.3M | 0.51% | +51,083+53.6% | Added |
| Price T Rowe Associates Inc | 148,855 | $35.9M | 0.00% | −1,215−0.8% | Reduced |
| JPMorgan Chase & Co | 152,708 | $36.8M | 0.00% | −56,798−27.1% | Reduced |
| Sunriver Management LLC | 155,632 | $37.5M | 5.88% | +37,738+32.0% | Added |
| Bank of Montreal | 161,706 | $39.1M | 0.02% | +50,579+45.5% | Added |
| California State Teachers Retirement System | 168,752 | $40.7M | 0.06% | +918+0.5% | Added |
| UBS Group AG | 173,367 | $41.8M | 0.02% | +41,587+31.6% | Added |
| Schonfeld Strategic Advisors LLC | 175,059 | $42.2M | 0.35% | −100,575−36.5% | Reduced |
| Mawer Investment Management Ltd. | 178,878 | $43.1M | 0.22% | −76,703−30.0% | Reduced |
| Man Group plc | 180,309 | $43.5M | 0.13% | – | – |
| Rhumbline Advisers | 191,468 | $46.2M | 0.05% | −3,862−2.0% | Reduced |
| Ameriprise Financial Inc | 196,052 | $47.3M | 0.01% | +85,513+77.4% | Added |
| Royal Bank of Canada | 198,143 | $47.8M | 0.01% | +57,652+41.0% | Added |
| Cortland Associates Inc | 203,206 | $49.0M | 7.17% | −2,825−1.4% | Reduced |
| Credit Suisse AG | 204,773 | $49.4M | 0.05% | +3,665+1.8% | Added |
| SEI Investments Co | 223,747 | $54.0M | 0.09% | +20,519+10.1% | Added |
| Russell Investments Group, Ltd. | 241,479 | $58.2M | 0.10% | −24,724−9.3% | Reduced |
| Rockefeller Capital Management L.P. | 241,759 | $58.3M | 0.19% | −11,025−4.4% | Reduced |
| Crawford Investment Counsel Inc | 252,307 | $60.9M | 1.22% | −17,913−6.6% | Reduced |
| Deutsche Bank AG | 252,481 | $60.9M | 0.03% | −7,024−2.7% | Reduced |
| Gillson Capital LP | 253,591 | $61.2M | 6.44% | +54,361+27.3% | Added |
| Perpetual Ltd | 259,147 | $62.5M | 0.64% | −10,052−3.7% | Reduced |
| River Road Asset Management, LLC | 261,499 | $63.1M | 0.88% | −60,945−18.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 275,987 | $66.6M | 0.05% | −3,794−1.4% | Reduced |
| Johnson Investment Counsel Inc | 279,940 | $67.5M | 0.79% | −2,978−1.1% | Reduced |
| Bank of America Corp | 280,229 | $67.6M | 0.01% | +40,563+16.9% | Added |
| 3G Sahana Capital Management LP | 299,140 | $72.2M | 11.35% | +299,140 | New |
| Brandywine Global Investment Management, LLC | 299,285 | $72.2M | 0.58% | +56,768+23.4% | Added |
| Sound Shore Management Inc | 303,419 | $73.2M | 2.54% | +303,419 | New |
| Alyeska Investment Group, L.P. | 309,822 | $74.7M | 0.50% | +191,172+161.1% | Added |
| Thompson Siegel & Walmsley LLC | 313,786 | $75.7M | 1.22% | −13,833−4.2% | Reduced |
| Swiss National Bank | 327,810 | $79.1M | 0.06% | −14,500−4.2% | Reduced |
| Citadel Advisors LLC | 345,323 | $83.3M | 0.08% | −47,821−12.2% | Reduced |
| Barclays PLC | 354,274 | $85.5M | 0.04% | +69,214+24.3% | Added |
| Ceredex Value Advisors LLC | 367,908 | $89.0M | 1.54% | −234,733−39.0% | Reduced |
| Goldman Sachs Group Inc | 375,114 | $90.5M | 0.02% | +2,336+0.6% | Added |
| Amundi | 384,427 | $92.2M | 0.04% | +30,729+8.7% | Added |
| Atalan Capital Partners, LP | 390,000 | $94.1M | 8.28% | +140,000+56.0% | Added |
| Prana Capital Management, LP | 404,717 | $97.6M | 5.75% | +23,037+6.0% | Added |
| Capital Research Global Investors | 424,638 | $102.4M | 0.03% | −40.0% | Reduced |
| Millennium Management LLC | 427,803 | $103.2M | 0.10% | +388,590+991.0% | Added |
| Balyasny Asset Management LLC | 443,656 | $107.0M | 0.30% | +443,656 | New |
| Adage Capital Partners GP, L.L.C. | 470,288 | $113.4M | 0.23% | +46,100+10.9% | Added |