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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 540,793 | $130.4M | 0.10% | −4,957−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 571,599 | $137.9M | 0.04% | +5,241+0.9% | Added |
| Brandes Investment Partners, LP | 578,663 | $139.6M | 2.12% | −26,856−4.4% | Reduced |
| UBS Asset Management Americas Inc | 629,764 | $151.9M | 0.06% | −12,294−1.9% | Reduced |
| Dimensional Fund Advisors LP | 659,964 | $159.2M | 0.05% | +23,805+3.7% | Added |
| Clarkston Capital Partners, LLC | 695,733 | $167.8M | 3.11% | −43,752−5.9% | Reduced |
| Legal & General Group Plc | 705,799 | $170.2M | 0.05% | −26,256−3.6% | Reduced |
| American Century Companies Inc | 721,273 | $174.0M | 0.12% | −372,449−34.1% | Reduced |
| Alliancebernstein L.P. | 722,280 | $174.2M | 0.07% | −32,306−4.3% | Reduced |
| Morgan Stanley | 789,327 | $190.4M | 0.02% | +32,288+4.3% | Added |
| Southpoint Capital Advisors LP | 800,000 | $193.0M | 4.15% | +100,000+14.3% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 806,836 | $194.6M | 6.05% | 00.0% | Unchanged |
| Altrinsic Global Advisors LLC | 915,091 | $220.7M | 9.37% | −224,493−19.7% | Reduced |
| Nuveen Asset Management, LLC | 962,781 | $232.4M | 0.07% | +39,168+4.2% | Added |
| Burgundy Asset Management Ltd. | 1,042,550 | $251.5M | 2.79% | −15,185−1.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,130,040 | $272.6M | 0.96% | −40,799−3.5% | Reduced |
| Northern Trust Corp | 1,150,874 | $277.6M | 0.05% | −47,103−3.9% | Reduced |
| Norges Bank | 1,247,023 | $300.8M | 0.05% | −35,549−2.8% | Reduced |
| Bank of New York Mellon Corp | 1,434,200 | $345.9M | 0.07% | +317,003+28.4% | Added |
| Victory Capital Management Inc | 1,472,707 | $355.2M | 0.37% | +1,442,722+4,811.5% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 1,555,667 | $375.2M | 8.18% | 00.0% | Unchanged |
| FMR LLC | 1,933,329 | $466.3M | 0.04% | +91,063+4.9% | Added |
| Invesco Ltd. | 2,014,250 | $485.8M | 0.12% | −7,352−0.4% | Reduced |
| Geode Capital Management, LLC | 2,478,091 | $596.2M | 0.06% | +7,810+0.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 4,079,278 | $983.9M | 1.70% | −128,021−3.0% | Reduced |
| State Street Corp | 4,278,553 | $1.04B | 0.05% | +51,634+1.2% | Added |
| Artisan Partners Limited Partnership | 4,521,760 | $1.09B | 1.71% | −1,003,230−18.2% | Reduced |
| First Eagle Investment Management, LLC | 5,568,252 | $1.34B | 3.21% | +158,234+2.9% | Added |
| Massachusetts Financial Services Co | 9,670,510 | $2.33B | 0.75% | −276,295−2.8% | Reduced |
| BlackRock Inc. | 10,307,927 | $2.49B | 0.06% | −262,434−2.5% | Reduced |
| Vanguard Group Inc | 11,617,466 | $2.80B | 0.06% | −197,601−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −1−50.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cantillon Capital Management LLC | 0 | $0 | 0.00% | −1,875,572−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −128,700−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −9,325−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −5,661−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,501−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,552−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,549−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,301−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Community Capital Management, Inc. | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |