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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 72,465 | $17.5M | 0.05% | −285,761−79.8% | Reduced |
| Lazard Asset Management LLC | 71,743 | $17.3M | 0.02% | +12,625+21.4% | Added |
| HSBC Holdings PLC | 71,472 | $17.2M | 0.02% | +9,793+15.9% | Added |
| Westport Asset Management Inc | 69,234 | $16.7M | 8.99% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 69,058 | $16.7M | 0.07% | −7,856−10.2% | Reduced |
| Walleye Capital LLC | 68,775 | $16.6M | 0.23% | +31,896+86.5% | Added |
| Manufacturers Life Insurance Company, The | 68,633 | $16.6M | 0.01% | +979+1.4% | Added |
| Storebrand Asset Management AS | 68,465 | $16.5M | 0.06% | +7,389+12.1% | Added |
| Envestnet Asset Management Inc | 67,596 | $16.3M | 0.01% | −1,065−1.6% | Reduced |
| Acadian Asset Management LLC | 67,292 | $16.2M | 0.06% | +66,706+11,383.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 65,319 | $15.8M | 0.04% | −1,951−2.9% | Reduced |
| Tudor Investment Corp Et Al | 64,170 | $15.5M | 0.21% | +56,947+788.4% | Added |
| LMR Partners LLP | 62,722 | $15.1M | 0.38% | +62,722 | New |
| State of New Jersey Common Pension Fund D | 59,699 | $14.4M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 59,680 | $14.4M | 0.05% | −53,096−47.1% | Reduced |
| State of Wisconsin Investment Board | 59,076 | $14.2M | 0.04% | −2,544−4.1% | Reduced |
| Toronto Dominion Bank | 59,064 | $14.2M | 0.02% | −5,492−8.5% | Reduced |
| Exencial Wealth Advisors, LLC | 59,040 | $14.2M | 0.58% | +954+1.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 57,682 | $13.9M | 0.05% | −1,239−2.1% | Reduced |
| Mackenzie Financial Corp | 57,470 | $13.9M | 0.02% | −461−0.8% | Reduced |
| Pictet Asset Management Holding SA | 56,748 | $13.7M | 0.02% | −145−0.3% | Reduced |
| SG Americas Securities, LLC | 56,465 | $13.6M | 0.15% | +53,391+1,736.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 56,000 | $13.5M | 0.05% | +25,400+83.0% | Added |
| State of Tennessee, Treasury Department | 55,384 | $13.4M | 0.05% | +38,260+223.4% | Added |
| TD Asset Management Inc | 54,149 | $13.1M | 0.01% | +5,743+11.9% | Added |
| M&G Investment Management Ltd | 53,497 | $12.9M | 0.08% | −12,290−18.7% | Reduced |
| Employees Retirement System of Texas | 53,208 | $12.8M | 0.15% | −5,534−9.4% | Reduced |
| Korea Investment CORP | 52,068 | $12.6M | 0.03% | +19,094+57.9% | Added |
| Mn Services Vermogensbeheer B.V. | 50,462 | $12.2M | 0.11% | −200−0.4% | Reduced |
| Crestline Management, LP | 50,287 | $12.1M | 1.12% | +20,287+67.6% | Added |
| Jacobs Levy Equity Management, Inc | 49,361 | $11.9M | 0.06% | +20,421+70.6% | Added |
| Clearline Capital LP | 47,936 | $11.6M | 1.29% | −108,061−69.3% | Reduced |
| Treasurer of the State of North Carolina | 47,195 | $11.4M | 0.06% | −260−0.5% | Reduced |
| Royal London Asset Management Ltd | 45,770 | $11.0M | 0.03% | +2,135+4.9% | Added |
| Wells Fargo & Company | 45,608 | $11.0M | 0.00% | −3,677−7.5% | Reduced |
| Nisa Investment Advisors, LLC | 45,155 | $10.9M | 0.08% | +37,290+474.1% | Added |
| Hudson Bay Capital Management LP | 45,000 | $10.9M | 0.10% | +45,000 | New |
| Worldquant Millennium Advisors LLC | 44,792 | $10.8M | 0.15% | +44,792 | New |
| Alaska Permanent Fund Corp | 44,389 | $10.7M | 0.18% | +881+2.0% | Added |
| Standard Life Aberdeen plc | 43,754 | $10.6M | 0.02% | +17,565+67.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 42,662 | $10.3M | 2.27% | −732−1.7% | Reduced |
| Quadrature Capital Ltd | 41,991 | $10.1M | 0.18% | +41,991 | New |
| Asset Management One Co.,Ltd. | 42,082 | $10.1M | 0.04% | −1,295−3.0% | Reduced |
| Hosking Partners LLP | 41,550 | $10.0M | 0.42% | −2,920−6.6% | Reduced |
| AMF Pensionsforsakring AB | 41,371 | $9.98M | 0.09% | 00.0% | Unchanged |
| Leeward Investments, LLC - MA | 38,091 | $9.19M | 0.43% | +38,091 | New |
| HRT Financial LP | 36,914 | $8.90M | 0.06% | −8,419−18.6% | Reduced |
| Rafferty Asset Management, LLC | 36,609 | $8.83M | 0.04% | +1,439+4.1% | Added |
| APG Asset Management N.V. | 37,199 | $8.12M | 0.02% | +7,164+23.9% | Added |
| Gotham Asset Management, LLC | 33,150 | $8.00M | 0.15% | +9,803+42.0% | Added |
| Chesley Taft & Associates LLC | 31,726 | $7.65M | 0.43% | −621−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 31,454 | $7.59M | 0.02% | +25,411+420.5% | Added |
| DekaBank Deutsche Girozentrale | 31,281 | $7.39M | 0.02% | −9,903−24.0% | Reduced |
| Northwest & Ethical Investments L.P. | 30,220 | $7.29M | 0.22% | +3,228+12.0% | Added |
| Arizona State Retirement System | 29,490 | $7.11M | 0.05% | −630−2.1% | Reduced |
| Susquehanna International Group, LLP | 29,317 | $7.07M | 0.01% | −28,217−49.0% | Reduced |
| KBC Group NV | 29,120 | $7.02M | 0.02% | −45,447−60.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,898 | $6.97M | 0.03% | +10,624+58.1% | Added |
| Nomura Asset Management Co Ltd | 28,370 | $6.84M | 0.03% | +410+1.5% | Added |
| State of Michigan Retirement System | 28,292 | $6.82M | 0.04% | −400−1.4% | Reduced |
| Dorchester Wealth Management Co | 27,398 | $6.61M | 1.22% | −557−2.0% | Reduced |
| American International Group, Inc. | 27,191 | $6.56M | 0.03% | −664−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 26,547 | $6.40M | 0.01% | −3,029−10.2% | Reduced |
| Qube Research & Technologies Ltd | 26,504 | $6.39M | 0.01% | +26,504 | New |
| Olstein Capital Management, L.P. | 26,500 | $6.39M | 1.08% | −6,000−18.5% | Reduced |
| Dakota Wealth Management | 26,332 | $6.35M | 0.25% | −248−0.9% | Reduced |
| Cubist Systematic Strategies, LLC | 26,262 | $6.33M | 0.08% | +26,262 | New |
| Amalgamated Bank | 26,157 | $6.31M | 0.05% | −2,459−8.6% | Reduced |
| MetLife Investment Management | 25,602 | $6.18M | 0.04% | −874−3.3% | Reduced |
| River & Mercantile Asset Management LLP | 25,141 | $6.07M | 1.15% | −2,370−8.6% | Reduced |
| Capital Fund Management S.A. | 24,725 | $5.96M | 0.08% | +24,725 | New |
| Concentric Capital Strategies, LP | 24,460 | $5.90M | 0.77% | +24,460 | New |
| CIBC World Markets Corp | 23,987 | $5.79M | 0.03% | +7,151+42.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,751 | $5.73M | 0.50% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 23,700 | $5.72M | 0.01% | +23,700 | New |
| ProShare Advisors LLC | 23,546 | $5.68M | 0.02% | −1,732−6.9% | Reduced |
| QRG Capital Management, Inc. | 23,212 | $5.60M | 0.08% | +1,058+4.8% | Added |
| Schroder Investment Management Group | 23,170 | $5.59M | 0.01% | −6,802−22.7% | Reduced |
| Retirement Systems of Alabama | 22,758 | $5.49M | 0.02% | −945−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,613 | $5.45M | 0.04% | +1,536+7.3% | Added |
| DnB Asset Management AS | 21,439 | $5.17M | 0.03% | +2,224+11.6% | Added |
| Texas Permanent School Fund | 21,322 | $5.14M | 0.04% | −339−1.6% | Reduced |
| Daiwa Securities Group Inc. | 21,274 | $5.13M | 0.03% | −519−2.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,068 | $5.08M | 0.08% | −3,445−14.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 20,970 | $5.06M | 1.27% | 00.0% | Unchanged |
| Marex Group plc | 20,600 | $4.97M | 0.20% | +20,600 | New |
| Moran Wealth Management, LLC | 20,419 | $4.93M | 0.18% | −711−3.4% | Reduced |
| Huntington National Bank | 20,181 | $4.87M | 0.04% | +54+0.3% | Added |
| Marathon Capital Management | 20,153 | $4.86M | 1.22% | −220−1.1% | Reduced |
| Mercer Global Advisors Inc | 19,736 | $4.76M | 0.01% | +898+4.8% | Added |
| Squarepoint Ops LLC | 19,721 | $4.76M | 0.02% | −78,539−79.9% | Reduced |
| Prudential Financial Inc | 19,604 | $4.73M | 0.01% | −15,978−44.9% | Reduced |
| AustralianSuper Pty Ltd | 19,490 | $4.70M | 0.03% | +2,589+15.3% | Added |
| USS Investment Management Ltd | 19,265 | $4.65M | 0.04% | +583+3.1% | Added |
| Forsta Ap-Fonden | 19,000 | $4.58M | 0.05% | 00.0% | Unchanged |
| PGGM Investments | 18,868 | $4.55M | 0.07% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 18,788 | $4.53M | 0.06% | +1,400+8.1% | Added |
| Trexquant Investment LP | 18,472 | $4.46M | 0.10% | +18,472 | New |
| Timber Creek Capital Management LLC | 18,260 | $4.40M | 1.50% | −96−0.5% | Reduced |
| Czech National Bank | 18,086 | $4.36M | 0.06% | −235−1.3% | Reduced |