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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 17,896 | $4.32M | 0.05% | −200−1.1% | Reduced |
| Game Creek Capital, LP | 17,125 | $4.13M | 2.37% | +2,200+14.7% | Added |
| New York Life Investment Management LLC | 16,609 | $4.01M | 0.04% | −146−0.9% | Reduced |
| Handelsbanken Fonder AB | 16,457 | $3.97M | 0.02% | +665+4.2% | Added |
| Swedbank AB | 16,407 | $3.96M | 0.01% | −6,305−27.8% | Reduced |
| Public Sector Pension Investment Board | 16,353 | $3.94M | 0.03% | −8,110−33.2% | Reduced |
| Magnetar Financial LLC | 16,218 | $3.91M | 0.10% | +14,140+680.5% | Added |
| Louisbourg Investments Inc. | 19,707 | $3.77M | 1.14% | +19,707 | New |
| Public Employees Retirement Association of Colorado | 15,467 | $3.73M | 0.02% | −330−2.1% | Reduced |
| AMG National Trust Bank | 15,394 | $3.71M | 0.12% | +524+3.5% | Added |
| Financial Engines Advisors L.L.C. | 15,179 | $3.66M | 0.01% | −1,378−8.3% | Reduced |
| Sendero Wealth Management, LLC | 15,097 | $3.64M | 0.69% | −259−1.7% | Reduced |
| Xponance, Inc. | 14,968 | $3.61M | 0.04% | −508−3.3% | Reduced |
| Janus Henderson Group PLC | 14,441 | $3.48M | 0.00% | −791−5.2% | Reduced |
| Yousif Capital Management, LLC | 14,436 | $3.48M | 0.04% | −1,640−10.2% | Reduced |
| Baird Financial Group, Inc. | 14,328 | $3.46M | 0.01% | +124+0.9% | Added |
| Creative Planning | 14,223 | $3.43M | 0.01% | −562−3.8% | Reduced |
| CenterBook Partners LP | 14,128 | $3.41M | 0.42% | −3,128−18.1% | Reduced |
| Tower Research Capital LLC (TRC) | 14,108 | $3.40M | 0.04% | +6,009+74.2% | Added |
| Mutual of America Capital Management LLC | 13,830 | $3.34M | 0.04% | −849−5.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,363 | $3.22M | 0.01% | −1,591−10.6% | Reduced |
| Walleye Trading LLC | 13,286 | $3.20M | 0.05% | +5,053+61.4% | Added |
| Savant Capital, LLC | 13,094 | $3.16M | 0.04% | −332−2.5% | Reduced |
| US Bancorp | 12,992 | $3.13M | 0.00% | +39+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 12,810 | $3.09M | 1.28% | +390+3.1% | Added |
| LPL Financial LLC | 12,684 | $3.06M | 0.00% | −3,827−23.2% | Reduced |
| Nissay Asset Management Corp | 12,460 | $3.01M | 0.02% | +264+2.2% | Added |
| Ethic Inc. | 12,388 | $2.99M | 0.09% | +2,706+27.9% | Added |
| Stifel Financial Corp | 12,181 | $2.94M | 0.00% | −67−0.5% | Reduced |
| British Columbia Investment Management Corp | 12,070 | $2.91M | 0.02% | +2,429+25.2% | Added |
| Point72 Middle East FZE | 12,038 | $2.90M | 0.20% | +12,038 | New |
| Captrust Financial Advisors | 11,841 | $2.86M | 0.01% | −931−7.3% | Reduced |
| Callahan Advisors, LLC | 11,548 | $2.79M | 0.32% | +260+2.3% | Added |
| Agf Management Ltd | 11,539 | $2.78M | 0.02% | +11,539 | New |
| AXA S.A. | 11,442 | $2.76M | 0.01% | +11,442 | New |
| Truist Financial Corp | 11,398 | $2.75M | 0.00% | −24−0.2% | Reduced |
| First Trust Advisors LP | 11,371 | $2.74M | 0.00% | −311,277−96.5% | Reduced |
| CIBC Asset Management Inc | 11,355 | $2.74M | 0.01% | −845−6.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,314 | $2.73M | 0.01% | +389+3.6% | Added |
| AQR Capital Management LLC | 11,318 | $2.71M | 0.01% | −6,868−37.8% | Reduced |
| State of Alaska, Department of Revenue | 11,155 | $2.69M | 0.03% | −1,300−10.4% | Reduced |
| Allianz Asset Management GmbH | 11,093 | $2.68M | 0.00% | −3,343−23.2% | Reduced |
| Andra AP-fonden | 11,036 | $2.66M | 0.14% | −10,400−48.5% | Reduced |
| HighTower Advisors, LLC | 10,752 | $2.59M | 0.00% | +338+3.2% | Added |
| Capitolis Liquid Global Markets LLC | 10,000 | $2.41M | 0.10% | +10,000 | New |
| Teacher Retirement System of Texas | 9,994 | $2.41M | 0.02% | −55,829−84.8% | Reduced |
| Tocqueville Asset Management L.P. | 9,634 | $2.32M | 0.04% | +6+0.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,617 | $2.32M | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,482 | $2.29M | 0.00% | +1,427+17.7% | Added |
| Ossiam | 9,224 | $2.22M | 0.04% | +100+1.1% | Added |
| Montag A & Associates Inc | 9,167 | $2.22M | 0.12% | −115−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,127 | $2.20M | 0.02% | −560−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,119 | $2.20M | 0.10% | −214−2.3% | Reduced |
| Cornercap Investment Counsel Inc | 8,776 | $2.12M | 0.35% | −1,032−10.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,744 | $2.11M | 0.00% | −333−3.7% | Reduced |
| Gulf International Bank (UK) Ltd | 8,746 | $2.11M | 0.06% | −1,068−10.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.08M | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 8,584 | $2.07M | 0.22% | −1,061−11.0% | Reduced |
| Mariner, LLC | 8,556 | $2.06M | 0.00% | +1,104+14.8% | Added |
| Neuberger Berman Group LLC | 8,386 | $2.02M | 0.00% | +1,945+30.2% | Added |
| Kentucky Retirement Systems | 8,262 | $1.99M | 0.06% | −185−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,027 | $1.94M | 0.03% | −67−0.8% | Reduced |
| STRS Ohio | 7,846 | $1.89M | 0.01% | −983−11.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,826 | $1.89M | 0.00% | −11,801−60.1% | Reduced |
| Guggenheim Capital LLC | 7,789 | $1.88M | 0.01% | +2,219+39.8% | Added |
| Nordea Investment Management AB | 7,771 | $1.87M | 0.00% | +203+2.7% | Added |
| Cary Street Partners Asset Management LLC | 7,671 | $1.85M | 0.32% | −286−3.6% | Reduced |
| Marshall Wace, LLP | 7,600 | $1.83M | 0.00% | +7,600 | New |
| Point72 Europe (London) LLP | 7,585 | $1.83M | 0.23% | −11,115−59.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,299 | $1.76M | 0.04% | −457−5.9% | Reduced |
| Wealthfront Advisers LLC | 7,225 | $1.74M | 0.01% | −3,808−34.5% | Reduced |
| Ameritas Investment Partners, Inc. | 7,068 | $1.70M | 0.06% | +527+8.1% | Added |
| Pacer Advisors, Inc. | 7,035 | $1.70M | 0.00% | +176+2.6% | Added |
| Toroso Investments, LLC | 7,018 | $1.69M | 0.04% | +2,111+43.0% | Added |
| CIBC Private Wealth Group, LLC | 7,014 | $1.69M | 0.00% | +2,432+53.1% | Added |
| Hartford Investment Management Co | 6,965 | $1.68M | 0.06% | −582−7.7% | Reduced |
| Pathstone Holdings, LLC | 6,873 | $1.66M | 0.01% | +6,873 | New |
| Ostrum Asset Management | 6,760 | $1.63M | 0.14% | −9,802−59.2% | Reduced |
| Illinois Municipal Retirement Fund | 6,721 | $1.62M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 6,566 | $1.58M | 0.04% | −930−12.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,458 | $1.56M | 0.15% | +6,458 | New |
| Live Oak Private Wealth LLC | 6,456 | $1.56M | 0.29% | −29−0.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,447 | $1.56M | 0.14% | +6,447 | New |
| JustInvest LLC | 6,338 | $1.53M | 0.04% | +419+7.1% | Added |
| Panagora Asset Management Inc | 6,233 | $1.50M | 0.01% | −475−7.1% | Reduced |
| Assetmark, Inc | 6,206 | $1.50M | 0.01% | +16+0.3% | Added |
| Louisiana State Employees Retirement System | 6,200 | $1.50M | 0.03% | −300−4.6% | Reduced |
| Blair William & Co | 6,177 | $1.49M | 0.01% | −2,180−26.1% | Reduced |
| Franklin Resources Inc | 6,162 | $1.49M | 0.00% | +240+4.1% | Added |
| Boston Partners | 6,132 | $1.48M | 0.00% | +32+0.5% | Added |
| Accretive Wealth Partners, LLC | 6,080 | $1.47M | 0.70% | +17+0.3% | Added |
| Crossmark Global Holdings, Inc. | 6,058 | $1.46M | 0.03% | +184+3.1% | Added |
| Los Angeles Capital Management LLC | 6,030 | $1.45M | 0.01% | +6,030 | New |
| Prudential PLC | 5,827 | $1.41M | 0.01% | +884+17.9% | Added |
| Metis Global Partners, LLC | 5,666 | $1.37M | 0.05% | +684+13.7% | Added |
| Commonwealth Equity Services, LLC | 5,662 | $1.37M | 0.00% | −107−1.9% | Reduced |
| Hantz Financial Services, Inc. | 5,620 | $1.36M | 0.03% | −21−0.4% | Reduced |
| Formidable Asset Management, LLC | 5,509 | $1.33M | 0.29% | +5,509 | New |
| New Mexico Educational Retirement Board | 5,500 | $1.33M | 0.05% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 5,369 | $1.30M | 0.03% | −307−5.4% | Reduced |