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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 5,321 | $1.28M | 0.00% | −196−3.6% | Reduced |
| Twin Tree Management, LP | 5,297 | $1.28M | 0.02% | −15,550−74.6% | 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 |
| National Bank of Canada | 5,174 | $1.24M | 0.00% | −430−7.7% | Reduced |
| Stratos Wealth Partners, LTD. | 5,137 | $1.24M | 0.02% | +14+0.3% | Added |
| Headlands Technologies LLC | 5,085 | $1.23M | 0.37% | +4,631+1,020.0% | Added |
| Engineers Gate Manager LP | 5,015 | $1.21M | 0.03% | +5,015 | New |
| RBF Capital, LLC | 5,000 | $1.21M | 0.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,741 | $1.14M | 0.00% | +102+2.2% | Added |
| Quantitative Investment Management, LLC | 4,726 | $1.14M | 0.07% | +4,726 | New |
| Raymond James Trust N.A. | 4,690 | $1.13M | 0.03% | −240−4.9% | Reduced |
| CI Private Wealth, LLC | 4,647 | $1.12M | 0.00% | +517+12.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,611 | $1.11M | 0.05% | +110+2.4% | Added |
| Swiss Life Asset Management Ltd | 4,552 | $1.10M | 0.01% | +3,239+246.7% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.08M | 0.38% | 00.0% | Unchanged |
| Busey Wealth Management | 4,421 | $1.07M | 0.04% | −2,056−31.7% | Reduced |
| Vinva Investment Management Ltd | 4,449 | $1.06M | 0.07% | +4,449 | New |
| Fifth Third Bancorp | 4,383 | $1.06M | 0.00% | −840−16.1% | Reduced |
| Qsemble Capital Management, LP | 4,263 | $1.03M | 0.26% | +4,263 | New |
| Federated Hermes, Inc. | 4,262 | $1.03M | 0.00% | −88−2.0% | Reduced |
| Dryden Capital, LLC | 4,250 | $1.03M | 1.43% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,203 | $1.01M | 0.05% | −134−3.1% | Reduced |
| Cresset Asset Management, LLC | 4,107 | $993.9K | 0.01% | +701+20.6% | Added |
| Kowal Investment Group, LLC | 4,087 | $985.9K | 0.23% | +15+0.4% | Added |
| AE Wealth Management LLC | 3,903 | $973.7K | 0.00% | +3,903 | New |
| Commerce Bank | 3,952 | $953.2K | 0.01% | +68+1.8% | Added |
| Cerity Partners LLC | 3,939 | $950.1K | 0.00% | +2,285+138.1% | Added |
| Federation des caisses Desjardins du Quebec | 3,820 | $921.4K | 0.01% | −20,088−84.0% | Reduced |
| Investment Management Corp of Ontario | 3,805 | $917.8K | 0.02% | +3,805 | New |
| Hunter Associates Investment Management LLC | 3,810 | $916.0K | 0.17% | 00.0% | Unchanged |
| LMCG Investments, LLC | 3,792 | $914.7K | 0.06% | −586−13.4% | Reduced |
| Oppenheimer Asset Management Inc. | 3,783 | $912.5K | 0.01% | −341−8.3% | Reduced |
| Wellington Management Group LLP | 3,735 | $900.9K | 0.00% | −73−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,679 | $887.4K | 0.06% | −93−2.5% | Reduced |
| Graham Capital Management, L.P. | 3,677 | $886.9K | 0.03% | +3,677 | New |
| Norinchukin Bank, The | 3,596 | $867.4K | 0.02% | −350−8.9% | Reduced |
| Brevan Howard Capital Management LP | 3,551 | $856.5K | 0.09% | +3,551 | New |
| Wealth Enhancement Advisory Services, LLC | 3,451 | $832.5K | 0.00% | −255−6.9% | Reduced |
| Alpha DNA Investment Management LLC | 3,378 | $814.8K | 0.48% | +3,378 | New |
| Mesirow Financial Investment Management, Inc. | 3,363 | $811.2K | 0.03% | +3,363 | New |
| South Dakota Investment Council | 3,360 | $810.0K | 0.02% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,344 | $809.4K | 0.02% | +3,344 | New |
| Confluence Investment Management LLC | 3,342 | $806.1K | 0.01% | −195−5.5% | Reduced |
| Credit Agricole S A | 3,222 | $777.1K | 0.02% | +2,236+226.8% | Added |
| Schechter Investment Advisors, LLC | 3,179 | $766.7K | 0.07% | +778+32.4% | Added |
| Mach-1 Financial Group, Inc. | 3,135 | $756.2K | 0.29% | +3,135 | New |
| United Asset Strategies, Inc. | 3,121 | $752.8K | 0.08% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 3,118 | $752.0K | 0.01% | −21,548−87.4% | Reduced |
| Hamilton Capital Partners Inc. | 3,050 | $735.7K | 0.15% | +3,050 | New |
| Assenagon Asset Management S.A. | 3,043 | $734.0K | 0.00% | +758+33.2% | Added |
| Thoroughbred Financial Services, LLC | 3,034 | $731.0K | 0.06% | −250−7.6% | Reduced |
| Axq Capital, LP | 3,000 | $723.6K | 0.19% | +1,800+150.0% | Added |
| Ironwood Investment Counsel, LLC | 2,949 | $711.3K | 0.13% | −242−7.6% | Reduced |
| SYSTM Wealth Solutions LLC | 2,920 | $705.9K | 0.10% | −542−15.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $694.7K | 0.15% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,821 | $680.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,709 | $653.4K | 0.02% | −13−0.5% | Reduced |
| FJ Investments, LLC | 2,700 | $651.2K | 0.03% | +2,700 | New |
| Ieq Capital, LLC | 2,628 | $633.9K | 0.01% | −604−18.7% | Reduced |
| S.E.E.D. Planning Group LLC | 2,623 | $632.7K | 0.25% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 2,546 | $614.1K | 0.00% | +417+19.6% | Added |
| Achmea Investment Management B.V. | 2,538 | $612.0K | 0.01% | −9,635−79.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 2,532 | $610.7K | 0.01% | −327−11.4% | Reduced |
| Empirical Asset Management, LLC | 2,525 | $609.0K | 0.50% | +2,525 | New |
| Monument Group Wealth Advisors, LLC | 2,486 | $599.6K | 0.51% | +2,486 | New |
| Intrust Bank NA | 2,474 | $596.7K | 0.07% | +458+22.7% | Added |
| Resources Investment Advisors, LLC. | 2,468 | $595.3K | 0.01% | −25−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,418 | $583.2K | 0.19% | +2,418 | New |
| Tokio Marine Asset Management Co Ltd | 2,414 | $582.3K | 0.03% | +282+13.2% | Added |
| Sawtooth Solutions, LLC | 2,371 | $571.9K | 0.02% | +173+7.9% | Added |
| Bleakley Financial Group, LLC | 2,371 | $571.9K | 0.02% | +173+7.9% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,323 | $560.3K | 0.73% | −409−15.0% | Reduced |
| 3Chopt Investment Partners, LLC | 2,299 | $556.5K | 0.20% | +2,299 | New |
| Gabelli Funds LLC | 2,300 | $554.8K | 0.00% | −400−14.8% | Reduced |
| Washington Capital Management Inc | 2,300 | $554.8K | 0.47% | +450+24.3% | Added |
| Janney Montgomery Scott LLC | 2,282 | $551.0K | 0.00% | −1,909−45.5% | Reduced |
| Qtron Investments LLC | 2,270 | $547.5K | 0.09% | −338−13.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 2,255 | $543.9K | 0.02% | +181+8.7% | Added |
| Lester Murray Antman dba SimplyRich | 2,235 | $539.0K | 0.19% | −410−15.5% | Reduced |
| Legal Advantage Investments, Inc. | 2,215 | $534.3K | 0.32% | −50−2.2% | Reduced |
| V-Square Quantitative Management LLC | 2,142 | $516.6K | 0.12% | +468+28.0% | Added |
| Vestcor Inc | 2,118 | $511.0K | 0.02% | −20−0.9% | Reduced |
| GTS Securities LLC | 2,105 | $507.7K | 0.01% | +916+77.0% | Added |
| Kestra Advisory Services, LLC | 2,093 | $504.8K | 0.00% | +350+20.1% | Added |
| Nomura Holdings Inc | 2,074 | $500.2K | 0.00% | +2,074 | New |
| Balentine LLC | 2,065 | $498.1K | 0.02% | −64−3.0% | Reduced |
| Cipher Capital LP | 2,049 | $494.2K | 0.16% | +2,049 | New |
| CWM, LLC | 2,050 | $494.0K | 0.00% | −199−8.8% | Reduced |
| Vivaldi Capital Management, LLC | 1,809 | $490.0K | 0.15% | +27+1.5% | Added |
| Stephens Inc | 1,982 | $478.1K | 0.01% | +424+27.2% | Added |
| Lincoln National Corp | 1,982 | $478.0K | 0.01% | −265−11.8% | Reduced |
| Rathbone Brothers plc | 1,950 | $470.3K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,928 | $465.0K | 0.02% | +1,928 | New |
| James Hambro & Partners | 1,920 | $463.2K | 0.02% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,914 | $461.7K | 0.17% | +3+0.2% | Added |
| Epoch Investment Partners, Inc. | 1,838 | $443.3K | 0.00% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,831 | $441.6K | 0.22% | +1,831 | New |
| Verition Fund Management LLC | 1,820 | $439.0K | 0.00% | +416+29.6% | Added |
| Cetera Advisor Networks LLC | 1,782 | $429.9K | 0.00% | +31+1.8% | Added |