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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,776 | $428.5K | 0.01% | −63−3.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,752 | $422.6K | 0.20% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,751 | $422.3K | 0.06% | +340+24.1% | Added |
| DoubleLine ETF Adviser LP | 1,748 | $421.6K | 0.12% | +134+8.3% | Added |
| Holocene Advisors, LP | 1,735 | $418.5K | 0.00% | −46,856−96.4% | Reduced |
| Clearbridge Investments, LLC | 1,728 | $416.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,710 | $412.5K | 0.00% | +12+0.7% | Added |
| Family Firm, Inc. | 1,704 | $411.0K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,721 | $411.0K | 0.02% | +60+3.6% | Added |
| Empower Advisory Group, LLC | 1,701 | $410.3K | 0.00% | +2+0.1% | Added |
| Sequoia Financial Advisors, LLC | 1,690 | $407.6K | 0.01% | +1,690 | New |
| Cambridge Investment Research Advisors, Inc. | 1,662 | $401.0K | 0.00% | −188−10.2% | Reduced |
| XTX Topco Ltd | 1,644 | $396.5K | 0.09% | +1,644 | New |
| Advisory Services Network, LLC | 1,636 | $394.7K | 0.01% | +4+0.2% | Added |
| Veriti Management LLC | 1,631 | $393.4K | 0.04% | +579+55.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,629 | $393.0K | 0.01% | +16+1.0% | Added |
| MML Investors Services, LLC | 1,598 | $385.0K | 0.00% | +600+60.1% | Added |
| Point72 Hong Kong Ltd | 1,566 | $377.7K | 0.02% | +1,566 | New |
| First Horizon Advisors, Inc. | 1,560 | $376.3K | 0.01% | +12+0.8% | Added |
| Fonville Wealth Management LLC | 1,554 | $374.8K | 0.20% | +1,554 | New |
| Buckingham Strategic Wealth, LLC | 1,553 | $374.6K | 0.00% | +45+3.0% | Added |
| Oak Thistle LLC | 1,551 | $374.1K | 0.11% | +1,551 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $371.8K | 0.11% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $364.2K | 0.29% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,506 | $363.2K | 0.00% | −7−0.5% | Reduced |
| Snowden Capital Advisors LLC | 1,505 | $363.0K | 0.01% | +1,505 | New |
| Blueshift Asset Management, LLC | 1,494 | $360.4K | 0.19% | +38+2.6% | Added |
| Profund Advisors LLC | 1,491 | $359.6K | 0.02% | +301+25.3% | Added |
| Vontobel Holding Ltd. | 1,483 | $357.7K | 0.00% | −208−12.3% | Reduced |
| NEOS Investment Management LLC | 1,463 | $352.9K | 0.03% | +1,463 | New |
| Horizon Investments, LLC | 1,449 | $349.5K | 0.01% | +15+1.0% | Added |
| Park Avenue Securities LLC | 1,441 | $348.0K | 0.00% | +141+10.8% | Added |
| Proficio Capital Partners LLC | 1,399 | $337.5K | 0.04% | +22+1.6% | Added |
| Regions Financial Corp | 1,370 | $330.4K | 0.00% | −26−1.9% | Reduced |
| Gryphon Financial Partners LLC | 1,415 | $330.3K | 0.06% | +1,415 | New |
| Davenport & Co LLC | 1,362 | $328.5K | 0.00% | −5−0.4% | Reduced |
| Private Advisor Group, LLC | 1,361 | $328.2K | 0.00% | +136+11.1% | Added |
| Chicago Partners Investment Group LLC | 1,302 | $326.8K | 0.02% | −30−2.3% | Reduced |
| Raub Brock Capital Management LP | 1,350 | $325.6K | 0.07% | −200−12.9% | Reduced |
| HighPoint Advisor Group LLC | 1,186 | $325.0K | 0.02% | +1,186 | New |
| First Manhattan Co | 1,336 | $322.5K | 0.00% | +3+0.2% | Added |
| Access Investment Management LLC | 1,335 | $322.0K | 0.12% | +1,335 | New |
| Edgestream Partners, L.P. | 1,325 | $319.6K | 0.02% | +1,325 | New |
| Capital Analysts, LLC | 1,315 | $317.0K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,312 | $316.5K | 0.01% | +1,312 | New |
| NBC Securities, Inc. | 1,284 | $309.0K | 0.03% | −191−12.9% | Reduced |
| Empowered Funds, LLC | 1,275 | $307.5K | 0.01% | +163+14.7% | Added |
| CAPROCK Group, Inc. | 1,270 | $307.4K | 0.02% | +1,270 | New |
| Rockland Trust Co | 1,266 | $305.4K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $303.9K | 0.18% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,233 | $297.4K | 0.01% | −20−1.6% | Reduced |
| Mayflower Financial Advisors, LLC | 1,228 | $296.2K | 0.04% | −29−2.3% | Reduced |
| Trust Asset Management LLC | 1,227 | $296.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,226 | $295.7K | 0.01% | +22+1.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,213 | $292.6K | 0.00% | +164+15.6% | Added |
| Ontario Teachers Pension Plan Board | 1,205 | $290.6K | 0.00% | +1,205 | New |
| Siemens Fonds Invest GmbH | 1,200 | $289.4K | 0.02% | +1,200 | New |
| Diversified Trust Co | 1,170 | $282.2K | 0.01% | +1,170 | New |
| Forum Financial Management, LP | 1,148 | $276.9K | 0.01% | +1,148 | New |
| Lido Advisors, LLC | 1,141 | $276.1K | 0.00% | +146+14.7% | Added |
| First Hawaiian Bank | 1,144 | $275.9K | 0.01% | −304−21.0% | Reduced |
| Wetherby Asset Management Inc | 1,140 | $275.0K | 0.01% | −17−1.5% | Reduced |
| Glenmede Trust Co NA | 1,125 | $271.4K | 0.00% | +1,125 | New |
| Cigna Investments Inc | 1,117 | $270.0K | 0.06% | −55−4.7% | Reduced |
| Landaas & Co | 1,113 | $268.0K | 0.10% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,100 | $265.3K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,098 | $264.8K | 0.06% | +111+11.2% | Added |
| Petrus Trust Company, LTA | 1,090 | $262.9K | 0.02% | +1,090 | New |
| Connecticut Wealth Management, LLC | 1,088 | $262.4K | 0.02% | +23+2.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,081 | $261.0K | 0.01% | +1,079+53,950.0% | Added |
| WBI Investments | 1,054 | $254.2K | 0.05% | +1,054 | New |
| Alpine Global Management, LLC | 1,035 | $249.6K | 0.07% | +1,035 | New |
| Cohen & Steers, Inc. | 1,023 | $247.0K | 0.00% | −380−27.1% | Reduced |
| EP Wealth Advisors, LLC | 995 | $240.0K | 0.00% | +4+0.4% | Added |
| Jump Financial, LLC | 983 | $237.1K | 0.01% | +983 | New |
| Syon Capital LLC | 982 | $236.9K | 0.02% | +982 | New |
| Greenleaf Trust | 968 | $233.5K | 0.00% | +968 | New |
| HB Wealth Management, LLC | 951 | $229.4K | 0.00% | +951 | New |
| Garrison Asset Management, LLC | 950 | $229.1K | 0.13% | +950 | New |
| GWM Advisors LLC | 910 | $227.7K | 0.00% | +905+18,100.0% | Added |
| Cassaday & Co Wealth Management LLC | 937 | $226.0K | 0.01% | +937 | New |
| Penserra Capital Management LLC | 941 | $226.0K | 0.00% | −199−17.5% | Reduced |
| William Blair Investment Management, LLC | 931 | $224.6K | 0.00% | +931 | New |
| Ronald Blue Trust, Inc. | 1,046 | $219.0K | 0.00% | +125+13.6% | Added |
| Vise Technologies, Inc. | 902 | $217.6K | 0.05% | +902 | New |
| Act Two Investors LLC | 896 | $216.1K | 0.05% | +896 | New |
| Jefferies Financial Group Inc. | 867 | $209.2K | 0.00% | +867 | New |
| Arrowstreet Capital, Limited Partnership | 865 | $209.0K | 0.00% | −53,377−98.4% | Reduced |
| Summit Trail Advisors, LLC | 857 | $207.4K | 0.01% | +857 | New |
| Coldstream Capital Management Inc | 851 | $205.3K | 0.01% | −1,068−55.7% | Reduced |
| Red Door Wealth Management, LLC | 846 | $204.1K | 0.04% | +846 | New |
| Seed Wealth Management, Inc. | 850 | $204.0K | 0.21% | +850 | New |
| Eagle Rock Investment Company, LLC | 841 | $202.8K | 0.04% | +841 | New |
| Checchi Capital Advisers, LLC | 837 | $201.9K | 0.02% | +837 | New |
| Citadel Investment Advisory, Inc. | 826 | $199.0K | 0.12% | 00.0% | Unchanged |
| Rothschild Investment LLC | 782 | $188.7K | 0.02% | +782 | New |
| Bessemer Group Inc | 779 | $188.0K | 0.00% | +179+29.8% | Added |
| PEAK6 Investments LLC | 777 | $187.4K | 0.01% | +224+40.5% | Added |
| JNBA Financial Advisors | 740 | $178.5K | 0.02% | −35−4.5% | Reduced |
| Johnson Financial Group, Inc. | 648 | $156.8K | 0.01% | +648 | New |