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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.

Institutional holdersQ4 2023: 632 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ4 2023: $23.0B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$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.

Institutions holding WTW in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.11$2.65K0.00%+10+1,000.0%Added
Semmax Financial Advisors Inc.9$2.46K0.00%00.0%Unchanged
Sound Income Strategies, LLC10$2.41K0.00%00.0%Unchanged
Jones Financial Companies LLLP10$2.41K0.00%+6+150.0%Added
VisionPoint Advisory Group, LLC9$2.17K0.00%−14−60.9%Reduced
Tompkins Financial Corp9$2.17K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$2.17K0.00%+9New
Wetzel Investment Advisors, Inc.8$2.00K0.00%+8New
Hollencrest Capital Management8$1.93K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$1.93K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$1.93K0.00%00.0%Unchanged
Raleigh Capital Management Inc.8$1.88K0.00%+2+33.3%Added
Dunhill Financial, LLC7$1.80K0.00%+7New
Oliver Lagore Vanvalin Investment Group7$1.69K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.69K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.6$1.60K0.00%+6New
SRS Capital Advisors, Inc.6$1.45K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$1.45K0.00%00.0%Unchanged
Manchester Capital Management LLC6$1.45K0.00%+3+100.0%Added
Castleview Partners, LLC6$1.45K0.00%00.0%Unchanged
North Star Investment Management Corp.5$1.21K0.00%00.0%Unchanged
Avion Wealth4$1.00K0.00%+2+100.0%Added
Tfo-TDC, LLC3$7240.00%−2−40.0%Reduced
Trifecta Capital Advisors, LLC3$7240.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3$7230.00%00.0%Unchanged
Valued Wealth Advisors LLC3$6300.00%+3New
Carolinas Wealth Consulting LLC2$4840.00%00.0%Unchanged
Cornerstone Planning Group LLC2$4820.00%00.0%Unchanged
Evermay Wealth Management LLC1$2420.00%+1New
Colonial Trust Advisors1$2410.00%00.0%Unchanged
AdvisorNet Financial, Inc1$2410.00%+1New
Transamerica Financial Advisors, Inc.1––−1−50.0%Reduced
Proequities, Inc.0$00.00%−7−100.0%Sold out
Cantillon Capital Management LLC0$00.00%−1,875,572−100.0%Sold out
Oribel Capital Management, LP0$00.00%−128,700−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−29,000−100.0%Sold out
1832 Asset Management L.P.0$00.00%−10,639−100.0%Sold out
Yakira Capital Management, Inc.0$00.00%−9,325−100.0%Sold out
Gardner Lewis Asset Management L P0$00.00%−5,661−100.0%Sold out
DRW Securities, LLC0$00.00%−5,621−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−3,328−100.0%Sold out
Everence Capital Management Inc0$00.00%−2,810−100.0%Sold out
Wolverine Trading, LLC0$00.00%−2,501−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−2,225−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−2,096−100.0%Sold out
Daymark Wealth Partners, LLC0$00.00%−2,008−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−1,716−100.0%Sold out
Symmetry Partners, LLC0$00.00%−1,634−100.0%Sold out
Moody National Bank Trust Division0$00.00%−1,552−100.0%Sold out
Virtu Financial LLC0$00.00%−1,549−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,540−100.0%Sold out
Fund Management at Engine No. 1 LLC0$00.00%−1,500−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−1,414−100.0%Sold out
ORG Partners LLC0$00.00%−1,301−100.0%Sold out
Telemus Capital, LLC0$00.00%−1,283−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,234−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−1,166−100.0%Sold out
Gladius Capital Management LP0$00.00%−679−100.0%Sold out
Arlington Partners LLC0$00.00%−350−100.0%Sold out
West Tower Group, LLC0$00.00%−152−100.0%Sold out
State of Wyoming0$00.00%−125−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−83−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−75−100.0%Sold out
Earnest Partners LLC0$00.00%−67−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−66−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−47−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−41−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−31−100.0%Sold out
Cambridge Trust Co0$00.00%−30−100.0%Sold out
West Paces Advisors Inc.0$00.00%−15−100.0%Sold out
Whittier Trust Co0$00.00%−9−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−5−100.0%Sold out
Centerpoint Advisors, LLC0$00.00%−5−100.0%Sold out
Glass Jacobson Investment Advisors llc0$00.00%−3−100.0%Sold out
Perkins Coie Trust Co0$00.00%−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