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, Q1 2024
Institutional positions in Willis Towers Watson PLC as of Mar 31, 2024. 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
- 664
- +38 vs. Q4 2023
- Shares held
- 94.8M
- −379.3K (−0.4%) vs. Q4 2023
- Total value
- $26.1B
- +$3.10B (+13.5%) vs. Q4 2023
- New holders
- 87
- 226 more added
- Sold out
- 49
- 239 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 11,457,785 | $3.15B | 0.06% | −159,681−1.4% | Reduced |
| BlackRock Inc. | 10,064,337 | $2.77B | 0.06% | −243,590−2.4% | Reduced |
| Massachusetts Financial Services Co | 9,204,146 | $2.53B | 0.76% | −466,364−4.8% | Reduced |
| First Eagle Investment Management, LLC | 5,452,391 | $1.50B | 3.41% | −115,861−2.1% | Reduced |
| State Street Corp | 4,290,937 | $1.18B | 0.05% | +12,384+0.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,980,434 | $1.09B | 1.77% | −98,844−2.4% | Reduced |
| Artisan Partners Limited Partnership | 3,567,016 | $980.9M | 1.43% | −954,744−21.1% | Reduced |
| Geode Capital Management, LLC | 2,565,919 | $704.0M | 0.07% | +87,828+3.5% | Added |
| FMR LLC | 2,147,551 | $590.6M | 0.04% | +214,222+11.1% | Added |
| Invesco Ltd. | 1,952,714 | $537.0M | 0.12% | −61,536−3.1% | Reduced |
| Victory Capital Management Inc | 1,892,389 | $520.4M | 0.51% | +419,682+28.5% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 1,555,667 | $427.8M | 11.72% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 1,466,992 | $403.4M | 0.08% | +32,792+2.3% | Added |
| Norges Bank | 1,277,282 | $351.3M | 0.06% | +30,259+2.4% | Added |
| Northern Trust Corp | 1,107,082 | $304.4M | 0.05% | −43,792−3.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,083,187 | $297.9M | 1.00% | −46,853−4.1% | Reduced |
| Burgundy Asset Management Ltd. | 1,034,499 | $284.5M | 2.93% | −8,051−0.8% | Reduced |
| Morgan Stanley | 850,023 | $233.8M | 0.02% | +60,696+7.7% | Added |
| American Century Companies Inc | 821,602 | $225.9M | 0.14% | +100,329+13.9% | Added |
| Nuveen Asset Management, LLC | 801,829 | $220.7M | 0.07% | −160,952−16.7% | Reduced |
| Southpoint Capital Advisors LP | 800,000 | $220.0M | 4.35% | 00.0% | Unchanged |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 720,779 | $198.2M | 6.19% | −86,057−10.7% | Reduced |
| Alliancebernstein L.P. | 707,596 | $194.6M | 0.07% | −14,684−2.0% | Reduced |
| Legal & General Group Plc | 699,861 | $192.5M | 0.06% | −5,938−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 694,238 | $190.9M | 3.37% | −1,495−0.2% | Reduced |
| Dimensional Fund Advisors LP | 657,012 | $180.7M | 0.05% | −2,952−0.4% | Reduced |
| Altrinsic Global Advisors LLC | 639,980 | $176.0M | 7.94% | −275,111−30.1% | Reduced |
| Charles Schwab Investment Management Inc | 578,973 | $159.2M | 0.04% | +7,374+1.3% | Added |
| UBS Asset Management Americas Inc | 562,883 | $154.8M | 0.06% | −66,881−10.6% | Reduced |
| Brandes Investment Partners, LP | 542,117 | $149.1M | 1.92% | −36,546−6.3% | Reduced |
| 3G Sahana Capital Management LP | 539,153 | $148.3M | 22.95% | +240,013+80.2% | Added |
| California Public Employees Retirement System | 537,472 | $147.8M | 0.10% | −3,321−0.6% | Reduced |
| Amundi | 466,201 | $122.6M | 0.05% | +81,774+21.3% | Added |
| Adage Capital Partners GP, L.L.C. | 440,588 | $121.2M | 0.23% | −29,700−6.3% | Reduced |
| Capital Research Global Investors | 424,846 | $116.8M | 0.03% | +2080.0% | Added |
| Balyasny Asset Management LLC | 418,001 | $115.0M | 0.29% | −25,655−5.8% | Reduced |
| Acadian Asset Management LLC | 417,427 | $114.8M | 0.40% | +350,135+520.3% | Added |
| Millennium Management LLC | 399,825 | $110.0M | 0.09% | −27,978−6.5% | Reduced |
| Prana Capital Management, LP | 389,340 | $107.1M | 4.80% | −15,377−3.8% | Reduced |
| Atalan Capital Partners, LP | 375,000 | $103.1M | 8.52% | −15,000−3.8% | Reduced |
| Goldman Sachs Group Inc | 356,174 | $97.9M | 0.02% | −18,940−5.0% | Reduced |
| Ceredex Value Advisors LLC | 346,475 | $95.6M | 1.67% | −21,433−5.8% | Reduced |
| Bank of America Corp | 341,314 | $93.9M | 0.01% | +61,085+21.8% | Added |
| Brandywine Global Investment Management, LLC | 313,640 | $86.3M | 0.62% | +14,355+4.8% | Added |
| Swiss National Bank | 309,310 | $85.1M | 0.06% | −18,500−5.6% | Reduced |
| Barclays PLC | 305,281 | $84.0M | 0.04% | −48,993−13.8% | Reduced |
| Sound Shore Management Inc | 296,452 | $81.5M | 2.55% | −6,967−2.3% | Reduced |
| Man Group plc | 291,100 | $80.1M | 0.22% | +110,791+61.4% | Added |
| Johnson Investment Counsel Inc | 278,504 | $76.6M | 0.83% | −1,436−0.5% | Reduced |
| Citadel Advisors LLC | 277,687 | $76.4M | 0.07% | −67,636−19.6% | Reduced |
| Ameriprise Financial Inc | 276,239 | $76.0M | 0.02% | +80,187+40.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 274,305 | $75.4M | 0.05% | −1,682−0.6% | Reduced |
| Deutsche Bank AG | 257,270 | $70.7M | 0.03% | +4,789+1.9% | Added |
| UBS Group AG | 254,091 | $69.9M | 0.02% | +80,724+46.6% | Added |
| Renaissance Technologies LLC | 251,320 | $69.1M | 0.11% | +131,800+110.3% | Added |
| Crawford Investment Counsel Inc | 250,353 | $68.8M | 1.28% | −1,954−0.8% | Reduced |
| Alyeska Investment Group, L.P. | 247,465 | $68.1M | 0.42% | −62,357−20.1% | Reduced |
| Russell Investments Group, Ltd. | 247,080 | $68.0M | 0.11% | +5,601+2.3% | Added |
| Royal Bank of Canada | 240,294 | $66.1M | 0.02% | +42,151+21.3% | Added |
| Rockefeller Capital Management L.P. | 239,963 | $66.0M | 0.19% | −1,796−0.7% | Reduced |
| Credit Suisse AG | 228,727 | $62.9M | 0.06% | +23,954+11.7% | Added |
| Thompson Siegel & Walmsley LLC | 228,575 | $62.9M | 0.97% | −85,211−27.2% | Reduced |
| SEI Investments Co | 212,966 | $58.6M | 0.09% | −10,781−4.8% | Reduced |
| River Road Asset Management, LLC | 212,850 | $58.5M | 0.79% | −48,649−18.6% | Reduced |
| Cortland Associates Inc | 199,179 | $54.8M | 7.09% | −4,027−2.0% | Reduced |
| BNP Paribas Arbitrage, SA | 197,022 | $54.2M | 0.07% | +82,535+72.1% | Added |
| Perpetual Ltd | 190,510 | $52.4M | 0.51% | −68,637−26.5% | Reduced |
| Rhumbline Advisers | 188,662 | $51.9M | 0.05% | −2,806−1.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 178,227 | $49.0M | 0.11% | +68,925+63.1% | Added |
| Clark Capital Management Group, Inc. | 173,063 | $47.6M | 0.36% | +173,063 | New |
| JPMorgan Chase & Co | 171,586 | $47.2M | 0.00% | +18,878+12.4% | Added |
| California State Teachers Retirement System | 168,869 | $46.4M | 0.06% | +117+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 168,282 | $46.3M | 0.36% | −6,777−3.9% | Reduced |
| Price T Rowe Associates Inc | 154,973 | $42.6M | 0.01% | +6,118+4.1% | Added |
| Mawer Investment Management Ltd. | 148,180 | $40.7M | 0.19% | −30,698−17.2% | Reduced |
| National Pension Service | 147,496 | $40.6M | 0.05% | +147,496 | New |
| SG Americas Securities, LLC | 145,687 | $40.1M | 0.20% | +89,222+158.0% | Added |
| Sunriver Management LLC | 144,435 | $39.7M | 5.19% | −11,197−7.2% | Reduced |
| Natixis Advisors, L.P. | 138,502 | $38.1M | 0.09% | +10,731+8.4% | Added |
| Raymond James & Associates | 137,835 | $37.9M | 0.03% | −6,271−4.4% | Reduced |
| Bank of Montreal | 128,166 | $35.4M | 0.02% | −33,540−20.7% | Reduced |
| Envestnet Asset Management Inc | 126,839 | $34.9M | 0.01% | +59,243+87.6% | Added |
| Principal Financial Group Inc | 125,693 | $34.6M | 0.02% | +2,908+2.4% | Added |
| Qube Research & Technologies Ltd | 125,383 | $34.5M | 0.06% | +98,879+373.1% | Added |
| New South Capital Management Inc | 120,945 | $33.3M | 1.39% | +801+0.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 117,265 | $32.2M | 0.04% | +16,844+16.8% | Added |
| Great West Life Assurance Co | 115,262 | $31.7M | 0.06% | +3,021+2.7% | Added |
| Gillson Capital LP | 115,054 | $31.6M | 3.01% | −138,537−54.6% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 112,344 | $30.9M | 0.12% | +112,344 | New |
| Twinbeech Capital LP | 109,518 | $30.1M | 0.62% | +109,518 | New |
| Bank of Nova Scotia | 109,468 | $30.1M | 0.06% | −1,020−0.9% | Reduced |
| Voloridge Investment Management, LLC | 103,761 | $28.5M | 0.10% | +103,761 | New |
| Rivermont Capital Management LP | 101,450 | $27.9M | 10.23% | +19,626+24.0% | Added |
| State Board of Administration of Florida Retirement System | 116,615 | $27.1M | 0.06% | +7,404+6.8% | Added |
| Bamco Inc | 95,747 | $26.3M | 0.07% | −8,010−7.7% | Reduced |
| New York State Teachers Retirement System | 94,174 | $25.9M | 0.05% | −3,528−3.6% | Reduced |
| Worldquant Millennium Advisors LLC | 84,964 | $23.4M | 0.29% | +40,172+89.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 84,302 | $23.2M | 1.41% | −1,393−1.6% | Reduced |
| Aryeh Capital Management Ltd. | 83,936 | $23.1M | 14.40% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 82,000 | $22.6M | 0.07% | +82,000 | New |