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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.

Q1 2024 vs. Q4 2023

How the institutions holding Willis Towers Watson PLC changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WTW: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders6326664+38
Shares95.3M64.6K94.8M−379.3K (−0.4%)
Value$23.0B$15.6M$26.1B+$3.10B (+13.5%)

6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Willis Towers Watson PLC at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WTW in Q1 2024
InstitutionSharesValue% of portfolio
Clark Capital Management Group, Inc.173,063$47.6M0.36%
National Pension Service147,496$40.6M0.05%
Viking Global Investors LPSuperinvestorViking Global Investors112,344$30.9M0.12%
Twinbeech Capital LP109,518$30.1M0.62%
Voloridge Investment Management, LLC103,761$28.5M0.10%
Lord, Abbett & Co. LLC82,000$22.6M0.07%
Blue Grotto Capital, LLC60,000$16.5M3.35%
Danske Bank A/S48,835$13.4M0.04%
M&G Plc44,792$12.3M0.07%
Great Lakes Advisors, LLC31,464$8.65M0.07%
Interval Partners, LP24,791$6.82M0.26%
Aquatic Capital Management LLC20,120$5.53M0.18%
Point72 (DIFC) Ltd17,930$4.93M0.38%
Brown Advisory Inc17,731$4.88M0.01%
Lecap Asset Management Ltd14,474$3.98M0.83%
Quantbot Technologies LP10,735$2.95M0.17%
Burney Co10,689$2.94M0.11%
Two Sigma Investments, LP7,590$2.09M0.01%
Teza Capital Management LLC7,223$1.99M0.26%
Cetera Investment Advisers7,091$1.95M0.00%
Fox Run Management, L.L.C.6,849$1.88M0.41%
Mosaic Financial Group, LLC6,040$1.66M1.33%
Oliver Luxxe Assets LLC5,098$1.40M0.29%
Centiva Capital, LP4,982$1.37M0.08%
Dynamic Technology Lab Private Ltd4,486$1.23M0.13%
Inceptionr LLC4,375$1.20M0.31%
Boothbay Fund Management, LLC3,522$968.5K0.03%
Paradigm Asset Management Co LLC3,000$825.0K0.21%
Seven Eight Capital, LP2,940$808.5K0.08%
Scientech Research LLC2,634$724.4K0.38%
Point72 Asia (Singapore) Pte. Ltd.2,613$718.6K0.19%
SkyView Investment Advisors, LLC2,485$683.0K0.13%
Simplicity Wealth,LLC2,459$676.2K0.02%
Nebula Research & Development LLC2,116$581.9K0.13%
Gsa Capital Partners LLP1,869$514.0K0.04%
Occudo Quantitative Strategies LP1,683$462.8K0.08%
Stevens Capital Management LP1,569$431.0K0.08%
Symmetry Partners, LLC1,328$365.0K0.03%
Bridgefront Capital, LLC1,234$339.4K0.26%
Pearl River Capital, LLC1,145$314.9K0.05%
Mosaic Family Wealth Partners, LLC1,135$312.1K0.05%
United Capital Financial Advisers, LLC1,023$281.3K0.00%
iA Global Asset Management Inc.1,011$278.0K0.01%
Csenge Advisory Group965$265.4K0.01%
Martingale Asset Management L P954$262.4K0.01%
Two Sigma Securities, LLC928$255.2K0.01%
Vident Advisory, LLC919$252.7K0.01%
ZWJ Investment Counsel Inc884$243.1K0.01%
TownSquare Capital, LLC829$228.0K0.00%
Harbour Capital Advisors, LLC830$222.3K0.06%
Pinnacle Wealth Planning Services, Inc.800$220.0K0.03%
Cookson Peirce & Co Inc795$219.0K0.01%
Commerzbank Aktiengesellschaft792$218.0K0.01%
Keybank National Association788$216.7K0.00%
SageView Advisory Group, LLC15,414$215.5K0.01%
Graypoint LLC783$215.3K0.02%
Round Rock Advisors, LLC760$209.1K0.05%
Waypoint Capital Advisors, LLC754$207.3K0.05%
Boston Private Wealth LLC751$206.5K0.00%
Modera Wealth Management, LLC745$204.9K0.00%
Aigen Investment Management, LP734$201.8K0.04%
Banque Cantonale Vaudoise724$199.0K0.01%
Gilliland Jeter Wealth Management LLC450$123.8K0.04%
Mather Group, LLC.495$119.3K0.00%
State of Wyoming359$98.7K0.02%
Catalyst Funds Management Pty Ltd300$82.5K0.02%
Harvest Fund Management Co., Ltd255$70.0K0.01%
LRI Investments, LLC211$58.1K0.01%
Richardson Financial Services Inc.101$27.8K0.02%
New Covenant Trust Company, N.A.73$20.1K0.02%
Northwest Investment Counselors, LLC66$18.1K0.00%
Rise Advisors, LLC60$16.5K0.01%
Plante Moran Financial Advisors, LLC50$13.8K0.00%
Parallax Volatility Advisers, L.P.35$9.63K0.00%
Meeder Asset Management Inc32$8.80K0.00%
WR Wealth Planners, LLC20$5.50K0.00%
Naples Money Management LLC15$4.13K0.00%
Continuum Advisory, LLC15$3.83K0.00%
Opal Wealth Advisors, LLC13$3.58K0.00%
CoreCap Advisors, LLC13$3.58K0.00%
VitalStone Financial, LLC10$3.00K0.00%
RFP Financial Group LLC9$2.48K0.00%
Anchor Investment Management, LLC7$1.93K0.00%
Laurel Wealth Advisors LLC5$1.38K0.00%
NVWM, LLC2$5520.00%
Riggs Asset Managment Co. Inc.1$2750.00%
TFC Financial Management1$2750.00%

Sold out (49)

Institutions that held Willis Towers Watson PLC at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WTW in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
LMR Partners LLP62,722$15.1M
Crestline Management, LP50,287$12.1M
Clearline Capital LP47,936$11.6M
Capital Fund Management S.A.24,725$5.96M
Marex Group plc20,600$4.97M
Point72 Middle East FZE12,038$2.90M
Andra AP-fonden11,036$2.66M
Quantitative Investment Management, LLC4,726$1.14M
Qsemble Capital Management, LP4,263$1.03M
Dryden Capital, LLC4,250$1.03M
Kowal Investment Group, LLC4,087$985.9K
AE Wealth Management LLC3,903$973.7K
Alpha DNA Investment Management LLC3,378$814.8K
Mach-1 Financial Group, Inc.3,135$756.2K
ExodusPoint Capital Management, LP3,118$752.0K
FJ Investments, LLC2,700$651.2K
Empirical Asset Management, LLC2,525$609.0K
3Chopt Investment Partners, LLC2,299$556.5K
GTS Securities LLC2,105$507.7K
Balentine LLC2,065$498.1K
Cipher Capital LP2,049$494.2K
Vivaldi Capital Management, LLC1,809$490.0K
Cetera Advisor Networks LLC1,782$429.9K
Holocene Advisors, LP1,735$418.5K
XTX Topco Ltd1,644$396.5K
Gryphon Financial Partners LLC1,415$330.3K
Ontario Teachers Pension Plan Board1,205$290.6K
First Hawaiian Bank1,144$275.9K
Landaas & Co1,113$268.0K
Petrus Trust Company, LTA1,090$262.9K
Alpine Global Management, LLC1,035$249.6K
Jefferies Financial Group Inc.867$209.2K
Systematic Alpha Investments, LLC369$89.0K
Level Financial Advisors, Inc.343$82.7K
Capstone Investment Advisors, LLC268$64.6K
Tradition Wealth Management, LLC253$61.0K
New Millennium Group LLC206$49.8K
Glassman Wealth Services203$49.0K
Bogart Wealth, LLC150$36.2K
Loomis Sayles & Co L P117$28.0K
Turtle Creek Wealth Advisors, LLC86$20.7K
CGC Financial Services, LLC35$8.44K
Macroview Investment Management LLC30$7.24K
Long Island Wealth Management, Inc.24$6.00K
BKM Wealth Management, LLC19$4.58K
Arlington Trust Co LLC17$4.10K
Sound Income Strategies, LLC10$2.41K
TD Waterhouse Canada Inc.6$1.60K
Evermay Wealth Management LLC1$242

Not filed for Q1 2024 yet (6)

Institutions that held Willis Towers Watson PLC at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTW in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
M&G Investment Management Ltd53,497$12.9M
Desjardins Global Asset Management Inc.8,584$2.07M
Sawtooth Solutions, LLC2,371$571.9K
Coppell Advisory Solutions LLC122$29.4K
Hobbs Group Advisors, LLC29$7.00K
Nalls Sherbakoff Group, LLC6$1.45K