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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, 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.

Institutional holdersQ1 2024: 664 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 heldQ1 2024: $26.1B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2023.

Institutions holding WTW in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc1$2750.00%00.0%Unchanged
Colonial Trust Advisors1$2750.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.1$2750.00%+1New
TFC Financial Management1$2750.00%+1New
Bokf, NA2$5470.00%−47−95.9%Reduced
Tfo-TDC, LLC2$5500.00%−1−33.3%Reduced
Carolinas Wealth Consulting LLC2$5520.00%00.0%Unchanged
NVWM, LLC2$5520.00%+2New
Raleigh Capital Management Inc.3$8250.00%−5−62.5%Reduced
Trifecta Capital Advisors, LLC3$8250.00%00.0%Unchanged
Valued Wealth Advisors LLC3$8280.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$1.38K0.00%−1−16.7%Reduced
Castleview Partners, LLC5$1.38K0.00%−1−16.7%Reduced
North Star Investment Management Corp.5$1.38K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC5$1.38K0.00%+5New
Core Alternative Capital6$1.65K0.00%−43−87.8%Reduced
Highline Wealth Partners LLC7$1.93K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$1.93K0.00%+7New
Avion Wealth6$2.00K0.00%+2+50.0%Added
Cornerstone Planning Group LLC8$2.02K0.00%+6+300.0%Added
Wetzel Investment Advisors, Inc.8$2.10K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC8$2.20K0.00%−24−75.0%Reduced
VisionPoint Advisory Group, LLC8$2.20K0.00%−1−11.1%Reduced
Hollencrest Capital Management8$2.20K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$2.20K0.00%00.0%Unchanged
Eagle Bay Advisors LLC8$2.21K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.9$2.31K0.00%00.0%Unchanged
Dunhill Financial, LLC9$2.43K0.00%+2+28.6%Added
Tompkins Financial Corp9$2.48K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$2.48K0.00%00.0%Unchanged
RFP Financial Group LLC9$2.48K0.00%+9New
Manchester Capital Management LLC10$2.75K0.00%+4+66.7%Added
VitalStone Financial, LLC10$3.00K0.00%+10New
Harbour Investments, Inc.11$3.02K0.00%00.0%Unchanged
Park Place Capital Corp11$3.02K0.00%00.0%Unchanged
Fortitude Family Office, LLC12$3.30K0.00%00.0%Unchanged
MCF Advisors LLC12$3.30K0.00%+1+9.1%Added
Opal Wealth Advisors, LLC13$3.58K0.00%+13New
CoreCap Advisors, LLC13$3.58K0.00%+13New
Continuum Advisory, LLC15$3.83K0.00%+15New
South State Corp.14$3.85K0.00%−36−72.0%Reduced
Prestige Wealth Management Group LLC14$3.86K0.00%−23−62.2%Reduced
Sandy Spring Bank15$4.13K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$4.13K0.00%00.0%Unchanged
Naples Money Management LLC15$4.13K0.00%+15New
DiNuzzo Private Wealth, Inc.23$4.28K0.00%−1−4.2%Reduced
Northwest Capital Management Inc16$4.40K0.00%00.0%Unchanged
CVA Family Office, LLC16$4.40K0.00%00.0%Unchanged
Venturi Wealth Management, LLC16$4.40K0.00%+1+6.7%Added
Washington Trust Co17$4.67K0.00%00.0%Unchanged
CoreFirst Bank & Trust17$4.67K0.00%00.0%Unchanged
Quent Capital, LLC17$4.71K0.00%00.0%Unchanged
Financial Management Professionals, Inc.18$5.00K0.00%−13−41.9%Reduced
Oliver Lagore Vanvalin Investment Group19$5.22K0.00%+12+171.4%Added
WR Wealth Planners, LLC20$5.50K0.00%+20New
Colonial Trust Co20$5.52K0.00%−1−4.8%Reduced
Moisand Fitzgerald Tamayo, LLC21$5.78K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC22$6.05K0.00%00.0%Unchanged
Abound Wealth Management24$6.60K0.00%−1−4.0%Reduced
Raffa Wealth Management, LLC25$6.88K0.00%00.0%Unchanged
Smithfield Trust Co26$7.00K0.00%00.0%Unchanged
FSA Wealth Management LLC29$7.97K0.00%00.0%Unchanged
Private Wealth Management Group, LLC30$8.25K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC30$8.25K0.00%+27+900.0%Added
Meeder Asset Management Inc32$8.80K0.00%+32New
Silicon Valley Capital Partners33$9.18K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.35$9.63K0.00%+35New
Versant Capital Management, Inc38$10.4K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC39$10.9K0.00%00.0%Unchanged
Aspect Partners, LLC42$11.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC45$12.0K0.00%−3−6.3%Reduced
Pinnacle Bancorp, Inc.44$12.1K0.00%−18−29.0%Reduced
Bruce G. Allen Investments, LLC47$12.9K0.01%00.0%Unchanged
Covestor Ltd48$13.0K0.01%−1−2.0%Reduced
Bell Investment Advisors, Inc49$13.5K0.00%−11−18.3%Reduced
Avalon Trust Co50$13.8K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$13.8K0.00%+50New
JFS Wealth Advisors, LLC52$14.3K0.00%−5−8.8%Reduced
Jones Financial Companies LLLP52$14.3K0.00%+42+420.0%Added
Glen Eagle Advisors, LLC56$15.4K0.00%00.0%Unchanged
Zions Bancorporation, N.A.59$16.2K0.00%00.0%Unchanged
Rise Advisors, LLC60$16.5K0.01%+60New
Gradient Investments LLC62$17.2K0.00%−35−36.1%Reduced
Smartleaf Asset Management LLC63$17.4K0.00%+44+231.6%Added
IFP Advisors, Inc65$17.9K0.00%+23+54.8%Added
Northwest Investment Counselors, LLC66$18.1K0.00%+66New
New Covenant Trust Company, N.A.73$20.1K0.02%+73New
Spire Wealth Management75$20.7K0.00%−44−37.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$22.0K0.01%00.0%Unchanged
MV Capital Management, Inc.81$22.3K0.00%−7−8.0%Reduced
Trust Co of Vermont84$23.1K0.00%00.0%Unchanged
FIL Ltd90$24.8K0.00%+4+4.7%Added
Annis Gardner Whiting Capital Advisors, LLC90$24.8K0.01%+5+5.9%Added
Harbor Investment Advisory, LLC93$25.6K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc97$26.7K0.00%00.0%Unchanged
Richardson Financial Services Inc.101$27.8K0.02%+101New
CKW Financial Group120$33.0K0.00%00.0%Unchanged
JJJ Advisors Inc.128$35.2K0.01%00.0%Unchanged
Hexagon Capital Partners LLC132$36.3K0.01%+3+2.3%Added
HHM Wealth Advisors, LLC140$38.5K0.01%00.0%Unchanged