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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 150 | $41.3K | 0.00% | +1+0.7% | Added |
| Investors Research Corp | 151 | $41.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 154 | $42.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 170 | $46.4K | 0.00% | +22+14.9% | Added |
| Capital Advisors, Ltd. LLC | 174 | $48.0K | 0.01% | +2+1.2% | Added |
| Beacon Capital Management, LLC | 175 | $48.1K | 0.01% | +101+136.5% | Added |
| LRI Investments, LLC | 211 | $58.1K | 0.01% | +211 | New |
| Massmutual Trust Co FSB | 226 | $62.1K | 0.00% | +26+13.0% | Added |
| Gables Capital Management Inc. | 227 | $62.4K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 245 | $67.6K | 0.00% | −403−62.2% | Reduced |
| DT Investment Partners, LLC | 248 | $68.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 255 | $70.0K | 0.01% | +255 | New |
| Private Trust Co NA | 256 | $70.4K | 0.01% | −5−1.9% | Reduced |
| Parkside Financial Bank & Trust | 256 | $70.4K | 0.01% | +7+2.8% | Added |
| Clearstead Advisors, LLC | 311 | $78.9K | 0.00% | +264+561.7% | Added |
| Alta Advisers Ltd | 300 | $82.5K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $82.5K | 0.02% | +300 | New |
| Quadrant Capital Group LLC | 303 | $83.3K | 0.01% | −23−7.1% | Reduced |
| Central Trust Co | 314 | $86.3K | 0.00% | −133−29.8% | Reduced |
| Washington Trust Advisors, Inc. | 336 | $92.4K | 0.01% | −2−0.6% | Reduced |
| State of Wyoming | 359 | $98.7K | 0.02% | +359 | New |
| Deseret Mutual Benefit Administrators | 361 | $99.3K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 386 | $106.2K | 0.00% | +2+0.5% | Added |
| Allworth Financial LP | 425 | $116.9K | 0.00% | +119+38.9% | Added |
| Mather Group, LLC. | 495 | $119.3K | 0.00% | +495 | New |
| Gilliland Jeter Wealth Management LLC | 450 | $123.8K | 0.04% | +450 | New |
| PFS Partners, LLC | 457 | $125.7K | 0.09% | 00.0% | Unchanged |
| Quarry LP | 458 | $126.0K | 0.05% | +371+426.4% | Added |
| Penserra Capital Management LLC | 487 | $133.0K | 0.00% | −454−48.2% | Reduced |
| Parallel Advisors, LLC | 493 | $135.6K | 0.00% | −3−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 583 | $146.5K | 0.01% | +26+4.7% | Added |
| Sentry Investment Management LLC | 549 | $151.0K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 644 | $177.1K | 0.00% | +305+90.0% | Added |
| JNBA Financial Advisors | 650 | $178.8K | 0.02% | −90−12.2% | Reduced |
| GAMMA Investing LLC | 713 | $196.1K | 0.04% | +149+26.4% | Added |
| Banque Cantonale Vaudoise | 724 | $199.0K | 0.01% | +724 | New |
| Aigen Investment Management, LP | 734 | $201.8K | 0.04% | +734 | New |
| Modera Wealth Management, LLC | 745 | $204.9K | 0.00% | +745 | New |
| Boston Private Wealth LLC | 751 | $206.5K | 0.00% | +751 | New |
| Waypoint Capital Advisors, LLC | 754 | $207.3K | 0.05% | +754 | New |
| Global Retirement Partners, LLC | 758 | $208.4K | 0.01% | +165+27.8% | Added |
| Round Rock Advisors, LLC | 760 | $209.1K | 0.05% | +760 | New |
| Rothschild Investment LLC | 782 | $215.1K | 0.02% | 00.0% | Unchanged |
| Graypoint LLC | 783 | $215.3K | 0.02% | +783 | New |
| SageView Advisory Group, LLC | 15,414 | $215.5K | 0.01% | +15,414 | New |
| Keybank National Association | 788 | $216.7K | 0.00% | +788 | New |
| Commerzbank Aktiengesellschaft | 792 | $218.0K | 0.01% | +792 | New |
| Cookson Peirce & Co Inc | 795 | $219.0K | 0.01% | +795 | New |
| Pinnacle Wealth Planning Services, Inc. | 800 | $220.0K | 0.03% | +800 | New |
| Harbour Capital Advisors, LLC | 830 | $222.3K | 0.06% | +830 | New |
| Bessemer Group Inc | 813 | $223.0K | 0.00% | +34+4.4% | Added |
| Coldstream Capital Management Inc | 811 | $223.0K | 0.01% | −40−4.7% | Reduced |
| Nomura Holdings Inc | 819 | $225.2K | 0.00% | −1,255−60.5% | Reduced |
| WBI Investments | 823 | $226.3K | 0.05% | −231−21.9% | Reduced |
| Citadel Investment Advisory, Inc. | 826 | $227.0K | 0.13% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 829 | $228.0K | 0.00% | +829 | New |
| Vise Technologies, Inc. | 837 | $230.2K | 0.05% | −65−7.2% | Reduced |
| Eagle Rock Investment Company, LLC | 841 | $231.3K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 843 | $231.8K | 0.00% | −125−12.9% | Reduced |
| Seed Wealth Management, Inc. | 850 | $232.4K | 0.22% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 846 | $232.7K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 881 | $243.1K | 0.01% | −389−30.6% | Reduced |
| Checchi Capital Advisers, LLC | 884 | $243.1K | 0.02% | +47+5.6% | Added |
| ZWJ Investment Counsel Inc | 884 | $243.1K | 0.01% | +884 | New |
| Vident Advisory, LLC | 919 | $252.7K | 0.01% | +919 | New |
| Cassaday & Co Wealth Management LLC | 925 | $254.4K | 0.01% | −12−1.3% | Reduced |
| Two Sigma Securities, LLC | 928 | $255.2K | 0.01% | +928 | New |
| William Blair Investment Management, LLC | 943 | $259.3K | 0.00% | +12+1.3% | Added |
| Garrison Asset Management, LLC | 950 | $261.3K | 0.14% | 00.0% | Unchanged |
| Martingale Asset Management L P | 954 | $262.4K | 0.01% | +954 | New |
| GWM Advisors LLC | 960 | $264.0K | 0.00% | +50+5.5% | Added |
| EP Wealth Advisors, LLC | 961 | $264.3K | 0.00% | −34−3.4% | Reduced |
| Syon Capital LLC | 963 | $264.8K | 0.03% | −19−1.9% | Reduced |
| Csenge Advisory Group | 965 | $265.4K | 0.01% | +965 | New |
| Verition Fund Management LLC | 974 | $267.9K | 0.00% | −846−46.5% | Reduced |
| Financial Freedom, LLC | 980 | $269.5K | 0.16% | +572+140.2% | Added |
| HB Wealth Management, LLC | 1,008 | $277.2K | 0.00% | +57+6.0% | Added |
| iA Global Asset Management Inc. | 1,011 | $278.0K | 0.01% | +1,011 | New |
| Cohen & Steers, Inc. | 1,023 | $281.0K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,023 | $281.3K | 0.00% | +1,023 | New |
| Act Two Investors LLC | 1,029 | $283.0K | 0.06% | +133+14.8% | Added |
| Connecticut Wealth Management, LLC | 1,098 | $301.9K | 0.02% | +10+0.9% | Added |
| Cigna Investments Inc | 1,100 | $302.0K | 0.06% | −17−1.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,103 | $303.3K | 0.05% | +5+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 1,109 | $305.0K | 0.00% | −30,345−96.5% | Reduced |
| HighPoint Advisor Group LLC | 1,210 | $307.0K | 0.02% | +24+2.0% | Added |
| Siemens Fonds Invest GmbH | 1,125 | $309.4K | 0.02% | −75−6.3% | Reduced |
| NBC Securities, Inc. | 1,099 | $312.0K | 0.03% | −185−14.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,135 | $312.1K | 0.05% | +1,135 | New |
| Wetherby Asset Management Inc | 1,136 | $312.4K | 0.01% | −4−0.4% | Reduced |
| Glenmede Trust Co NA | 1,140 | $313.5K | 0.00% | +15+1.3% | Added |
| Sequoia Financial Advisors, LLC | 1,142 | $314.1K | 0.00% | −548−32.4% | Reduced |
| Summit Trail Advisors, LLC | 1,139 | $314.2K | 0.01% | +282+32.9% | Added |
| Pearl River Capital, LLC | 1,145 | $314.9K | 0.05% | +1,145 | New |
| Forum Financial Management, LP | 1,148 | $315.7K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,169 | $322.5K | 0.00% | +28+2.5% | Added |
| Chicago Partners Investment Group LLC | 1,265 | $333.6K | 0.01% | −37−2.8% | Reduced |
| Trust Asset Management LLC | 1,227 | $337.4K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,234 | $339.4K | 0.06% | +6+0.5% | Added |
| Bridgefront Capital, LLC | 1,234 | $339.4K | 0.26% | +1,234 | New |