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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 1,260 | $346.5K | 0.19% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $348.1K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,266 | $348.3K | 0.01% | +33+2.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,284 | $353.0K | 0.01% | +203+18.8% | Added |
| Private Advisor Group, LLC | 1,286 | $353.5K | 0.00% | −75−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,290 | $354.8K | 0.00% | −420−24.6% | Reduced |
| Capital Analysts, LLC | 1,315 | $362.0K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $363.0K | 0.01% | +8+0.6% | Added |
| Symmetry Partners, LLC | 1,328 | $365.0K | 0.03% | +1,328 | New |
| First Manhattan Co | 1,336 | $367.7K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 1,340 | $368.5K | 0.12% | +5+0.4% | Added |
| Raub Brock Capital Management LP | 1,350 | $371.3K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,362 | $374.6K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,406 | $386.6K | 0.01% | +180+14.7% | Added |
| Proficio Capital Partners LLC | 1,413 | $388.7K | 0.04% | +14+1.0% | Added |
| Horizon Investments, LLC | 1,429 | $393.0K | 0.01% | −20−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 1,452 | $399.3K | 0.01% | −3,100−68.1% | Reduced |
| Snowden Capital Advisors LLC | 1,458 | $402.2K | 0.01% | −47−3.1% | Reduced |
| Regions Financial Corp | 1,471 | $404.5K | 0.00% | +101+7.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,478 | $406.0K | 0.00% | −184−11.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,478 | $406.4K | 0.01% | +432+41.3% | Added |
| Vontobel Holding Ltd. | 1,483 | $407.8K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,504 | $413.6K | 0.06% | −766−33.7% | Reduced |
| Brown Brothers Harriman & Co | 1,506 | $414.1K | 0.00% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $415.3K | 0.30% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,525 | $419.4K | 0.02% | +34+2.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,542 | $424.0K | 0.12% | +1+0.1% | Added |
| Fonville Wealth Management LLC | 1,554 | $427.4K | 0.19% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,558 | $428.4K | 0.00% | −280−15.2% | Reduced |
| Stevens Capital Management LP | 1,569 | $431.0K | 0.08% | +1,569 | New |
| First Horizon Advisors, Inc. | 1,571 | $432.0K | 0.01% | +11+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 1,607 | $442.0K | 0.00% | +54+3.5% | Added |
| Advisory Services Network, LLC | 1,613 | $443.5K | 0.01% | −23−1.4% | Reduced |
| PEAK6 Investments LLC | 1,619 | $445.2K | 0.02% | +842+108.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,642 | $451.7K | 0.00% | +429+35.4% | Added |
| Investment Management Corp of Ontario | 1,650 | $453.8K | 0.01% | −2,155−56.6% | Reduced |
| Edgestream Partners, L.P. | 1,651 | $454.0K | 0.02% | +326+24.6% | Added |
| Occudo Quantitative Strategies LP | 1,683 | $462.8K | 0.08% | +1,683 | New |
| Family Firm, Inc. | 1,704 | $468.6K | 0.11% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 1,728 | $475.2K | 0.00% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,729 | $475.5K | 0.00% | +28+1.6% | Added |
| Pekin Hardy Strauss, Inc. | 1,751 | $481.5K | 0.07% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,752 | $481.8K | 0.21% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 1,764 | $485.1K | 0.12% | +16+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,767 | $485.9K | 0.01% | +138+8.5% | Added |
| Kestra Advisory Services, LLC | 1,786 | $491.2K | 0.00% | −307−14.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,792 | $492.8K | 0.02% | −2,819−61.1% | Reduced |
| Dynamic Advisor Solutions LLC | 1,821 | $500.7K | 0.02% | +100+5.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,825 | $501.9K | 0.65% | −498−21.4% | Reduced |
| James Hambro & Partners | 1,828 | $502.5K | 0.02% | −92−4.8% | Reduced |
| Saxon Interests, Inc. | 1,831 | $503.5K | 0.24% | 00.0% | Unchanged |
| Veriti Management LLC | 1,849 | $508.5K | 0.04% | +218+13.4% | Added |
| Rathbone Brothers plc | 1,866 | $513.1K | 0.00% | −84−4.3% | Reduced |
| Gsa Capital Partners LLP | 1,869 | $514.0K | 0.04% | +1,869 | New |
| Captrust Financial Advisors | 1,911 | $525.4K | 0.00% | −9,930−83.9% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,914 | $526.4K | 0.16% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,018 | $555.0K | 0.29% | +524+35.1% | Added |
| Janney Montgomery Scott LLC | 2,084 | $573.0K | 0.00% | −198−8.7% | Reduced |
| Vestcor Inc | 2,099 | $577.0K | 0.02% | −19−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,108 | $579.7K | 0.01% | −12,000−85.1% | Reduced |
| Nebula Research & Development LLC | 2,116 | $581.9K | 0.13% | +2,116 | New |
| Integrated Wealth Concepts LLC | 2,127 | $585.0K | 0.01% | +351+19.8% | Added |
| V-Square Quantitative Management LLC | 2,142 | $589.0K | 0.10% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 2,193 | $603.0K | 0.06% | −841−27.7% | Reduced |
| Lincoln National Corp | 2,193 | $603.2K | 0.01% | +211+10.6% | Added |
| Legal Advantage Investments, Inc. | 2,215 | $609.1K | 0.34% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,235 | $615.0K | 0.20% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 2,252 | $619.3K | 0.02% | −3−0.1% | Reduced |
| Principal Securities, Inc. | 2,266 | $623.1K | 0.02% | +1,978+686.8% | Added |
| Washington Capital Management Inc | 2,300 | $632.5K | 0.51% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,300 | $632.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,302 | $633.0K | 0.00% | +252+12.3% | Added |
| Exchange Traded Concepts, LLC | 2,320 | $638.0K | 0.02% | +2,201+1,849.6% | Added |
| Stephens Inc | 2,321 | $638.3K | 0.01% | +339+17.1% | Added |
| NEOS Investment Management LLC | 2,378 | $654.0K | 0.04% | +915+62.5% | Added |
| Simplicity Wealth,LLC | 2,459 | $676.2K | 0.02% | +2,459 | New |
| Bleakley Financial Group, LLC | 2,467 | $678.4K | 0.02% | +96+4.0% | Added |
| Intrust Bank NA | 2,474 | $680.4K | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,485 | $683.0K | 0.13% | +2,485 | New |
| S.E.E.D. Planning Group LLC | 2,499 | $687.2K | 0.25% | −124−4.7% | Reduced |
| Schechter Investment Advisors, LLC | 2,504 | $688.7K | 0.05% | −675−21.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,510 | $690.3K | 0.19% | +92+3.8% | Added |
| SYSTM Wealth Solutions LLC | 2,511 | $692.1K | 0.09% | −409−14.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,536 | $697.4K | 0.04% | +122+5.1% | Added |
| Resources Investment Advisors, LLC. | 2,587 | $711.4K | 0.01% | +119+4.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,613 | $718.6K | 0.19% | +2,613 | New |
| Scientech Research LLC | 2,634 | $724.4K | 0.38% | +2,634 | New |
| Y-Intercept (Hong Kong) Ltd | 2,643 | $726.8K | 0.05% | −3,815−59.1% | Reduced |
| Graham Capital Management, L.P. | 2,725 | $749.4K | 0.02% | −952−25.9% | Reduced |
| Quantinno Capital Management LP | 2,756 | $758.0K | 0.02% | +828+42.9% | Added |
| Gateway Investment Advisers LLC | 2,783 | $765.3K | 0.01% | −38−1.3% | Reduced |
| Ieq Capital, LLC | 2,784 | $765.7K | 0.01% | +156+5.9% | Added |
| HRT Financial LP | 2,829 | $777.0K | 0.00% | −34,085−92.3% | Reduced |
| Assenagon Asset Management S.A. | 2,880 | $792.0K | 0.00% | −163−5.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $792.0K | 0.16% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,882 | $792.5K | 0.03% | +173+6.4% | Added |
| MML Investors Services, LLC | 2,897 | $797.0K | 0.00% | +1,299+81.3% | Added |
| Brevan Howard Capital Management LP | 2,920 | $803.0K | 0.07% | −631−17.8% | Reduced |
| Seven Eight Capital, LP | 2,940 | $808.5K | 0.08% | +2,940 | New |
| Ironwood Investment Counsel, LLC | 2,949 | $811.0K | 0.14% | 00.0% | Unchanged |