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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 3,000 | $825.0K | 0.21% | +3,000 | New |
| Hamilton Capital Partners Inc. | 3,050 | $838.8K | 0.10% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,072 | $844.8K | 0.01% | +540+21.3% | Added |
| United Asset Strategies, Inc. | 3,121 | $858.2K | 0.09% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,224 | $886.6K | 0.00% | −4,602−58.8% | Reduced |
| Confluence Investment Management LLC | 3,307 | $909.4K | 0.01% | −35−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 3,311 | $910.5K | 0.01% | −472−12.5% | Reduced |
| South Dakota Investment Council | 3,360 | $924.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 3,384 | $930.6K | 0.06% | −295−8.0% | Reduced |
| Federated Hermes, Inc. | 3,393 | $933.1K | 0.00% | −869−20.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,473 | $955.1K | 0.00% | +22+0.6% | Added |
| Boothbay Fund Management, LLC | 3,522 | $968.5K | 0.03% | +3,522 | New |
| Norinchukin Bank, The | 3,539 | $973.2K | 0.03% | −57−1.6% | Reduced |
| AlTi Global, Inc. | 3,546 | $978.3K | 0.03% | +202+6.0% | Added |
| LMCG Investments, LLC | 3,592 | $987.9K | 0.06% | −200−5.3% | Reduced |
| Busey Wealth Management | 3,660 | $1.01M | 0.04% | −761−17.2% | Reduced |
| Monument Group Wealth Advisors, LLC | 3,720 | $1.02M | 0.76% | +1,234+49.6% | Added |
| Mesirow Financial Investment Management, Inc. | 3,824 | $1.05M | 0.02% | +461+13.7% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $1.05M | 0.18% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,891 | $1.07M | 0.09% | −2,556−39.6% | Reduced |
| Oak Thistle LLC | 3,892 | $1.07M | 0.96% | +2,341+150.9% | Added |
| Commerce Bank | 3,945 | $1.08M | 0.01% | −7−0.2% | Reduced |
| Metropolitan Life Insurance Co | 4,135 | $1.14M | 0.05% | −68−1.6% | Reduced |
| Park Avenue Securities LLC | 4,197 | $1.15M | 0.01% | +2,756+191.3% | Added |
| Fifth Third Bancorp | 4,353 | $1.20M | 0.00% | −30−0.7% | Reduced |
| Inceptionr LLC | 4,375 | $1.20M | 0.31% | +4,375 | New |
| Illinois Municipal Retirement Fund | 4,429 | $1.22M | 0.02% | −2,292−34.1% | Reduced |
| Vinva Investment Management Ltd | 4,454 | $1.22M | 0.07% | +5+0.1% | Added |
| Cresset Asset Management, LLC | 4,445 | $1.23M | 0.01% | +338+8.2% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.23M | 0.39% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,486 | $1.23M | 0.13% | +4,486 | New |
| Boston Partners | 4,682 | $1.29M | 0.00% | −1,450−23.6% | Reduced |
| Raymond James Trust N.A. | 4,757 | $1.31M | 0.03% | +67+1.4% | Added |
| Diversified Trust Co | 4,853 | $1.33M | 0.04% | +3,683+314.8% | Added |
| La Banque Postale Asset Management SA | 4,961 | $1.36M | 0.05% | −408−7.6% | Reduced |
| Centiva Capital, LP | 4,982 | $1.37M | 0.08% | +4,982 | New |
| RBF Capital, LLC | 5,000 | $1.38M | 0.08% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 5,026 | $1.38M | 0.00% | +4,161+481.0% | Added |
| Oliver Luxxe Assets LLC | 5,098 | $1.40M | 0.29% | +5,098 | New |
| Hantz Financial Services, Inc. | 5,103 | $1.40M | 0.03% | −517−9.2% | Reduced |
| Formidable Asset Management, LLC | 5,175 | $1.42M | 0.23% | −334−6.1% | Reduced |
| New Mexico Educational Retirement Board | 5,200 | $1.43M | 0.05% | −300−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 5,396 | $1.48M | 0.02% | +259+5.0% | Added |
| Brinker Capital Investments, LLC | 5,436 | $1.50M | 0.02% | +284+5.5% | Added |
| Orion Portfolio Solutions, LLC | 5,436 | $1.50M | 0.02% | +284+5.5% | Added |
| Commonwealth Equity Services, LLC | 5,460 | $1.50M | 0.00% | −202−3.6% | Reduced |
| Accretive Wealth Partners, LLC | 6,102 | $1.54M | 0.68% | +22+0.4% | Added |
| CI Private Wealth, LLC | 5,644 | $1.55M | 0.00% | +997+21.5% | Added |
| Metis Global Partners, LLC | 5,646 | $1.55M | 0.06% | −20−0.4% | Reduced |
| Panagora Asset Management Inc | 5,898 | $1.62M | 0.01% | −335−5.4% | Reduced |
| Crossmark Global Holdings, Inc. | 5,933 | $1.63M | 0.03% | −125−2.1% | Reduced |
| Securian Asset Management, Inc | 5,994 | $1.65M | 0.05% | −572−8.7% | Reduced |
| Louisiana State Employees Retirement System | 6,000 | $1.65M | 0.03% | −200−3.2% | Reduced |
| Axq Capital, LP | 6,040 | $1.66M | 0.40% | +3,040+101.3% | Added |
| Mosaic Financial Group, LLC | 6,040 | $1.66M | 1.33% | +6,040 | New |
| Assetmark, Inc | 6,163 | $1.69M | 0.01% | −43−0.7% | Reduced |
| Guggenheim Capital LLC | 6,188 | $1.70M | 0.01% | −1,601−20.6% | Reduced |
| Quadrature Capital Ltd | 6,192 | $1.70M | 0.03% | −35,799−85.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,218 | $1.71M | 0.06% | −850−12.0% | Reduced |
| Los Angeles Capital Management LLC | 6,222 | $1.71M | 0.01% | +192+3.2% | Added |
| Credit Agricole S A | 6,529 | $1.72M | 0.03% | +3,307+102.6% | Added |
| Ossiam | 6,324 | $1.74M | 0.03% | −2,900−31.4% | Reduced |
| Blair William & Co | 6,332 | $1.74M | 0.01% | +155+2.5% | Added |
| Thrivent Financial for Lutherans | 6,370 | $1.75M | 0.00% | +1,049+19.7% | Added |
| Live Oak Private Wealth LLC | 6,499 | $1.79M | 0.31% | +43+0.7% | Added |
| Hartford Investment Management Co | 6,674 | $1.84M | 0.06% | −291−4.2% | Reduced |
| Ostrum Asset Management | 6,760 | $1.86M | 0.15% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,800 | $1.87M | 0.00% | +638+10.4% | Added |
| Fox Run Management, L.L.C. | 6,849 | $1.88M | 0.41% | +6,849 | New |
| CIBC Private Wealth Group, LLC | 7,023 | $1.92M | 0.00% | +9+0.1% | Added |
| Cetera Investment Advisers | 7,091 | $1.95M | 0.00% | +7,091 | New |
| JustInvest LLC | 7,182 | $1.98M | 0.04% | +844+13.3% | Added |
| Pacer Advisors, Inc. | 7,202 | $1.98M | 0.00% | +167+2.4% | Added |
| Teza Capital Management LLC | 7,223 | $1.99M | 0.26% | +7,223 | New |
| Wellington Management Group LLP | 7,427 | $2.04M | 0.00% | +3,692+98.8% | Added |
| STRS Ohio | 7,437 | $2.04M | 0.01% | −409−5.2% | Reduced |
| Two Sigma Investments, LP | 7,590 | $2.09M | 0.01% | +7,590 | New |
| Cary Street Partners Asset Management LLC | 7,722 | $2.12M | 0.33% | +51+0.7% | Added |
| Toroso Investments, LLC | 7,753 | $2.13M | 0.04% | +735+10.5% | Added |
| Kentucky Retirement Systems | 7,787 | $2.14M | 0.06% | −475−5.7% | Reduced |
| Pathstone Holdings, LLC | 7,837 | $2.16M | 0.01% | +964+14.0% | Added |
| Cerity Partners LLC | 7,887 | $2.17M | 0.01% | +3,948+100.2% | Added |
| Nordea Investment Management AB | 7,921 | $2.19M | 0.00% | +150+1.9% | Added |
| Neuberger Berman Group LLC | 7,994 | $2.20M | 0.00% | −392−4.7% | Reduced |
| Agf Management Ltd | 8,190 | $2.25M | 0.01% | −3,349−29.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,545 | $2.35M | 0.02% | −582−6.4% | Reduced |
| Headlands Technologies LLC | 8,551 | $2.35M | 0.56% | +3,466+68.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.37M | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 8,730 | $2.40M | 0.02% | +2,903+49.8% | Added |
| Gulf International Bank (UK) Ltd | 8,746 | $2.40M | 0.06% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 8,769 | $2.41M | 0.37% | −7−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 8,784 | $2.42M | 0.05% | +757+9.4% | Added |
| Achmea Investment Management B.V. | 8,804 | $2.42M | 0.05% | +6,266+246.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,837 | $2.43M | 0.00% | +93+1.1% | Added |
| Advisor Group Holdings, Inc. | 8,924 | $2.45M | 0.01% | +4,183+88.2% | Added |
| Empowered Funds, LLC | 9,111 | $2.51M | 0.05% | +7,836+614.6% | Added |
| Montag A & Associates Inc | 9,161 | $2.53M | 0.13% | −6−0.1% | Reduced |
| National Bank of Canada | 9,879 | $2.54M | 0.00% | +4,705+90.9% | Added |
| Wealthfront Advisers LLC | 9,520 | $2.62M | 0.01% | +2,295+31.8% | Added |
| Nisa Investment Advisors, LLC | 9,574 | $2.64M | 0.02% | −35,581−78.8% | Reduced |