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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 9,612 | $2.64M | 0.11% | +493+5.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,709 | $2.67M | 0.03% | +92+1.0% | Added |
| Tocqueville Asset Management L.P. | 9,834 | $2.70M | 0.04% | +200+2.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 10,000 | $2.75M | 0.01% | −46,000−82.1% | Reduced |
| Mariner, LLC | 10,091 | $2.78M | 0.01% | +1,535+17.9% | Added |
| Stifel Financial Corp | 10,241 | $2.82M | 0.00% | −1,940−15.9% | Reduced |
| Magnetar Financial LLC | 10,653 | $2.93M | 0.07% | −5,565−34.3% | Reduced |
| Burney Co | 10,689 | $2.94M | 0.11% | +10,689 | New |
| Quantbot Technologies LP | 10,735 | $2.95M | 0.17% | +10,735 | New |
| The PNC Financial Services Group, Inc. | 10,762 | $2.96M | 0.00% | +1,280+13.5% | Added |
| Tudor Investment Corp Et Al | 11,126 | $3.06M | 0.04% | −53,044−82.7% | Reduced |
| State of Alaska, Department of Revenue | 11,155 | $3.07M | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,128 | $3.07M | 0.00% | +376+3.5% | Added |
| Truist Financial Corp | 11,379 | $3.13M | 0.00% | −19−0.2% | Reduced |
| CIBC Asset Management Inc | 11,708 | $3.22M | 0.01% | +353+3.1% | Added |
| First Trust Advisors LP | 11,818 | $3.25M | 0.00% | +447+3.9% | Added |
| Allianz Asset Management GmbH | 11,956 | $3.29M | 0.01% | +863+7.8% | Added |
| Twin Tree Management, LP | 12,087 | $3.32M | 0.08% | +6,790+128.2% | Added |
| Engine Capital Management, LP | 12,317 | $3.39M | 0.68% | −109,772−89.9% | Reduced |
| British Columbia Investment Management Corp | 12,329 | $3.39M | 0.02% | +259+2.1% | Added |
| Callahan Advisors, LLC | 12,365 | $3.40M | 0.36% | +817+7.1% | Added |
| Nissay Asset Management Corp | 12,509 | $3.44M | 0.02% | +49+0.4% | Added |
| Ethic Inc. | 12,590 | $3.46M | 0.09% | +202+1.6% | Added |
| AXA S.A. | 12,662 | $3.48M | 0.01% | +1,220+10.7% | Added |
| Murphy Pohlad Asset Management LLC | 12,810 | $3.52M | 1.38% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,845 | $3.53M | 0.10% | −2,549−16.6% | Reduced |
| US Bancorp | 12,881 | $3.54M | 0.00% | −111−0.9% | Reduced |
| Savant Capital, LLC | 12,902 | $3.55M | 0.04% | −192−1.5% | Reduced |
| Capitolis Liquid Global Markets LLC | 13,000 | $3.58M | 0.06% | +3,000+30.0% | Added |
| CenterBook Partners LP | 13,092 | $3.60M | 0.25% | −1,036−7.3% | Reduced |
| Creative Planning | 13,104 | $3.60M | 0.00% | −1,119−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,862 | $3.61M | 0.01% | +1,499+11.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,349 | $3.67M | 0.01% | +2,035+18.0% | Added |
| Mutual of America Capital Management LLC | 13,445 | $3.70M | 0.04% | −385−2.8% | Reduced |
| Game Creek Capital, LP | 13,500 | $3.71M | 2.01% | −3,625−21.2% | Reduced |
| Jump Financial, LLC | 14,049 | $3.86M | 0.11% | +13,066+1,329.2% | Added |
| Yousif Capital Management, LLC | 14,167 | $3.90M | 0.04% | −269−1.9% | Reduced |
| Janus Henderson Group PLC | 14,347 | $3.94M | 0.00% | −94−0.7% | Reduced |
| Lecap Asset Management Ltd | 14,474 | $3.98M | 0.83% | +14,474 | New |
| Public Employees Retirement Association of Colorado | 14,584 | $4.01M | 0.02% | −883−5.7% | Reduced |
| LPL Financial LLC | 14,662 | $4.03M | 0.00% | +1,978+15.6% | Added |
| Mercer Global Advisors Inc | 14,769 | $4.06M | 0.01% | −4,967−25.2% | Reduced |
| Baird Financial Group, Inc. | 15,134 | $4.16M | 0.01% | +806+5.6% | Added |
| Louisbourg Investments Inc. | 19,592 | $4.18M | 1.16% | −115−0.6% | Reduced |
| Sendero Wealth Management, LLC | 15,407 | $4.24M | 0.73% | +310+2.1% | Added |
| Federation des caisses Desjardins du Quebec | 15,565 | $4.27M | 0.03% | +11,745+307.5% | Added |
| New York Life Investment Management LLC | 15,970 | $4.39M | 0.04% | −639−3.8% | Reduced |
| Xponance, Inc. | 16,050 | $4.41M | 0.05% | +1,082+7.2% | Added |
| Point72 Hong Kong Ltd | 16,104 | $4.43M | 0.22% | +14,538+928.4% | Added |
| Public Sector Pension Investment Board | 16,216 | $4.46M | 0.03% | −137−0.8% | Reduced |
| Swedbank AB | 16,407 | $4.51M | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 16,437 | $4.52M | 0.01% | +1,258+8.3% | Added |
| Marshall Wace, LLP | 16,600 | $4.57M | 0.01% | +9,000+118.4% | Added |
| DnB Asset Management AS | 16,691 | $4.59M | 0.02% | −4,748−22.1% | Reduced |
| Timber Creek Capital Management LLC | 16,866 | $4.64M | 1.45% | −1,394−7.6% | Reduced |
| Brown Advisory Inc | 17,731 | $4.88M | 0.01% | +17,731 | New |
| Utah Retirement Systems | 17,896 | $4.92M | 0.06% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 17,930 | $4.93M | 0.38% | +17,930 | New |
| Czech National Bank | 18,041 | $4.96M | 0.06% | −45−0.2% | Reduced |
| Walleye Trading LLC | 18,066 | $4.97M | 0.08% | +4,780+36.0% | Added |
| Walleye Capital LLC | 18,303 | $5.03M | 0.05% | −50,472−73.4% | Reduced |
| PGGM Investments | 18,668 | $5.13M | 0.07% | −200−1.1% | Reduced |
| QRG Capital Management, Inc. | 18,777 | $5.16M | 0.07% | −4,435−19.1% | Reduced |
| USS Investment Management Ltd | 18,922 | $5.20M | 0.04% | −343−1.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 19,188 | $5.28M | 0.06% | +400+2.1% | Added |
| AustralianSuper Pty Ltd | 19,490 | $5.33M | 0.03% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 19,777 | $5.44M | 1.36% | −5,364−21.3% | Reduced |
| KBC Group NV | 19,953 | $5.49M | 0.02% | −9,167−31.5% | Reduced |
| Moran Wealth Management, LLC | 20,029 | $5.51M | 0.18% | −390−1.9% | Reduced |
| Marathon Capital Management | 20,053 | $5.51M | 1.32% | −100−0.5% | Reduced |
| Handelsbanken Fonder AB | 20,067 | $5.52M | 0.02% | +3,610+21.9% | Added |
| Aquatic Capital Management LLC | 20,120 | $5.53M | 0.18% | +20,120 | New |
| Huntington National Bank | 20,223 | $5.56M | 0.04% | +42+0.2% | Added |
| Foyston, Gordon, & Payne Inc | 20,970 | $5.77M | 1.39% | 00.0% | Unchanged |
| Texas Permanent School Fund | 21,198 | $5.83M | 0.05% | −124−0.6% | Reduced |
| Amalgamated Bank | 21,465 | $5.90M | 0.05% | −4,692−17.9% | Reduced |
| ProShare Advisors LLC | 21,984 | $6.05M | 0.02% | −1,562−6.6% | Reduced |
| Point72 Europe (London) LLP | 22,200 | $6.11M | 0.57% | +14,615+192.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 22,510 | $6.19M | 0.04% | −103−0.5% | Reduced |
| Retirement Systems of Alabama | 22,631 | $6.22M | 0.02% | −127−0.6% | Reduced |
| Prudential Financial Inc | 22,820 | $6.28M | 0.01% | +3,216+16.4% | Added |
| Daiwa Securities Group Inc. | 22,893 | $6.30M | 0.04% | +1,619+7.6% | Added |
| Teacher Retirement System of Texas | 23,056 | $6.34M | 0.04% | +13,062+130.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 23,751 | $6.53M | 0.53% | 00.0% | Unchanged |
| MetLife Investment Management | 24,559 | $6.75M | 0.05% | −1,043−4.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 24,649 | $6.78M | 0.09% | +3,581+17.0% | Added |
| Interval Partners, LP | 24,791 | $6.82M | 0.26% | +24,791 | New |
| Forsta Ap-Fonden | 25,300 | $6.96M | 0.06% | +6,300+33.2% | Added |
| Dakota Wealth Management | 25,859 | $7.11M | 0.18% | −473−1.8% | Reduced |
| Concentric Capital Strategies, LP | 25,876 | $7.12M | 0.46% | +1,416+5.8% | Added |
| CIBC World Markets Corp | 25,974 | $7.14M | 0.05% | +1,987+8.3% | Added |
| Allspring Global Investments Holdings, LLC | 26,229 | $7.21M | 0.01% | −318−1.2% | Reduced |
| Olstein Capital Management, L.P. | 26,500 | $7.29M | 1.19% | 00.0% | Unchanged |
| American International Group, Inc. | 26,933 | $7.41M | 0.03% | −258−0.9% | Reduced |
| Dorchester Wealth Management Co | 27,141 | $7.46M | 1.34% | −257−0.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 27,651 | $7.60M | 0.03% | −21,710−44.0% | Reduced |
| Nomura Asset Management Co Ltd | 27,995 | $7.70M | 0.03% | −375−1.3% | Reduced |
| State of Michigan Retirement System | 28,092 | $7.73M | 0.04% | −200−0.7% | Reduced |
| Schroder Investment Management Group | 29,528 | $8.12M | 0.01% | +6,358+27.4% | Added |
| Arizona State Retirement System | 29,634 | $8.15M | 0.06% | +144+0.5% | Added |