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 |
|---|---|---|---|---|---|
| Ossiam | 6,324 | $1.74M | 0.03% | −2,900−31.4% | Reduced |
| Credit Agricole S A | 6,529 | $1.72M | 0.03% | +3,307+102.6% | Added |
| Los Angeles Capital Management LLC | 6,222 | $1.71M | 0.01% | +192+3.2% | Added |
| Ameritas Investment Partners, Inc. | 6,218 | $1.71M | 0.06% | −850−12.0% | Reduced |
| Quadrature Capital Ltd | 6,192 | $1.70M | 0.03% | −35,799−85.3% | Reduced |
| Guggenheim Capital LLC | 6,188 | $1.70M | 0.01% | −1,601−20.6% | Reduced |
| Assetmark, Inc | 6,163 | $1.69M | 0.01% | −43−0.7% | 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 |
| Louisiana State Employees Retirement System | 6,000 | $1.65M | 0.03% | −200−3.2% | Reduced |
| Securian Asset Management, Inc | 5,994 | $1.65M | 0.05% | −572−8.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,933 | $1.63M | 0.03% | −125−2.1% | Reduced |
| Panagora Asset Management Inc | 5,898 | $1.62M | 0.01% | −335−5.4% | Reduced |
| Metis Global Partners, LLC | 5,646 | $1.55M | 0.06% | −20−0.4% | Reduced |
| CI Private Wealth, LLC | 5,644 | $1.55M | 0.00% | +997+21.5% | Added |
| Accretive Wealth Partners, LLC | 6,102 | $1.54M | 0.68% | +22+0.4% | Added |
| Commonwealth Equity Services, LLC | 5,460 | $1.50M | 0.00% | −202−3.6% | Reduced |
| 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 |
| Stratos Wealth Partners, LTD. | 5,396 | $1.48M | 0.02% | +259+5.0% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.43M | 0.05% | −300−5.5% | Reduced |
| Formidable Asset Management, LLC | 5,175 | $1.42M | 0.23% | −334−6.1% | Reduced |
| Hantz Financial Services, Inc. | 5,103 | $1.40M | 0.03% | −517−9.2% | Reduced |
| Oliver Luxxe Assets LLC | 5,098 | $1.40M | 0.29% | +5,098 | New |
| Arrowstreet Capital, Limited Partnership | 5,026 | $1.38M | 0.00% | +4,161+481.0% | Added |
| RBF Capital, LLC | 5,000 | $1.38M | 0.08% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,982 | $1.37M | 0.08% | +4,982 | New |
| La Banque Postale Asset Management SA | 4,961 | $1.36M | 0.05% | −408−7.6% | Reduced |
| Diversified Trust Co | 4,853 | $1.33M | 0.04% | +3,683+314.8% | Added |
| Raymond James Trust N.A. | 4,757 | $1.31M | 0.03% | +67+1.4% | Added |
| Boston Partners | 4,682 | $1.29M | 0.00% | −1,450−23.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,486 | $1.23M | 0.13% | +4,486 | New |
| Rocky Mountain Advisers, LLC | 4,486 | $1.23M | 0.39% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,445 | $1.23M | 0.01% | +338+8.2% | Added |
| Vinva Investment Management Ltd | 4,454 | $1.22M | 0.07% | +5+0.1% | Added |
| Illinois Municipal Retirement Fund | 4,429 | $1.22M | 0.02% | −2,292−34.1% | Reduced |
| Inceptionr LLC | 4,375 | $1.20M | 0.31% | +4,375 | New |
| Fifth Third Bancorp | 4,353 | $1.20M | 0.00% | −30−0.7% | Reduced |
| Park Avenue Securities LLC | 4,197 | $1.15M | 0.01% | +2,756+191.3% | Added |
| Metropolitan Life Insurance Co | 4,135 | $1.14M | 0.05% | −68−1.6% | Reduced |
| Commerce Bank | 3,945 | $1.08M | 0.01% | −7−0.2% | Reduced |
| Oak Thistle LLC | 3,892 | $1.07M | 0.96% | +2,341+150.9% | Added |
| Campbell & CO Investment Adviser LLC | 3,891 | $1.07M | 0.09% | −2,556−39.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $1.05M | 0.18% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,824 | $1.05M | 0.02% | +461+13.7% | Added |
| Monument Group Wealth Advisors, LLC | 3,720 | $1.02M | 0.76% | +1,234+49.6% | Added |
| Busey Wealth Management | 3,660 | $1.01M | 0.04% | −761−17.2% | Reduced |
| LMCG Investments, LLC | 3,592 | $987.9K | 0.06% | −200−5.3% | Reduced |
| AlTi Global, Inc. | 3,546 | $978.3K | 0.03% | +202+6.0% | Added |
| Norinchukin Bank, The | 3,539 | $973.2K | 0.03% | −57−1.6% | Reduced |
| Boothbay Fund Management, LLC | 3,522 | $968.5K | 0.03% | +3,522 | New |
| Wealth Enhancement Advisory Services, LLC | 3,473 | $955.1K | 0.00% | +22+0.6% | Added |
| Federated Hermes, Inc. | 3,393 | $933.1K | 0.00% | −869−20.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,384 | $930.6K | 0.06% | −295−8.0% | Reduced |
| South Dakota Investment Council | 3,360 | $924.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,311 | $910.5K | 0.01% | −472−12.5% | Reduced |
| Confluence Investment Management LLC | 3,307 | $909.4K | 0.01% | −35−1.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,224 | $886.6K | 0.00% | −4,602−58.8% | Reduced |
| United Asset Strategies, Inc. | 3,121 | $858.2K | 0.09% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,072 | $844.8K | 0.01% | +540+21.3% | Added |
| Hamilton Capital Partners Inc. | 3,050 | $838.8K | 0.10% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,000 | $825.0K | 0.21% | +3,000 | New |
| Ironwood Investment Counsel, LLC | 2,949 | $811.0K | 0.14% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,940 | $808.5K | 0.08% | +2,940 | New |
| Brevan Howard Capital Management LP | 2,920 | $803.0K | 0.07% | −631−17.8% | Reduced |
| MML Investors Services, LLC | 2,897 | $797.0K | 0.00% | +1,299+81.3% | Added |
| TD Private Client Wealth LLC | 2,882 | $792.5K | 0.03% | +173+6.4% | Added |
| 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 |
| HRT Financial LP | 2,829 | $777.0K | 0.00% | −34,085−92.3% | Reduced |
| Ieq Capital, LLC | 2,784 | $765.7K | 0.01% | +156+5.9% | Added |
| Gateway Investment Advisers LLC | 2,783 | $765.3K | 0.01% | −38−1.3% | Reduced |
| Quantinno Capital Management LP | 2,756 | $758.0K | 0.02% | +828+42.9% | Added |
| Graham Capital Management, L.P. | 2,725 | $749.4K | 0.02% | −952−25.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,643 | $726.8K | 0.05% | −3,815−59.1% | Reduced |
| Scientech Research LLC | 2,634 | $724.4K | 0.38% | +2,634 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,613 | $718.6K | 0.19% | +2,613 | New |
| Resources Investment Advisors, LLC. | 2,587 | $711.4K | 0.01% | +119+4.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,536 | $697.4K | 0.04% | +122+5.1% | Added |
| SYSTM Wealth Solutions LLC | 2,511 | $692.1K | 0.09% | −409−14.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,510 | $690.3K | 0.19% | +92+3.8% | Added |
| Schechter Investment Advisors, LLC | 2,504 | $688.7K | 0.05% | −675−21.2% | Reduced |
| S.E.E.D. Planning Group LLC | 2,499 | $687.2K | 0.25% | −124−4.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,485 | $683.0K | 0.13% | +2,485 | New |
| Intrust Bank NA | 2,474 | $680.4K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,467 | $678.4K | 0.02% | +96+4.0% | Added |
| Simplicity Wealth,LLC | 2,459 | $676.2K | 0.02% | +2,459 | New |
| NEOS Investment Management LLC | 2,378 | $654.0K | 0.04% | +915+62.5% | Added |
| Stephens Inc | 2,321 | $638.3K | 0.01% | +339+17.1% | Added |
| Exchange Traded Concepts, LLC | 2,320 | $638.0K | 0.02% | +2,201+1,849.6% | Added |
| CWM, LLC | 2,302 | $633.0K | 0.00% | +252+12.3% | 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 |
| Principal Securities, Inc. | 2,266 | $623.1K | 0.02% | +1,978+686.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 2,252 | $619.3K | 0.02% | −3−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,235 | $615.0K | 0.20% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,215 | $609.1K | 0.34% | 00.0% | Unchanged |
| Lincoln National Corp | 2,193 | $603.2K | 0.01% | +211+10.6% | Added |
| Thoroughbred Financial Services, LLC | 2,193 | $603.0K | 0.06% | −841−27.7% | Reduced |
| V-Square Quantitative Management LLC | 2,142 | $589.0K | 0.10% | 00.0% | Unchanged |