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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 2,127 | $585.0K | 0.01% | +351+19.8% | Added |
| Nebula Research & Development LLC | 2,116 | $581.9K | 0.13% | +2,116 | New |
| Tower Research Capital LLC (TRC) | 2,108 | $579.7K | 0.01% | −12,000−85.1% | Reduced |
| Vestcor Inc | 2,099 | $577.0K | 0.02% | −19−0.9% | Reduced |
| Janney Montgomery Scott LLC | 2,084 | $573.0K | 0.00% | −198−8.7% | Reduced |
| Blueshift Asset Management, LLC | 2,018 | $555.0K | 0.29% | +524+35.1% | Added |
| Rappaport Reiches Capital Management, LLC | 1,914 | $526.4K | 0.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,911 | $525.4K | 0.00% | −9,930−83.9% | Reduced |
| Gsa Capital Partners LLP | 1,869 | $514.0K | 0.04% | +1,869 | New |
| Rathbone Brothers plc | 1,866 | $513.1K | 0.00% | −84−4.3% | Reduced |
| Veriti Management LLC | 1,849 | $508.5K | 0.04% | +218+13.4% | Added |
| Saxon Interests, Inc. | 1,831 | $503.5K | 0.24% | 00.0% | Unchanged |
| James Hambro & Partners | 1,828 | $502.5K | 0.02% | −92−4.8% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,825 | $501.9K | 0.65% | −498−21.4% | Reduced |
| Dynamic Advisor Solutions LLC | 1,821 | $500.7K | 0.02% | +100+5.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,792 | $492.8K | 0.02% | −2,819−61.1% | Reduced |
| Kestra Advisory Services, LLC | 1,786 | $491.2K | 0.00% | −307−14.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,767 | $485.9K | 0.01% | +138+8.5% | Added |
| DoubleLine ETF Adviser LP | 1,764 | $485.1K | 0.12% | +16+0.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,752 | $481.8K | 0.21% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,751 | $481.5K | 0.07% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,729 | $475.5K | 0.00% | +28+1.6% | Added |
| Clearbridge Investments, LLC | 1,728 | $475.2K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,704 | $468.6K | 0.11% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 1,683 | $462.8K | 0.08% | +1,683 | New |
| Edgestream Partners, L.P. | 1,651 | $454.0K | 0.02% | +326+24.6% | Added |
| Investment Management Corp of Ontario | 1,650 | $453.8K | 0.01% | −2,155−56.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,642 | $451.7K | 0.00% | +429+35.4% | Added |
| PEAK6 Investments LLC | 1,619 | $445.2K | 0.02% | +842+108.4% | Added |
| Advisory Services Network, LLC | 1,613 | $443.5K | 0.01% | −23−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,607 | $442.0K | 0.00% | +54+3.5% | Added |
| First Horizon Advisors, Inc. | 1,571 | $432.0K | 0.01% | +11+0.7% | Added |
| Stevens Capital Management LP | 1,569 | $431.0K | 0.08% | +1,569 | New |
| Epoch Investment Partners, Inc. | 1,558 | $428.4K | 0.00% | −280−15.2% | Reduced |
| Fonville Wealth Management LLC | 1,554 | $427.4K | 0.19% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,542 | $424.0K | 0.12% | +1+0.1% | Added |
| Profund Advisors LLC | 1,525 | $419.4K | 0.02% | +34+2.3% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $415.3K | 0.30% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,506 | $414.1K | 0.00% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,504 | $413.6K | 0.06% | −766−33.7% | Reduced |
| Vontobel Holding Ltd. | 1,483 | $407.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,478 | $406.4K | 0.01% | +432+41.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,478 | $406.0K | 0.00% | −184−11.1% | Reduced |
| Regions Financial Corp | 1,471 | $404.5K | 0.00% | +101+7.4% | Added |
| Snowden Capital Advisors LLC | 1,458 | $402.2K | 0.01% | −47−3.1% | Reduced |
| Swiss Life Asset Management Ltd | 1,452 | $399.3K | 0.01% | −3,100−68.1% | Reduced |
| Horizon Investments, LLC | 1,429 | $393.0K | 0.01% | −20−1.4% | Reduced |
| Proficio Capital Partners LLC | 1,413 | $388.7K | 0.04% | +14+1.0% | Added |
| Kestra Private Wealth Services, LLC | 1,406 | $386.6K | 0.01% | +180+14.7% | Added |
| Davenport & Co LLC | 1,362 | $374.6K | 0.00% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,350 | $371.3K | 0.08% | 00.0% | Unchanged |
| Access Investment Management LLC | 1,340 | $368.5K | 0.12% | +5+0.4% | Added |
| First Manhattan Co | 1,336 | $367.7K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,328 | $365.0K | 0.03% | +1,328 | New |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $363.0K | 0.01% | +8+0.6% | Added |
| Capital Analysts, LLC | 1,315 | $362.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,290 | $354.8K | 0.00% | −420−24.6% | Reduced |
| Private Advisor Group, LLC | 1,286 | $353.5K | 0.00% | −75−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,284 | $353.0K | 0.01% | +203+18.8% | Added |
| Brighton Jones LLC | 1,266 | $348.3K | 0.01% | +33+2.7% | Added |
| Rockland Trust Co | 1,266 | $348.1K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $346.5K | 0.19% | 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 |
| Trust Asset Management LLC | 1,227 | $337.4K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,265 | $333.6K | 0.01% | −37−2.8% | Reduced |
| Lido Advisors, LLC | 1,169 | $322.5K | 0.00% | +28+2.5% | Added |
| Forum Financial Management, LP | 1,148 | $315.7K | 0.01% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 1,145 | $314.9K | 0.05% | +1,145 | New |
| Summit Trail Advisors, LLC | 1,139 | $314.2K | 0.01% | +282+32.9% | Added |
| Sequoia Financial Advisors, LLC | 1,142 | $314.1K | 0.00% | −548−32.4% | Reduced |
| Glenmede Trust Co NA | 1,140 | $313.5K | 0.00% | +15+1.3% | Added |
| Wetherby Asset Management Inc | 1,136 | $312.4K | 0.01% | −4−0.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,135 | $312.1K | 0.05% | +1,135 | New |
| NBC Securities, Inc. | 1,099 | $312.0K | 0.03% | −185−14.4% | Reduced |
| Siemens Fonds Invest GmbH | 1,125 | $309.4K | 0.02% | −75−6.3% | Reduced |
| HighPoint Advisor Group LLC | 1,210 | $307.0K | 0.02% | +24+2.0% | Added |
| Caisse de Depot Et Placement du Quebec | 1,109 | $305.0K | 0.00% | −30,345−96.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,103 | $303.3K | 0.05% | +5+0.5% | Added |
| Cigna Investments Inc | 1,100 | $302.0K | 0.06% | −17−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 1,098 | $301.9K | 0.02% | +10+0.9% | Added |
| Act Two Investors LLC | 1,029 | $283.0K | 0.06% | +133+14.8% | Added |
| United Capital Financial Advisers, LLC | 1,023 | $281.3K | 0.00% | +1,023 | New |
| Cohen & Steers, Inc. | 1,023 | $281.0K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 1,011 | $278.0K | 0.01% | +1,011 | New |
| HB Wealth Management, LLC | 1,008 | $277.2K | 0.00% | +57+6.0% | Added |
| Financial Freedom, LLC | 980 | $269.5K | 0.16% | +572+140.2% | Added |
| Verition Fund Management LLC | 974 | $267.9K | 0.00% | −846−46.5% | Reduced |
| Csenge Advisory Group | 965 | $265.4K | 0.01% | +965 | New |
| Syon Capital LLC | 963 | $264.8K | 0.03% | −19−1.9% | Reduced |
| EP Wealth Advisors, LLC | 961 | $264.3K | 0.00% | −34−3.4% | Reduced |
| GWM Advisors LLC | 960 | $264.0K | 0.00% | +50+5.5% | Added |
| Martingale Asset Management L P | 954 | $262.4K | 0.01% | +954 | New |
| Garrison Asset Management, LLC | 950 | $261.3K | 0.14% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 943 | $259.3K | 0.00% | +12+1.3% | Added |
| Two Sigma Securities, LLC | 928 | $255.2K | 0.01% | +928 | New |
| Cassaday & Co Wealth Management LLC | 925 | $254.4K | 0.01% | −12−1.3% | Reduced |
| Vident Advisory, LLC | 919 | $252.7K | 0.01% | +919 | New |
| Checchi Capital Advisers, LLC | 884 | $243.1K | 0.02% | +47+5.6% | Added |
| ZWJ Investment Counsel Inc | 884 | $243.1K | 0.01% | +884 | New |