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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 881 | $243.1K | 0.01% | −389−30.6% | Reduced |
| Red Door Wealth Management, LLC | 846 | $232.7K | 0.04% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 850 | $232.4K | 0.22% | 00.0% | Unchanged |
| Greenleaf Trust | 843 | $231.8K | 0.00% | −125−12.9% | Reduced |
| Eagle Rock Investment Company, LLC | 841 | $231.3K | 0.04% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 837 | $230.2K | 0.05% | −65−7.2% | Reduced |
| TownSquare Capital, LLC | 829 | $228.0K | 0.00% | +829 | New |
| Citadel Investment Advisory, Inc. | 826 | $227.0K | 0.13% | 00.0% | Unchanged |
| WBI Investments | 823 | $226.3K | 0.05% | −231−21.9% | Reduced |
| Nomura Holdings Inc | 819 | $225.2K | 0.00% | −1,255−60.5% | Reduced |
| Coldstream Capital Management Inc | 811 | $223.0K | 0.01% | −40−4.7% | Reduced |
| Bessemer Group Inc | 813 | $223.0K | 0.00% | +34+4.4% | Added |
| Harbour Capital Advisors, LLC | 830 | $222.3K | 0.06% | +830 | New |
| Pinnacle Wealth Planning Services, Inc. | 800 | $220.0K | 0.03% | +800 | New |
| Cookson Peirce & Co Inc | 795 | $219.0K | 0.01% | +795 | New |
| Commerzbank Aktiengesellschaft | 792 | $218.0K | 0.01% | +792 | New |
| Keybank National Association | 788 | $216.7K | 0.00% | +788 | New |
| SageView Advisory Group, LLC | 15,414 | $215.5K | 0.01% | +15,414 | New |
| Graypoint LLC | 783 | $215.3K | 0.02% | +783 | New |
| Rothschild Investment LLC | 782 | $215.1K | 0.02% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 760 | $209.1K | 0.05% | +760 | New |
| Global Retirement Partners, LLC | 758 | $208.4K | 0.01% | +165+27.8% | Added |
| Waypoint Capital Advisors, LLC | 754 | $207.3K | 0.05% | +754 | New |
| Boston Private Wealth LLC | 751 | $206.5K | 0.00% | +751 | New |
| Modera Wealth Management, LLC | 745 | $204.9K | 0.00% | +745 | New |
| Aigen Investment Management, LP | 734 | $201.8K | 0.04% | +734 | New |
| Banque Cantonale Vaudoise | 724 | $199.0K | 0.01% | +724 | New |
| GAMMA Investing LLC | 713 | $196.1K | 0.04% | +149+26.4% | Added |
| JNBA Financial Advisors | 650 | $178.8K | 0.02% | −90−12.2% | Reduced |
| Signaturefd, LLC | 644 | $177.1K | 0.00% | +305+90.0% | Added |
| Sentry Investment Management LLC | 549 | $151.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 583 | $146.5K | 0.01% | +26+4.7% | Added |
| Parallel Advisors, LLC | 493 | $135.6K | 0.00% | −3−0.6% | Reduced |
| Penserra Capital Management LLC | 487 | $133.0K | 0.00% | −454−48.2% | Reduced |
| Quarry LP | 458 | $126.0K | 0.05% | +371+426.4% | Added |
| PFS Partners, LLC | 457 | $125.7K | 0.09% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 450 | $123.8K | 0.04% | +450 | New |
| Mather Group, LLC. | 495 | $119.3K | 0.00% | +495 | New |
| Allworth Financial LP | 425 | $116.9K | 0.00% | +119+38.9% | Added |
| Umb Bank N A | 386 | $106.2K | 0.00% | +2+0.5% | Added |
| Deseret Mutual Benefit Administrators | 361 | $99.3K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 359 | $98.7K | 0.02% | +359 | New |
| Washington Trust Advisors, Inc. | 336 | $92.4K | 0.01% | −2−0.6% | Reduced |
| Central Trust Co | 314 | $86.3K | 0.00% | −133−29.8% | Reduced |
| Quadrant Capital Group LLC | 303 | $83.3K | 0.01% | −23−7.1% | Reduced |
| Alta Advisers Ltd | 300 | $82.5K | 0.04% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 300 | $82.5K | 0.02% | +300 | New |
| Clearstead Advisors, LLC | 311 | $78.9K | 0.00% | +264+561.7% | Added |
| Private Trust Co NA | 256 | $70.4K | 0.01% | −5−1.9% | Reduced |
| Parkside Financial Bank & Trust | 256 | $70.4K | 0.01% | +7+2.8% | Added |
| Harvest Fund Management Co., Ltd | 255 | $70.0K | 0.01% | +255 | New |
| DT Investment Partners, LLC | 248 | $68.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 245 | $67.6K | 0.00% | −403−62.2% | Reduced |
| Gables Capital Management Inc. | 227 | $62.4K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 226 | $62.1K | 0.00% | +26+13.0% | Added |
| LRI Investments, LLC | 211 | $58.1K | 0.01% | +211 | New |
| Beacon Capital Management, LLC | 175 | $48.1K | 0.01% | +101+136.5% | Added |
| Capital Advisors, Ltd. LLC | 174 | $48.0K | 0.01% | +2+1.2% | Added |
| Farther Finance Advisors, LLC | 170 | $46.4K | 0.00% | +22+14.9% | Added |
| Heritage Wealth Advisors | 154 | $42.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $41.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 150 | $41.3K | 0.00% | +1+0.7% | Added |
| HHM Wealth Advisors, LLC | 140 | $38.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 132 | $36.3K | 0.01% | +3+2.3% | Added |
| JJJ Advisors Inc. | 128 | $35.2K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 120 | $33.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 101 | $27.8K | 0.02% | +101 | New |
| Farmers & Merchants Investments Inc | 97 | $26.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $25.6K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $24.8K | 0.01% | +5+5.9% | Added |
| FIL Ltd | 90 | $24.8K | 0.00% | +4+4.7% | Added |
| Trust Co of Vermont | 84 | $23.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 81 | $22.3K | 0.00% | −7−8.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $22.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 75 | $20.7K | 0.00% | −44−37.0% | Reduced |
| New Covenant Trust Company, N.A. | 73 | $20.1K | 0.02% | +73 | New |
| Northwest Investment Counselors, LLC | 66 | $18.1K | 0.00% | +66 | New |
| IFP Advisors, Inc | 65 | $17.9K | 0.00% | +23+54.8% | Added |
| Smartleaf Asset Management LLC | 63 | $17.4K | 0.00% | +44+231.6% | Added |
| Gradient Investments LLC | 62 | $17.2K | 0.00% | −35−36.1% | Reduced |
| Rise Advisors, LLC | 60 | $16.5K | 0.01% | +60 | New |
| Zions Bancorporation, N.A. | 59 | $16.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 56 | $15.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $14.3K | 0.00% | −5−8.8% | Reduced |
| Jones Financial Companies LLLP | 52 | $14.3K | 0.00% | +42+420.0% | Added |
| Avalon Trust Co | 50 | $13.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $13.8K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 49 | $13.5K | 0.00% | −11−18.3% | Reduced |
| Covestor Ltd | 48 | $13.0K | 0.01% | −1−2.0% | Reduced |
| Bruce G. Allen Investments, LLC | 47 | $12.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $12.1K | 0.00% | −18−29.0% | Reduced |
| GW&K Investment Management, LLC | 45 | $12.0K | 0.00% | −3−6.3% | Reduced |
| Aspect Partners, LLC | 42 | $11.6K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 39 | $10.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $10.4K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 35 | $9.63K | 0.00% | +35 | New |
| Silicon Valley Capital Partners | 33 | $9.18K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 32 | $8.80K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 30 | $8.25K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $8.25K | 0.00% | +27+900.0% | Added |