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 |
|---|---|---|---|---|---|
| FSA Wealth Management LLC | 29 | $7.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $6.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $6.60K | 0.00% | −1−4.0% | Reduced |
| Institutional & Family Asset Management, LLC | 22 | $6.05K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $5.78K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $5.52K | 0.00% | −1−4.8% | Reduced |
| WR Wealth Planners, LLC | 20 | $5.50K | 0.00% | +20 | New |
| Oliver Lagore Vanvalin Investment Group | 19 | $5.22K | 0.00% | +12+171.4% | Added |
| Financial Management Professionals, Inc. | 18 | $5.00K | 0.00% | −13−41.9% | Reduced |
| Quent Capital, LLC | 17 | $4.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 17 | $4.67K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 17 | $4.67K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 16 | $4.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $4.40K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 16 | $4.40K | 0.00% | +1+6.7% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $4.28K | 0.00% | −1−4.2% | Reduced |
| Sandy Spring Bank | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 15 | $4.13K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 14 | $3.86K | 0.00% | −23−62.2% | Reduced |
| South State Corp. | 14 | $3.85K | 0.00% | −36−72.0% | Reduced |
| Continuum Advisory, LLC | 15 | $3.83K | 0.00% | +15 | New |
| Opal Wealth Advisors, LLC | 13 | $3.58K | 0.00% | +13 | New |
| CoreCap Advisors, LLC | 13 | $3.58K | 0.00% | +13 | New |
| MCF Advisors LLC | 12 | $3.30K | 0.00% | +1+9.1% | Added |
| Fortitude Family Office, LLC | 12 | $3.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $3.02K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $3.02K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 10 | $2.75K | 0.00% | +4+66.7% | Added |
| Tompkins Financial Corp | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $2.48K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $2.43K | 0.00% | +2+28.6% | Added |
| Semmax Financial Advisors Inc. | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.20K | 0.00% | −24−75.0% | Reduced |
| VisionPoint Advisory Group, LLC | 8 | $2.20K | 0.00% | −1−11.1% | Reduced |
| Hollencrest Capital Management | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $2.02K | 0.00% | +6+300.0% | Added |
| Avion Wealth | 6 | $2.00K | 0.00% | +2+50.0% | Added |
| Highline Wealth Partners LLC | 7 | $1.93K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $1.93K | 0.00% | +7 | New |
| Core Alternative Capital | 6 | $1.65K | 0.00% | −43−87.8% | Reduced |
| SRS Capital Advisors, Inc. | 5 | $1.38K | 0.00% | −1−16.7% | Reduced |
| Castleview Partners, LLC | 5 | $1.38K | 0.00% | −1−16.7% | Reduced |
| North Star Investment Management Corp. | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $1.38K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 3 | $828 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $825 | 0.00% | −5−62.5% | Reduced |
| Trifecta Capital Advisors, LLC | 3 | $825 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $552 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $552 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $550 | 0.00% | −1−33.3% | Reduced |
| Bokf, NA | 2 | $547 | 0.00% | −47−95.9% | Reduced |
| AdvisorNet Financial, Inc | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $275 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $275 | 0.00% | +1 | New |
| Dai-Ichi Life Insurance Company, Ltd | 7,299 | – | – | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| LMR Partners LLP | 0 | $0 | 0.00% | −62,722−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −50,287−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −47,936−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −24,725−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,726−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,263−100.0% | Sold out |
| Dryden Capital, LLC | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −3,378−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −3,135−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,118−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,525−100.0% | Sold out |
| 3Chopt Investment Partners, LLC | 0 | $0 | 0.00% | −2,299−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,049−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −1,809−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −1,782−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,735−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −1,205−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |