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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, Q2 2024

Institutional positions in Willis Towers Watson PLC as of Jun 30, 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
654
−5 vs. Q1 2024
Shares held
94.1M
−534.6K (−0.6%) vs. Q1 2024
Total value
$24.7B
−$1.34B (−5.1%) vs. Q1 2024
New holders
61
279 more added
Sold out
66
206 more reduced

5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 654 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ2 2024: $24.7B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2024.

Institutions holding WTW in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd54$380.00%+54New
WestEnd Advisors, LLC1$2620.00%+1New
Lynx Investment Advisory1$2620.00%+1New
Bokf, NA2$5240.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$5250.00%00.0%Unchanged
NVWM, LLC2$5260.00%00.0%Unchanged
TD Waterhouse Canada Inc.3$7820.00%+3New
Raleigh Capital Management Inc.3$7860.00%00.0%Unchanged
Trifecta Capital Advisors, LLC3$7870.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$7900.00%−11−78.6%Reduced
Valued Wealth Advisors LLC3$7900.00%00.0%Unchanged
Laurel Wealth Advisors LLC5$1.31K0.00%00.0%Unchanged
Core Alternative Capital6$1.57K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$1.83K0.00%00.0%Unchanged
Castleview Partners, LLC7$1.83K0.00%+2+40.0%Added
Avion Wealth8$2.00K0.00%+2+33.3%Added
Hollencrest Capital Management8$2.10K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$2.10K0.00%00.0%Unchanged
Highline Wealth Partners LLC8$2.10K0.00%+1+14.3%Added
Eagle Bay Advisors LLC8$2.10K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.8$2.20K0.00%00.0%Unchanged
Tompkins Financial Corp9$2.36K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$2.36K0.00%00.0%Unchanged
RFP Financial Group LLC9$2.36K0.00%00.0%Unchanged
Ashton Thomas Private Wealth, LLC9$2.36K0.00%+9New
Dunhill Financial, LLC9$2.38K0.00%00.0%Unchanged
Cornerstone Planning Group LLC9$2.47K0.00%+1+12.5%Added
Semmax Financial Advisors Inc.9$2.51K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC10$2.62K0.00%+2+25.0%Added
Harbour Investments, Inc.11$2.88K0.00%00.0%Unchanged
Park Place Capital Corp11$2.88K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC10$3.00K0.00%+10New
Financial Network Wealth Advisors LLC12$3.26K0.00%+12New
Opal Wealth Advisors, LLC13$3.41K0.00%00.0%Unchanged
Continuum Advisory, LLC15$3.93K0.00%00.0%Unchanged
Sandy Spring Bank15$3.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$3.93K0.00%00.0%Unchanged
Northwest Capital Management Inc16$4.19K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC16$4.21K0.00%−2,495−99.4%Reduced
Washington Trust Co17$4.46K0.00%00.0%Unchanged
Quent Capital, LLC17$4.49K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.27$4.89K0.00%+4+17.4%Added
Cullen/Frost Bankers, Inc.19$4.98K0.00%+19New
Financial Management Professionals, Inc.18$5.00K0.00%00.0%Unchanged
WR Wealth Planners, LLC20$5.24K0.00%00.0%Unchanged
Colonial Trust Co20$5.28K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC21$5.50K0.00%−9−30.0%Reduced
Moisand Fitzgerald Tamayo, LLC21$5.50K0.00%00.0%Unchanged
Fairway Wealth LLC21$5.50K0.00%+21New
Abound Wealth Management24$6.29K0.00%00.0%Unchanged
MCF Advisors LLC24$6.30K0.00%+12+100.0%Added
Raffa Wealth Management, LLC25$6.55K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$6.82K0.00%+26New
Smithfield Trust Co26$7.00K0.00%00.0%Unchanged
CVA Family Office, LLC27$7.08K0.00%+11+68.8%Added
Fortitude Family Office, LLC27$7.08K0.00%+15+125.0%Added
Hobbs Group Advisors, LLC29$7.60K0.00%+29New
Gradient Investments LLC32$8.39K0.00%−30−48.4%Reduced
Silicon Valley Capital Partners33$8.78K0.00%00.0%Unchanged
Manchester Capital Management LLC34$8.91K0.00%+24+240.0%Added
Meeder Asset Management Inc35$9.18K0.00%+3+9.4%Added
Venturi Wealth Management, LLC35$9.18K0.00%+19+118.8%Added
Aspect Partners, LLC42$11.0K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO43$11.3K0.00%+43New
Loring Wolcott & Coolidge Fiduciary Advisors LLP43$11.4K0.00%+43New
Pinnacle Bancorp, Inc.44$11.5K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC45$12.0K0.00%+6+15.4%Added
Triad Wealth Partners, LLC46$12.1K0.01%+46New
Bruce G. Allen Investments, LLC47$12.3K0.01%00.0%Unchanged
CoreCap Advisors, LLC48$12.6K0.00%+35+269.2%Added
Covestor Ltd49$13.0K0.01%+1+2.1%Added
GW&K Investment Management, LLC51$13.0K0.00%+6+13.3%Added
Plante Moran Financial Advisors, LLC50$13.1K0.00%00.0%Unchanged
Avalon Trust Co50$13.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC51$13.4K0.00%−1−1.9%Reduced
SRS Capital Advisors, Inc.51$13.4K0.00%+46+920.0%Added
Glen Eagle Advisors, LLC56$14.7K0.00%00.0%Unchanged
Bell Investment Advisors, Inc58$15.2K0.00%+9+18.4%Added
Zions Bancorporation, N.A.60$15.7K0.00%+1+1.7%Added
Rise Advisors, LLC60$15.8K0.01%00.0%Unchanged
Private Wealth Management Group, LLC68$17.8K0.01%+38+126.7%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$21.0K0.01%00.0%Unchanged
MV Capital Management, Inc.85$22.3K0.00%+4+4.9%Added
Versant Capital Management, Inc88$23.1K0.01%+50+131.6%Added
Trust Co of Vermont89$23.3K0.00%+5+6.0%Added
Crewe Advisors LLC90$23.6K0.00%+90New
Harbor Investment Advisory, LLC94$24.6K0.00%+1+1.1%Added
Farmers & Merchants Investments Inc97$25.4K0.00%00.0%Unchanged
Richardson Financial Services Inc.101$26.5K0.02%00.0%Unchanged
Spire Wealth Management105$27.5K0.00%+30+40.0%Added
AdvisorNet Financial, Inc108$28.3K0.00%+107+10,700.0%Added
Ancora Advisors, LLC110$28.8K0.00%+110New
Hexagon Capital Partners LLC117$30.7K0.01%−15−11.4%Reduced
CKW Financial Group120$31.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP124$32.5K0.00%+72+138.5%Added
JJJ Advisors Inc.128$33.6K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC128$33.7K0.01%+38+42.2%Added
American National Bank137$35.9K0.00%+137New
HHM Wealth Advisors, LLC140$36.7K0.01%00.0%Unchanged
Smartleaf Asset Management LLC142$37.5K0.01%+79+125.4%Added