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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 148 | $38.9K | 0.02% | +148 | New |
| Lindbrook Capital, LLC | 150 | $39.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $39.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 154 | $40.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $47.0K | 0.01% | +4+2.3% | Added |
| Farther Finance Advisors, LLC | 194 | $50.4K | 0.00% | +24+14.1% | Added |
| New Millennium Group LLC | 207 | $54.3K | 0.04% | +207 | New |
| Beacon Capital Management, LLC | 212 | $55.6K | 0.01% | +37+21.1% | Added |
| Gables Capital Management Inc. | 227 | $59.5K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 238 | $62.6K | 0.00% | −7−2.9% | Reduced |
| Central Trust Co | 243 | $63.7K | 0.00% | −71−22.6% | Reduced |
| Parkside Financial Bank & Trust | 247 | $64.8K | 0.01% | −9−3.5% | Reduced |
| Private Trust Co NA | 256 | $67.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 274 | $71.7K | 0.01% | +63+29.9% | Added |
| Signaturefd, LLC | 274 | $71.9K | 0.00% | −370−57.5% | Reduced |
| Alta Advisers Ltd | 300 | $78.6K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 301 | $78.9K | 0.01% | −2−0.7% | Reduced |
| Massmutual Trust Co FSB | 302 | $79.2K | 0.00% | +76+33.6% | Added |
| Washington Trust Advisors, Inc. | 336 | $88.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 345 | $90.4K | 0.04% | −113−24.7% | Reduced |
| Deseret Mutual Benefit Administrators | 361 | $94.6K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 366 | $95.9K | 0.02% | +7+1.9% | Added |
| DT Investment Partners, LLC | 418 | $109.6K | 0.01% | +170+68.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 420 | $110.1K | 0.02% | −2,193−83.9% | Reduced |
| Umb Bank N A | 445 | $116.7K | 0.00% | +59+15.3% | Added |
| Gilliland Jeter Wealth Management LLC | 450 | $118.0K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 457 | $119.8K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 456 | $120.0K | 0.05% | −93−16.9% | Reduced |
| Penserra Capital Management LLC | 484 | $127.0K | 0.00% | −3−0.6% | Reduced |
| Parallel Advisors, LLC | 495 | $129.9K | 0.00% | +2+0.4% | Added |
| Allworth Financial LP | 498 | $131.0K | 0.00% | +73+17.2% | Added |
| IFP Advisors, Inc | 509 | $133.4K | 0.01% | +444+683.1% | Added |
| Westpac Banking Corp | 555 | $145.5K | 0.01% | +555 | New |
| Mather Group, LLC. | 531 | $145.9K | 0.00% | +36+7.3% | Added |
| JNBA Financial Advisors | 575 | $150.7K | 0.02% | −75−11.5% | Reduced |
| EverSource Wealth Advisors, LLC | 584 | $164.9K | 0.01% | +1+0.2% | Added |
| Goodman Advisory Group, LLC | 722 | $189.3K | 0.06% | +722 | New |
| Seelaus Asset Management LLC | 768 | $201.3K | 0.20% | +768 | New |
| Round Rock Advisors, LLC | 769 | $201.5K | 0.05% | +9+1.2% | Added |
| Laurion Capital Management LP | 794 | $208.1K | 0.01% | +794 | New |
| Pinnacle Wealth Planning Services, Inc. | 805 | $211.0K | 0.03% | +5+0.6% | Added |
| Rothschild Investment LLC | 806 | $211.4K | 0.01% | +24+3.1% | Added |
| Global Retirement Partners, LLC | 816 | $213.9K | 0.01% | +58+7.7% | Added |
| Graypoint LLC | 820 | $215.0K | 0.01% | +37+4.7% | Added |
| Commerzbank Aktiengesellschaft | 818 | $215.0K | 0.01% | +26+3.3% | Added |
| Harbour Capital Advisors, LLC | 830 | $215.3K | 0.05% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 826 | $217.0K | 0.12% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 840 | $220.2K | 0.04% | −6−0.7% | Reduced |
| Eagle Rock Investment Company, LLC | 841 | $220.5K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 843 | $221.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 865 | $226.8K | 0.01% | +54+6.7% | Added |
| Bessemer Group Inc | 871 | $227.0K | 0.00% | +58+7.1% | Added |
| Keybank National Association | 877 | $229.9K | 0.00% | +89+11.3% | Added |
| ZWJ Investment Counsel Inc | 884 | $231.7K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 895 | $234.6K | 0.02% | +11+1.2% | Added |
| Cassaday & Co Wealth Management LLC | 924 | $242.2K | 0.01% | −1−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 939 | $246.1K | 0.01% | +939 | New |
| William Blair Investment Management, LLC | 943 | $247.2K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 953 | $249.8K | 0.04% | +116+13.9% | Added |
| Brown Brothers Harriman & Co | 956 | $250.6K | 0.00% | −550−36.5% | Reduced |
| TownSquare Capital, LLC | 960 | $251.7K | 0.00% | +131+15.8% | Added |
| Seed Wealth Management, Inc. | 970 | $254.3K | 0.22% | +120+14.1% | Added |
| Syon Capital LLC | 974 | $255.3K | 0.02% | +11+1.1% | Added |
| Garrison Asset Management, LLC | 980 | $256.9K | 0.14% | +30+3.2% | Added |
| Csenge Advisory Group | 996 | $261.1K | 0.01% | +31+3.2% | Added |
| GWM Advisors LLC | 997 | $261.5K | 0.00% | +37+3.9% | Added |
| Cohen & Steers, Inc. | 1,003 | $263.0K | 0.00% | −20−2.0% | Reduced |
| CAPROCK Group, Inc. | 1,025 | $269.6K | 0.01% | +144+16.3% | Added |
| Act Two Investors LLC | 1,029 | $269.7K | 0.05% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 1,050 | $275.2K | 0.00% | −59−5.3% | Reduced |
| Cinctive Capital Management LP | 1,061 | $278.1K | 0.01% | +1,061 | New |
| Financial Freedom, LLC | 1,073 | $281.3K | 0.16% | +93+9.5% | Added |
| Siemens Fonds Invest GmbH | 1,098 | $287.8K | 0.02% | −27−2.4% | Reduced |
| Wetherby Asset Management Inc | 1,099 | $288.1K | 0.01% | −37−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,100 | $288.4K | 0.00% | −40,003−97.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,100 | $288.4K | 0.01% | +2+0.2% | Added |
| ORG Partners LLC | 1,112 | $288.5K | 0.04% | +1,112 | New |
| Cigna Investments Inc | 1,100 | $289.0K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,113 | $291.8K | 0.13% | +1,113 | New |
| United Capital Financial Advisers, LLC | 1,130 | $296.2K | 0.00% | +107+10.5% | Added |
| Forum Financial Management, LP | 1,150 | $301.5K | 0.01% | +2+0.2% | Added |
| Sequoia Financial Advisors, LLC | 1,189 | $311.7K | 0.00% | +47+4.1% | Added |
| CTC Alternative Strategies, Ltd. | 1,198 | $314.0K | 0.13% | +1,198 | New |
| Lido Advisors, LLC | 1,198 | $315.2K | 0.00% | +29+2.5% | Added |
| Mayflower Financial Advisors, LLC | 1,221 | $320.1K | 0.05% | −13−1.1% | Reduced |
| Federated Hermes, Inc. | 1,225 | $321.1K | 0.00% | −2,168−63.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,225 | $321.2K | 0.00% | −65−5.0% | Reduced |
| Trust Asset Management LLC | 1,227 | $321.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,227 | $321.6K | 0.04% | +514+72.1% | Added |
| Regions Financial Corp | 1,240 | $325.1K | 0.00% | −231−15.7% | Reduced |
| Sherbrooke Park Advisers LLC | 1,241 | $325.3K | 0.06% | +1,241 | New |
| Fidelis Capital Partners, LLC | 1,186 | $326.7K | 0.05% | +83+7.5% | Added |
| Private Advisor Group, LLC | 1,253 | $328.5K | 0.00% | −33−2.6% | Reduced |
| Vontobel Holding Ltd. | 1,255 | $329.0K | 0.00% | −228−15.4% | Reduced |
| Alhambra Investment Partners LLC | 1,260 | $330.3K | 0.18% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,262 | $330.7K | 0.00% | +301+31.3% | Added |
| Rockland Trust Co | 1,266 | $331.9K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,278 | $335.0K | 0.06% | +1,278 | New |
| NBC Securities, Inc. | 1,287 | $337.0K | 0.03% | +188+17.1% | Added |
| Numerai GP LLC | 1,293 | $338.9K | 0.12% | +1,293 | New |