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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,296 | $339.0K | 0.01% | +12+0.9% | Added |
| Capstone Investment Advisors, LLC | 1,295 | $339.5K | 0.01% | +1,295 | New |
| Quadcap Wealth Management, LLC | 1,310 | $343.4K | 0.06% | +1,310 | New |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $346.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,328 | $348.0K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,230 | $350.0K | 0.02% | +20+1.7% | Added |
| Raub Brock Capital Management LP | 1,350 | $353.9K | 0.08% | 00.0% | Unchanged |
| Sciencast Management LP | 1,368 | $358.6K | 0.12% | +1,368 | New |
| Access Investment Management LLC | 1,370 | $359.1K | 0.12% | +30+2.2% | Added |
| Fifth Third Wealth Advisors LLC | 1,372 | $359.7K | 0.03% | +1,372 | New |
| Glenmede Trust Co NA | 1,377 | $361.0K | 0.00% | +237+20.8% | Added |
| Chicago Partners Investment Group LLC | 1,273 | $362.1K | 0.01% | +8+0.6% | Added |
| Davenport & Co LLC | 1,388 | $363.9K | 0.00% | +26+1.9% | Added |
| Capital Analysts, LLC | 1,407 | $369.0K | 0.02% | +92+7.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,414 | $371.0K | 0.00% | −64−4.3% | Reduced |
| Proficio Capital Partners LLC | 1,426 | $373.9K | 0.04% | +13+0.9% | Added |
| Kestra Private Wealth Services, LLC | 1,430 | $375.0K | 0.01% | +24+1.7% | Added |
| Horizon Investments, LLC | 1,434 | $375.9K | 0.01% | +5+0.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $376.4K | 0.10% | −106−6.9% | Reduced |
| First Manhattan Co | 1,446 | $380.3K | 0.00% | +110+8.2% | Added |
| Nomura Holdings Inc | 1,477 | $387.2K | 0.00% | +658+80.3% | Added |
| Profund Advisors LLC | 1,485 | $389.3K | 0.01% | −40−2.6% | Reduced |
| Epoch Investment Partners, Inc. | 1,488 | $390.1K | 0.00% | −70−4.5% | Reduced |
| Qtron Investments LLC | 1,504 | $394.3K | 0.06% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 1,510 | $395.8K | 0.29% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,504 | $398.8K | 0.02% | +1,504 | New |
| Fonville Wealth Management LLC | 1,555 | $407.6K | 0.16% | +1+0.1% | Added |
| Clearbridge Investments, LLC | 1,563 | $409.7K | 0.00% | −165−9.5% | Reduced |
| Brighton Jones LLC | 1,570 | $411.5K | 0.01% | +304+24.0% | Added |
| First Horizon Advisors, Inc. | 1,572 | $412.1K | 0.01% | +1+0.1% | Added |
| Snowden Capital Advisors LLC | 1,567 | $412.2K | 0.01% | +109+7.5% | Added |
| Fielder Capital Group LLC | 1,591 | $417.2K | 0.16% | +1,591 | New |
| Scientech Research LLC | 1,609 | $421.8K | 0.09% | −1,025−38.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,613 | $422.7K | 0.00% | +6+0.4% | Added |
| Advisory Services Network, LLC | 1,624 | $425.8K | 0.01% | +11+0.7% | Added |
| Pekin Hardy Strauss, Inc. | 1,651 | $432.8K | 0.06% | −100−5.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,665 | $436.6K | 0.00% | −102−5.8% | Reduced |
| Rathbone Brothers plc | 1,666 | $436.7K | 0.00% | −200−10.7% | Reduced |
| DoubleLine ETF Adviser LP | 1,690 | $443.0K | 0.12% | −74−4.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,692 | $443.7K | 0.00% | +50+3.0% | Added |
| Family Firm, Inc. | 1,704 | $446.7K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,729 | $449.1K | 0.01% | +1,729 | New |
| Empower Advisory Group, LLC | 1,733 | $454.3K | 0.00% | +4+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 1,750 | $458.7K | 0.19% | −2−0.1% | Reduced |
| Washington Capital Management Inc | 1,800 | $471.9K | 0.40% | −500−21.7% | Reduced |
| James Hambro & Partners | 1,828 | $479.3K | 0.02% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,831 | $480.0K | 0.23% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,846 | $483.6K | 0.02% | +25+1.4% | Added |
| Captrust Financial Advisors | 1,862 | $488.0K | 0.00% | −49−2.6% | Reduced |
| Kestra Advisory Services, LLC | 1,903 | $498.9K | 0.00% | +117+6.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,915 | $502.0K | 0.02% | +123+6.9% | Added |
| Rappaport Reiches Capital Management, LLC | 1,920 | $503.3K | 0.15% | +6+0.3% | Added |
| Ronald Blue Trust, Inc. | 1,881 | $517.3K | 0.01% | +403+27.3% | Added |
| Dryden Capital, LLC | 2,000 | $524.3K | 0.89% | +2,000 | New |
| V-Square Quantitative Management LLC | 2,009 | $526.6K | 0.09% | −133−6.2% | Reduced |
| GTS Securities LLC | 2,038 | $534.2K | 0.01% | +2,038 | New |
| Banque Cantonale Vaudoise | 2,058 | $540.0K | 0.02% | +1,334+184.3% | Added |
| Walleye Trading LLC | 2,088 | $547.3K | 0.01% | −15,978−88.4% | Reduced |
| Vestcor Inc | 2,099 | $550.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 2,119 | $555.0K | 0.00% | +35+1.7% | Added |
| Integrated Wealth Concepts LLC | 2,124 | $556.5K | 0.01% | −3−0.1% | Reduced |
| Two Sigma Securities, LLC | 2,157 | $565.4K | 0.03% | +1,229+132.4% | Added |
| Vident Advisory, LLC | 2,200 | $576.7K | 0.02% | +1,281+139.4% | Added |
| Legal Advantage Investments, Inc. | 2,215 | $580.6K | 0.33% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,209 | $581.0K | 0.18% | +2,209 | New |
| Lester Murray Antman dba SimplyRich | 2,235 | $585.0K | 0.19% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,250 | $589.8K | 0.02% | +600+36.4% | Added |
| Gabelli Funds LLC | 2,300 | $602.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 2,321 | $608.4K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,326 | $609.7K | 0.00% | −3,862−62.4% | Reduced |
| CWM, LLC | 2,329 | $611.0K | 0.00% | +27+1.2% | Added |
| ExodusPoint Capital Management, LP | 2,345 | $615.0K | 0.01% | +2,345 | New |
| Intrust Bank NA | 2,400 | $629.1K | 0.07% | −74−3.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,409 | $631.5K | 0.02% | +89+3.8% | Added |
| Bleakley Financial Group, LLC | 2,428 | $636.5K | 0.02% | −39−1.6% | Reduced |
| Simplicity Wealth,LLC | 2,428 | $636.5K | 0.01% | −31−1.3% | Reduced |
| Lecap Asset Management Ltd | 2,457 | $644.1K | 0.14% | −12,017−83.0% | Reduced |
| Veriti Management LLC | 2,483 | $650.9K | 0.04% | +634+34.3% | Added |
| S.E.E.D. Planning Group LLC | 2,499 | $655.1K | 0.24% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,500 | $655.4K | 0.18% | −500−16.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,506 | $657.0K | 0.12% | +21+0.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,531 | $663.5K | 0.19% | +21+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 2,536 | $664.8K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,543 | $666.6K | 0.02% | +277+12.2% | Added |
| Clearstead Advisors, LLC | 2,574 | $674.7K | 0.01% | +2,263+727.7% | Added |
| TD Private Client Wealth LLC | 2,678 | $702.0K | 0.02% | −204−7.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,750 | $720.9K | 0.13% | −199−6.7% | Reduced |
| MML Investors Services, LLC | 2,812 | $737.0K | 0.00% | −85−2.9% | Reduced |
| Graham Capital Management, L.P. | 2,848 | $746.6K | 0.03% | +123+4.5% | Added |
| Pettyjohn, Wood & White, Inc | 2,880 | $755.0K | 0.15% | 00.0% | Unchanged |
| Paloma Partners Management Co | 2,900 | $760.2K | 0.07% | +2,900 | New |
| Intact Investment Management Inc. | 2,900 | $760.2K | 0.03% | +2,900 | New |
| Assenagon Asset Management S.A. | 2,908 | $762.3K | 0.00% | +28+1.0% | Added |
| Schechter Investment Advisors, LLC | 2,957 | $775.2K | 0.06% | +453+18.1% | Added |
| Busey Wealth Management | 2,993 | $784.6K | 0.03% | −667−18.2% | Reduced |
| Quantbot Technologies LP | 3,006 | $788.0K | 0.04% | −7,729−72.0% | Reduced |
| Monument Group Wealth Advisors, LLC | 3,018 | $791.2K | 0.53% | −702−18.9% | Reduced |
| Blueshift Asset Management, LLC | 3,028 | $793.8K | 0.27% | +1,010+50.0% | Added |
| Thoroughbred Financial Services, LLC | 3,036 | $796.0K | 0.05% | +843+38.4% | Added |
| ISAM Funds (UK) Ltd | 3,104 | $813.7K | 0.61% | +3,104 | New |