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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 3,121 | $818.1K | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,150 | $825.7K | 0.00% | −3,072−49.4% | Reduced |
| HB Wealth Management, LLC | 3,250 | $852.0K | 0.01% | +2,242+222.4% | Added |
| O'Shaughnessy Asset Management, LLC | 3,268 | $856.7K | 0.01% | +196+6.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,298 | $864.5K | 0.06% | −86−2.5% | Reduced |
| Atria Investments LLC | 3,312 | $868.1K | 0.01% | +3,312 | New |
| South Dakota Investment Council | 3,355 | $879.0K | 0.02% | −5−0.1% | Reduced |
| Confluence Investment Management LLC | 3,368 | $882.9K | 0.01% | +61+1.8% | Added |
| Oppenheimer Asset Management Inc. | 3,373 | $884.2K | 0.01% | +62+1.9% | Added |
| NEOS Investment Management LLC | 3,374 | $884.5K | 0.04% | +996+41.9% | Added |
| Sanctuary Advisors, LLC | 3,566 | $894.9K | 0.01% | +3,566 | New |
| LMCG Investments, LLC | 3,474 | $910.7K | 0.05% | −118−3.3% | Reduced |
| AlTi Global, Inc. | 3,471 | $912.9K | 0.02% | −75−2.1% | Reduced |
| Norinchukin Bank, The | 3,572 | $936.4K | 0.03% | +33+0.9% | Added |
| Quantinno Capital Management LP | 3,573 | $936.7K | 0.02% | +817+29.6% | Added |
| Omers Administration Corp | 3,580 | $938.5K | 0.01% | +3,580 | New |
| Gateway Investment Advisers LLC | 3,620 | $948.9K | 0.01% | +837+30.1% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $997.0K | 0.17% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,848 | $1.01M | 0.02% | +24+0.6% | Added |
| Resources Investment Advisors, LLC. | 3,869 | $1.01M | 0.01% | +1,282+49.6% | Added |
| Swiss Life Asset Management Ltd | 3,913 | $1.03M | 0.01% | +2,461+169.5% | Added |
| Commerce Bank | 3,987 | $1.05M | 0.01% | +42+1.1% | Added |
| Ieq Capital, LLC | 3,989 | $1.05M | 0.01% | +1,205+43.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,000 | $1.05M | 0.00% | +527+15.2% | Added |
| Raymond James Trust N.A. | 4,004 | $1.05M | 0.02% | −753−15.8% | Reduced |
| Advisors Capital Management, LLC | 4,024 | $1.05M | 0.02% | +4,024 | New |
| Hamilton Capital Partners Inc. | 4,030 | $1.06M | 0.11% | +980+32.1% | Added |
| SpiderRock Advisors, LLC | 4,038 | $1.06M | 0.03% | +4,038 | New |
| Fox Run Management, L.L.C. | 4,157 | $1.09M | 0.21% | −2,692−39.3% | Reduced |
| Empowered Funds, LLC | 4,297 | $1.13M | 0.02% | −4,814−52.8% | Reduced |
| Vinva Investment Management Ltd | 4,277 | $1.13M | 0.06% | −177−4.0% | Reduced |
| Fifth Third Bancorp | 4,365 | $1.14M | 0.00% | +12+0.3% | Added |
| Illinois Municipal Retirement Fund | 4,429 | $1.16M | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 4,486 | $1.18M | 0.39% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,553 | $1.19M | 0.01% | +356+8.5% | Added |
| Panagora Asset Management Inc | 4,666 | $1.22M | 0.01% | −1,232−20.9% | Reduced |
| Boston Partners | 4,682 | $1.23M | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,715 | $1.24M | 0.00% | +1,491+46.2% | Added |
| Ossiam | 4,720 | $1.24M | 0.02% | −1,604−25.4% | Reduced |
| Formidable Asset Management, LLC | 4,810 | $1.26M | 0.20% | −365−7.1% | Reduced |
| Hantz Financial Services, Inc. | 4,833 | $1.27M | 0.02% | −270−5.3% | Reduced |
| Atom Investors LP | 4,888 | $1.28M | 0.13% | +4,888 | New |
| La Banque Postale Asset Management SA | 4,924 | $1.29M | 0.05% | −37−0.7% | Reduced |
| RBF Capital, LLC | 5,000 | $1.31M | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,108 | $1.34M | 0.01% | +663+14.9% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.36M | 0.05% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,264 | $1.38M | 0.29% | +166+3.3% | Added |
| Commonwealth Equity Services, LLC | 5,353 | $1.40M | 0.00% | −107−2.0% | Reduced |
| Interval Partners, LP | 5,394 | $1.41M | 0.04% | −19,397−78.2% | Reduced |
| Crossmark Global Holdings, Inc. | 5,569 | $1.46M | 0.03% | −364−6.1% | Reduced |
| Cerity Partners LLC | 5,760 | $1.51M | 0.00% | −2,127−27.0% | Reduced |
| Allianz Asset Management GmbH | 5,779 | $1.51M | 0.00% | −6,177−51.7% | Reduced |
| Securian Asset Management, Inc | 5,794 | $1.52M | 0.04% | −200−3.3% | Reduced |
| Louisiana State Employees Retirement System | 5,800 | $1.52M | 0.03% | −200−3.3% | Reduced |
| Metis Global Partners, LLC | 5,867 | $1.54M | 0.05% | +221+3.9% | Added |
| Wolverine Trading, LLC | 5,926 | $1.55M | 0.03% | +5,926 | New |
| Stratos Wealth Partners, LTD. | 5,959 | $1.56M | 0.03% | +563+10.4% | Added |
| CI Private Wealth, LLC | 5,999 | $1.57M | 0.00% | +355+6.3% | Added |
| Mosaic Financial Group, LLC | 6,040 | $1.58M | 1.14% | 00.0% | Unchanged |
| Assetmark, Inc | 6,149 | $1.61M | 0.00% | −14−0.2% | Reduced |
| Accretive Wealth Partners, LLC | 6,150 | $1.61M | 0.67% | +48+0.8% | Added |
| Ameritas Investment Partners, Inc. | 6,223 | $1.63M | 0.06% | +5+0.1% | Added |
| Ostrum Asset Management | 6,272 | $1.64M | 0.14% | −488−7.2% | Reduced |
| Live Oak Private Wealth LLC | 6,519 | $1.71M | 0.29% | +20+0.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,496 | $1.72M | 0.01% | −8,366−56.3% | Reduced |
| Hartford Investment Management Co | 6,560 | $1.72M | 0.06% | −114−1.7% | Reduced |
| Blair William & Co | 6,595 | $1.73M | 0.01% | +263+4.2% | Added |
| Tower Research Capital LLC (TRC) | 6,657 | $1.75M | 0.03% | +4,549+215.8% | Added |
| Diversified Trust Co | 6,716 | $1.76M | 0.05% | +1,863+38.4% | Added |
| MBB Public Markets I LLC | 6,786 | $1.78M | 0.04% | +6,786 | New |
| Campbell & CO Investment Adviser LLC | 6,888 | $1.81M | 0.15% | +2,997+77.0% | Added |
| FJ Capital Management LLC | 6,922 | $1.81M | 0.19% | +6,922 | New |
| CIBC Private Wealth Group, LLC | 7,050 | $1.83M | 0.00% | +27+0.4% | Added |
| Brinker Capital Investments, LLC | 7,132 | $1.87M | 0.02% | +1,696+31.2% | Added |
| Orion Portfolio Solutions, LLC | 7,132 | $1.87M | 0.02% | +1,696+31.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 7,299 | $1.91M | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 7,487 | $1.96M | 0.01% | −350−4.5% | Reduced |
| Headlands Technologies LLC | 7,524 | $1.97M | 0.21% | −1,027−12.0% | Reduced |
| Pacer Advisors, Inc. | 7,530 | $1.97M | 0.00% | +328+4.6% | Added |
| Neuberger Berman Group LLC | 7,572 | $1.98M | 0.00% | −422−5.3% | Reduced |
| STRS Ohio | 7,685 | $2.01M | 0.01% | +248+3.3% | Added |
| Cetera Investment Advisers | 7,691 | $2.02M | 0.00% | +600+8.5% | Added |
| Kentucky Retirement Systems | 7,704 | $2.02M | 0.06% | −83−1.1% | Reduced |
| Brevan Howard Capital Management LP | 7,776 | $2.04M | 0.13% | +4,856+166.3% | Added |
| Aquatic Capital Management LLC | 7,840 | $2.06M | 0.08% | −12,280−61.0% | Reduced |
| Cary Street Partners Asset Management LLC | 7,875 | $2.06M | 0.30% | +153+2.0% | Added |
| Mizuho Securities USA LLC | 7,886 | $2.07M | 0.05% | +7,886 | New |
| JustInvest LLC | 8,099 | $2.12M | 0.04% | +917+12.8% | Added |
| Teachers Retirement System of the State of Kentucky | 8,309 | $2.18M | 0.02% | −236−2.8% | Reduced |
| Cornercap Investment Counsel Inc | 8,576 | $2.25M | 0.37% | −193−2.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.26M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,746 | $2.29M | 0.06% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,784 | $2.30M | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,816 | $2.31M | 0.00% | −21−0.2% | Reduced |
| Montag A & Associates Inc | 9,010 | $2.37M | 0.12% | −151−1.6% | Reduced |
| Agf Management Ltd | 9,120 | $2.39M | 0.01% | +930+11.4% | Added |
| Nisa Investment Advisors, LLC | 9,089 | $2.39M | 0.02% | −485−5.1% | Reduced |
| Axq Capital, LP | 9,299 | $2.44M | 0.57% | +3,259+54.0% | Added |
| National Bank of Canada | 9,452 | $2.45M | 0.00% | −427−4.3% | Reduced |
| Walleye Capital LLC | 9,432 | $2.47M | 0.03% | −8,871−48.5% | Reduced |