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 |
|---|---|---|---|---|---|
| UBS Group AG | 263,988 | $69.2M | 0.02% | +9,897+3.9% | Added |
| River Road Asset Management, LLC | 268,691 | $70.4M | 1.01% | +55,841+26.2% | Added |
| Russell Investments Group, Ltd. | 270,667 | $71.0M | 0.11% | +23,587+9.5% | Added |
| Deutsche Bank AG | 275,435 | $72.2M | 0.03% | +18,165+7.1% | Added |
| Johnson Investment Counsel Inc | 276,809 | $72.6M | 0.76% | −1,695−0.6% | Reduced |
| Barclays PLC | 298,865 | $78.3M | 0.04% | −6,416−2.1% | Reduced |
| Swiss National Bank | 303,410 | $79.5M | 0.05% | −5,900−1.9% | Reduced |
| Brandywine Global Investment Management, LLC | 327,863 | $85.9M | 0.64% | +14,223+4.5% | Added |
| Atalan Capital Partners, LP | 330,000 | $86.5M | 8.06% | −45,000−12.0% | Reduced |
| Ameriprise Financial Inc | 339,069 | $88.9M | 0.02% | +62,830+22.7% | Added |
| Bank of America Corp | 347,082 | $91.0M | 0.01% | +5,768+1.7% | Added |
| Sound Shore Management Inc | 354,537 | $92.9M | 3.10% | +58,085+19.6% | Added |
| Ceredex Value Advisors LLC | 384,063 | $101.0M | 1.91% | +37,588+10.8% | Added |
| Millennium Management LLC | 400,050 | $104.9M | 0.09% | +225+0.1% | Added |
| 3G Sahana Capital Management LP | 420,665 | $110.3M | 17.11% | −118,488−22.0% | Reduced |
| Capital Research Global Investors | 425,092 | $111.4M | 0.02% | +246+0.1% | Added |
| California Public Employees Retirement System | 452,064 | $118.5M | 0.09% | −85,408−15.9% | Reduced |
| Citadel Advisors LLC | 474,006 | $124.3M | 0.12% | +196,319+70.7% | Added |
| Adage Capital Partners GP, L.L.C. | 488,088 | $127.9M | 0.24% | +47,500+10.8% | Added |
| Prana Capital Management, LP | 489,960 | $128.4M | 6.11% | +100,620+25.8% | Added |
| Amundi | 518,610 | $135.0M | 0.05% | +52,409+11.2% | Added |
| Clarkston Capital Partners, LLC | 531,318 | $139.3M | 2.66% | −162,920−23.5% | Reduced |
| Altrinsic Global Advisors LLC | 575,383 | $150.8M | 6.73% | −64,597−10.1% | Reduced |
| Balyasny Asset Management LLC | 590,571 | $154.8M | 0.40% | +172,570+41.3% | Added |
| Charles Schwab Investment Management Inc | 590,738 | $154.9M | 0.03% | +11,765+2.0% | Added |
| Brandes Investment Partners, LP | 598,631 | $157.0M | 1.93% | +56,514+10.4% | Added |
| Goldman Sachs Group Inc | 609,751 | $159.8M | 0.03% | +253,577+71.2% | Added |
| Acadian Asset Management LLC | 638,535 | $167.4M | 0.52% | +221,108+53.0% | Added |
| Alliancebernstein L.P. | 662,447 | $173.7M | 0.06% | −45,149−6.4% | Reduced |
| Nuveen Asset Management, LLC | 677,335 | $177.7M | 0.05% | −124,494−15.5% | Reduced |
| Legal & General Group Plc | 702,955 | $184.3M | 0.05% | +3,094+0.4% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 720,779 | $188.9M | 3.69% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 737,464 | $193.3M | 0.05% | +80,452+12.2% | Added |
| Southpoint Capital Advisors LP | 800,000 | $209.7M | 5.22% | 00.0% | Unchanged |
| Morgan Stanley | 822,389 | $215.6M | 0.02% | −27,634−3.3% | Reduced |
| American Century Companies Inc | 1,006,728 | $263.9M | 0.16% | +185,126+22.5% | Added |
| Burgundy Asset Management Ltd. | 1,035,579 | $271.5M | 2.86% | +1,080+0.1% | Added |
| Northern Trust Corp | 1,115,529 | $292.4M | 0.05% | +8,447+0.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,122,475 | $294.2M | 1.00% | +39,288+3.6% | Added |
| Norges Bank | 1,465,032 | $384.0M | 0.06% | +187,750+14.7% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 1,652,648 | $433.2M | 11.92% | +96,981+6.2% | Added |
| Bank of New York Mellon Corp | 1,728,554 | $453.1M | 0.09% | +261,562+17.8% | Added |
| Invesco Ltd. | 1,975,362 | $517.8M | 0.11% | +22,648+1.2% | Added |
| Victory Capital Management Inc | 1,991,311 | $522.0M | 0.52% | +98,922+5.2% | Added |
| FMR LLC | 2,368,071 | $620.8M | 0.04% | +220,520+10.3% | Added |
| Geode Capital Management, LLC | 2,609,816 | $682.5M | 0.06% | +43,897+1.7% | Added |
| Artisan Partners Limited Partnership | 3,513,266 | $921.0M | 1.40% | −53,750−1.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,895,800 | $1.02B | 1.73% | −84,634−2.1% | Reduced |
| State Street Corp | 4,291,425 | $1.13B | 0.05% | +4880.0% | Added |
| First Eagle Investment Management, LLC | 5,377,880 | $1.41B | 3.19% | −74,511−1.4% | Reduced |
| Massachusetts Financial Services Co | 8,215,383 | $2.15B | 0.66% | −988,763−10.7% | Reduced |
| BlackRock Inc. | 9,955,542 | $2.61B | 0.06% | −108,795−1.1% | Reduced |
| Vanguard Group Inc | 11,423,341 | $2.99B | 0.06% | −34,444−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −148,180−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −125,383−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −112,344−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −109,518−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,926−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −59,038−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −27,651−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −26,933−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −21,198−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −17,930−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −16,104−100.0% | Sold out |
| Engine Capital Management, LP | 0 | $0 | 0.00% | −12,317−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,087−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −10,689−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,653−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −7,223−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,192−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,026−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,486−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,522−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,869−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,683−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,619−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,569−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Mosaic Family Wealth Partners, LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −954−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Waypoint Capital Advisors, LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |