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 |
|---|---|---|---|---|---|
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 16,988 | $4.45M | 0.05% | +16,988 | New |
| Utah Retirement Systems | 16,796 | $4.40M | 0.05% | −1,100−6.1% | Reduced |
| Swedbank AB | 16,381 | $4.29M | 0.01% | −26−0.2% | Reduced |
| Financial Engines Advisors L.L.C. | 16,157 | $4.24M | 0.01% | −280−1.7% | Reduced |
| New York Life Investment Management LLC | 16,067 | $4.21M | 0.04% | +97+0.6% | Added |
| Baird Financial Group, Inc. | 15,933 | $4.18M | 0.01% | +799+5.3% | Added |
| Sendero Wealth Management, LLC | 15,920 | $4.17M | 0.70% | +513+3.3% | Added |
| Prudential PLC | 15,810 | $4.14M | 0.03% | +7,080+81.1% | Added |
| Louisbourg Investments Inc. | 20,132 | $4.09M | 1.15% | +540+2.8% | Added |
| LPL Financial LLC | 15,351 | $4.02M | 0.00% | +689+4.7% | Added |
| Mercer Global Advisors Inc | 15,025 | $4.02M | 0.01% | +256+1.7% | Added |
| Two Sigma Investments, LP | 15,161 | $3.97M | 0.01% | +7,571+99.7% | Added |
| M&T Bank Corp | 14,979 | $3.93M | 0.01% | −39,365−72.4% | Reduced |
| KBC Group NV | 14,871 | $3.90M | 0.01% | −5,082−25.5% | Reduced |
| Heartland Advisors Inc | 14,527 | $3.81M | 0.21% | +14,527 | New |
| Xponance, Inc. | 14,433 | $3.78M | 0.04% | −1,617−10.1% | Reduced |
| Thrivent Financial for Lutherans | 14,110 | $3.70M | 0.01% | +7,740+121.5% | Added |
| Public Employees Retirement Association of Colorado | 14,024 | $3.68M | 0.02% | −560−3.8% | Reduced |
| AXA S.A. | 13,996 | $3.67M | 0.01% | +1,334+10.5% | Added |
| Mackenzie Financial Corp | 13,994 | $3.67M | 0.01% | −45,701−76.6% | Reduced |
| Yousif Capital Management, LLC | 13,900 | $3.64M | 0.04% | −267−1.9% | Reduced |
| Callahan Advisors, LLC | 13,821 | $3.62M | 0.38% | +1,456+11.8% | Added |
| Creative Planning | 13,147 | $3.45M | 0.00% | +43+0.3% | Added |
| Capitolis Liquid Global Markets LLC | 13,000 | $3.41M | 0.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 12,944 | $3.39M | 0.04% | +1,818+16.3% | Added |
| Mutual of America Capital Management LLC | 12,894 | $3.38M | 0.04% | −551−4.1% | Reduced |
| US Bancorp | 12,858 | $3.37M | 0.00% | −23−0.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,810 | $3.36M | 1.45% | 00.0% | Unchanged |
| AMG National Trust Bank | 12,788 | $3.35M | 0.09% | −57−0.4% | Reduced |
| Nissay Asset Management Corp | 12,755 | $3.34M | 0.02% | +246+2.0% | Added |
| Savant Capital, LLC | 12,655 | $3.32M | 0.03% | −247−1.9% | Reduced |
| Ethic Inc. | 12,559 | $3.29M | 0.08% | −31−0.2% | Reduced |
| Game Creek Capital, LP | 12,250 | $3.21M | 1.79% | −1,250−9.3% | Reduced |
| Stifel Financial Corp | 11,544 | $3.03M | 0.00% | +1,303+12.7% | Added |
| Truist Financial Corp | 11,479 | $3.01M | 0.00% | +100+0.9% | Added |
| Janus Henderson Group PLC | 11,411 | $2.99M | 0.00% | −2,936−20.5% | Reduced |
| HighTower Advisors, LLC | 11,261 | $2.96M | 0.00% | +133+1.2% | Added |
| State of Alaska, Department of Revenue | 11,155 | $2.92M | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 11,076 | $2.90M | 0.12% | +1,464+15.2% | Added |
| CIBC Asset Management Inc | 10,959 | $2.87M | 0.01% | −749−6.4% | Reduced |
| Wellington Management Group LLP | 10,780 | $2.83M | 0.00% | +3,353+45.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,598 | $2.78M | 0.01% | +10,598 | New |
| CenterBook Partners LP | 10,590 | $2.78M | 0.17% | −2,502−19.1% | Reduced |
| The PNC Financial Services Group, Inc. | 10,476 | $2.75M | 0.00% | −286−2.7% | Reduced |
| Achmea Investment Management B.V. | 10,240 | $2.69M | 0.05% | +1,436+16.3% | Added |
| Mariner, LLC | 10,081 | $2.64M | 0.01% | −10−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 10,007 | $2.62M | 0.03% | +298+3.1% | Added |
| Great Lakes Advisors, LLC | 9,777 | $2.56M | 0.02% | −21,687−68.9% | Reduced |
| Wealthfront Advisers LLC | 9,764 | $2.56M | 0.01% | +244+2.6% | Added |
| Tocqueville Asset Management L.P. | 9,723 | $2.55M | 0.04% | −111−1.1% | Reduced |
| Toroso Investments, LLC | 9,699 | $2.54M | 0.04% | +1,946+25.1% | Added |
| Advisor Group Holdings, Inc. | 9,513 | $2.49M | 0.01% | +589+6.6% | Added |
| Nebula Research & Development LLC | 9,492 | $2.49M | 0.40% | +7,376+348.6% | Added |
| Walleye Capital LLC | 9,432 | $2.47M | 0.03% | −8,871−48.5% | Reduced |
| National Bank of Canada | 9,452 | $2.45M | 0.00% | −427−4.3% | Reduced |
| Axq Capital, LP | 9,299 | $2.44M | 0.57% | +3,259+54.0% | Added |
| Nisa Investment Advisors, LLC | 9,089 | $2.39M | 0.02% | −485−5.1% | Reduced |
| Agf Management Ltd | 9,120 | $2.39M | 0.01% | +930+11.4% | Added |
| Montag A & Associates Inc | 9,010 | $2.37M | 0.12% | −151−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,816 | $2.31M | 0.00% | −21−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,784 | $2.30M | 0.05% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,746 | $2.29M | 0.06% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.26M | 0.02% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 8,576 | $2.25M | 0.37% | −193−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,309 | $2.18M | 0.02% | −236−2.8% | Reduced |
| JustInvest LLC | 8,099 | $2.12M | 0.04% | +917+12.8% | Added |
| Mizuho Securities USA LLC | 7,886 | $2.07M | 0.05% | +7,886 | New |
| Cary Street Partners Asset Management LLC | 7,875 | $2.06M | 0.30% | +153+2.0% | Added |
| Aquatic Capital Management LLC | 7,840 | $2.06M | 0.08% | −12,280−61.0% | Reduced |
| Brevan Howard Capital Management LP | 7,776 | $2.04M | 0.13% | +4,856+166.3% | Added |
| Kentucky Retirement Systems | 7,704 | $2.02M | 0.06% | −83−1.1% | Reduced |
| Cetera Investment Advisers | 7,691 | $2.02M | 0.00% | +600+8.5% | Added |
| STRS Ohio | 7,685 | $2.01M | 0.01% | +248+3.3% | Added |
| Neuberger Berman Group LLC | 7,572 | $1.98M | 0.00% | −422−5.3% | Reduced |
| Pacer Advisors, Inc. | 7,530 | $1.97M | 0.00% | +328+4.6% | Added |
| Headlands Technologies LLC | 7,524 | $1.97M | 0.21% | −1,027−12.0% | Reduced |
| Pathstone Holdings, LLC | 7,487 | $1.96M | 0.01% | −350−4.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 7,299 | $1.91M | 0.05% | 00.0% | Unchanged |
| 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 |
| CIBC Private Wealth Group, LLC | 7,050 | $1.83M | 0.00% | +27+0.4% | Added |
| FJ Capital Management LLC | 6,922 | $1.81M | 0.19% | +6,922 | New |
| Campbell & CO Investment Adviser LLC | 6,888 | $1.81M | 0.15% | +2,997+77.0% | Added |
| MBB Public Markets I LLC | 6,786 | $1.78M | 0.04% | +6,786 | New |
| Diversified Trust Co | 6,716 | $1.76M | 0.05% | +1,863+38.4% | Added |
| Tower Research Capital LLC (TRC) | 6,657 | $1.75M | 0.03% | +4,549+215.8% | Added |
| Blair William & Co | 6,595 | $1.73M | 0.01% | +263+4.2% | Added |
| Hartford Investment Management Co | 6,560 | $1.72M | 0.06% | −114−1.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,496 | $1.72M | 0.01% | −8,366−56.3% | Reduced |
| Live Oak Private Wealth LLC | 6,519 | $1.71M | 0.29% | +20+0.3% | Added |
| Ostrum Asset Management | 6,272 | $1.64M | 0.14% | −488−7.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,223 | $1.63M | 0.06% | +5+0.1% | Added |
| Accretive Wealth Partners, LLC | 6,150 | $1.61M | 0.67% | +48+0.8% | Added |
| Assetmark, Inc | 6,149 | $1.61M | 0.00% | −14−0.2% | Reduced |
| Mosaic Financial Group, LLC | 6,040 | $1.58M | 1.14% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,999 | $1.57M | 0.00% | +355+6.3% | Added |
| Stratos Wealth Partners, LTD. | 5,959 | $1.56M | 0.03% | +563+10.4% | Added |
| Wolverine Trading, LLC | 5,926 | $1.55M | 0.03% | +5,926 | New |
| Metis Global Partners, LLC | 5,867 | $1.54M | 0.05% | +221+3.9% | Added |
| Louisiana State Employees Retirement System | 5,800 | $1.52M | 0.03% | −200−3.3% | Reduced |