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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 5,794 | $1.52M | 0.04% | −200−3.3% | Reduced |
| Allianz Asset Management GmbH | 5,779 | $1.51M | 0.00% | −6,177−51.7% | Reduced |
| Cerity Partners LLC | 5,760 | $1.51M | 0.00% | −2,127−27.0% | Reduced |
| Crossmark Global Holdings, Inc. | 5,569 | $1.46M | 0.03% | −364−6.1% | Reduced |
| Interval Partners, LP | 5,394 | $1.41M | 0.04% | −19,397−78.2% | Reduced |
| Commonwealth Equity Services, LLC | 5,353 | $1.40M | 0.00% | −107−2.0% | Reduced |
| Oliver Luxxe Assets LLC | 5,264 | $1.38M | 0.29% | +166+3.3% | Added |
| New Mexico Educational Retirement Board | 5,200 | $1.36M | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,108 | $1.34M | 0.01% | +663+14.9% | Added |
| RBF Capital, LLC | 5,000 | $1.31M | 0.08% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 4,924 | $1.29M | 0.05% | −37−0.7% | Reduced |
| Atom Investors LP | 4,888 | $1.28M | 0.13% | +4,888 | New |
| Hantz Financial Services, Inc. | 4,833 | $1.27M | 0.02% | −270−5.3% | Reduced |
| Formidable Asset Management, LLC | 4,810 | $1.26M | 0.20% | −365−7.1% | Reduced |
| Ossiam | 4,720 | $1.24M | 0.02% | −1,604−25.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,715 | $1.24M | 0.00% | +1,491+46.2% | Added |
| Boston Partners | 4,682 | $1.23M | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,666 | $1.22M | 0.01% | −1,232−20.9% | Reduced |
| Park Avenue Securities LLC | 4,553 | $1.19M | 0.01% | +356+8.5% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.18M | 0.39% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,429 | $1.16M | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,365 | $1.14M | 0.00% | +12+0.3% | Added |
| Vinva Investment Management Ltd | 4,277 | $1.13M | 0.06% | −177−4.0% | Reduced |
| Empowered Funds, LLC | 4,297 | $1.13M | 0.02% | −4,814−52.8% | Reduced |
| Fox Run Management, L.L.C. | 4,157 | $1.09M | 0.21% | −2,692−39.3% | Reduced |
| SpiderRock Advisors, LLC | 4,038 | $1.06M | 0.03% | +4,038 | New |
| Hamilton Capital Partners Inc. | 4,030 | $1.06M | 0.11% | +980+32.1% | Added |
| Advisors Capital Management, LLC | 4,024 | $1.05M | 0.02% | +4,024 | New |
| Raymond James Trust N.A. | 4,004 | $1.05M | 0.02% | −753−15.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,000 | $1.05M | 0.00% | +527+15.2% | Added |
| Ieq Capital, LLC | 3,989 | $1.05M | 0.01% | +1,205+43.3% | Added |
| Commerce Bank | 3,987 | $1.05M | 0.01% | +42+1.1% | Added |
| Swiss Life Asset Management Ltd | 3,913 | $1.03M | 0.01% | +2,461+169.5% | Added |
| Resources Investment Advisors, LLC. | 3,869 | $1.01M | 0.01% | +1,282+49.6% | Added |
| Mesirow Financial Investment Management, Inc. | 3,848 | $1.01M | 0.02% | +24+0.6% | Added |
| Hunter Associates Investment Management LLC | 3,810 | $997.0K | 0.17% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,620 | $948.9K | 0.01% | +837+30.1% | Added |
| Omers Administration Corp | 3,580 | $938.5K | 0.01% | +3,580 | New |
| Quantinno Capital Management LP | 3,573 | $936.7K | 0.02% | +817+29.6% | Added |
| Norinchukin Bank, The | 3,572 | $936.4K | 0.03% | +33+0.9% | Added |
| AlTi Global, Inc. | 3,471 | $912.9K | 0.02% | −75−2.1% | Reduced |
| LMCG Investments, LLC | 3,474 | $910.7K | 0.05% | −118−3.3% | Reduced |
| Sanctuary Advisors, LLC | 3,566 | $894.9K | 0.01% | +3,566 | New |
| NEOS Investment Management LLC | 3,374 | $884.5K | 0.04% | +996+41.9% | Added |
| Oppenheimer Asset Management Inc. | 3,373 | $884.2K | 0.01% | +62+1.9% | Added |
| Confluence Investment Management LLC | 3,368 | $882.9K | 0.01% | +61+1.8% | Added |
| South Dakota Investment Council | 3,355 | $879.0K | 0.02% | −5−0.1% | Reduced |
| Atria Investments LLC | 3,312 | $868.1K | 0.01% | +3,312 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,298 | $864.5K | 0.06% | −86−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,268 | $856.7K | 0.01% | +196+6.4% | Added |
| HB Wealth Management, LLC | 3,250 | $852.0K | 0.01% | +2,242+222.4% | Added |
| Los Angeles Capital Management LLC | 3,150 | $825.7K | 0.00% | −3,072−49.4% | Reduced |
| United Asset Strategies, Inc. | 3,121 | $818.1K | 0.08% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,104 | $813.7K | 0.61% | +3,104 | New |
| Thoroughbred Financial Services, LLC | 3,036 | $796.0K | 0.05% | +843+38.4% | Added |
| Blueshift Asset Management, LLC | 3,028 | $793.8K | 0.27% | +1,010+50.0% | Added |
| Monument Group Wealth Advisors, LLC | 3,018 | $791.2K | 0.53% | −702−18.9% | Reduced |
| Quantbot Technologies LP | 3,006 | $788.0K | 0.04% | −7,729−72.0% | Reduced |
| Busey Wealth Management | 2,993 | $784.6K | 0.03% | −667−18.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,957 | $775.2K | 0.06% | +453+18.1% | Added |
| Assenagon Asset Management S.A. | 2,908 | $762.3K | 0.00% | +28+1.0% | Added |
| 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 |
| Pettyjohn, Wood & White, Inc | 2,880 | $755.0K | 0.15% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,848 | $746.6K | 0.03% | +123+4.5% | Added |
| MML Investors Services, LLC | 2,812 | $737.0K | 0.00% | −85−2.9% | Reduced |
| Ironwood Investment Counsel, LLC | 2,750 | $720.9K | 0.13% | −199−6.7% | Reduced |
| TD Private Client Wealth LLC | 2,678 | $702.0K | 0.02% | −204−7.1% | Reduced |
| Clearstead Advisors, LLC | 2,574 | $674.7K | 0.01% | +2,263+727.7% | Added |
| Principal Securities, Inc. | 2,543 | $666.6K | 0.02% | +277+12.2% | Added |
| Tokio Marine Asset Management Co Ltd | 2,536 | $664.8K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,531 | $663.5K | 0.19% | +21+0.8% | Added |
| SkyView Investment Advisors, LLC | 2,506 | $657.0K | 0.12% | +21+0.8% | Added |
| Paradigm Asset Management Co LLC | 2,500 | $655.4K | 0.18% | −500−16.7% | Reduced |
| S.E.E.D. Planning Group LLC | 2,499 | $655.1K | 0.24% | 00.0% | Unchanged |
| Veriti Management LLC | 2,483 | $650.9K | 0.04% | +634+34.3% | Added |
| Lecap Asset Management Ltd | 2,457 | $644.1K | 0.14% | −12,017−83.0% | Reduced |
| 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 |
| Exchange Traded Concepts, LLC | 2,409 | $631.5K | 0.02% | +89+3.8% | Added |
| Intrust Bank NA | 2,400 | $629.1K | 0.07% | −74−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 2,345 | $615.0K | 0.01% | +2,345 | New |
| CWM, LLC | 2,329 | $611.0K | 0.00% | +27+1.2% | Added |
| Guggenheim Capital LLC | 2,326 | $609.7K | 0.00% | −3,862−62.4% | Reduced |
| Stephens Inc | 2,321 | $608.4K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,300 | $602.9K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 2,250 | $589.8K | 0.02% | +600+36.4% | Added |
| Lester Murray Antman dba SimplyRich | 2,235 | $585.0K | 0.19% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 2,209 | $581.0K | 0.18% | +2,209 | New |
| Legal Advantage Investments, Inc. | 2,215 | $580.6K | 0.33% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,200 | $576.7K | 0.02% | +1,281+139.4% | Added |
| Two Sigma Securities, LLC | 2,157 | $565.4K | 0.03% | +1,229+132.4% | Added |
| Integrated Wealth Concepts LLC | 2,124 | $556.5K | 0.01% | −3−0.1% | Reduced |
| Janney Montgomery Scott LLC | 2,119 | $555.0K | 0.00% | +35+1.7% | Added |
| Vestcor Inc | 2,099 | $550.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,088 | $547.3K | 0.01% | −15,978−88.4% | Reduced |
| Banque Cantonale Vaudoise | 2,058 | $540.0K | 0.02% | +1,334+184.3% | Added |
| GTS Securities LLC | 2,038 | $534.2K | 0.01% | +2,038 | New |
| V-Square Quantitative Management LLC | 2,009 | $526.6K | 0.09% | −133−6.2% | Reduced |
| Dryden Capital, LLC | 2,000 | $524.3K | 0.89% | +2,000 | New |