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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,881 | $517.3K | 0.01% | +403+27.3% | Added |
| Rappaport Reiches Capital Management, LLC | 1,920 | $503.3K | 0.15% | +6+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,915 | $502.0K | 0.02% | +123+6.9% | Added |
| Kestra Advisory Services, LLC | 1,903 | $498.9K | 0.00% | +117+6.6% | Added |
| Captrust Financial Advisors | 1,862 | $488.0K | 0.00% | −49−2.6% | Reduced |
| Dynamic Advisor Solutions LLC | 1,846 | $483.6K | 0.02% | +25+1.4% | Added |
| Saxon Interests, Inc. | 1,831 | $480.0K | 0.23% | 00.0% | Unchanged |
| James Hambro & Partners | 1,828 | $479.3K | 0.02% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,800 | $471.9K | 0.40% | −500−21.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,750 | $458.7K | 0.19% | −2−0.1% | Reduced |
| Empower Advisory Group, LLC | 1,733 | $454.3K | 0.00% | +4+0.2% | Added |
| RSM US Wealth Management LLC | 1,729 | $449.1K | 0.01% | +1,729 | New |
| Family Firm, Inc. | 1,704 | $446.7K | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,692 | $443.7K | 0.00% | +50+3.0% | Added |
| DoubleLine ETF Adviser LP | 1,690 | $443.0K | 0.12% | −74−4.2% | Reduced |
| Rathbone Brothers plc | 1,666 | $436.7K | 0.00% | −200−10.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,665 | $436.6K | 0.00% | −102−5.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,651 | $432.8K | 0.06% | −100−5.7% | Reduced |
| Advisory Services Network, LLC | 1,624 | $425.8K | 0.01% | +11+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 1,613 | $422.7K | 0.00% | +6+0.4% | Added |
| Scientech Research LLC | 1,609 | $421.8K | 0.09% | −1,025−38.9% | Reduced |
| Fielder Capital Group LLC | 1,591 | $417.2K | 0.16% | +1,591 | New |
| Snowden Capital Advisors LLC | 1,567 | $412.2K | 0.01% | +109+7.5% | Added |
| First Horizon Advisors, Inc. | 1,572 | $412.1K | 0.01% | +1+0.1% | Added |
| Brighton Jones LLC | 1,570 | $411.5K | 0.01% | +304+24.0% | Added |
| Clearbridge Investments, LLC | 1,563 | $409.7K | 0.00% | −165−9.5% | Reduced |
| Fonville Wealth Management LLC | 1,555 | $407.6K | 0.16% | +1+0.1% | Added |
| DRW Securities, LLC | 1,504 | $398.8K | 0.02% | +1,504 | New |
| Cladis Investment Advisory, LLC | 1,510 | $395.8K | 0.29% | 00.0% | Unchanged |
| Qtron Investments LLC | 1,504 | $394.3K | 0.06% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 1,488 | $390.1K | 0.00% | −70−4.5% | Reduced |
| Profund Advisors LLC | 1,485 | $389.3K | 0.01% | −40−2.6% | Reduced |
| Nomura Holdings Inc | 1,477 | $387.2K | 0.00% | +658+80.3% | Added |
| First Manhattan Co | 1,446 | $380.3K | 0.00% | +110+8.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $376.4K | 0.10% | −106−6.9% | Reduced |
| Horizon Investments, LLC | 1,434 | $375.9K | 0.01% | +5+0.3% | Added |
| Kestra Private Wealth Services, LLC | 1,430 | $375.0K | 0.01% | +24+1.7% | Added |
| Proficio Capital Partners LLC | 1,426 | $373.9K | 0.04% | +13+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,414 | $371.0K | 0.00% | −64−4.3% | Reduced |
| Capital Analysts, LLC | 1,407 | $369.0K | 0.02% | +92+7.0% | Added |
| Davenport & Co LLC | 1,388 | $363.9K | 0.00% | +26+1.9% | Added |
| Chicago Partners Investment Group LLC | 1,273 | $362.1K | 0.01% | +8+0.6% | Added |
| Glenmede Trust Co NA | 1,377 | $361.0K | 0.00% | +237+20.8% | Added |
| Fifth Third Wealth Advisors LLC | 1,372 | $359.7K | 0.03% | +1,372 | New |
| Access Investment Management LLC | 1,370 | $359.1K | 0.12% | +30+2.2% | Added |
| Sciencast Management LP | 1,368 | $358.6K | 0.12% | +1,368 | New |
| Raub Brock Capital Management LP | 1,350 | $353.9K | 0.08% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,230 | $350.0K | 0.02% | +20+1.7% | Added |
| Symmetry Partners, LLC | 1,328 | $348.0K | 0.02% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $346.0K | 0.01% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,310 | $343.4K | 0.06% | +1,310 | New |
| Capstone Investment Advisors, LLC | 1,295 | $339.5K | 0.01% | +1,295 | New |
| Benjamin F. Edwards & Company, Inc. | 1,296 | $339.0K | 0.01% | +12+0.9% | Added |
| Numerai GP LLC | 1,293 | $338.9K | 0.12% | +1,293 | New |
| NBC Securities, Inc. | 1,287 | $337.0K | 0.03% | +188+17.1% | Added |
| Callan Family Office, LLC | 1,278 | $335.0K | 0.06% | +1,278 | New |
| Rockland Trust Co | 1,266 | $331.9K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,262 | $330.7K | 0.00% | +301+31.3% | Added |
| Alhambra Investment Partners LLC | 1,260 | $330.3K | 0.18% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,255 | $329.0K | 0.00% | −228−15.4% | Reduced |
| Private Advisor Group, LLC | 1,253 | $328.5K | 0.00% | −33−2.6% | Reduced |
| Fidelis Capital Partners, LLC | 1,186 | $326.7K | 0.05% | +83+7.5% | Added |
| Sherbrooke Park Advisers LLC | 1,241 | $325.3K | 0.06% | +1,241 | New |
| Regions Financial Corp | 1,240 | $325.1K | 0.00% | −231−15.7% | Reduced |
| Trust Asset Management LLC | 1,227 | $321.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,227 | $321.6K | 0.04% | +514+72.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,225 | $321.2K | 0.00% | −65−5.0% | Reduced |
| Federated Hermes, Inc. | 1,225 | $321.1K | 0.00% | −2,168−63.9% | Reduced |
| Mayflower Financial Advisors, LLC | 1,221 | $320.1K | 0.05% | −13−1.1% | Reduced |
| Lido Advisors, LLC | 1,198 | $315.2K | 0.00% | +29+2.5% | Added |
| CTC Alternative Strategies, Ltd. | 1,198 | $314.0K | 0.13% | +1,198 | New |
| Sequoia Financial Advisors, LLC | 1,189 | $311.7K | 0.00% | +47+4.1% | Added |
| Forum Financial Management, LP | 1,150 | $301.5K | 0.01% | +2+0.2% | Added |
| United Capital Financial Advisers, LLC | 1,130 | $296.2K | 0.00% | +107+10.5% | Added |
| Machina Capital S.A.S. | 1,113 | $291.8K | 0.13% | +1,113 | New |
| Cigna Investments Inc | 1,100 | $289.0K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 1,112 | $288.5K | 0.04% | +1,112 | New |
| D. E. Shaw & Co., Inc. | 1,100 | $288.4K | 0.00% | −40,003−97.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,100 | $288.4K | 0.01% | +2+0.2% | Added |
| Wetherby Asset Management Inc | 1,099 | $288.1K | 0.01% | −37−3.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,098 | $287.8K | 0.02% | −27−2.4% | Reduced |
| Financial Freedom, LLC | 1,073 | $281.3K | 0.16% | +93+9.5% | Added |
| Cinctive Capital Management LP | 1,061 | $278.1K | 0.01% | +1,061 | New |
| Caisse de Depot Et Placement du Quebec | 1,050 | $275.2K | 0.00% | −59−5.3% | Reduced |
| Act Two Investors LLC | 1,029 | $269.7K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,025 | $269.6K | 0.01% | +144+16.3% | Added |
| Cohen & Steers, Inc. | 1,003 | $263.0K | 0.00% | −20−2.0% | Reduced |
| GWM Advisors LLC | 997 | $261.5K | 0.00% | +37+3.9% | Added |
| Csenge Advisory Group | 996 | $261.1K | 0.01% | +31+3.2% | Added |
| Garrison Asset Management, LLC | 980 | $256.9K | 0.14% | +30+3.2% | Added |
| Syon Capital LLC | 974 | $255.3K | 0.02% | +11+1.1% | Added |
| Seed Wealth Management, Inc. | 970 | $254.3K | 0.22% | +120+14.1% | Added |
| TownSquare Capital, LLC | 960 | $251.7K | 0.00% | +131+15.8% | Added |
| Brown Brothers Harriman & Co | 956 | $250.6K | 0.00% | −550−36.5% | Reduced |
| Vise Technologies, Inc. | 953 | $249.8K | 0.04% | +116+13.9% | Added |
| William Blair Investment Management, LLC | 943 | $247.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 939 | $246.1K | 0.01% | +939 | New |
| Cassaday & Co Wealth Management LLC | 924 | $242.2K | 0.01% | −1−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 895 | $234.6K | 0.02% | +11+1.2% | Added |
| ZWJ Investment Counsel Inc | 884 | $231.7K | 0.01% | 00.0% | Unchanged |