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 |
|---|---|---|---|---|---|
| Keybank National Association | 877 | $229.9K | 0.00% | +89+11.3% | Added |
| Bessemer Group Inc | 871 | $227.0K | 0.00% | +58+7.1% | Added |
| Coldstream Capital Management Inc | 865 | $226.8K | 0.01% | +54+6.7% | Added |
| Greenleaf Trust | 843 | $221.0K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 841 | $220.5K | 0.04% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 840 | $220.2K | 0.04% | −6−0.7% | Reduced |
| Citadel Investment Advisory, Inc. | 826 | $217.0K | 0.12% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 830 | $215.3K | 0.05% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 818 | $215.0K | 0.01% | +26+3.3% | Added |
| Graypoint LLC | 820 | $215.0K | 0.01% | +37+4.7% | Added |
| Global Retirement Partners, LLC | 816 | $213.9K | 0.01% | +58+7.7% | Added |
| Rothschild Investment LLC | 806 | $211.4K | 0.01% | +24+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 805 | $211.0K | 0.03% | +5+0.6% | Added |
| Laurion Capital Management LP | 794 | $208.1K | 0.01% | +794 | New |
| Round Rock Advisors, LLC | 769 | $201.5K | 0.05% | +9+1.2% | Added |
| Seelaus Asset Management LLC | 768 | $201.3K | 0.20% | +768 | New |
| Goodman Advisory Group, LLC | 722 | $189.3K | 0.06% | +722 | New |
| EverSource Wealth Advisors, LLC | 584 | $164.9K | 0.01% | +1+0.2% | Added |
| JNBA Financial Advisors | 575 | $150.7K | 0.02% | −75−11.5% | Reduced |
| Mather Group, LLC. | 531 | $145.9K | 0.00% | +36+7.3% | Added |
| Westpac Banking Corp | 555 | $145.5K | 0.01% | +555 | New |
| IFP Advisors, Inc | 509 | $133.4K | 0.01% | +444+683.1% | Added |
| Allworth Financial LP | 498 | $131.0K | 0.00% | +73+17.2% | Added |
| Parallel Advisors, LLC | 495 | $129.9K | 0.00% | +2+0.4% | Added |
| Penserra Capital Management LLC | 484 | $127.0K | 0.00% | −3−0.6% | Reduced |
| Sentry Investment Management LLC | 456 | $120.0K | 0.05% | −93−16.9% | Reduced |
| PFS Partners, LLC | 457 | $119.8K | 0.08% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 450 | $118.0K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 445 | $116.7K | 0.00% | +59+15.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 420 | $110.1K | 0.02% | −2,193−83.9% | Reduced |
| DT Investment Partners, LLC | 418 | $109.6K | 0.01% | +170+68.5% | Added |
| State of Wyoming | 366 | $95.9K | 0.02% | +7+1.9% | Added |
| Deseret Mutual Benefit Administrators | 361 | $94.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 345 | $90.4K | 0.04% | −113−24.7% | Reduced |
| Washington Trust Advisors, Inc. | 336 | $88.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 302 | $79.2K | 0.00% | +76+33.6% | Added |
| Quadrant Capital Group LLC | 301 | $78.9K | 0.01% | −2−0.7% | Reduced |
| Alta Advisers Ltd | 300 | $78.6K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 274 | $71.9K | 0.00% | −370−57.5% | Reduced |
| LRI Investments, LLC | 274 | $71.7K | 0.01% | +63+29.9% | Added |
| Private Trust Co NA | 256 | $67.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 247 | $64.8K | 0.01% | −9−3.5% | Reduced |
| Central Trust Co | 243 | $63.7K | 0.00% | −71−22.6% | Reduced |
| Johnson Financial Group, Inc. | 238 | $62.6K | 0.00% | −7−2.9% | Reduced |
| Gables Capital Management Inc. | 227 | $59.5K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 212 | $55.6K | 0.01% | +37+21.1% | Added |
| New Millennium Group LLC | 207 | $54.3K | 0.04% | +207 | New |
| Farther Finance Advisors, LLC | 194 | $50.4K | 0.00% | +24+14.1% | Added |
| Capital Advisors, Ltd. LLC | 178 | $47.0K | 0.01% | +4+2.3% | Added |
| Heritage Wealth Advisors | 154 | $40.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 151 | $39.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 150 | $39.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 148 | $38.9K | 0.02% | +148 | New |
| Smartleaf Asset Management LLC | 142 | $37.5K | 0.01% | +79+125.4% | Added |
| HHM Wealth Advisors, LLC | 140 | $36.7K | 0.01% | 00.0% | Unchanged |
| American National Bank | 137 | $35.9K | 0.00% | +137 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 128 | $33.7K | 0.01% | +38+42.2% | Added |
| JJJ Advisors Inc. | 128 | $33.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 124 | $32.5K | 0.00% | +72+138.5% | Added |
| CKW Financial Group | 120 | $31.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 117 | $30.7K | 0.01% | −15−11.4% | Reduced |
| Ancora Advisors, LLC | 110 | $28.8K | 0.00% | +110 | New |
| AdvisorNet Financial, Inc | 108 | $28.3K | 0.00% | +107+10,700.0% | Added |
| Spire Wealth Management | 105 | $27.5K | 0.00% | +30+40.0% | Added |
| Richardson Financial Services Inc. | 101 | $26.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $25.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 94 | $24.6K | 0.00% | +1+1.1% | Added |
| Crewe Advisors LLC | 90 | $23.6K | 0.00% | +90 | New |
| Trust Co of Vermont | 89 | $23.3K | 0.00% | +5+6.0% | Added |
| Versant Capital Management, Inc | 88 | $23.1K | 0.01% | +50+131.6% | Added |
| MV Capital Management, Inc. | 85 | $22.3K | 0.00% | +4+4.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $17.8K | 0.01% | +38+126.7% | Added |
| Rise Advisors, LLC | 60 | $15.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 60 | $15.7K | 0.00% | +1+1.7% | Added |
| Bell Investment Advisors, Inc | 58 | $15.2K | 0.00% | +9+18.4% | Added |
| Glen Eagle Advisors, LLC | 56 | $14.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $13.4K | 0.00% | −1−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $13.4K | 0.00% | +46+920.0% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $13.0K | 0.01% | +1+2.1% | Added |
| GW&K Investment Management, LLC | 51 | $13.0K | 0.00% | +6+13.3% | Added |
| CoreCap Advisors, LLC | 48 | $12.6K | 0.00% | +35+269.2% | Added |
| Bruce G. Allen Investments, LLC | 47 | $12.3K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 46 | $12.1K | 0.01% | +46 | New |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $12.0K | 0.00% | +6+15.4% | Added |
| Pinnacle Bancorp, Inc. | 44 | $11.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 43 | $11.4K | 0.00% | +43 | New |
| Indiana Trust & Investment Management CO | 43 | $11.3K | 0.00% | +43 | New |
| Aspect Partners, LLC | 42 | $11.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 35 | $9.18K | 0.00% | +19+118.8% | Added |
| Meeder Asset Management Inc | 35 | $9.18K | 0.00% | +3+9.4% | Added |
| Manchester Capital Management LLC | 34 | $8.91K | 0.00% | +24+240.0% | Added |
| Silicon Valley Capital Partners | 33 | $8.78K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $8.39K | 0.00% | −30−48.4% | Reduced |
| Hobbs Group Advisors, LLC | 29 | $7.60K | 0.00% | +29 | New |
| CVA Family Office, LLC | 27 | $7.08K | 0.00% | +11+68.8% | Added |
| Fortitude Family Office, LLC | 27 | $7.08K | 0.00% | +15+125.0% | Added |
| Smithfield Trust Co | 26 | $7.00K | 0.00% | 00.0% | Unchanged |