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 |
|---|---|---|---|---|---|
| Anfield Capital Management, LLC | 26 | $6.82K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 25 | $6.55K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $6.30K | 0.00% | +12+100.0% | Added |
| Abound Wealth Management | 24 | $6.29K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $5.50K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 21 | $5.50K | 0.00% | +21 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $5.50K | 0.00% | −9−30.0% | Reduced |
| Colonial Trust Co | 20 | $5.28K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $5.24K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $4.98K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $4.89K | 0.00% | +4+17.4% | Added |
| Quent Capital, LLC | 17 | $4.49K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 17 | $4.46K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 16 | $4.21K | 0.00% | −2,495−99.4% | Reduced |
| Northwest Capital Management Inc | 16 | $4.19K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 13 | $3.41K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $3.26K | 0.00% | +12 | New |
| Strengthening Families & Communities, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Harbour Investments, Inc. | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $2.88K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $2.62K | 0.00% | +2+25.0% | Added |
| Semmax Financial Advisors Inc. | 9 | $2.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $2.47K | 0.00% | +1+12.5% | Added |
| Dunhill Financial, LLC | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $2.36K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 9 | $2.36K | 0.00% | +9 | New |
| Wetzel Investment Advisors, Inc. | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $2.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $2.10K | 0.00% | +1+14.3% | Added |
| Avion Wealth | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| Anchor Investment Management, LLC | 7 | $1.83K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7 | $1.83K | 0.00% | +2+40.0% | Added |
| Core Alternative Capital | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $790 | 0.00% | −11−78.6% | Reduced |
| Valued Wealth Advisors LLC | 3 | $790 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $787 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3 | $786 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3 | $782 | 0.00% | +3 | New |
| NVWM, LLC | 2 | $526 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $525 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $524 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $262 | 0.00% | +1 | New |
| Lynx Investment Advisory | 1 | $262 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 54 | $38 | 0.00% | +54 | New |
| 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 |