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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, Q3 2024

Institutional positions in Willis Towers Watson PLC as of Sep 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
672
+25 vs. Q2 2024
Shares held
93.5M
+9.81M (+11.7%) vs. Q2 2024
Total value
$27.5B
+$5.59B (+25.5%) vs. Q2 2024
New holders
68
262 more added
Sold out
43
235 more reduced

7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 672 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ3 2024: $27.5B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2024.

Institutions holding WTW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd57$450.00%+3+5.6%Added
WestEnd Advisors, LLC1$2950.00%00.0%Unchanged
Annapolis Financial Services, LLC1$3480.00%+1New
Raleigh Capital Management Inc.2$5890.00%−1−33.3%Reduced
NVWM, LLC2$5890.00%00.0%Unchanged
HM Payson & Co2$5900.00%+2New
West Branch Capital LLC2$5900.00%+2New
Carolinas Wealth Consulting LLC2$5910.00%00.0%Unchanged
1620 Investment Advisors, Inc.3$7420.00%+3New
Trifecta Capital Advisors, LLC3$8840.00%00.0%Unchanged
Riverview Trust Co3$8840.00%+3New
Prestige Wealth Management Group LLC3$8870.00%00.0%Unchanged
Laurel Wealth Advisors LLC5$1.47K0.00%00.0%Unchanged
Talon Private Wealth, LLC5$1.47K0.00%+5New
Voisard Asset Management Group, Inc.5$1.47K0.00%+5New
Financial Network Wealth Advisors LLC6$1.77K0.00%−6−50.0%Reduced
Core Alternative Capital6$1.77K0.00%00.0%Unchanged
Valued Wealth Advisors LLC6$1.77K0.00%+3+100.0%Added
TD Waterhouse Canada Inc.6$1.80K0.00%+3+100.0%Added
Avion Wealth10$2.00K0.00%+2+25.0%Added
WR Wealth Planners, LLC7$2.06K0.00%−13−65.0%Reduced
Anchor Investment Management, LLC7$2.06K0.00%00.0%Unchanged
Salem Investment Counselors Inc7$2.07K0.00%+7New
Hollencrest Capital Management8$2.36K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$2.36K0.00%00.0%Unchanged
Sandy Spring Bank8$2.36K0.00%−7−46.7%Reduced
Eagle Bay Advisors LLC8$2.36K0.00%00.0%Unchanged
Tompkins Financial Corp9$2.65K0.00%00.0%Unchanged
Dunhill Financial, LLC9$2.72K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.9$2.91K0.00%00.0%Unchanged
Cornerstone Planning Group LLC10$2.92K0.00%+1+11.1%Added
Strengthening Families & Communities, LLC10$2.94K0.00%00.0%Unchanged
Highline Wealth Partners LLC10$2.94K0.00%+2+25.0%Added
MCF Advisors LLC11$3.24K0.00%−13−54.2%Reduced
Park Place Capital Corp11$3.24K0.00%00.0%Unchanged
Naples Money Management LLC12$3.53K0.00%+12New
Harbour Investments, Inc.13$3.83K0.00%+2+18.2%Added
Larson Financial Group LLC13$3.83K0.00%+13New
CoreCap Advisors, LLC14$4.12K0.00%−34−70.8%Reduced
SJS Investment Consulting Inc.14$4.12K0.00%−1−6.7%Reduced
Pinnacle Bancorp, Inc.15$4.42K0.00%−29−65.9%Reduced
Northwest Capital Management Inc16$4.71K0.00%00.0%Unchanged
Washington Trust Co17$5.01K0.00%00.0%Unchanged
Creekmur Asset Management LLC17$5.01K0.00%+17New
Quent Capital, LLC17$5.05K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.27$5.56K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC20$5.89K0.00%−1−4.8%Reduced
Financial Management Professionals, Inc.21$6.00K0.00%+3+16.7%Added
Colonial Trust Co21$6.15K0.00%+1+5.0%Added
Moisand Fitzgerald Tamayo, LLC21$6.19K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.23$6.78K0.00%+4+21.1%Added
Raffa Wealth Management, LLC25$7.36K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$7.66K0.00%00.0%Unchanged
Fortitude Family Office, LLC27$7.95K0.00%00.0%Unchanged
Smithfield Trust Co26$8.00K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC29$8.54K0.00%00.0%Unchanged
FSA Wealth Management LLC29$8.54K0.00%+29New
CVA Family Office, LLC30$8.84K0.00%+3+11.1%Added
Silicon Valley Capital Partners34$9.89K0.00%+1+3.0%Added
Venturi Wealth Management, LLC35$10.3K0.00%00.0%Unchanged
Abound Wealth Management36$10.6K0.00%+12+50.0%Added
Aspect Partners, LLC42$12.4K0.01%00.0%Unchanged
Meeder Asset Management Inc42$12.4K0.00%+7+20.0%Added
Indiana Trust & Investment Management CO43$12.7K0.00%00.0%Unchanged
Manchester Capital Management LLC44$13.0K0.00%+10+29.4%Added
Hantz Financial Services, Inc.45$13.0K0.00%−4,788−99.1%Reduced
Kayne Anderson Rudnick Investment Management LLC45$13.5K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC47$13.8K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$14.7K0.00%00.0%Unchanged
Avalon Trust Co50$14.7K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC50$14.8K0.00%+50New
Covestor Ltd50$15.0K0.01%+1+2.0%Added
Continuum Advisory, LLC48$15.1K0.00%+33+220.0%Added
JFS Wealth Advisors, LLC53$15.6K0.00%+2+3.9%Added
New Age Alpha Advisors, LLC54$15.9K0.01%+54New
SRS Capital Advisors, Inc.55$16.2K0.00%+4+7.8%Added
Zions Bancorporation, N.A.56$16.5K0.00%−4−6.7%Reduced
Glen Eagle Advisors, LLC56$16.5K0.00%00.0%Unchanged
GW&K Investment Management, LLC57$17.0K0.00%+6+11.8%Added
Bell Investment Advisors, Inc58$17.1K0.00%00.0%Unchanged
GeoWealth Management, LLC59$17.4K0.00%+59New
Rise Advisors, LLC60$17.8K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC66$19.4K0.00%+66New
Private Wealth Management Group, LLC68$20.0K0.01%00.0%Unchanged
Hemington Wealth Management77$23.0K0.01%+77New
Towarzystwo Funduszy Inwestycyjnych Pzu SA80$23.6K0.01%00.0%Unchanged
True Wealth Design, LLC83$24.4K0.01%+83New
MV Capital Management, Inc.88$25.9K0.00%+3+3.5%Added
Versant Capital Management, Inc89$26.2K0.01%+1+1.1%Added
Richardson Financial Services Inc.101$26.5K0.02%00.0%Unchanged
Crewe Advisors LLC90$26.5K0.00%00.0%Unchanged
Capital Performance Advisors LLP91$26.8K0.01%+91New
Harbor Investment Advisory, LLC93$27.4K0.00%−1−1.1%Reduced
Farmers & Merchants Investments Inc97$28.6K0.00%00.0%Unchanged
Geneos Wealth Management Inc.105$30.9K0.00%+96+1,066.7%Added
AdvisorNet Financial, Inc108$31.8K0.00%00.0%Unchanged
Spire Wealth Management109$32.1K0.00%+4+3.8%Added
Trust Co of Vermont109$32.1K0.00%+20+22.5%Added
State of Wyoming110$32.4K0.00%−256−69.9%Reduced
CKW Financial Group120$36.0K0.00%00.0%Unchanged