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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 124 | $36.5K | 0.01% | +7+6.0% | Added |
| Ashton Thomas Securities, LLC | 138 | $40.6K | 0.01% | +138 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $41.1K | 0.01% | +11+8.6% | Added |
| HHM Wealth Advisors, LLC | 140 | $41.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 148 | $43.6K | 0.00% | −2−1.3% | Reduced |
| Heritage Wealth Advisors | 154 | $45.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 154 | $45.5K | 0.03% | +6+4.1% | Added |
| Central Trust Co | 169 | $49.8K | 0.00% | −74−30.5% | Reduced |
| Capital Advisors, Ltd. LLC | 178 | $52.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 208 | $61.1K | 0.04% | +1+0.5% | Added |
| Beacon Capital Management, LLC | 212 | $62.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $65.1K | 0.00% | −53−19.3% | Reduced |
| Gables Capital Management Inc. | 227 | $66.9K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 237 | $69.9K | 0.00% | +43+22.2% | Added |
| Parkside Financial Bank & Trust | 245 | $72.2K | 0.01% | −2−0.8% | Reduced |
| LRI Investments, LLC | 235 | $74.0K | 0.01% | −39−14.2% | Reduced |
| Private Trust Co NA | 256 | $75.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 299 | $88.1K | 0.00% | −3−1.0% | Reduced |
| Quadrant Capital Group LLC | 300 | $88.4K | 0.01% | −1−0.3% | Reduced |
| Alta Advisers Ltd | 300 | $88.4K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 301 | $88.7K | 0.00% | +191+173.6% | Added |
| Washington Trust Advisors, Inc. | 336 | $99.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 338 | $99.8K | 0.00% | +100+42.0% | Added |
| Smartleaf Asset Management LLC | 341 | $99.9K | 0.01% | +199+140.1% | Added |
| Deseret Mutual Benefit Administrators | 348 | $102.5K | 0.05% | −13−3.6% | Reduced |
| Allworth Financial LP | 367 | $108.1K | 0.00% | −131−26.3% | Reduced |
| Jones Financial Companies LLLP | 401 | $117.6K | 0.00% | +277+223.4% | Added |
| NBC Securities, Inc. | 438 | $129.0K | 0.01% | −849−66.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 450 | $132.5K | 0.04% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 451 | $132.8K | 0.01% | +33+7.9% | Added |
| Sentry Investment Management LLC | 456 | $134.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 455 | $134.1K | 0.01% | −129−22.1% | Reduced |
| PFS Partners, LLC | 457 | $134.6K | 0.08% | 00.0% | Unchanged |
| Umb Bank N A | 471 | $138.7K | 0.00% | +26+5.8% | Added |
| Penserra Capital Management LLC | 489 | $143.0K | 0.00% | +5+1.0% | Added |
| Westpac Banking Corp | 496 | $146.1K | 0.01% | −59−10.6% | Reduced |
| JNBA Financial Advisors | 500 | $147.3K | 0.01% | −75−13.0% | Reduced |
| Parallel Advisors, LLC | 505 | $148.8K | 0.00% | +10+2.0% | Added |
| IFP Advisors, Inc | 509 | $150.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 558 | $164.1K | 0.05% | +558 | New |
| Mather Group, LLC. | 608 | $179.0K | 0.00% | +77+14.5% | Added |
| Transamerica Financial Advisors, Inc. | 612 | $181.0K | 0.02% | +611+61,100.0% | Added |
| Goodman Advisory Group, LLC | 687 | $202.3K | 0.06% | −35−4.8% | Reduced |
| Bridgefront Capital, LLC | 689 | $202.9K | 0.08% | +689 | New |
| Scheer, Rowlett & Associates Investment Management Ltd. | 693 | $204.1K | 0.01% | +693 | New |
| Martingale Asset Management L P | 704 | $207.3K | 0.00% | +704 | New |
| Sage Mountain Advisors LLC | 716 | $210.9K | 0.02% | +716 | New |
| CX Institutional | 735 | $216.5K | 0.01% | +735 | New |
| Modera Wealth Management, LLC | 746 | $219.7K | 0.00% | +746 | New |
| Waypoint Capital Advisors, LLC | 754 | $222.1K | 0.05% | +754 | New |
| Laurion Capital Management LP | 775 | $228.3K | 0.01% | −19−2.4% | Reduced |
| Numerai GP LLC | 782 | $230.3K | 0.06% | −511−39.5% | Reduced |
| Resonant Capital Advisors, LLC | 787 | $232.5K | 0.02% | +787 | New |
| Wedmont Private Capital | 809 | $233.0K | 0.01% | +809 | New |
| Quadcap Wealth Management, LLC | 792 | $233.3K | 0.04% | −518−39.5% | Reduced |
| William Blair Investment Management, LLC | 799 | $235.3K | 0.00% | −144−15.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 805 | $237.1K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 807 | $237.8K | 0.02% | +1+0.1% | Added |
| Citadel Investment Advisory, Inc. | 826 | $243.0K | 0.13% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 840 | $247.4K | 0.04% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 841 | $247.7K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 843 | $248.3K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 845 | $249.0K | 0.00% | +845 | New |
| Gsa Capital Partners LLP | 891 | $262.0K | 0.02% | +891 | New |
| Checchi Capital Advisers, LLC | 891 | $262.4K | 0.02% | −4−0.4% | Reduced |
| Bessemer Group Inc | 894 | $263.0K | 0.00% | +23+2.6% | Added |
| Graypoint LLC | 899 | $264.8K | 0.02% | +79+9.6% | Added |
| Keybank National Association | 914 | $269.2K | 0.00% | +37+4.2% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $271.6K | 0.01% | −2−0.2% | Reduced |
| Global Retirement Partners, LLC | 933 | $274.8K | 0.01% | +117+14.3% | Added |
| Seed Wealth Management, Inc. | 970 | $285.7K | 0.23% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 980 | $288.6K | 0.15% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 983 | $289.5K | 0.00% | +27+2.8% | Added |
| GWM Advisors LLC | 990 | $291.7K | 0.00% | −7−0.7% | Reduced |
| Syon Capital LLC | 994 | $292.8K | 0.03% | +20+2.1% | Added |
| D. E. Shaw & Co., Inc. | 1,000 | $294.5K | 0.00% | −100−9.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,000 | $294.5K | 0.06% | +1,000 | New |
| Vise Technologies, Inc. | 1,014 | $298.7K | 0.04% | +61+6.4% | Added |
| Nebula Research & Development LLC | 1,019 | $300.1K | 0.04% | −8,473−89.3% | Reduced |
| Wetherby Asset Management Inc | 1,020 | $300.5K | 0.01% | −79−7.2% | Reduced |
| Schechter Investment Advisors, LLC | 1,020 | $300.5K | 0.02% | −1,937−65.5% | Reduced |
| Coldstream Capital Management Inc | 1,013 | $301.2K | 0.01% | +148+17.1% | Added |
| Act Two Investors LLC | 1,029 | $303.1K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,045 | $308.0K | 0.05% | −55−5.0% | Reduced |
| Concurrent Investment Advisors, LLC | 1,067 | $314.3K | 0.01% | +128+13.6% | Added |
| Financial Freedom, LLC | 1,077 | $317.1K | 0.17% | +4+0.4% | Added |
| Connecticut Wealth Management, LLC | 1,082 | $318.7K | 0.02% | −18−1.6% | Reduced |
| Siemens Fonds Invest GmbH | 1,098 | $323.4K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,100 | $324.0K | 0.00% | −84,449−98.7% | Reduced |
| Csenge Advisory Group | 1,125 | $326.3K | 0.02% | +129+13.0% | Added |
| ORG Partners LLC | 1,112 | $327.5K | 0.05% | 00.0% | Unchanged |
| GTS Securities LLC | 1,121 | $330.2K | 0.01% | −917−45.0% | Reduced |
| Mayflower Financial Advisors, LLC | 1,123 | $330.8K | 0.05% | −98−8.0% | Reduced |
| Dark Forest Capital Management LP | 1,140 | $335.8K | 0.04% | +1,140 | New |
| Forum Financial Management, LP | 1,153 | $339.6K | 0.01% | +3+0.3% | Added |
| Cohen & Steers, Inc. | 1,167 | $344.0K | 0.00% | +164+16.4% | Added |
| MBB Public Markets I LLC | 1,170 | $344.6K | 0.03% | −5,616−82.8% | Reduced |
| Private Advisor Group, LLC | 1,199 | $353.3K | 0.00% | −54−4.3% | Reduced |
| Regions Financial Corp | 1,209 | $356.1K | 0.00% | −31−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,223 | $357.0K | 0.04% | +37+3.1% | Added |