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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 1,224 | $360.4K | 0.00% | +94+8.3% | Added |
| Trust Asset Management LLC | 1,227 | $361.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,236 | $364.0K | 0.02% | −136−9.9% | Reduced |
| Chicago Partners Investment Group LLC | 1,256 | $366.7K | 0.01% | −17−1.3% | Reduced |
| Sheets Smith Wealth Management | 1,255 | $369.6K | 0.05% | +1,255 | New |
| Alhambra Investment Partners LLC | 1,260 | $371.1K | 0.19% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,258 | $371.6K | 0.01% | +233+22.7% | Added |
| Rockland Trust Co | 1,266 | $372.9K | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 1,285 | $378.5K | 0.06% | +7+0.5% | Added |
| Lido Advisors, LLC | 1,293 | $380.9K | 0.00% | +95+7.9% | Added |
| Brighton Jones LLC | 1,307 | $385.0K | 0.01% | −263−16.8% | Reduced |
| Vontobel Holding Ltd. | 1,310 | $385.8K | 0.00% | +55+4.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $388.8K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,345 | $396.2K | 0.04% | −81−5.7% | Reduced |
| HighPoint Advisor Group LLC | 1,326 | $397.0K | 0.02% | +96+7.8% | Added |
| Raub Brock Capital Management LP | 1,350 | $397.6K | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,354 | $398.8K | 0.01% | −76−5.3% | Reduced |
| Vident Advisory, LLC | 1,367 | $402.6K | 0.01% | −833−37.9% | Reduced |
| Horizon Investments, LLC | 1,377 | $405.6K | 0.01% | −57−4.0% | Reduced |
| Davenport & Co LLC | 1,385 | $407.9K | 0.00% | −3−0.2% | Reduced |
| Federated Hermes, Inc. | 1,385 | $407.9K | 0.00% | +160+13.1% | Added |
| Capital Analysts, LLC | 1,392 | $410.0K | 0.02% | −15−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,400 | $412.4K | 0.00% | +175+14.3% | Added |
| Benjamin Edwards Inc | 1,403 | $413.2K | 0.01% | +1,403 | New |
| Glenmede Trust Co NA | 1,419 | $417.9K | 0.00% | +42+3.1% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $422.9K | 0.11% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,624 | $425.8K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 1,446 | $427.2K | 0.00% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,456 | $428.9K | 0.14% | −135−8.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,480 | $436.0K | 0.00% | +66+4.7% | Added |
| Epoch Investment Partners, Inc. | 1,488 | $438.3K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,493 | $439.7K | 0.10% | −2,664−64.1% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $444.7K | 0.31% | 00.0% | Unchanged |
| Colony Group, LLC | 1,524 | $448.7K | 0.00% | +1,524 | New |
| Inceptionr LLC | 1,531 | $450.9K | 0.11% | +1,531 | New |
| Sequoia Financial Advisors, LLC | 1,542 | $454.2K | 0.00% | +353+29.7% | Added |
| DoubleLine ETF Adviser LP | 1,545 | $455.0K | 0.11% | −145−8.6% | Reduced |
| Two Sigma Securities, LLC | 1,549 | $456.2K | 0.04% | −608−28.2% | Reduced |
| Fonville Wealth Management LLC | 1,555 | $458.0K | 0.16% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 1,569 | $462.0K | 0.01% | +609+63.4% | Added |
| First Horizon Advisors, Inc. | 1,582 | $466.0K | 0.01% | +10+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 1,613 | $475.1K | 0.06% | −38−2.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 1,632 | $480.5K | 0.00% | −60−3.5% | Reduced |
| Harbour Capital Advisors, LLC | 1,615 | $481.4K | 0.11% | +785+94.6% | Added |
| Snowden Capital Advisors LLC | 1,632 | $482.1K | 0.01% | +65+4.1% | Added |
| Centiva Capital, LP | 1,665 | $490.4K | 0.02% | +1,665 | New |
| Rathbone Brothers plc | 1,666 | $490.7K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,677 | $493.9K | 0.02% | +192+12.9% | Added |
| James Hambro & Partners | 1,678 | $494.1K | 0.02% | −150−8.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,699 | $500.4K | 0.00% | +34+2.0% | Added |
| Family Firm, Inc. | 1,704 | $501.9K | 0.11% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,719 | $506.3K | 0.00% | −14−0.8% | Reduced |
| Engineers Gate Manager LP | 1,745 | $514.0K | 0.01% | −31,226−94.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,750 | $515.4K | 0.20% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,732 | $522.0K | 0.01% | +3+0.2% | Added |
| Captrust Financial Advisors | 1,792 | $527.8K | 0.00% | −70−3.8% | Reduced |
| Washington Capital Management Inc | 1,800 | $530.2K | 0.41% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,806 | $531.9K | 0.04% | +1,806 | New |
| Saxon Interests, Inc. | 1,831 | $539.3K | 0.25% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,921 | $565.8K | 0.15% | +1+0.1% | Added |
| Dynamic Advisor Solutions LLC | 1,932 | $569.0K | 0.02% | +86+4.7% | Added |
| Quarry LP | 1,940 | $571.4K | 0.17% | +1,595+462.3% | Added |
| Oak Thistle LLC | 1,956 | $576.1K | 0.19% | +1,956 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,966 | $579.0K | 0.02% | +51+2.7% | Added |
| GAMMA Investing LLC | 2,000 | $589.1K | 0.06% | +773+63.0% | Added |
| Integrated Wealth Concepts LLC | 2,007 | $591.1K | 0.01% | −117−5.5% | Reduced |
| Kestra Advisory Services, LLC | 2,008 | $591.3K | 0.00% | +105+5.5% | Added |
| Lester Murray Antman dba SimplyRich | 2,082 | $613.0K | 0.17% | −153−6.8% | Reduced |
| Stephens Inc | 2,087 | $614.7K | 0.01% | −234−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 2,353 | $616.8K | 0.01% | +472+25.1% | Added |
| Vestcor Inc | 2,099 | $618.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,138 | $629.7K | 0.01% | +2,138 | New |
| Capstone Investment Advisors, LLC | 2,146 | $632.1K | 0.01% | +851+65.7% | Added |
| V-Square Quantitative Management LLC | 2,156 | $635.0K | 0.09% | +147+7.3% | Added |
| Guggenheim Capital LLC | 2,176 | $640.9K | 0.00% | −150−6.4% | Reduced |
| Legal Advantage Investments, Inc. | 2,215 | $652.4K | 0.36% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,300 | $677.4K | 0.00% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 2,301 | $677.7K | 0.01% | −1,072−31.8% | Reduced |
| Monument Group Wealth Advisors, LLC | 2,369 | $697.8K | 0.42% | −649−21.5% | Reduced |
| Janney Montgomery Scott LLC | 2,417 | $712.0K | 0.00% | +298+14.1% | Added |
| Intrust Bank NA | 2,454 | $722.8K | 0.07% | +54+2.3% | Added |
| First Trust Advisors LP | 2,459 | $724.2K | 0.00% | −192,727−98.7% | Reduced |
| S.E.E.D. Planning Group LLC | 2,463 | $725.4K | 0.24% | −36−1.4% | Reduced |
| Bleakley Financial Group, LLC | 2,475 | $729.0K | 0.02% | +47+1.9% | Added |
| Paradigm Asset Management Co LLC | 2,500 | $736.3K | 0.19% | 00.0% | Unchanged |
| Busey Wealth Management | 2,506 | $738.1K | 0.02% | −487−16.3% | Reduced |
| United Asset Strategies, Inc. | 2,521 | $742.5K | 0.07% | −600−19.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,522 | $742.8K | 0.20% | −9−0.4% | Reduced |
| SkyView Investment Advisors, LLC | 2,560 | $754.0K | 0.13% | +54+2.2% | Added |
| Veriti Management LLC | 2,564 | $755.2K | 0.04% | +81+3.3% | Added |
| Clearstead Advisors, LLC | 2,579 | $759.6K | 0.01% | +5+0.2% | Added |
| Headlands Technologies LLC | 2,618 | $771.1K | 0.09% | −4,906−65.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,626 | $773.4K | 0.03% | +90+3.5% | Added |
| Blueshift Asset Management, LLC | 2,627 | $773.7K | 0.19% | −401−13.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,664 | $784.6K | 0.02% | +255+10.6% | Added |
| Ironwood Investment Counsel, LLC | 2,670 | $786.4K | 0.13% | −80−2.9% | Reduced |
| TD Private Client Wealth LLC | 2,687 | $791.4K | 0.02% | +9+0.3% | Added |
| Nicholas Investment Partners, LP | 2,700 | $795.2K | 0.07% | +2,700 | New |
| Pettyjohn, Wood & White, Inc | 2,880 | $848.2K | 0.16% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,899 | $853.8K | 0.16% | +2,479+590.2% | Added |