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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 2,913 | $858.0K | 0.01% | −337−10.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,931 | $863.3K | 0.00% | −1,784−37.8% | Reduced |
| CWM, LLC | 2,947 | $868.0K | 0.00% | +618+26.5% | Added |
| Thoroughbred Financial Services, LLC | 2,978 | $877.0K | 0.06% | −58−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,007 | $885.7K | 0.06% | −291−8.8% | Reduced |
| Atria Investments LLC | 3,053 | $899.2K | 0.01% | −259−7.8% | Reduced |
| Williamson Legacy Group, LLC | 3,061 | $901.6K | 0.60% | +3,061 | New |
| MML Investors Services, LLC | 3,096 | $912.0K | 0.00% | +284+10.1% | Added |
| 44 Wealth Management LLC | 3,129 | $913.4K | 0.32% | +3,129 | New |
| Los Angeles Capital Management LLC | 3,150 | $927.8K | 0.00% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 3,150 | $927.8K | 0.03% | +250+8.6% | Added |
| Assenagon Asset Management S.A. | 3,272 | $963.7K | 0.00% | +364+12.5% | Added |
| AlTi Global, Inc. | 3,272 | $966.6K | 0.02% | −199−5.7% | Reduced |
| Confluence Investment Management LLC | 3,300 | $971.9K | 0.01% | −68−2.0% | Reduced |
| Alpine Global Management, LLC | 3,329 | $980.5K | 0.24% | +3,329 | New |
| Wolverine Trading, LLC | 3,361 | $984.8K | 0.03% | −2,565−43.3% | Reduced |
| South Dakota Investment Council | 3,355 | $988.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,391 | $998.8K | 0.02% | −613−15.3% | Reduced |
| Qtron Investments LLC | 3,452 | $1.02M | 0.14% | +1,948+129.5% | Added |
| LMCG Investments, LLC | 3,474 | $1.02M | 0.06% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,597 | $1.06M | 0.01% | −23−0.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,810 | $1.12M | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,838 | $1.13M | 0.03% | +1,295+50.9% | Added |
| CenterBook Partners LP | 3,930 | $1.16M | 0.07% | −6,660−62.9% | Reduced |
| Hamilton Capital Partners Inc. | 3,950 | $1.16M | 0.10% | −80−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,976 | $1.16M | 0.01% | +708+21.7% | Added |
| Advisors Capital Management, LLC | 4,011 | $1.18M | 0.02% | −13−0.3% | Reduced |
| SpiderRock Advisors, LLC | 4,031 | $1.19M | 0.03% | −7−0.2% | Reduced |
| Formidable Asset Management, LLC | 4,033 | $1.19M | 0.19% | −777−16.2% | Reduced |
| Sterling Capital Management LLC | 4,066 | $1.20M | 0.02% | +4,066 | New |
| Norinchukin Bank, The | 4,075 | $1.20M | 0.03% | +503+14.1% | Added |
| iA Global Asset Management Inc. | 4,091 | $1.21M | 0.02% | +4,091 | New |
| Walleye Capital LLC | 4,104 | $1.21M | 0.01% | −5,328−56.5% | Reduced |
| BTG Pactual Asset Management US LLC | 4,123 | $1.21M | 0.18% | +4,123 | New |
| NEOS Investment Management LLC | 4,186 | $1.23M | 0.04% | +812+24.1% | Added |
| Quantinno Capital Management LP | 4,259 | $1.25M | 0.02% | +686+19.2% | Added |
| Commerce Bank | 4,295 | $1.27M | 0.01% | +308+7.7% | Added |
| Sanctuary Advisors, LLC | 4,026 | $1.27M | 0.01% | +460+12.9% | Added |
| Qsemble Capital Management, LP | 4,322 | $1.27M | 0.23% | +4,322 | New |
| Empowered Funds, LLC | 4,417 | $1.30M | 0.02% | +120+2.8% | Added |
| Illinois Municipal Retirement Fund | 4,429 | $1.30M | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,450 | $1.31M | 0.00% | +85+1.9% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.32M | 0.40% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,596 | $1.35M | 0.07% | +3,092+205.6% | Added |
| EP Wealth Advisors, LLC | 4,637 | $1.37M | 0.01% | +3,375+267.4% | Added |
| La Banque Postale Asset Management SA | 4,646 | $1.37M | 0.02% | −278−5.6% | Reduced |
| Panagora Asset Management Inc | 4,665 | $1.37M | 0.01% | −10.0% | Reduced |
| Teza Capital Management LLC | 4,665 | $1.37M | 0.15% | +4,665 | New |
| Boston Partners | 4,682 | $1.38M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,696 | $1.38M | 0.00% | −657−12.3% | Reduced |
| Vinva Investment Management Ltd | 4,817 | $1.41M | 0.06% | +540+12.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,920 | $1.45M | 0.00% | +920+23.0% | Added |
| Crossmark Global Holdings, Inc. | 4,954 | $1.46M | 0.03% | −615−11.0% | Reduced |
| RBF Capital, LLC | 5,000 | $1.47M | 0.08% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,000 | $1.47M | 0.05% | −200−3.8% | Reduced |
| Cornercap Investment Counsel Inc | 5,101 | $1.50M | 0.44% | −3,475−40.5% | Reduced |
| Ieq Capital, LLC | 5,105 | $1.50M | 0.02% | +1,116+28.0% | Added |
| Oliver Luxxe Assets LLC | 5,249 | $1.55M | 0.28% | −15−0.3% | Reduced |
| Omers Administration Corp | 5,280 | $1.56M | 0.01% | +1,700+47.5% | Added |
| Cresset Asset Management, LLC | 5,428 | $1.60M | 0.01% | +320+6.3% | Added |
| Park Avenue Securities LLC | 5,456 | $1.61M | 0.02% | +903+19.8% | Added |
| Securian Asset Management, Inc | 5,594 | $1.65M | 0.05% | −200−3.5% | Reduced |
| Quantbot Technologies LP | 5,620 | $1.66M | 0.07% | +2,614+87.0% | Added |
| Louisiana State Employees Retirement System | 5,700 | $1.68M | 0.03% | −100−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 5,810 | $1.71M | 0.02% | −149−2.5% | Reduced |
| Ameritas Investment Partners, Inc. | 5,843 | $1.72M | 0.06% | −380−6.1% | Reduced |
| Accretive Wealth Partners, LLC | 6,014 | $1.77M | 0.74% | −136−2.2% | Reduced |
| Metis Global Partners, LLC | 6,022 | $1.77M | 0.06% | +155+2.6% | Added |
| Mosaic Financial Group, LLC | 6,040 | $1.78M | 1.26% | 00.0% | Unchanged |
| Caitlin John, LLC | 5,770 | $1.83M | 1.18% | +5,770 | New |
| Assetmark, Inc | 6,222 | $1.83M | 0.01% | +73+1.2% | Added |
| Ossiam | 6,341 | $1.87M | 0.04% | +1,621+34.3% | Added |
| Ostrum Asset Management | 6,350 | $1.87M | 0.15% | +78+1.2% | Added |
| Hartford Investment Management Co | 6,453 | $1.90M | 0.06% | −107−1.6% | Reduced |
| Live Oak Private Wealth LLC | 6,538 | $1.93M | 0.31% | +19+0.3% | Added |
| Point72 Hong Kong Ltd | 6,556 | $1.93M | 0.14% | +6,556 | New |
| Mizuho Securities USA LLC | 6,585 | $1.94M | 0.04% | −1,301−16.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,644 | $1.96M | 0.02% | +2,775+71.7% | Added |
| Tower Research Capital LLC (TRC) | 6,664 | $1.96M | 0.05% | +7+0.1% | Added |
| Blair William & Co | 6,673 | $1.97M | 0.01% | +78+1.2% | Added |
| Diversified Trust Co | 6,720 | $1.98M | 0.05% | +4+0.1% | Added |
| Brevan Howard Capital Management LP | 6,859 | $2.02M | 0.10% | −917−11.8% | Reduced |
| Kentucky Retirement Systems | 7,075 | $2.08M | 0.06% | −629−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 7,157 | $2.11M | 0.00% | +107+1.5% | Added |
| Neuberger Berman Group LLC | 7,442 | $2.19M | 0.00% | −130−1.7% | Reduced |
| Cary Street Partners Asset Management LLC | 7,507 | $2.21M | 0.29% | −368−4.7% | Reduced |
| Pacer Advisors, Inc. | 7,525 | $2.22M | 0.00% | −5−0.1% | Reduced |
| CI Private Wealth, LLC | 7,531 | $2.22M | 0.00% | +1,532+25.5% | Added |
| Aquatic Capital Management LLC | 7,720 | $2.27M | 0.06% | −120−1.5% | Reduced |
| Swiss Life Asset Management Ltd | 7,758 | $2.28M | 0.03% | +3,845+98.3% | Added |
| Pathstone Holdings, LLC | 7,757 | $2.29M | 0.01% | +270+3.6% | Added |
| Teachers Retirement System of the State of Kentucky | 7,768 | $2.29M | 0.02% | −541−6.5% | Reduced |
| Brinker Capital Investments, LLC | 7,884 | $2.32M | 0.02% | +752+10.5% | Added |
| Orion Portfolio Solutions, LLC | 7,884 | $2.32M | 0.02% | +752+10.5% | Added |
| Mesirow Financial Investment Management, Inc. | 7,902 | $2.33M | 0.05% | +4,054+105.4% | Added |
| Nisa Investment Advisors, LLC | 7,959 | $2.35M | 0.01% | −1,130−12.4% | Reduced |
| Point72 Europe (London) LLP | 7,997 | $2.36M | 0.20% | −22,000−73.3% | Reduced |
| Atom Investors LP | 8,014 | $2.36M | 0.25% | +3,126+64.0% | Added |
| Jump Financial, LLC | 8,070 | $2.38M | 0.05% | −14,033−63.5% | Reduced |
| Achmea Investment Management B.V. | 8,195 | $2.41M | 0.04% | −2,045−20.0% | Reduced |