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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 17,058 | $5.02M | 0.03% | −2,570−13.1% | Reduced |
| Utah Retirement Systems | 16,947 | $4.99M | 0.06% | +151+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 16,804 | $4.95M | 0.02% | −403−2.3% | Reduced |
| LPL Financial LLC | 16,801 | $4.95M | 0.00% | +1,450+9.4% | Added |
| Sendero Wealth Management, LLC | 16,787 | $4.94M | 0.78% | +867+5.4% | Added |
| Cerity Partners LLC | 16,725 | $4.93M | 0.01% | +10,965+190.4% | Added |
| Financial Engines Advisors L.L.C. | 16,711 | $4.92M | 0.01% | +554+3.4% | Added |
| KBC Group NV | 16,578 | $4.88M | 0.01% | +1,707+11.5% | Added |
| AXA S.A. | 16,497 | $4.86M | 0.01% | +2,501+17.9% | Added |
| Swedbank AB | 16,381 | $4.82M | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,299 | $4.80M | 0.01% | +366+2.3% | Added |
| Mercer Global Advisors Inc | 15,919 | $4.78M | 0.01% | +894+6.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,000 | $4.71M | 0.01% | −5,000−23.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 15,588 | $4.59M | 0.05% | +15,588 | New |
| Woodline Partners LP | 15,390 | $4.53M | 0.04% | +15,390 | New |
| New York Life Investment Management LLC | 15,154 | $4.46M | 0.04% | −913−5.7% | Reduced |
| Xponance, Inc. | 14,658 | $4.32M | 0.04% | +225+1.6% | Added |
| Wellington Management Group LLP | 14,587 | $4.30M | 0.00% | +3,807+35.3% | Added |
| Callahan Advisors, LLC | 14,392 | $4.24M | 0.41% | +571+4.1% | Added |
| Mackenzie Financial Corp | 14,372 | $4.23M | 0.01% | +378+2.7% | Added |
| Thrivent Financial for Lutherans | 14,240 | $4.19M | 0.01% | +130+0.9% | Added |
| Louisbourg Investments Inc. | 17,911 | $4.15M | 1.05% | −2,221−11.0% | Reduced |
| Occudo Quantitative Strategies LP | 13,965 | $4.11M | 0.75% | +13,965 | New |
| Yousif Capital Management, LLC | 13,592 | $4.00M | 0.04% | −308−2.2% | Reduced |
| Stifel Financial Corp | 13,569 | $4.00M | 0.00% | +2,025+17.5% | Added |
| Janus Henderson Group PLC | 13,511 | $3.98M | 0.00% | +2,100+18.4% | Added |
| Creative Planning | 13,474 | $3.97M | 0.00% | +327+2.5% | Added |
| M&T Bank Corp | 13,396 | $3.95M | 0.01% | −1,583−10.6% | Reduced |
| Prudential PLC | 13,284 | $3.91M | 0.02% | −2,526−16.0% | Reduced |
| SG Americas Securities, LLC | 13,188 | $3.88M | 0.01% | −51,670−79.7% | Reduced |
| Nissay Asset Management Corp | 13,086 | $3.85M | 0.02% | +331+2.6% | Added |
| US Bancorp | 13,031 | $3.84M | 0.00% | +173+1.3% | Added |
| AMG National Trust Bank | 12,634 | $3.72M | 0.10% | −154−1.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,510 | $3.68M | 1.53% | −300−2.3% | Reduced |
| Mutual of America Capital Management LLC | 12,507 | $3.68M | 0.04% | −387−3.0% | Reduced |
| Game Creek Capital, LP | 12,500 | $3.68M | 1.98% | +250+2.0% | Added |
| Savant Capital, LLC | 12,468 | $3.67M | 0.03% | −187−1.5% | Reduced |
| Wealthfront Advisers LLC | 12,253 | $3.61M | 0.01% | +2,489+25.5% | Added |
| CIBC Asset Management Inc | 11,926 | $3.51M | 0.01% | +967+8.8% | Added |
| State of Alaska, Department of Revenue | 11,800 | $3.48M | 0.04% | +645+5.8% | Added |
| Ethic Inc. | 12,590 | $3.46M | 0.09% | +31+0.2% | Added |
| The PNC Financial Services Group, Inc. | 11,407 | $3.36M | 0.00% | +931+8.9% | Added |
| FJ Capital Management LLC | 11,399 | $3.36M | 0.35% | +4,477+64.7% | Added |
| Jane Street Group, LLC | 11,298 | $3.33M | 0.01% | −38,544−77.3% | Reduced |
| Truist Financial Corp | 11,117 | $3.27M | 0.01% | −362−3.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,031 | $3.25M | 0.03% | +1,024+10.2% | Added |
| HighTower Advisors, LLC | 11,012 | $3.25M | 0.00% | −249−2.2% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,950 | $3.23M | 0.34% | +10,950 | New |
| Campbell & CO Investment Adviser LLC | 10,559 | $3.11M | 0.23% | +3,671+53.3% | Added |
| Two Sigma Investments, LP | 10,400 | $3.06M | 0.01% | −4,761−31.4% | Reduced |
| Agf Management Ltd | 10,364 | $3.05M | 0.02% | +1,244+13.6% | Added |
| Toroso Investments, LLC | 10,282 | $3.03M | 0.03% | +583+6.0% | Added |
| Public Employees Retirement Association of Colorado | 10,259 | $3.02M | 0.01% | −3,765−26.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,255 | $3.02M | 0.11% | −821−7.4% | Reduced |
| Plato Investment Management Ltd | 10,132 | $2.98M | 0.24% | +10,132 | New |
| AustralianSuper Pty Ltd | 9,730 | $2.87M | 0.01% | −9,760−50.1% | Reduced |
| Tocqueville Asset Management L.P. | 9,673 | $2.85M | 0.04% | −50−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 9,631 | $2.84M | 0.01% | +118+1.2% | Added |
| Capitolis Liquid Global Markets LLC | 9,600 | $2.83M | 0.03% | −3,400−26.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,370 | $2.76M | 0.01% | −1,228−11.6% | Reduced |
| JustInvest LLC | 9,315 | $2.74M | 0.04% | +1,216+15.0% | Added |
| Magnetar Financial LLC | 9,148 | $2.69M | 0.06% | +9,148 | New |
| XTX Topco Ltd | 9,097 | $2.68M | 0.19% | +9,097 | New |
| National Bank of Canada | 9,071 | $2.67M | 0.00% | −381−4.0% | Reduced |
| Montag A & Associates Inc | 8,988 | $2.65M | 0.13% | −22−0.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 8,758 | $2.58M | 0.00% | −58−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 8,684 | $2.56M | 0.05% | −100−1.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.54M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,546 | $2.52M | 0.01% | +855+11.1% | Added |
| Concentric Capital Strategies, LP | 8,510 | $2.51M | 0.16% | −27,428−76.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 8,553 | $2.51M | 0.01% | +2,057+31.7% | Added |
| Gulf International Bank (UK) Ltd | 8,404 | $2.48M | 0.06% | −342−3.9% | Reduced |
| Achmea Investment Management B.V. | 8,195 | $2.41M | 0.04% | −2,045−20.0% | Reduced |
| Jump Financial, LLC | 8,070 | $2.38M | 0.05% | −14,033−63.5% | Reduced |
| Atom Investors LP | 8,014 | $2.36M | 0.25% | +3,126+64.0% | Added |
| Point72 Europe (London) LLP | 7,997 | $2.36M | 0.20% | −22,000−73.3% | Reduced |
| Nisa Investment Advisors, LLC | 7,959 | $2.35M | 0.01% | −1,130−12.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 7,902 | $2.33M | 0.05% | +4,054+105.4% | Added |
| 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 |
| Teachers Retirement System of the State of Kentucky | 7,768 | $2.29M | 0.02% | −541−6.5% | Reduced |
| Pathstone Holdings, LLC | 7,757 | $2.29M | 0.01% | +270+3.6% | Added |
| Swiss Life Asset Management Ltd | 7,758 | $2.28M | 0.03% | +3,845+98.3% | Added |
| Aquatic Capital Management LLC | 7,720 | $2.27M | 0.06% | −120−1.5% | Reduced |
| CI Private Wealth, LLC | 7,531 | $2.22M | 0.00% | +1,532+25.5% | Added |
| Pacer Advisors, Inc. | 7,525 | $2.22M | 0.00% | −5−0.1% | Reduced |
| Cary Street Partners Asset Management LLC | 7,507 | $2.21M | 0.29% | −368−4.7% | Reduced |
| Neuberger Berman Group LLC | 7,442 | $2.19M | 0.00% | −130−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 7,157 | $2.11M | 0.00% | +107+1.5% | Added |
| Kentucky Retirement Systems | 7,075 | $2.08M | 0.06% | −629−8.2% | Reduced |
| Brevan Howard Capital Management LP | 6,859 | $2.02M | 0.10% | −917−11.8% | Reduced |
| Diversified Trust Co | 6,720 | $1.98M | 0.05% | +4+0.1% | Added |
| Blair William & Co | 6,673 | $1.97M | 0.01% | +78+1.2% | Added |
| Tower Research Capital LLC (TRC) | 6,664 | $1.96M | 0.05% | +7+0.1% | Added |
| Resources Investment Advisors, LLC. | 6,644 | $1.96M | 0.02% | +2,775+71.7% | Added |
| Mizuho Securities USA LLC | 6,585 | $1.94M | 0.04% | −1,301−16.5% | Reduced |
| Point72 Hong Kong Ltd | 6,556 | $1.93M | 0.14% | +6,556 | New |
| Live Oak Private Wealth LLC | 6,538 | $1.93M | 0.31% | +19+0.3% | Added |
| Hartford Investment Management Co | 6,453 | $1.90M | 0.06% | −107−1.6% | Reduced |
| Ostrum Asset Management | 6,350 | $1.87M | 0.15% | +78+1.2% | Added |