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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 2,138 | $629.7K | 0.01% | +2,138 | New |
| Vestcor Inc | 2,099 | $618.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,353 | $616.8K | 0.01% | +472+25.1% | Added |
| Stephens Inc | 2,087 | $614.7K | 0.01% | −234−10.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,082 | $613.0K | 0.17% | −153−6.8% | Reduced |
| Kestra Advisory Services, LLC | 2,008 | $591.3K | 0.00% | +105+5.5% | Added |
| Integrated Wealth Concepts LLC | 2,007 | $591.1K | 0.01% | −117−5.5% | Reduced |
| GAMMA Investing LLC | 2,000 | $589.1K | 0.06% | +773+63.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,966 | $579.0K | 0.02% | +51+2.7% | Added |
| Oak Thistle LLC | 1,956 | $576.1K | 0.19% | +1,956 | New |
| Quarry LP | 1,940 | $571.4K | 0.17% | +1,595+462.3% | Added |
| Dynamic Advisor Solutions LLC | 1,932 | $569.0K | 0.02% | +86+4.7% | Added |
| Rappaport Reiches Capital Management, LLC | 1,921 | $565.8K | 0.15% | +1+0.1% | Added |
| Saxon Interests, Inc. | 1,831 | $539.3K | 0.25% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,806 | $531.9K | 0.04% | +1,806 | New |
| Washington Capital Management Inc | 1,800 | $530.2K | 0.41% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,792 | $527.8K | 0.00% | −70−3.8% | Reduced |
| RSM US Wealth Management LLC | 1,732 | $522.0K | 0.01% | +3+0.2% | Added |
| DHJJ Financial Advisors, Ltd. | 1,750 | $515.4K | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,745 | $514.0K | 0.01% | −31,226−94.7% | Reduced |
| Empower Advisory Group, LLC | 1,719 | $506.3K | 0.00% | −14−0.8% | Reduced |
| Family Firm, Inc. | 1,704 | $501.9K | 0.11% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,699 | $500.4K | 0.00% | +34+2.0% | Added |
| James Hambro & Partners | 1,678 | $494.1K | 0.02% | −150−8.2% | Reduced |
| Profund Advisors LLC | 1,677 | $493.9K | 0.02% | +192+12.9% | Added |
| Rathbone Brothers plc | 1,666 | $490.7K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,665 | $490.4K | 0.02% | +1,665 | New |
| Snowden Capital Advisors LLC | 1,632 | $482.1K | 0.01% | +65+4.1% | Added |
| Harbour Capital Advisors, LLC | 1,615 | $481.4K | 0.11% | +785+94.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,632 | $480.5K | 0.00% | −60−3.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,613 | $475.1K | 0.06% | −38−2.3% | Reduced |
| First Horizon Advisors, Inc. | 1,582 | $466.0K | 0.01% | +10+0.6% | Added |
| TownSquare Capital, LLC | 1,569 | $462.0K | 0.01% | +609+63.4% | Added |
| Fonville Wealth Management LLC | 1,555 | $458.0K | 0.16% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,549 | $456.2K | 0.04% | −608−28.2% | Reduced |
| DoubleLine ETF Adviser LP | 1,545 | $455.0K | 0.11% | −145−8.6% | Reduced |
| Sequoia Financial Advisors, LLC | 1,542 | $454.2K | 0.00% | +353+29.7% | Added |
| Inceptionr LLC | 1,531 | $450.9K | 0.11% | +1,531 | New |
| Colony Group, LLC | 1,524 | $448.7K | 0.00% | +1,524 | New |
| Cladis Investment Advisory, LLC | 1,510 | $444.7K | 0.31% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,493 | $439.7K | 0.10% | −2,664−64.1% | Reduced |
| Epoch Investment Partners, Inc. | 1,488 | $438.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,480 | $436.0K | 0.00% | +66+4.7% | Added |
| Fielder Capital Group LLC | 1,456 | $428.9K | 0.14% | −135−8.5% | Reduced |
| First Manhattan Co | 1,446 | $427.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,624 | $425.8K | 0.01% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $422.9K | 0.11% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 1,419 | $417.9K | 0.00% | +42+3.1% | Added |
| Benjamin Edwards Inc | 1,403 | $413.2K | 0.01% | +1,403 | New |
| Northwestern Mutual Wealth Management Co | 1,400 | $412.4K | 0.00% | +175+14.3% | Added |
| Capital Analysts, LLC | 1,392 | $410.0K | 0.02% | −15−1.1% | 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 |
| Horizon Investments, LLC | 1,377 | $405.6K | 0.01% | −57−4.0% | Reduced |
| Vident Advisory, LLC | 1,367 | $402.6K | 0.01% | −833−37.9% | Reduced |
| Kestra Private Wealth Services, LLC | 1,354 | $398.8K | 0.01% | −76−5.3% | Reduced |
| Raub Brock Capital Management LP | 1,350 | $397.6K | 0.08% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,326 | $397.0K | 0.02% | +96+7.8% | Added |
| Proficio Capital Partners LLC | 1,345 | $396.2K | 0.04% | −81−5.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $388.8K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 1,310 | $385.8K | 0.00% | +55+4.4% | Added |
| Brighton Jones LLC | 1,307 | $385.0K | 0.01% | −263−16.8% | Reduced |
| Lido Advisors, LLC | 1,293 | $380.9K | 0.00% | +95+7.9% | Added |
| Callan Family Office, LLC | 1,285 | $378.5K | 0.06% | +7+0.5% | Added |
| Rockland Trust Co | 1,266 | $372.9K | 0.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,258 | $371.6K | 0.01% | +233+22.7% | Added |
| Alhambra Investment Partners LLC | 1,260 | $371.1K | 0.19% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,255 | $369.6K | 0.05% | +1,255 | New |
| Chicago Partners Investment Group LLC | 1,256 | $366.7K | 0.01% | −17−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,236 | $364.0K | 0.02% | −136−9.9% | Reduced |
| Trust Asset Management LLC | 1,227 | $361.4K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,224 | $360.4K | 0.00% | +94+8.3% | Added |
| Fidelis Capital Partners, LLC | 1,223 | $357.0K | 0.04% | +37+3.1% | Added |
| Regions Financial Corp | 1,209 | $356.1K | 0.00% | −31−2.5% | Reduced |
| Private Advisor Group, LLC | 1,199 | $353.3K | 0.00% | −54−4.3% | Reduced |
| MBB Public Markets I LLC | 1,170 | $344.6K | 0.03% | −5,616−82.8% | Reduced |
| Cohen & Steers, Inc. | 1,167 | $344.0K | 0.00% | +164+16.4% | Added |
| Forum Financial Management, LP | 1,153 | $339.6K | 0.01% | +3+0.3% | Added |
| Dark Forest Capital Management LP | 1,140 | $335.8K | 0.04% | +1,140 | New |
| Mayflower Financial Advisors, LLC | 1,123 | $330.8K | 0.05% | −98−8.0% | Reduced |
| GTS Securities LLC | 1,121 | $330.2K | 0.01% | −917−45.0% | Reduced |
| ORG Partners LLC | 1,112 | $327.5K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 1,125 | $326.3K | 0.02% | +129+13.0% | Added |
| Marshall Wace, LLP | 1,100 | $324.0K | 0.00% | −84,449−98.7% | Reduced |
| Siemens Fonds Invest GmbH | 1,098 | $323.4K | 0.03% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,082 | $318.7K | 0.02% | −18−1.6% | Reduced |
| Financial Freedom, LLC | 1,077 | $317.1K | 0.17% | +4+0.4% | Added |
| Concurrent Investment Advisors, LLC | 1,067 | $314.3K | 0.01% | +128+13.6% | Added |
| Cigna Investments Inc | 1,045 | $308.0K | 0.05% | −55−5.0% | Reduced |
| Act Two Investors LLC | 1,029 | $303.1K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,013 | $301.2K | 0.01% | +148+17.1% | Added |
| Schechter Investment Advisors, LLC | 1,020 | $300.5K | 0.02% | −1,937−65.5% | Reduced |
| Wetherby Asset Management Inc | 1,020 | $300.5K | 0.01% | −79−7.2% | Reduced |
| Nebula Research & Development LLC | 1,019 | $300.1K | 0.04% | −8,473−89.3% | Reduced |
| Vise Technologies, Inc. | 1,014 | $298.7K | 0.04% | +61+6.4% | 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 |
| Syon Capital LLC | 994 | $292.8K | 0.03% | +20+2.1% | Added |
| GWM Advisors LLC | 990 | $291.7K | 0.00% | −7−0.7% | Reduced |
| Brown Brothers Harriman & Co | 983 | $289.5K | 0.00% | +27+2.8% | Added |