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 |
|---|---|---|---|---|---|
| Garrison Asset Management, LLC | 980 | $288.6K | 0.15% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 970 | $285.7K | 0.23% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 933 | $274.8K | 0.01% | +117+14.3% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $271.6K | 0.01% | −2−0.2% | Reduced |
| Keybank National Association | 914 | $269.2K | 0.00% | +37+4.2% | Added |
| Graypoint LLC | 899 | $264.8K | 0.02% | +79+9.6% | Added |
| Bessemer Group Inc | 894 | $263.0K | 0.00% | +23+2.6% | Added |
| Checchi Capital Advisers, LLC | 891 | $262.4K | 0.02% | −4−0.4% | Reduced |
| Gsa Capital Partners LLP | 891 | $262.0K | 0.02% | +891 | New |
| Wiley Bros.-Aintree Capital, LLC | 845 | $249.0K | 0.00% | +845 | New |
| Greenleaf Trust | 843 | $248.3K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 841 | $247.7K | 0.04% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 840 | $247.4K | 0.04% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 826 | $243.0K | 0.13% | 00.0% | Unchanged |
| Rothschild Investment LLC | 807 | $237.8K | 0.02% | +1+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 805 | $237.1K | 0.03% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 799 | $235.3K | 0.00% | −144−15.3% | Reduced |
| Quadcap Wealth Management, LLC | 792 | $233.3K | 0.04% | −518−39.5% | Reduced |
| Wedmont Private Capital | 809 | $233.0K | 0.01% | +809 | New |
| Resonant Capital Advisors, LLC | 787 | $232.5K | 0.02% | +787 | New |
| Numerai GP LLC | 782 | $230.3K | 0.06% | −511−39.5% | Reduced |
| Laurion Capital Management LP | 775 | $228.3K | 0.01% | −19−2.4% | Reduced |
| Waypoint Capital Advisors, LLC | 754 | $222.1K | 0.05% | +754 | New |
| Modera Wealth Management, LLC | 746 | $219.7K | 0.00% | +746 | New |
| CX Institutional | 735 | $216.5K | 0.01% | +735 | New |
| Sage Mountain Advisors LLC | 716 | $210.9K | 0.02% | +716 | New |
| Martingale Asset Management L P | 704 | $207.3K | 0.00% | +704 | New |
| Scheer, Rowlett & Associates Investment Management Ltd. | 693 | $204.1K | 0.01% | +693 | New |
| Bridgefront Capital, LLC | 689 | $202.9K | 0.08% | +689 | New |
| Goodman Advisory Group, LLC | 687 | $202.3K | 0.06% | −35−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 612 | $181.0K | 0.02% | +611+61,100.0% | Added |
| Mather Group, LLC. | 608 | $179.0K | 0.00% | +77+14.5% | Added |
| Skopos Labs, Inc. | 558 | $164.1K | 0.05% | +558 | New |
| IFP Advisors, Inc | 509 | $150.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 505 | $148.8K | 0.00% | +10+2.0% | Added |
| JNBA Financial Advisors | 500 | $147.3K | 0.01% | −75−13.0% | Reduced |
| Westpac Banking Corp | 496 | $146.1K | 0.01% | −59−10.6% | Reduced |
| Penserra Capital Management LLC | 489 | $143.0K | 0.00% | +5+1.0% | Added |
| Umb Bank N A | 471 | $138.7K | 0.00% | +26+5.8% | Added |
| PFS Partners, LLC | 457 | $134.6K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 455 | $134.1K | 0.01% | −129−22.1% | Reduced |
| Sentry Investment Management LLC | 456 | $134.0K | 0.06% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 451 | $132.8K | 0.01% | +33+7.9% | Added |
| Gilliland Jeter Wealth Management LLC | 450 | $132.5K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 438 | $129.0K | 0.01% | −849−66.0% | Reduced |
| Jones Financial Companies LLLP | 401 | $117.6K | 0.00% | +277+223.4% | Added |
| Allworth Financial LP | 367 | $108.1K | 0.00% | −131−26.3% | Reduced |
| Deseret Mutual Benefit Administrators | 348 | $102.5K | 0.05% | −13−3.6% | Reduced |
| Smartleaf Asset Management LLC | 341 | $99.9K | 0.01% | +199+140.1% | Added |
| Johnson Financial Group, Inc. | 338 | $99.8K | 0.00% | +100+42.0% | Added |
| Washington Trust Advisors, Inc. | 336 | $99.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 301 | $88.7K | 0.00% | +191+173.6% | Added |
| Quadrant Capital Group LLC | 300 | $88.4K | 0.01% | −1−0.3% | Reduced |
| Alta Advisers Ltd | 300 | $88.4K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 299 | $88.1K | 0.00% | −3−1.0% | Reduced |
| Private Trust Co NA | 256 | $75.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 235 | $74.0K | 0.01% | −39−14.2% | Reduced |
| Parkside Financial Bank & Trust | 245 | $72.2K | 0.01% | −2−0.8% | Reduced |
| Farther Finance Advisors, LLC | 237 | $69.9K | 0.00% | +43+22.2% | Added |
| Gables Capital Management Inc. | 227 | $66.9K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $65.1K | 0.00% | −53−19.3% | Reduced |
| Beacon Capital Management, LLC | 212 | $62.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 208 | $61.1K | 0.04% | +1+0.5% | Added |
| Capital Advisors, Ltd. LLC | 178 | $52.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 169 | $49.8K | 0.00% | −74−30.5% | Reduced |
| Cromwell Holdings LLC | 154 | $45.5K | 0.03% | +6+4.1% | Added |
| Heritage Wealth Advisors | 154 | $45.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 148 | $43.6K | 0.00% | −2−1.3% | Reduced |
| HHM Wealth Advisors, LLC | 140 | $41.2K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $41.1K | 0.01% | +11+8.6% | Added |
| Ashton Thomas Securities, LLC | 138 | $40.6K | 0.01% | +138 | New |
| Hexagon Capital Partners LLC | 124 | $36.5K | 0.01% | +7+6.0% | Added |
| CKW Financial Group | 120 | $36.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 110 | $32.4K | 0.00% | −256−69.9% | Reduced |
| Spire Wealth Management | 109 | $32.1K | 0.00% | +4+3.8% | Added |
| Trust Co of Vermont | 109 | $32.1K | 0.00% | +20+22.5% | Added |
| AdvisorNet Financial, Inc | 108 | $31.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 105 | $30.9K | 0.00% | +96+1,066.7% | Added |
| Farmers & Merchants Investments Inc | 97 | $28.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 93 | $27.4K | 0.00% | −1−1.1% | Reduced |
| Capital Performance Advisors LLP | 91 | $26.8K | 0.01% | +91 | New |
| Crewe Advisors LLC | 90 | $26.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 101 | $26.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $26.2K | 0.01% | +1+1.1% | Added |
| MV Capital Management, Inc. | 88 | $25.9K | 0.00% | +3+3.5% | Added |
| True Wealth Design, LLC | 83 | $24.4K | 0.01% | +83 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 80 | $23.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 77 | $23.0K | 0.01% | +77 | New |
| Private Wealth Management Group, LLC | 68 | $20.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 66 | $19.4K | 0.00% | +66 | New |
| Rise Advisors, LLC | 60 | $17.8K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 59 | $17.4K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 58 | $17.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 57 | $17.0K | 0.00% | +6+11.8% | Added |
| Glen Eagle Advisors, LLC | 56 | $16.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 56 | $16.5K | 0.00% | −4−6.7% | Reduced |
| SRS Capital Advisors, Inc. | 55 | $16.2K | 0.00% | +4+7.8% | Added |
| New Age Alpha Advisors, LLC | 54 | $15.9K | 0.01% | +54 | New |
| JFS Wealth Advisors, LLC | 53 | $15.6K | 0.00% | +2+3.9% | Added |
| Continuum Advisory, LLC | 48 | $15.1K | 0.00% | +33+220.0% | Added |