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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.

Q4 2024 vs. Q3 2024

How the institutions holding Willis Towers Watson PLC changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WTW: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders67210709+47
Shares93.5M131.4K94.4M+1.02M (+1.1%)
Value$27.5B$38.7M$29.6B+$2.07B (+7.5%)

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held Willis Towers Watson PLC at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 110 by value.

Institutions new to WTW in Q4 2024
InstitutionSharesValue% of portfolio
Canoe Financial LP152,863$47.9M0.78%
Cidel Asset Management Inc137,160$43.0M2.89%
Raymond James Financial Inc132,675$41.6M0.02%
Polen Capital Management LLC128,586$40.3M0.11%
Universal- Beteiligungs- und Servicegesellschaft mbH81,359$25.5M0.05%
Sone Capital Management, LLC67,135$21.0M2.66%
Gillson Capital LP43,880$13.7M1.24%
Generate Investment Management Ltd43,326$13.6M0.95%
Trexquant Investment LP39,931$12.5M0.15%
Tribune Investment Group LP39,000$12.2M6.84%
Silvercrest Asset Management Group LLC37,067$11.6M0.08%
KLP Kapitalforvaltning AS34,935$11.0M0.05%
Lansforsakringar Fondforvaltning AB (publ)33,730$10.6M0.06%
Jag Capital Management, LLC21,713$6.80M0.95%
Lighthouse Investment Partners, LLC18,939$5.93M0.23%
Police & Firemen's Retirement System of New Jersey14,651$4.59M0.04%
Pinnbrook Capital Management LP12,498$3.91M1.37%
Cary Street Partners Financial LLC10,607$3.32M0.11%
Cinctive Capital Management LP10,396$3.26M0.18%
Elo Mutual Pension Insurance Co10,120$3.17M0.07%
Quadrature Capital Ltd9,654$3.02M0.06%
Voleon Capital Management LP7,851$2.46M0.18%
Groupama Asset Managment6,631$2.08M0.04%
Sheets Smith Investment Management4,203$1.32M1.12%
WBI Investments3,926$1.23M0.31%
Nomura Holdings Inc3,321$1.04M0.01%
Allstate Corp3,219$1.01M0.03%
Everence Capital Management Inc3,170$993.0K0.06%
First Hawaiian Bank3,050$955.4K0.03%
Neville Rodie & Shaw Inc2,832$887.0K0.06%
Machina Capital S.A.S.2,560$801.9K0.34%
Chapman Financial Group, LLC2,452$776.6K0.62%
Evelyn Partners Investment Management LLP2,412$755.5K0.02%
Harvest Fund Management Co., Ltd2,299$720.0K0.03%
Walleye Trading LLC2,139$670.0K0.01%
Brueske Advisory Services, LLC2,022$633.4K0.56%
Board of the Pension Protection Fund2,000$626.5K0.72%
Causeway Capital Management LLC1,563$489.6K0.01%
MUFG Securities Americas Inc.1,487$465.8K0.06%
Avantra Family Wealth, Inc.1,410$441.7K0.41%
Scientech Research LLC1,294$405.3K0.11%
Optimize Financial Inc1,149$359.9K0.27%
MAI Capital Management1,135$355.6K0.00%
Pensionmark Financial Group, LLC1,063$333.0K0.01%
Gibbs Wealth Management1,021$319.8K0.09%
Warren Averett Asset Management, LLC965$302.1K0.00%
Alliance Wealth Advisors, LLC955$299.1K0.08%
Summit Trail Advisors, LLC840$263.9K0.01%
Atria Wealth Solutions, Inc.840$263.1K0.00%
Portside Wealth Group, LLC837$262.2K0.04%
Aster Capital Management (DIFC) Ltd786$246.2K0.09%
Longboard Asset Management, LP782$245.0K0.65%
ISAM Funds (UK) Ltd760$238.1K0.18%
Commerzbank Aktiengesellschaft750$235.0K0.01%
Stonegate Investment Group, LLC723$226.5K0.01%
First Citizens Bank & Trust Co721$225.8K0.00%
Wakefield Asset Management LLLP720$225.5K0.08%
Avantax Advisory Services, Inc.717$224.7K0.00%
Trust Investment Advisors697$218.3K0.14%
Tectonic Advisors LLC687$215.2K0.01%
Anchor Capital Advisors LLC660$206.7K0.01%
Meeder Advisory Services, Inc.652$204.2K0.01%
Howard Capital Management Inc.646$202.4K0.00%
Crestline Management, LP645$202.0K0.01%
Dorsey & Whitney Trust CO LLC642$201.1K0.01%
Triangle Securities Wealth Management640$200.5K0.05%
Lee Danner & Bass Inc365$114.3K0.01%
Bayforest Capital Ltd278$87.1K0.11%
Thurston, Springer, Miller, Herd & Titak, Inc.244$76.4K0.02%
Golden State Wealth Management, LLC230$72.0K0.01%
American National Bank200$62.6K0.01%
Park Square Financial Group, LLC197$61.7K0.04%
WPG Advisers, LLC162$50.7K0.05%
Bank Julius Baer & Co. Ltd, Zurich140$48.6K0.00%
McIlrath & Eck, LLC96$30.1K0.00%
Capital A Wealth Management, LLC67$21.0K0.03%
Caitong International Asset Management Co., Ltd66$20.7K0.02%
Proequities, Inc.64$20.5K0.00%
Altshuler Shaham Ltd65$20.4K0.00%
North Star Investment Management Corp.63$19.7K0.00%
Millstone Evans Group, LLC46$14.4K0.01%
Duncker Streett & Co Inc45$14.1K0.00%
Kohmann Bosshard Financial Services, LLC35$11.0K0.00%
Murphy & Mullick Capital Management Corp32$10.0K0.01%
Whittier Trust Co24$7.52K0.00%
Whittier Trust Co of Nevada Inc16$5.01K0.00%
Nemes Rush Group LLC15$4.70K0.00%
Sierra Ocean, LLC13$4.07K0.00%
Whipplewood Advisors, LLC12$3.76K0.00%
TCTC Holdings, LLC9$2.82K0.00%
NewSquare Capital LLC9$2.82K0.00%
Key Financial Inc9$2.82K0.00%
Creative Financial Designs Inc7$2.19K0.00%
Cassady Schiller Wealth Management, LLC6$1.88K0.00%
MPWM Advisory Solutions, LLC6$1.88K0.00%
Clark Wealth Partners6$1.88K0.00%
Coppell Advisory Solutions LLC5$1.57K0.00%
Decker Retirement Planning Inc.4$1.25K0.00%
FLP Wealth Management, LLC3$9810.00%
Old Second National Bank of Aurora3$9400.00%

Sold out (63)

Institutions that held Willis Towers Watson PLC at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WTW in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Point72 Asset Management, L.P.253,604$74.7M
Jupiter Asset Management Ltd37,304$11.0M
Dorchester Wealth Management Co26,167$7.71M
Healthcare of Ontario Pension Plan Trust Fund16,000$4.71M
Woodline Partners LP15,390$4.53M
Occudo Quantitative Strategies LP13,965$4.11M
Campbell & CO Investment Adviser LLC10,559$3.11M
AustralianSuper Pty Ltd9,730$2.87M
Achmea Investment Management B.V.8,195$2.41M
Aquatic Capital Management LLC7,720$2.27M
Brevan Howard Capital Management LP6,859$2.02M
Point72 Hong Kong Ltd6,556$1.93M
Mosaic Financial Group, LLC6,040$1.78M
Quantbot Technologies LP5,620$1.66M
Teza Capital Management LLC4,665$1.37M
La Banque Postale Asset Management SA4,646$1.37M
Qsemble Capital Management, LP4,322$1.27M
iA Global Asset Management Inc.4,091$1.21M
Wolverine Trading, LLC3,361$984.8K
Alpine Global Management, LLC3,329$980.5K
Los Angeles Capital Management LLC3,150$927.8K
Kentucky Retirement Systems Insurance Trust Fund3,007$885.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,931$863.3K
Point72 Asia (Singapore) Pte. Ltd.2,899$853.8K
Blueshift Asset Management, LLC2,627$773.7K
Veriti Management LLC2,564$755.2K
SkyView Investment Advisors, LLC2,560$754.0K
Oak Thistle LLC1,956$576.1K
Two Sigma Securities, LLC1,549$456.2K
DoubleLine ETF Adviser LP1,545$455.0K
Inceptionr LLC1,531$450.9K
Fox Run Management, L.L.C.1,493$439.7K
Epoch Investment Partners, Inc.1,488$438.3K
Regions Financial Corp1,209$356.1K
MBB Public Markets I LLC1,170$344.6K
Dark Forest Capital Management LP1,140$335.8K
Marshall Wace, LLP1,100$324.0K
Nebula Research & Development LLC1,019$300.1K
D. E. Shaw & Co., Inc.1,000$294.5K
Catalyst Funds Management Pty Ltd1,000$294.5K
Gsa Capital Partners LLP891$262.0K
Pinnacle Wealth Planning Services, Inc.805$237.1K
Laurion Capital Management LP775$228.3K
Bridgefront Capital, LLC689$202.9K
Goodman Advisory Group, LLC687$202.3K
Gilliland Jeter Wealth Management LLC450$132.5K
NBC Securities, Inc.438$129.0K
Johnson Financial Group, Inc.338$99.8K
Alta Advisers Ltd300$88.4K
Ashton Thomas Securities, LLC138$40.6K
State of Wyoming110$32.4K
Capital Performance Advisors LLP91$26.8K
Crewe Advisors LLC90$26.5K
Hobbs Group Advisors, LLC29$8.54K
Creekmur Asset Management LLC17$5.01K
Park Place Capital Corp11$3.24K
Semmax Financial Advisors Inc.9$2.91K
Salem Investment Counselors Inc7$2.07K
Financial Network Wealth Advisors LLC6$1.77K
Laurel Wealth Advisors LLC5$1.47K
Voisard Asset Management Group, Inc.5$1.47K
1620 Investment Advisors, Inc.3$742
HM Payson & Co2$590

Not filed for Q4 2024 yet (10)

Institutions that held Willis Towers Watson PLC at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WTW in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates105,926$31.2M
Raymond James Financial Services Advisors, Inc.8,758$2.58M
Cary Street Partners Asset Management LLC7,507$2.21M
SpiderRock Advisors, LLC4,031$1.19M
Raymond James Trust N.A.3,391$998.8K
Garrison Asset Management, LLC980$288.6K
Waypoint Capital Advisors, LLC754$222.1K
Northwest Investment Counselors, LLC66$19.4K
Naples Money Management LLC12$3.53K
Annapolis Financial Services, LLC1$348