Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
709
+47 vs. Q3 2024
Shares held
94.4M
+1.02M (+1.1%) vs. Q3 2024
Total value
$29.6B
+$2.07B (+7.5%) vs. Q3 2024
New holders
110
253 more added
Sold out
63
238 more reduced

10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 709 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ4 2024: $29.6B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2024.

Institutions holding WTW in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC3$00.00%+3New
Y.D. More Investments Ltd126$1080.00%+69+121.1%Added
REAP Financial Group, LLC1$1570.00%+1New
WestEnd Advisors, LLC1$3130.00%00.0%Unchanged
Activest Wealth Management1$3130.00%+1New
NVWM, LLC2$6260.00%00.0%Unchanged
Raleigh Capital Management Inc.2$6260.00%00.0%Unchanged
SBI Securities Co., Ltd.2$6260.00%+2New
Parkworth Wealth Management, Inc.2$6260.00%+2New
Principia Wealth Advisory, LLC2$6260.00%+2New
West Branch Capital LLC2$6270.00%00.0%Unchanged
Carolinas Wealth Consulting LLC2$6290.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.2$6290.00%+2New
Riverview Trust Co3$9400.00%00.0%Unchanged
Trifecta Capital Advisors, LLC3$9400.00%00.0%Unchanged
Old Second National Bank of Aurora3$9400.00%+3New
Logan Capital Management Inc3$9400.00%+3New
Sachetta, LLC3$9400.00%+3New
Global Financial Private Client, LLC3$9400.00%+3New
Valued Wealth Advisors LLC3$9430.00%−3−50.0%Reduced
Prestige Wealth Management Group LLC3$9430.00%00.0%Unchanged
FLP Wealth Management, LLC3$9810.00%+3New
Decker Retirement Planning Inc.4$1.25K0.00%+4New
CoreCap Advisors, LLC5$1.57K0.00%−9−64.3%Reduced
Talon Private Wealth, LLC5$1.57K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC5$1.57K0.00%+5New
TD Waterhouse Canada Inc.6$1.88K0.00%00.0%Unchanged
Core Alternative Capital6$1.88K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC6$1.88K0.00%+6New
MPWM Advisory Solutions, LLC6$1.88K0.00%+6New
Clark Wealth Partners6$1.88K0.00%+6New
Anchor Investment Management, LLC7$2.19K0.00%00.0%Unchanged
Creative Financial Designs Inc7$2.19K0.00%+7New
Sandy Spring Bank8$2.51K0.00%00.0%Unchanged
Hollencrest Capital Management8$2.51K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$2.51K0.00%00.0%Unchanged
WR Wealth Planners, LLC8$2.51K0.00%+1+14.3%Added
Eagle Bay Advisors LLC8$2.51K0.00%00.0%Unchanged
Tompkins Financial Corp9$2.82K0.00%00.0%Unchanged
TCTC Holdings, LLC9$2.82K0.00%+9New
NewSquare Capital LLC9$2.82K0.00%+9New
Key Financial Inc9$2.82K0.00%+9New
Strengthening Families & Communities, LLC10$3.00K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.10$3.13K0.00%−5−33.3%Reduced
Cornerstone Planning Group LLC10$3.29K0.00%00.0%Unchanged
MCF Advisors LLC11$3.45K0.00%00.0%Unchanged
SJS Investment Consulting Inc.12$3.76K0.00%−2−14.3%Reduced
Whipplewood Advisors, LLC12$3.76K0.00%+12New
Avion Wealth15$4.00K0.00%+5+50.0%Added
Highline Wealth Partners LLC13$4.07K0.00%+3+30.0%Added
Sierra Ocean, LLC13$4.07K0.00%+13New
Dunhill Financial, LLC15$4.68K0.00%+6+66.7%Added
Washington Trust Co15$4.70K0.00%−2−11.8%Reduced
Harbour Investments, Inc.15$4.70K0.00%+2+15.4%Added
Nemes Rush Group LLC15$4.70K0.00%+15New
Whittier Trust Co of Nevada Inc16$5.01K0.00%+16New
Northwest Capital Management Inc16$5.01K0.00%00.0%Unchanged
Quent Capital, LLC18$5.68K0.00%+1+5.9%Added
DiNuzzo Private Wealth, Inc.27$5.91K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$6.58K0.00%−4−16.0%Reduced
Financial Management Professionals, Inc.21$6.58K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC21$6.58K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.21$6.59K0.00%−2−8.7%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC23$7.20K0.00%+3+15.0%Added
Whittier Trust Co24$7.52K0.00%+24New
Smithfield Trust Co26$8.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC27$8.46K0.00%00.0%Unchanged
Aspect Partners, LLC29$9.08K0.01%−13−31.0%Reduced
FSA Wealth Management LLC29$9.08K0.00%00.0%Unchanged
Abound Wealth Management31$9.71K0.00%−5−13.9%Reduced
Murphy & Mullick Capital Management Corp32$10.0K0.01%+32New
Silicon Valley Capital Partners34$10.6K0.00%00.0%Unchanged
Kohmann Bosshard Financial Services, LLC35$11.0K0.00%+35New
Meeder Asset Management Inc37$11.6K0.00%−5−11.9%Reduced
Indiana Trust & Investment Management CO43$13.5K0.00%00.0%Unchanged
Venturi Wealth Management, LLC43$13.5K0.00%+8+22.9%Added
Manchester Capital Management LLC44$13.8K0.00%00.0%Unchanged
Duncker Streett & Co Inc45$14.1K0.00%+45New
Kayne Anderson Rudnick Investment Management LLC45$14.3K0.00%00.0%Unchanged
Continuum Advisory, LLC46$14.4K0.00%−2−4.2%Reduced
Millstone Evans Group, LLC46$14.4K0.01%+46New
Larson Financial Group LLC48$15.0K0.00%+35+269.2%Added
Avalon Trust Co50$15.7K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC50$15.7K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC52$16.3K0.01%+5+10.6%Added
Anfield Capital Management, LLC52$16.3K0.01%+26+100.0%Added
JFS Wealth Advisors, LLC53$16.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.55$17.2K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC56$17.6K0.00%00.0%Unchanged
Bell Investment Advisors, Inc58$18.2K0.00%00.0%Unchanged
Zions Bancorporation, N.A.59$18.5K0.00%+3+5.4%Added
CVA Family Office, LLC60$18.8K0.00%+30+100.0%Added
Rise Advisors, LLC61$19.0K0.01%+1+1.7%Added
GW&K Investment Management, LLC60$19.0K0.00%+3+5.3%Added
Covestor Ltd60$19.0K0.01%+10+20.0%Added
Plante Moran Financial Advisors, LLC63$19.7K0.00%+13+26.0%Added
North Star Investment Management Corp.63$19.7K0.00%+63New
Altshuler Shaham Ltd65$20.4K0.00%+65New
Proequities, Inc.64$20.5K0.00%+64New
Caitong International Asset Management Co., Ltd66$20.7K0.02%+66New