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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.

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
Capital A Wealth Management, LLC67$21.0K0.03%+67New
Private Wealth Management Group, LLC68$21.3K0.01%00.0%Unchanged
Colonial Trust Co69$21.6K0.00%+48+228.6%Added
New Age Alpha Advisors, LLC81$25.4K0.00%+27+50.0%Added
True Wealth Design, LLC83$26.0K0.01%00.0%Unchanged
Bryn Mawr Trust Co88$27.6K0.00%−2,050−95.9%Reduced
MV Capital Management, Inc.90$28.2K0.00%+2+2.3%Added
Hemington Wealth Management93$29.0K0.01%+16+20.8%Added
Harbor Investment Advisory, LLC93$29.1K0.00%00.0%Unchanged
McIlrath & Eck, LLC96$30.1K0.00%+96New
Farmers & Merchants Investments Inc97$30.4K0.00%00.0%Unchanged
Spire Wealth Management97$30.4K0.00%−12−11.0%Reduced
Geneos Wealth Management Inc.101$31.6K0.00%−4−3.8%Reduced
Trust Co of Vermont109$34.1K0.00%00.0%Unchanged
AdvisorNet Financial, Inc109$34.1K0.00%+1+0.9%Added
GeoWealth Management, LLC115$36.0K0.00%+56+94.9%Added
Richardson Financial Services Inc.121$37.9K0.03%+20+19.8%Added
CKW Financial Group120$38.0K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC132$41.5K0.01%−7−5.0%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA135$42.3K0.01%+55+68.8%Added
HHM Wealth Advisors, LLC143$44.8K0.01%+3+2.1%Added
Hexagon Capital Partners LLC148$46.4K0.01%+24+19.4%Added
Lindbrook Capital, LLC151$47.3K0.00%+3+2.0%Added
Cromwell Holdings LLC154$48.2K0.03%00.0%Unchanged
Heritage Wealth Advisors154$48.2K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich140$48.6K0.00%+140New
Cary Street Partner Investment Advisory LLC156$48.9K0.03%−10,099−98.5%Reduced
Central Trust Co160$50.1K0.00%−9−5.3%Reduced
WPG Advisers, LLC162$50.7K0.05%+162New
Versant Capital Management, Inc174$54.5K0.01%+85+95.5%Added
Capital Advisors, Ltd. LLC178$56.0K0.01%00.0%Unchanged
Park Square Financial Group, LLC197$61.7K0.04%+197New
American National Bank200$62.6K0.01%+200New
New Millennium Group LLC208$65.0K0.04%00.0%Unchanged
Beacon Capital Management, LLC212$66.4K0.01%00.0%Unchanged
Signaturefd, LLC227$71.0K0.00%+6+2.7%Added
Gables Capital Management Inc.227$71.1K0.03%00.0%Unchanged
Golden State Wealth Management, LLC230$72.0K0.01%+230New
LRI Investments, LLC235$73.7K0.01%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.244$76.4K0.02%+244New
Parkside Financial Bank & Trust245$76.6K0.01%00.0%Unchanged
Private Trust Co NA273$85.5K0.01%+17+6.6%Added
Bayforest Capital Ltd278$87.1K0.11%+278New
DT Investment Partners, LLC281$88.0K0.01%−170−37.7%Reduced
Quadrant Capital Group LLC296$92.7K0.01%−4−1.3%Reduced
Deseret Mutual Benefit Administrators321$100.5K0.05%−27−7.8%Reduced
Farther Finance Advisors, LLC324$101.6K0.00%+87+36.7%Added
Washington Trust Advisors, Inc.336$105.2K0.01%00.0%Unchanged
Massmutual Trust Co FSB337$105.6K0.00%+38+12.7%Added
Lee Danner & Bass Inc365$114.3K0.01%+365New
Sentry Investment Management LLC392$123.0K0.06%−64−14.0%Reduced
PFS Partners, LLC400$125.3K0.07%−57−12.5%Reduced
Smartleaf Asset Management LLC455$142.5K0.01%+114+33.4%Added
Allworth Financial LP450$144.2K0.00%+83+22.6%Added
EverSource Wealth Advisors, LLC462$144.8K0.01%+7+1.5%Added
JNBA Financial Advisors500$156.6K0.02%00.0%Unchanged
IFP Advisors, Inc497$157.6K0.01%−12−2.4%Reduced
Jones Financial Companies LLLP520$162.7K0.00%+119+29.7%Added
Umb Bank N A520$162.9K0.00%+49+10.4%Added
Parallel Advisors, LLC522$163.6K0.00%+17+3.4%Added
Skopos Labs, Inc.554$173.3K0.05%−4−0.7%Reduced
Transamerica Financial Advisors, Inc.567$178.0K0.02%−45−7.4%Reduced
Ancora Advisors, LLC585$183.2K0.00%+284+94.4%Added
Triangle Securities Wealth Management640$200.5K0.05%+640New
Dorsey & Whitney Trust CO LLC642$201.1K0.01%+642New
Crestline Management, LP645$202.0K0.01%+645New
Howard Capital Management Inc.646$202.4K0.00%+646New
Meeder Advisory Services, Inc.652$204.2K0.01%+652New
Anchor Capital Advisors LLC660$206.7K0.01%+660New
Walleye Capital LLC669$209.6K0.00%−3,435−83.7%Reduced
Mather Group, LLC.676$211.8K0.00%+68+11.2%Added
Tectonic Advisors LLC687$215.2K0.01%+687New
Scheer, Rowlett & Associates Investment Management Ltd.693$217.1K0.02%00.0%Unchanged
Trust Investment Advisors697$218.3K0.14%+697New
Wiley Bros.-Aintree Capital, LLC711$219.6K0.00%−134−15.9%Reduced
Martingale Asset Management L P704$220.5K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.717$224.7K0.00%+717New
Wakefield Asset Management LLLP720$225.5K0.08%+720New
First Citizens Bank & Trust Co721$225.8K0.00%+721New
Stonegate Investment Group, LLC723$226.5K0.01%+723New
Penserra Capital Management LLC732$228.0K0.00%+243+49.7%Added
Commerzbank Aktiengesellschaft750$235.0K0.01%+750New
ISAM Funds (UK) Ltd760$238.1K0.18%+760New
Modera Wealth Management, LLC761$238.4K0.00%+15+2.0%Added
Quadcap Wealth Management, LLC765$239.6K0.04%−27−3.4%Reduced
Longboard Asset Management, LP782$245.0K0.65%+782New
United Capital Financial Advisers, LLC784$245.5K0.00%−440−35.9%Reduced
Aster Capital Management (DIFC) Ltd786$246.2K0.09%+786New
CX Institutional795$249.0K0.01%+60+8.2%Added
Advisory Services Network, LLC796$249.5K0.00%−828−51.0%Reduced
William Blair Investment Management, LLC799$250.3K0.00%00.0%Unchanged
Resonant Capital Advisors, LLC804$252.6K0.02%+17+2.2%Added
Rothschild Investment LLC807$252.9K0.02%00.0%Unchanged
Citadel Investment Advisory, Inc.826$259.0K0.13%00.0%Unchanged
Portside Wealth Group, LLC837$262.2K0.04%+837New
Red Door Wealth Management, LLC840$263.1K0.04%00.0%Unchanged
Atria Wealth Solutions, Inc.840$263.1K0.00%+840New
Eagle Rock Investment Company, LLC841$263.4K0.04%00.0%Unchanged
Summit Trail Advisors, LLC840$263.9K0.01%+840New
Jump Financial, LLC843$264.1K0.01%−7,227−89.6%Reduced