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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenleaf Trust | 854 | $267.5K | 0.00% | +11+1.3% | Added |
| Checchi Capital Advisers, LLC | 886 | $277.5K | 0.02% | −5−0.6% | Reduced |
| Financial Freedom, LLC | 888 | $278.2K | 0.15% | −189−17.5% | Reduced |
| Bessemer Group Inc | 891 | $279.0K | 0.00% | −3−0.3% | Reduced |
| Graypoint LLC | 897 | $281.0K | 0.02% | −2−0.2% | Reduced |
| Private Advisor Group, LLC | 902 | $282.4K | 0.00% | −297−24.8% | Reduced |
| Sage Mountain Advisors LLC | 905 | $283.5K | 0.02% | +189+26.4% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $288.8K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 942 | $294.8K | 0.02% | +133+16.4% | Added |
| DRW Securities, LLC | 948 | $297.0K | 0.02% | −3,648−79.4% | Reduced |
| Alliance Wealth Advisors, LLC | 955 | $299.1K | 0.08% | +955 | New |
| Warren Averett Asset Management, LLC | 965 | $302.1K | 0.00% | +965 | New |
| Seed Wealth Management, Inc. | 970 | $303.8K | 0.25% | 00.0% | Unchanged |
| Csenge Advisory Group | 976 | $305.7K | 0.02% | −149−13.2% | Reduced |
| Wetherby Asset Management Inc | 981 | $307.4K | 0.01% | −39−3.8% | Reduced |
| Gibbs Wealth Management | 1,021 | $319.8K | 0.09% | +1,021 | New |
| Cohen & Steers, Inc. | 1,022 | $320.0K | 0.00% | −145−12.4% | Reduced |
| Westpac Banking Corp | 1,026 | $321.4K | 0.02% | +530+106.9% | Added |
| Act Two Investors LLC | 1,029 | $322.3K | 0.06% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,040 | $325.9K | 0.02% | +20+2.0% | Added |
| Centiva Capital, LP | 1,042 | $326.4K | 0.01% | −623−37.4% | Reduced |
| Keybank National Association | 1,044 | $327.0K | 0.00% | +130+14.2% | Added |
| Cigna Investments Inc | 1,045 | $328.0K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,063 | $333.0K | 0.01% | +1,063 | New |
| Connecticut Wealth Management, LLC | 1,069 | $334.9K | 0.02% | −13−1.2% | Reduced |
| Syon Capital LLC | 1,079 | $338.0K | 0.03% | +85+8.6% | Added |
| Siemens Fonds Invest GmbH | 1,098 | $343.9K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,104 | $345.8K | 0.01% | +91+9.0% | Added |
| ORG Partners LLC | 1,112 | $348.3K | 0.05% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,117 | $349.9K | 0.01% | +50+4.7% | Added |
| MAI Capital Management | 1,135 | $355.6K | 0.00% | +1,135 | New |
| Mayflower Financial Advisors, LLC | 1,136 | $355.8K | 0.05% | +13+1.2% | Added |
| Optimize Financial Inc | 1,149 | $359.9K | 0.27% | +1,149 | New |
| Chicago Partners Investment Group LLC | 1,190 | $373.8K | 0.01% | −66−5.3% | Reduced |
| Forum Financial Management, LP | 1,197 | $374.9K | 0.01% | +44+3.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $375.9K | 0.01% | −120−9.1% | Reduced |
| Vise Technologies, Inc. | 1,220 | $382.2K | 0.03% | +206+20.3% | Added |
| Fifth Third Wealth Advisors LLC | 1,221 | $382.5K | 0.02% | −15−1.2% | Reduced |
| Trust Asset Management LLC | 1,227 | $384.3K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $394.7K | 0.20% | 00.0% | Unchanged |
| Rockland Trust Co | 1,266 | $396.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,270 | $397.8K | 0.00% | +287+29.2% | Added |
| Global Retirement Partners, LLC | 1,273 | $398.8K | 0.01% | +340+36.4% | Added |
| Scientech Research LLC | 1,294 | $405.3K | 0.11% | +1,294 | New |
| Fidelis Capital Partners, LLC | 1,228 | $406.1K | 0.04% | +5+0.4% | Added |
| Numerai GP LLC | 1,341 | $420.1K | 0.12% | +559+71.5% | Added |
| Raub Brock Capital Management LP | 1,350 | $422.9K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,347 | $423.2K | 0.00% | +54+4.2% | Added |
| HighPoint Advisor Group LLC | 1,329 | $424.2K | 0.02% | +3+0.2% | Added |
| Brighton Jones LLC | 1,368 | $428.6K | 0.01% | +61+4.7% | Added |
| Kestra Private Wealth Services, LLC | 1,372 | $429.8K | 0.01% | +18+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,372 | $430.0K | 0.00% | −108−7.3% | Reduced |
| Davenport & Co LLC | 1,385 | $433.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,385 | $434.0K | 0.02% | −7−0.5% | Reduced |
| Horizon Investments, LLC | 1,388 | $434.8K | 0.01% | +11+0.8% | Added |
| Vident Advisory, LLC | 1,405 | $440.1K | 0.01% | +38+2.8% | Added |
| Fielder Capital Group LLC | 1,408 | $441.2K | 0.14% | −48−3.3% | Reduced |
| Cresset Asset Management, LLC | 1,406 | $441.6K | 0.00% | −4,022−74.1% | Reduced |
| Avantra Family Wealth, Inc. | 1,410 | $441.7K | 0.41% | +1,410 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $449.8K | 0.12% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,463 | $458.4K | 0.04% | +118+8.8% | Added |
| CAPROCK Group, Inc. | 1,464 | $460.0K | 0.02% | +206+16.4% | Added |
| Benjamin Edwards Inc | 1,475 | $462.0K | 0.01% | +72+5.1% | Added |
| Harbour Capital Advisors, LLC | 1,495 | $462.0K | 0.10% | −120−7.4% | Reduced |
| Family Firm, Inc. | 1,476 | $462.3K | 0.10% | −228−13.4% | Reduced |
| Profund Advisors LLC | 1,481 | $463.9K | 0.02% | −196−11.7% | Reduced |
| MUFG Securities Americas Inc. | 1,487 | $465.8K | 0.06% | +1,487 | New |
| Cladis Investment Advisory, LLC | 1,510 | $473.0K | 0.34% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,539 | $482.0K | 0.00% | −3−0.2% | Reduced |
| Quarry LP | 1,539 | $482.1K | 0.09% | −401−20.7% | Reduced |
| Fonville Wealth Management LLC | 1,555 | $487.1K | 0.16% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 1,563 | $489.6K | 0.01% | +1,563 | New |
| Evanson Asset Management, LLC | 1,576 | $493.7K | 0.03% | −230−12.7% | Reduced |
| First Horizon Advisors, Inc. | 1,586 | $496.8K | 0.01% | +4+0.3% | Added |
| Pekin Hardy Strauss, Inc. | 1,613 | $505.3K | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,626 | $509.5K | 0.01% | −106−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,650 | $516.8K | 0.01% | −703−29.9% | Reduced |
| Stephens Inc | 1,663 | $520.9K | 0.01% | −424−20.3% | Reduced |
| Rathbone Brothers plc | 1,666 | $521.9K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,665 | $522.0K | 0.00% | −85,110−98.1% | Reduced |
| James Hambro & Partners | 1,678 | $525.5K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 1,743 | $546.0K | 0.00% | +24+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,746 | $547.0K | 0.00% | +114+7.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,750 | $548.2K | 0.21% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,783 | $558.6K | 0.40% | −586−24.7% | Reduced |
| Sheets Smith Wealth Management | 1,790 | $560.7K | 0.07% | +535+42.6% | Added |
| Washington Capital Management Inc | 1,800 | $563.8K | 0.44% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,831 | $573.5K | 0.25% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 1,887 | $591.1K | 0.00% | −176,230−98.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,898 | $594.7K | 0.01% | +199+11.7% | Added |
| United Asset Strategies, Inc. | 1,921 | $601.7K | 0.06% | −600−23.8% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,922 | $602.0K | 0.16% | +1+0.1% | Added |
| GTS Securities LLC | 1,951 | $611.1K | 0.03% | +830+74.0% | Added |
| Dynamic Advisor Solutions LLC | 1,983 | $621.2K | 0.03% | +51+2.6% | Added |
| Colony Group, LLC | 1,984 | $621.4K | 0.00% | +460+30.2% | Added |
| Board of the Pension Protection Fund | 2,000 | $626.5K | 0.72% | +2,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,013 | $630.6K | 0.02% | +47+2.4% | Added |
| Integrated Wealth Concepts LLC | 2,018 | $632.2K | 0.01% | +11+0.5% | Added |
| Brueske Advisory Services, LLC | 2,022 | $633.4K | 0.56% | +2,022 | New |
| Capstone Investment Advisors, LLC | 2,050 | $642.1K | 0.01% | −96−4.5% | Reduced |