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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 2,053 | $643.1K | 0.01% | −2,364−53.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,082 | $652.0K | 0.19% | 00.0% | Unchanged |
| Vestcor Inc | 2,096 | $657.0K | 0.02% | −3−0.1% | Reduced |
| V-Square Quantitative Management LLC | 2,105 | $659.4K | 0.09% | −51−2.4% | Reduced |
| Kestra Advisory Services, LLC | 2,108 | $660.3K | 0.00% | +100+5.0% | Added |
| Walleye Trading LLC | 2,139 | $670.0K | 0.01% | +2,139 | New |
| Busey Wealth Management | 2,147 | $672.5K | 0.02% | −359−14.3% | Reduced |
| Oppenheimer Asset Management Inc. | 2,204 | $690.4K | 0.01% | −97−4.2% | Reduced |
| First Manhattan Co | 2,201 | $691.4K | 0.00% | +755+52.2% | Added |
| Snowden Capital Advisors LLC | 2,202 | $691.7K | 0.02% | +570+34.9% | Added |
| Legal Advantage Investments, Inc. | 2,215 | $693.8K | 0.37% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,242 | $702.3K | 0.00% | +450+25.1% | Added |
| Gateway Investment Advisers LLC | 2,257 | $707.0K | 0.01% | −1,340−37.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,299 | $720.0K | 0.03% | +2,299 | New |
| Gabelli Funds LLC | 2,300 | $720.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,406 | $753.6K | 0.00% | +1,416+143.0% | Added |
| Evelyn Partners Investment Management LLP | 2,412 | $755.5K | 0.02% | +2,412 | New |
| S.E.E.D. Planning Group LLC | 2,463 | $771.5K | 0.26% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,471 | $774.0K | 0.01% | +295+13.6% | Added |
| Chapman Financial Group, LLC | 2,452 | $776.6K | 0.62% | +2,452 | New |
| GAMMA Investing LLC | 2,482 | $777.5K | 0.07% | +482+24.1% | Added |
| Janney Montgomery Scott LLC | 2,487 | $779.0K | 0.00% | +70+2.9% | Added |
| Legacy Wealth Asset Management, LLC | 2,490 | $780.0K | 0.21% | −32−1.3% | Reduced |
| Machina Capital S.A.S. | 2,560 | $801.9K | 0.34% | +2,560 | New |
| Clearstead Advisors, LLC | 2,573 | $806.0K | 0.01% | −6−0.2% | Reduced |
| Bleakley Financial Group, LLC | 2,589 | $811.0K | 0.02% | +114+4.6% | Added |
| Qtron Investments LLC | 2,590 | $811.3K | 0.11% | −862−25.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,609 | $817.2K | 0.14% | −61−2.3% | Reduced |
| Intrust Bank NA | 2,619 | $820.4K | 0.08% | +165+6.7% | Added |
| Tokio Marine Asset Management Co Ltd | 2,626 | $822.6K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,653 | $831.0K | 0.02% | −34−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,679 | $839.0K | 0.02% | −2,275−45.9% | Reduced |
| Nicholas Investment Partners, LP | 2,700 | $845.7K | 0.07% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,769 | $867.4K | 0.05% | −1,161−29.5% | Reduced |
| Atria Investments LLC | 2,786 | $872.8K | 0.01% | −267−8.7% | Reduced |
| Intact Investment Management Inc. | 2,800 | $877.1K | 0.03% | −350−11.1% | Reduced |
| Neville Rodie & Shaw Inc | 2,832 | $887.0K | 0.06% | +2,832 | New |
| Pettyjohn, Wood & White, Inc | 2,880 | $902.1K | 0.17% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,911 | $911.8K | 0.35% | −218−7.0% | Reduced |
| Thoroughbred Financial Services, LLC | 2,979 | $933.0K | 0.06% | +10.0% | Added |
| Exchange Traded Concepts, LLC | 2,979 | $933.1K | 0.02% | +315+11.8% | Added |
| HB Wealth Management, LLC | 3,043 | $953.2K | 0.01% | +130+4.5% | Added |
| First Hawaiian Bank | 3,050 | $955.4K | 0.03% | +3,050 | New |
| CWM, LLC | 3,096 | $970.0K | 0.00% | +149+5.1% | Added |
| Everence Capital Management Inc | 3,170 | $993.0K | 0.06% | +3,170 | New |
| Vontobel Holding Ltd. | 3,203 | $1.00M | 0.00% | +1,893+144.5% | Added |
| Allstate Corp | 3,219 | $1.01M | 0.03% | +3,219 | New |
| MML Investors Services, LLC | 3,238 | $1.01M | 0.00% | +142+4.6% | Added |
| AlTi Global, Inc. | 3,273 | $1.03M | 0.02% | +10.0% | Added |
| Confluence Investment Management LLC | 3,308 | $1.04M | 0.01% | +8+0.2% | Added |
| Nomura Holdings Inc | 3,321 | $1.04M | 0.01% | +3,321 | New |
| Callan Family Office, LLC | 3,352 | $1.05M | 0.07% | +2,067+160.9% | Added |
| South Dakota Investment Council | 3,355 | $1.05M | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,361 | $1.05M | 0.02% | −477−12.4% | Reduced |
| LMCG Investments, LLC | 3,395 | $1.06M | 0.07% | −79−2.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,601 | $1.13M | 0.00% | +2,201+157.2% | Added |
| Assenagon Asset Management S.A. | 3,672 | $1.15M | 0.00% | +400+12.2% | Added |
| Formidable Asset Management, LLC | 3,685 | $1.15M | 0.19% | −348−8.6% | Reduced |
| Vinva Investment Management Ltd | 3,708 | $1.16M | 0.05% | −1,109−23.0% | Reduced |
| Hunter Associates Investment Management LLC | 3,830 | $1.20M | 0.18% | +20+0.5% | Added |
| Glenmede Trust Co NA | 3,888 | $1.22M | 0.01% | +2,469+174.0% | Added |
| WBI Investments | 3,926 | $1.23M | 0.31% | +3,926 | New |
| Mesirow Financial Investment Management, Inc. | 3,951 | $1.24M | 0.02% | −3,951−50.0% | Reduced |
| Hamilton Capital Partners Inc. | 3,979 | $1.25M | 0.09% | +29+0.7% | Added |
| Squarepoint Ops LLC | 4,019 | $1.26M | 0.00% | −34,462−89.6% | Reduced |
| Advisors Capital Management, LLC | 4,021 | $1.26M | 0.02% | +10+0.2% | Added |
| Sheets Smith Investment Management | 4,203 | $1.32M | 1.12% | +4,203 | New |
| Commerce Bank | 4,294 | $1.35M | 0.01% | −10.0% | Reduced |
| Omers Administration Corp | 4,301 | $1.35M | 0.01% | −979−18.5% | Reduced |
| Norinchukin Bank, The | 4,301 | $1.35M | 0.03% | +226+5.5% | Added |
| Sanctuary Advisors, LLC | 4,135 | $1.36M | 0.01% | +109+2.7% | Added |
| Fifth Third Bancorp | 4,370 | $1.37M | 0.00% | −80−1.8% | Reduced |
| EP Wealth Advisors, LLC | 4,456 | $1.40M | 0.01% | −181−3.9% | Reduced |
| Williamson Legacy Group, LLC | 4,463 | $1.40M | 0.93% | +1,402+45.8% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.41M | 0.42% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,632 | $1.45M | 0.00% | −134,993−96.7% | Reduced |
| Boston Partners | 4,682 | $1.47M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 4,800 | $1.50M | 0.05% | −200−4.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,894 | $1.53M | 0.01% | +918+23.1% | Added |
| Cornercap Investment Counsel Inc | 4,906 | $1.54M | 0.50% | −195−3.8% | Reduced |
| Oliver Luxxe Assets LLC | 5,249 | $1.55M | 0.28% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $1.57M | 0.08% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 5,100 | $1.60M | 0.02% | −4,500−46.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,196 | $1.63M | 0.00% | +276+5.6% | Added |
| Ieq Capital, LLC | 5,223 | $1.64M | 0.02% | +118+2.3% | Added |
| Atom Investors LP | 5,275 | $1.65M | 0.21% | −2,739−34.2% | Reduced |
| Resources Investment Advisors, LLC. | 5,281 | $1.65M | 0.02% | −1,363−20.5% | Reduced |
| BTG Pactual Asset Management US LLC | 5,300 | $1.66M | 0.21% | +1,177+28.5% | Added |
| Securian Asset Management, Inc | 5,361 | $1.68M | 0.05% | −233−4.2% | Reduced |
| Louisiana State Employees Retirement System | 5,400 | $1.69M | 0.03% | −300−5.3% | Reduced |
| NEOS Investment Management LLC | 5,429 | $1.70M | 0.04% | +1,243+29.7% | Added |
| Paradigm Asset Management Co LLC | 5,500 | $1.72M | 0.47% | +3,000+120.0% | Added |
| Plato Investment Management Ltd | 5,660 | $1.78M | 0.13% | −4,472−44.1% | Reduced |
| Quantinno Capital Management LP | 5,728 | $1.79M | 0.02% | +1,469+34.5% | Added |
| Ameritas Investment Partners, Inc. | 5,787 | $1.81M | 0.06% | −56−1.0% | Reduced |
| Diversified Trust Co | 5,787 | $1.81M | 0.04% | −933−13.9% | Reduced |
| XTX Topco Ltd | 5,877 | $1.84M | 0.15% | −3,220−35.4% | Reduced |
| Caitlin John, LLC | 5,941 | $1.86M | 1.26% | +171+3.0% | Added |
| Accretive Wealth Partners, LLC | 5,966 | $1.87M | 0.79% | −48−0.8% | Reduced |
| Ostrum Asset Management | 6,099 | $1.91M | 0.17% | −251−4.0% | Reduced |