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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 6,100 | $1.91M | 0.00% | −1,431−19.0% | Reduced |
| Sterling Capital Management LLC | 6,161 | $1.93M | 0.03% | +2,095+51.5% | Added |
| Hartford Investment Management Co | 6,240 | $1.95M | 0.06% | −213−3.3% | Reduced |
| Metis Global Partners, LLC | 6,247 | $1.96M | 0.06% | +225+3.7% | Added |
| Park Avenue Securities LLC | 6,273 | $1.97M | 0.02% | +817+15.0% | Added |
| Live Oak Private Wealth LLC | 6,417 | $2.01M | 0.34% | −121−1.9% | Reduced |
| Assetmark, Inc | 6,488 | $2.03M | 0.01% | +266+4.3% | Added |
| Thrivent Financial for Lutherans | 6,490 | $2.03M | 0.00% | −7,750−54.4% | Reduced |
| Blair William & Co | 6,629 | $2.08M | 0.01% | −44−0.7% | Reduced |
| Groupama Asset Managment | 6,631 | $2.08M | 0.04% | +6,631 | New |
| Engineers Gate Manager LP | 6,813 | $2.13M | 0.04% | +5,068+290.4% | Added |
| CIBC Private Wealth Group, LLC | 6,809 | $2.14M | 0.00% | −348−4.9% | Reduced |
| Magnetar Financial LLC | 6,849 | $2.15M | 0.05% | −2,299−25.1% | Reduced |
| TownSquare Capital, LLC | 6,869 | $2.15M | 0.02% | +5,300+337.8% | Added |
| Illinois Municipal Retirement Fund | 6,902 | $2.16M | 0.03% | +2,473+55.8% | Added |
| Ossiam | 6,974 | $2.18M | 0.04% | +633+10.0% | Added |
| Kentucky Retirement Systems | 6,979 | $2.19M | 0.06% | −96−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,035 | $2.20M | 0.04% | +371+5.6% | Added |
| Stratos Wealth Partners, LTD. | 7,098 | $2.22M | 0.03% | +1,288+22.2% | Added |
| Robeco Institutional Asset Management B.V. | 7,124 | $2.23M | 0.00% | −101,979−93.5% | Reduced |
| Neuberger Berman Group LLC | 7,241 | $2.27M | 0.00% | −201−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,515 | $2.35M | 0.02% | −253−3.3% | Reduced |
| Pathstone Holdings, LLC | 7,789 | $2.44M | 0.01% | +32+0.4% | Added |
| Voleon Capital Management LP | 7,851 | $2.46M | 0.18% | +7,851 | New |
| Mercer Global Advisors Inc | 7,996 | $2.50M | 0.01% | −7,923−49.8% | Reduced |
| QRG Capital Management, Inc. | 8,033 | $2.52M | 0.03% | −11,795−59.5% | Reduced |
| Gulf International Bank (UK) Ltd | 8,318 | $2.60M | 0.07% | −86−1.0% | Reduced |
| Agf Management Ltd | 8,478 | $2.66M | 0.01% | −1,886−18.2% | Reduced |
| Oregon Public Employees Retirement Fund | 8,614 | $2.70M | 0.05% | −70−0.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.70M | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8,709 | $2.73M | 0.05% | +8,664+19,253.3% | Added |
| FJ Capital Management LLC | 8,829 | $2.77M | 0.32% | −2,570−22.5% | Reduced |
| Montag A & Associates Inc | 8,988 | $2.82M | 0.13% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,244 | $2.90M | 0.00% | +4,548+96.8% | Added |
| Advisor Group Holdings, Inc. | 11,310 | $2.95M | 0.01% | +1,679+17.4% | Added |
| Mizuho Securities USA LLC | 9,546 | $2.99M | 0.05% | +2,961+45.0% | Added |
| Quadrature Capital Ltd | 9,654 | $3.02M | 0.06% | +9,654 | New |
| Brinker Capital Investments, LLC | 9,659 | $3.03M | 0.03% | +1,775+22.5% | Added |
| Orion Portfolio Solutions, LLC | 9,659 | $3.03M | 0.03% | +1,775+22.5% | Added |
| Baird Financial Group, Inc. | 9,661 | $3.03M | 0.01% | −6,638−40.7% | Reduced |
| Tocqueville Asset Management L.P. | 9,673 | $3.03M | 0.05% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 9,788 | $3.07M | 0.00% | −8,482−46.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 9,868 | $3.09M | 0.01% | +498+5.3% | Added |
| Elo Mutual Pension Insurance Co | 10,120 | $3.17M | 0.07% | +10,120 | New |
| JustInvest LLC | 10,130 | $3.17M | 0.05% | +815+8.7% | Added |
| Public Employees Retirement Association of Colorado | 10,236 | $3.21M | 0.01% | −23−0.2% | Reduced |
| Point72 Europe (London) LLP | 10,300 | $3.23M | 0.19% | +2,303+28.8% | Added |
| Cinctive Capital Management LP | 10,396 | $3.26M | 0.18% | +10,396 | New |
| Mirae Asset Global Investments Co., Ltd. | 10,324 | $3.26M | 0.01% | +1,771+20.7% | Added |
| Two Sigma Investments, LP | 10,414 | $3.26M | 0.01% | +14+0.1% | Added |
| Cetera Investment Advisers | 10,507 | $3.29M | 0.01% | +1,961+22.9% | Added |
| Truist Financial Corp | 10,575 | $3.31M | 0.01% | −542−4.9% | Reduced |
| Cary Street Partners Financial LLC | 10,607 | $3.32M | 0.11% | +10,607 | New |
| Interval Partners, LP | 10,650 | $3.34M | 0.09% | −12,505−54.0% | Reduced |
| First Trust Advisors LP | 10,766 | $3.37M | 0.00% | +8,307+337.8% | Added |
| HighTower Advisors, LLC | 11,187 | $3.50M | 0.00% | +175+1.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,285 | $3.53M | 0.04% | +254+2.3% | Added |
| M&T Bank Corp | 11,324 | $3.55M | 0.01% | −2,072−15.5% | Reduced |
| State of Alaska, Department of Revenue | 11,485 | $3.60M | 0.04% | −315−2.7% | Reduced |
| The PNC Financial Services Group, Inc. | 11,512 | $3.61M | 0.00% | +105+0.9% | Added |
| Louisbourg Investments Inc. | 15,491 | $3.65M | 0.96% | −2,420−13.5% | Reduced |
| Swiss Life Asset Management Ltd | 11,840 | $3.70M | 0.03% | +4,082+52.6% | Added |
| Mutual of America Capital Management LLC | 12,066 | $3.78M | 0.04% | −441−3.5% | Reduced |
| CIBC Asset Management Inc | 12,328 | $3.86M | 0.01% | +402+3.4% | Added |
| Savant Capital, LLC | 12,401 | $3.88M | 0.03% | −67−0.5% | Reduced |
| Investment Management Corp of Ontario | 12,411 | $3.89M | 0.13% | −14,437−53.8% | Reduced |
| Pinnbrook Capital Management LP | 12,498 | $3.91M | 1.37% | +12,498 | New |
| Murphy Pohlad Asset Management LLC | 12,510 | $3.92M | 1.69% | 00.0% | Unchanged |
| Creative Planning | 12,528 | $3.92M | 0.00% | −946−7.0% | Reduced |
| US Bancorp | 12,534 | $3.93M | 0.01% | −497−3.8% | Reduced |
| AMG National Trust Bank | 12,607 | $3.95M | 0.11% | −27−0.2% | Reduced |
| Nissay Asset Management Corp | 12,560 | $3.97M | 0.02% | −526−4.0% | Reduced |
| Panagora Asset Management Inc | 13,039 | $4.08M | 0.02% | +8,374+179.5% | Added |
| Game Creek Capital, LP | 13,250 | $4.15M | 2.27% | +750+6.0% | Added |
| Wealthfront Advisers LLC | 13,783 | $4.32M | 0.01% | +1,530+12.5% | Added |
| Ethic Inc. | 13,798 | $4.32M | 0.09% | +1,208+9.6% | Added |
| Pacer Advisors, Inc. | 13,811 | $4.33M | 0.01% | +6,286+83.5% | Added |
| River & Mercantile Asset Management LLP | 13,912 | $4.36M | 0.85% | −5,016−26.5% | Reduced |
| Xponance, Inc. | 14,350 | $4.49M | 0.04% | −308−2.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,651 | $4.59M | 0.04% | +14,651 | New |
| Callahan Advisors, LLC | 14,744 | $4.62M | 0.43% | +352+2.4% | Added |
| New York Life Investment Management LLC | 15,074 | $4.72M | 0.05% | −80−0.5% | Reduced |
| Mackenzie Financial Corp | 15,113 | $4.73M | 0.01% | +741+5.2% | Added |
| HRT Financial LP | 15,222 | $4.77M | 0.02% | −17,276−53.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 15,490 | $4.85M | 0.00% | −17,214−52.6% | Reduced |
| Financial Engines Advisors L.L.C. | 15,697 | $4.92M | 0.01% | −1,014−6.1% | Reduced |
| Foyston, Gordon, & Payne Inc | 15,788 | $4.95M | 1.31% | −10,291−39.5% | Reduced |
| CIBC World Markets Corp | 15,916 | $4.99M | 0.03% | −3,812−19.3% | Reduced |
| Yousif Capital Management, LLC | 15,951 | $5.00M | 0.06% | +2,359+17.4% | Added |
| USS Investment Management Ltd | 16,125 | $5.05M | 0.04% | −3,341−17.2% | Reduced |
| Headlands Technologies LLC | 16,360 | $5.12M | 0.51% | +13,742+524.9% | Added |
| Swedbank AB | 16,381 | $5.13M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 16,695 | $5.23M | 0.06% | −252−1.5% | Reduced |
| Mariner, LLC | 16,926 | $5.30M | 0.01% | −917−5.1% | Reduced |
| Cerity Partners LLC | 17,173 | $5.30M | 0.01% | +448+2.7% | Added |
| Stifel Financial Corp | 16,949 | $5.31M | 0.01% | +3,380+24.9% | Added |
| Nordea Investment Management AB | 17,411 | $5.44M | 0.01% | −17,900−50.7% | Reduced |
| KBC Group NV | 17,438 | $5.46M | 0.02% | +860+5.2% | Added |
| Sendero Wealth Management, LLC | 17,549 | $5.50M | 0.82% | +762+4.5% | Added |
| PGGM Investments | 18,080 | $5.66M | 0.08% | 00.0% | Unchanged |