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 |
|---|---|---|---|---|---|
| Citigroup Inc | 72,835 | $22.8M | 0.02% | −17,275−19.2% | Reduced |
| Cooper Investors Pty Ltd | 73,205 | $22.9M | 3.61% | +3,666+5.3% | Added |
| Ci Investments Inc. | 73,674 | $23.1M | 0.09% | −770−1.0% | Reduced |
| Man Group plc | 75,651 | $23.7M | 0.07% | −85,172−53.0% | Reduced |
| Intech Investment Management LLC | 75,653 | $23.7M | 0.23% | −28,761−27.5% | Reduced |
| APG Asset Management N.V. | 79,000 | $23.9M | 0.07% | +56,100+245.0% | Added |
| Diamond Hill Capital Management Inc | 77,488 | $24.3M | 0.11% | +2,630+3.5% | Added |
| New York State Teachers Retirement System | 78,693 | $24.6M | 0.05% | −4,936−5.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 81,359 | $25.5M | 0.05% | +81,359 | New |
| Pictet Asset Management Holding SA | 81,835 | $25.6M | 0.03% | +14,299+21.2% | Added |
| Canada Pension Plan Investment Board | 86,474 | $27.1M | 0.03% | +3,422+4.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 87,748 | $27.5M | 1.57% | +2,409+2.8% | Added |
| Ensign Peak Advisors, Inc | 87,946 | $27.5M | 0.05% | +20,984+31.3% | Added |
| Voloridge Investment Management, LLC | 88,419 | $27.7M | 0.10% | +10,799+13.9% | Added |
| Aryeh Capital Management Ltd. | 89,065 | $27.9M | 16.72% | 00.0% | Unchanged |
| Bank of Nova Scotia | 91,237 | $28.6M | 0.05% | +39,261+75.5% | Added |
| Rivermont Capital Management LP | 91,384 | $28.6M | 10.78% | +12,061+15.2% | Added |
| State Board of Administration of Florida Retirement System | 95,339 | $29.9M | 0.06% | −3,680−3.7% | Reduced |
| Bamco Inc | 96,358 | $30.2M | 0.08% | +1,063+1.1% | Added |
| Macquarie Group Ltd | 100,573 | $30.3M | 0.04% | +29,121+40.8% | Added |
| Qube Research & Technologies Ltd | 98,605 | $30.9M | 0.05% | −13,005−11.7% | Reduced |
| Federated Hermes, Inc. | 102,786 | $32.2M | 0.07% | +101,401+7,321.4% | Added |
| HSBC Holdings PLC | 106,254 | $33.1M | 0.02% | −38,142−26.4% | Reduced |
| Envestnet Asset Management Inc | 106,958 | $33.5M | 0.01% | +217+0.2% | Added |
| Perpetual Ltd | 112,160 | $35.1M | 0.41% | −48,412−30.1% | Reduced |
| New South Capital Management Inc | 114,976 | $36.0M | 1.52% | −1,504−1.3% | Reduced |
| Worldquant Millennium Advisors LLC | 115,169 | $36.1M | 0.23% | +28,613+33.1% | Added |
| Principal Financial Group Inc | 122,093 | $38.2M | 0.02% | −6,180−4.8% | Reduced |
| Acadian Asset Management LLC | 122,410 | $38.3M | 0.11% | −675,278−84.7% | Reduced |
| Great West Life Assurance Co | 123,923 | $38.8M | 0.07% | +1,543+1.3% | Added |
| Rockefeller Capital Management L.P. | 126,697 | $39.7M | 0.10% | −90,811−41.8% | Reduced |
| Polen Capital Management LLC | 128,586 | $40.3M | 0.11% | +128,586 | New |
| Raymond James Financial Inc | 132,675 | $41.6M | 0.02% | +132,675 | New |
| Thompson Siegel & Walmsley LLC | 134,138 | $42.0M | 0.66% | −63,001−32.0% | Reduced |
| Cidel Asset Management Inc | 137,160 | $43.0M | 2.89% | +137,160 | New |
| National Pension Service | 143,487 | $44.9M | 0.04% | −9,043−5.9% | Reduced |
| National Bank of Canada | 146,493 | $45.9M | 0.06% | +137,422+1,515.0% | Added |
| Bank of Montreal | 147,557 | $46.2M | 0.02% | −53,805−26.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 154,339 | $47.7M | 0.05% | +4,537+3.0% | Added |
| Canoe Financial LP | 152,863 | $47.9M | 0.78% | +152,863 | New |
| Natixis Advisors, L.P. | 155,129 | $48.6M | 0.09% | +7,216+4.9% | Added |
| Prana Capital Management, LP | 158,598 | $49.7M | 2.37% | −296,873−65.2% | Reduced |
| California State Teachers Retirement System | 164,461 | $51.5M | 0.06% | −5,865−3.4% | Reduced |
| Rhumbline Advisers | 175,082 | $54.8M | 0.05% | −3,607−2.0% | Reduced |
| Sunriver Management LLC | 175,627 | $55.0M | 6.58% | +1,223+0.7% | Added |
| Price T Rowe Associates Inc | 186,165 | $58.3M | 0.01% | −15,474−7.7% | Reduced |
| Bridgewater Associates, LP | 190,723 | $59.7M | 0.27% | +55,722+41.3% | Added |
| Cortland Associates Inc | 191,359 | $59.9M | 6.82% | −3,130−1.6% | Reduced |
| Barclays PLC | 199,761 | $62.6M | 0.03% | −69,772−25.9% | Reduced |
| Royal Bank of Canada | 216,208 | $67.7M | 0.01% | +6,876+3.3% | Added |
| Adage Capital Partners GP, L.L.C. | 224,088 | $70.2M | 0.12% | −121,600−35.2% | Reduced |
| Clark Capital Management Group, Inc. | 225,667 | $70.7M | 0.49% | +3,325+1.5% | Added |
| BNP Paribas Arbitrage, SA | 231,931 | $72.7M | 0.06% | +45,599+24.5% | Added |
| JPMorgan Chase & Co | 234,321 | $73.4M | 0.01% | +47,054+25.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 248,652 | $77.9M | 0.05% | −2,817−1.1% | Reduced |
| Millennium Management LLC | 249,256 | $78.1M | 0.07% | −65,225−20.7% | Reduced |
| Crawford Investment Counsel Inc | 252,093 | $79.0M | 1.42% | −9,954−3.8% | Reduced |
| Russell Investments Group, Ltd. | 254,207 | $79.6M | 0.11% | −53,361−17.3% | Reduced |
| Ameriprise Financial Inc | 255,921 | $80.2M | 0.02% | −375,549−59.5% | Reduced |
| Ceredex Value Advisors LLC | 266,418 | $83.5M | 1.68% | −56,451−17.5% | Reduced |
| SEI Investments Co | 274,230 | $85.9M | 0.11% | +44,429+19.3% | Added |
| Johnson Investment Counsel Inc | 282,330 | $88.4M | 0.86% | +2,816+1.0% | Added |
| Brandes Investment Partners, LP | 283,543 | $88.8M | 0.99% | +15,041+5.6% | Added |
| Renaissance Technologies LLC | 284,620 | $89.2M | 0.13% | +124,100+77.3% | Added |
| Swiss National Bank | 286,910 | $89.9M | 0.06% | −16,500−5.4% | Reduced |
| Sound Shore Management Inc | 297,120 | $93.1M | 3.07% | −42,806−12.6% | Reduced |
| Bank of America Corp | 300,064 | $94.0M | 0.01% | −87,564−22.6% | Reduced |
| River Road Asset Management, LLC | 315,319 | $98.8M | 1.31% | +27,669+9.6% | Added |
| Brandywine Global Investment Management, LLC | 320,690 | $100.5M | 0.73% | −15,353−4.6% | Reduced |
| UBS Group AG | 355,216 | $111.3M | 0.02% | +54,520+18.1% | Added |
| Deutsche Bank AG | 375,675 | $117.7M | 0.05% | +60,167+19.1% | Added |
| Capital Research Global Investors | 426,226 | $133.5M | 0.03% | +824+0.2% | Added |
| Goldman Sachs Group Inc | 430,780 | $134.9M | 0.03% | +49,513+13.0% | Added |
| California Public Employees Retirement System | 451,373 | $141.4M | 0.09% | +30,303+7.2% | Added |
| Atalan Capital Partners, LP | 475,000 | $148.8M | 14.80% | +225,000+90.0% | Added |
| Clarkston Capital Partners, LLC | 510,500 | $159.9M | 3.06% | −12,368−2.4% | Reduced |
| Altrinsic Global Advisors LLC | 512,093 | $160.4M | 7.76% | −46,605−8.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 526,083 | $164.8M | 0.34% | +26,118+5.2% | Added |
| Amundi | 558,746 | $175.5M | 0.06% | +472+0.1% | Added |
| Alliancebernstein L.P. | 578,861 | $181.3M | 0.06% | −67,136−10.4% | Reduced |
| Nuveen Asset Management, LLC | 588,833 | $184.4M | 0.05% | −51,089−8.0% | Reduced |
| Bank of New York Mellon Corp | 598,378 | $187.4M | 0.03% | −567,400−48.7% | Reduced |
| Charles Schwab Investment Management Inc | 604,686 | $189.4M | 0.03% | +12,162+2.1% | Added |
| Legal & General Group Plc | 660,229 | $206.8M | 0.05% | −6,542−1.0% | Reduced |
| Southpoint Capital Advisors LP | 700,000 | $219.3M | 5.14% | 00.0% | Unchanged |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 720,779 | $225.8M | 3.63% | 00.0% | Unchanged |
| American Century Companies Inc | 744,118 | $233.1M | 0.13% | −97,157−11.5% | Reduced |
| Dimensional Fund Advisors LP | 831,925 | $260.6M | 0.06% | +101,933+14.0% | Added |
| Janus Henderson Group PLC | 862,869 | $270.3M | 0.14% | +849,358+6,286.4% | Added |
| Morgan Stanley | 921,728 | $288.7M | 0.02% | +80,221+9.5% | Added |
| Burgundy Asset Management Ltd. | 932,495 | $292.1M | 2.95% | −92,435−9.0% | Reduced |
| UBS Asset Management Americas Inc | 936,390 | $293.3M | 0.07% | +91,973+10.9% | Added |
| Wellington Management Group LLP | 988,430 | $309.6M | 0.06% | +973,843+6,676.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,069,871 | $335.1M | 1.14% | −23,356−2.1% | Reduced |
| Northern Trust Corp | 1,216,487 | $381.1M | 0.05% | +152,128+14.3% | Added |
| Norges Bank | 1,545,810 | $484.2M | 0.06% | +96,006+6.6% | Added |
| Baupost Group LLCSuperinvestorBaupost Group | 1,836,748 | $575.3M | 16.75% | +55,542+3.1% | Added |
| Victory Capital Management Inc | 1,969,936 | $617.1M | 0.61% | −32,231−1.6% | Reduced |
| Invesco Ltd. | 2,228,497 | $698.1M | 0.13% | +285,497+14.7% | Added |
| Geode Capital Management, LLC | 2,635,852 | $823.6M | 0.06% | +6,413+0.2% | Added |