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 |
|---|---|---|---|---|---|
| Blair William & Co | 6,629 | $2.08M | 0.01% | −44−0.7% | Reduced |
| Thrivent Financial for Lutherans | 6,490 | $2.03M | 0.00% | −7,750−54.4% | Reduced |
| Assetmark, Inc | 6,488 | $2.03M | 0.01% | +266+4.3% | Added |
| Live Oak Private Wealth LLC | 6,417 | $2.01M | 0.34% | −121−1.9% | Reduced |
| Park Avenue Securities LLC | 6,273 | $1.97M | 0.02% | +817+15.0% | Added |
| Metis Global Partners, LLC | 6,247 | $1.96M | 0.06% | +225+3.7% | Added |
| Hartford Investment Management Co | 6,240 | $1.95M | 0.06% | −213−3.3% | Reduced |
| Sterling Capital Management LLC | 6,161 | $1.93M | 0.03% | +2,095+51.5% | Added |
| CI Private Wealth, LLC | 6,100 | $1.91M | 0.00% | −1,431−19.0% | Reduced |
| Ostrum Asset Management | 6,099 | $1.91M | 0.17% | −251−4.0% | Reduced |
| Accretive Wealth Partners, LLC | 5,966 | $1.87M | 0.79% | −48−0.8% | Reduced |
| Caitlin John, LLC | 5,941 | $1.86M | 1.26% | +171+3.0% | Added |
| XTX Topco Ltd | 5,877 | $1.84M | 0.15% | −3,220−35.4% | Reduced |
| Diversified Trust Co | 5,787 | $1.81M | 0.04% | −933−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,787 | $1.81M | 0.06% | −56−1.0% | Reduced |
| Quantinno Capital Management LP | 5,728 | $1.79M | 0.02% | +1,469+34.5% | Added |
| Plato Investment Management Ltd | 5,660 | $1.78M | 0.13% | −4,472−44.1% | Reduced |
| Paradigm Asset Management Co LLC | 5,500 | $1.72M | 0.47% | +3,000+120.0% | Added |
| NEOS Investment Management LLC | 5,429 | $1.70M | 0.04% | +1,243+29.7% | Added |
| Louisiana State Employees Retirement System | 5,400 | $1.69M | 0.03% | −300−5.3% | Reduced |
| Securian Asset Management, Inc | 5,361 | $1.68M | 0.05% | −233−4.2% | Reduced |
| BTG Pactual Asset Management US LLC | 5,300 | $1.66M | 0.21% | +1,177+28.5% | Added |
| Resources Investment Advisors, LLC. | 5,281 | $1.65M | 0.02% | −1,363−20.5% | Reduced |
| Atom Investors LP | 5,275 | $1.65M | 0.21% | −2,739−34.2% | Reduced |
| Ieq Capital, LLC | 5,223 | $1.64M | 0.02% | +118+2.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 5,196 | $1.63M | 0.00% | +276+5.6% | Added |
| Capitolis Liquid Global Markets LLC | 5,100 | $1.60M | 0.02% | −4,500−46.9% | Reduced |
| RBF Capital, LLC | 5,000 | $1.57M | 0.08% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 5,249 | $1.55M | 0.28% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 4,906 | $1.54M | 0.50% | −195−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,894 | $1.53M | 0.01% | +918+23.1% | Added |
| New Mexico Educational Retirement Board | 4,800 | $1.50M | 0.05% | −200−4.0% | Reduced |
| Boston Partners | 4,682 | $1.47M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,632 | $1.45M | 0.00% | −134,993−96.7% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.41M | 0.42% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 4,463 | $1.40M | 0.93% | +1,402+45.8% | Added |
| EP Wealth Advisors, LLC | 4,456 | $1.40M | 0.01% | −181−3.9% | Reduced |
| Fifth Third Bancorp | 4,370 | $1.37M | 0.00% | −80−1.8% | Reduced |
| Sanctuary Advisors, LLC | 4,135 | $1.36M | 0.01% | +109+2.7% | Added |
| 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 |
| Commerce Bank | 4,294 | $1.35M | 0.01% | −10.0% | Reduced |
| Sheets Smith Investment Management | 4,203 | $1.32M | 1.12% | +4,203 | New |
| Advisors Capital Management, LLC | 4,021 | $1.26M | 0.02% | +10+0.2% | Added |
| Squarepoint Ops LLC | 4,019 | $1.26M | 0.00% | −34,462−89.6% | Reduced |
| Hamilton Capital Partners Inc. | 3,979 | $1.25M | 0.09% | +29+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 3,951 | $1.24M | 0.02% | −3,951−50.0% | Reduced |
| WBI Investments | 3,926 | $1.23M | 0.31% | +3,926 | New |
| Glenmede Trust Co NA | 3,888 | $1.22M | 0.01% | +2,469+174.0% | Added |
| Hunter Associates Investment Management LLC | 3,830 | $1.20M | 0.18% | +20+0.5% | Added |
| Vinva Investment Management Ltd | 3,708 | $1.16M | 0.05% | −1,109−23.0% | Reduced |
| Formidable Asset Management, LLC | 3,685 | $1.15M | 0.19% | −348−8.6% | Reduced |
| Assenagon Asset Management S.A. | 3,672 | $1.15M | 0.00% | +400+12.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,601 | $1.13M | 0.00% | +2,201+157.2% | Added |
| LMCG Investments, LLC | 3,395 | $1.06M | 0.07% | −79−2.3% | Reduced |
| Principal Securities, Inc. | 3,361 | $1.05M | 0.02% | −477−12.4% | Reduced |
| South Dakota Investment Council | 3,355 | $1.05M | 0.02% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,352 | $1.05M | 0.07% | +2,067+160.9% | Added |
| Nomura Holdings Inc | 3,321 | $1.04M | 0.01% | +3,321 | New |
| Confluence Investment Management LLC | 3,308 | $1.04M | 0.01% | +8+0.2% | Added |
| AlTi Global, Inc. | 3,273 | $1.03M | 0.02% | +10.0% | Added |
| MML Investors Services, LLC | 3,238 | $1.01M | 0.00% | +142+4.6% | Added |
| Allstate Corp | 3,219 | $1.01M | 0.03% | +3,219 | New |
| Vontobel Holding Ltd. | 3,203 | $1.00M | 0.00% | +1,893+144.5% | Added |
| Everence Capital Management Inc | 3,170 | $993.0K | 0.06% | +3,170 | New |
| CWM, LLC | 3,096 | $970.0K | 0.00% | +149+5.1% | Added |
| First Hawaiian Bank | 3,050 | $955.4K | 0.03% | +3,050 | New |
| HB Wealth Management, LLC | 3,043 | $953.2K | 0.01% | +130+4.5% | Added |
| Exchange Traded Concepts, LLC | 2,979 | $933.1K | 0.02% | +315+11.8% | Added |
| Thoroughbred Financial Services, LLC | 2,979 | $933.0K | 0.06% | +10.0% | Added |
| 44 Wealth Management LLC | 2,911 | $911.8K | 0.35% | −218−7.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,880 | $902.1K | 0.17% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,832 | $887.0K | 0.06% | +2,832 | New |
| Intact Investment Management Inc. | 2,800 | $877.1K | 0.03% | −350−11.1% | Reduced |
| Atria Investments LLC | 2,786 | $872.8K | 0.01% | −267−8.7% | Reduced |
| CenterBook Partners LP | 2,769 | $867.4K | 0.05% | −1,161−29.5% | Reduced |
| Nicholas Investment Partners, LP | 2,700 | $845.7K | 0.07% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,679 | $839.0K | 0.02% | −2,275−45.9% | Reduced |
| TD Private Client Wealth LLC | 2,653 | $831.0K | 0.02% | −34−1.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,626 | $822.6K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 2,619 | $820.4K | 0.08% | +165+6.7% | Added |
| Ironwood Investment Counsel, LLC | 2,609 | $817.2K | 0.14% | −61−2.3% | Reduced |
| Qtron Investments LLC | 2,590 | $811.3K | 0.11% | −862−25.0% | Reduced |
| Bleakley Financial Group, LLC | 2,589 | $811.0K | 0.02% | +114+4.6% | Added |
| Clearstead Advisors, LLC | 2,573 | $806.0K | 0.01% | −6−0.2% | Reduced |
| Machina Capital S.A.S. | 2,560 | $801.9K | 0.34% | +2,560 | New |
| Legacy Wealth Asset Management, LLC | 2,490 | $780.0K | 0.21% | −32−1.3% | Reduced |
| Janney Montgomery Scott LLC | 2,487 | $779.0K | 0.00% | +70+2.9% | Added |
| GAMMA Investing LLC | 2,482 | $777.5K | 0.07% | +482+24.1% | Added |
| Chapman Financial Group, LLC | 2,452 | $776.6K | 0.62% | +2,452 | New |
| Guggenheim Capital LLC | 2,471 | $774.0K | 0.01% | +295+13.6% | Added |
| S.E.E.D. Planning Group LLC | 2,463 | $771.5K | 0.26% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 2,412 | $755.5K | 0.02% | +2,412 | New |
| GWM Advisors LLC | 2,406 | $753.6K | 0.00% | +1,416+143.0% | Added |
| Gabelli Funds LLC | 2,300 | $720.5K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,299 | $720.0K | 0.03% | +2,299 | New |
| Gateway Investment Advisers LLC | 2,257 | $707.0K | 0.01% | −1,340−37.3% | Reduced |
| Captrust Financial Advisors | 2,242 | $702.3K | 0.00% | +450+25.1% | Added |
| Legal Advantage Investments, Inc. | 2,215 | $693.8K | 0.37% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,202 | $691.7K | 0.02% | +570+34.9% | Added |