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 |
|---|---|---|---|---|---|
| First Manhattan Co | 2,201 | $691.4K | 0.00% | +755+52.2% | Added |
| Oppenheimer Asset Management Inc. | 2,204 | $690.4K | 0.01% | −97−4.2% | Reduced |
| Busey Wealth Management | 2,147 | $672.5K | 0.02% | −359−14.3% | Reduced |
| Walleye Trading LLC | 2,139 | $670.0K | 0.01% | +2,139 | New |
| Kestra Advisory Services, LLC | 2,108 | $660.3K | 0.00% | +100+5.0% | Added |
| V-Square Quantitative Management LLC | 2,105 | $659.4K | 0.09% | −51−2.4% | Reduced |
| Vestcor Inc | 2,096 | $657.0K | 0.02% | −3−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,082 | $652.0K | 0.19% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,053 | $643.1K | 0.01% | −2,364−53.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,050 | $642.1K | 0.01% | −96−4.5% | Reduced |
| Brueske Advisory Services, LLC | 2,022 | $633.4K | 0.56% | +2,022 | New |
| Integrated Wealth Concepts LLC | 2,018 | $632.2K | 0.01% | +11+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,013 | $630.6K | 0.02% | +47+2.4% | Added |
| Board of the Pension Protection Fund | 2,000 | $626.5K | 0.72% | +2,000 | New |
| Colony Group, LLC | 1,984 | $621.4K | 0.00% | +460+30.2% | Added |
| Dynamic Advisor Solutions LLC | 1,983 | $621.2K | 0.03% | +51+2.6% | Added |
| GTS Securities LLC | 1,951 | $611.1K | 0.03% | +830+74.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,922 | $602.0K | 0.16% | +1+0.1% | Added |
| United Asset Strategies, Inc. | 1,921 | $601.7K | 0.06% | −600−23.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,898 | $594.7K | 0.01% | +199+11.7% | Added |
| Alyeska Investment Group, L.P. | 1,887 | $591.1K | 0.00% | −176,230−98.9% | Reduced |
| Saxon Interests, Inc. | 1,831 | $573.5K | 0.25% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,800 | $563.8K | 0.44% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 1,790 | $560.7K | 0.07% | +535+42.6% | Added |
| Monument Group Wealth Advisors, LLC | 1,783 | $558.6K | 0.40% | −586−24.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,750 | $548.2K | 0.21% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,746 | $547.0K | 0.00% | +114+7.0% | Added |
| Empower Advisory Group, LLC | 1,743 | $546.0K | 0.00% | +24+1.4% | Added |
| James Hambro & Partners | 1,678 | $525.5K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 1,665 | $522.0K | 0.00% | −85,110−98.1% | Reduced |
| Rathbone Brothers plc | 1,666 | $521.9K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 1,663 | $520.9K | 0.01% | −424−20.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,650 | $516.8K | 0.01% | −703−29.9% | Reduced |
| RSM US Wealth Management LLC | 1,626 | $509.5K | 0.01% | −106−6.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,613 | $505.3K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,586 | $496.8K | 0.01% | +4+0.3% | Added |
| Evanson Asset Management, LLC | 1,576 | $493.7K | 0.03% | −230−12.7% | Reduced |
| Causeway Capital Management LLC | 1,563 | $489.6K | 0.01% | +1,563 | New |
| Fonville Wealth Management LLC | 1,555 | $487.1K | 0.16% | 00.0% | Unchanged |
| Quarry LP | 1,539 | $482.1K | 0.09% | −401−20.7% | Reduced |
| Sequoia Financial Advisors, LLC | 1,539 | $482.0K | 0.00% | −3−0.2% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $473.0K | 0.34% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,487 | $465.8K | 0.06% | +1,487 | New |
| Profund Advisors LLC | 1,481 | $463.9K | 0.02% | −196−11.7% | Reduced |
| Family Firm, Inc. | 1,476 | $462.3K | 0.10% | −228−13.4% | Reduced |
| Harbour Capital Advisors, LLC | 1,495 | $462.0K | 0.10% | −120−7.4% | Reduced |
| Benjamin Edwards Inc | 1,475 | $462.0K | 0.01% | +72+5.1% | Added |
| CAPROCK Group, Inc. | 1,464 | $460.0K | 0.02% | +206+16.4% | Added |
| Proficio Capital Partners LLC | 1,463 | $458.4K | 0.04% | +118+8.8% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $449.8K | 0.12% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,410 | $441.7K | 0.41% | +1,410 | New |
| Cresset Asset Management, LLC | 1,406 | $441.6K | 0.00% | −4,022−74.1% | Reduced |
| Fielder Capital Group LLC | 1,408 | $441.2K | 0.14% | −48−3.3% | Reduced |
| Vident Advisory, LLC | 1,405 | $440.1K | 0.01% | +38+2.8% | Added |
| Horizon Investments, LLC | 1,388 | $434.8K | 0.01% | +11+0.8% | Added |
| Capital Analysts, LLC | 1,385 | $434.0K | 0.02% | −7−0.5% | Reduced |
| Davenport & Co LLC | 1,385 | $433.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,372 | $430.0K | 0.00% | −108−7.3% | Reduced |
| Kestra Private Wealth Services, LLC | 1,372 | $429.8K | 0.01% | +18+1.3% | Added |
| Brighton Jones LLC | 1,368 | $428.6K | 0.01% | +61+4.7% | Added |
| HighPoint Advisor Group LLC | 1,329 | $424.2K | 0.02% | +3+0.2% | Added |
| Lido Advisors, LLC | 1,347 | $423.2K | 0.00% | +54+4.2% | Added |
| Raub Brock Capital Management LP | 1,350 | $422.9K | 0.09% | 00.0% | Unchanged |
| Numerai GP LLC | 1,341 | $420.1K | 0.12% | +559+71.5% | Added |
| Fidelis Capital Partners, LLC | 1,228 | $406.1K | 0.04% | +5+0.4% | Added |
| Scientech Research LLC | 1,294 | $405.3K | 0.11% | +1,294 | New |
| Global Retirement Partners, LLC | 1,273 | $398.8K | 0.01% | +340+36.4% | Added |
| Brown Brothers Harriman & Co | 1,270 | $397.8K | 0.00% | +287+29.2% | Added |
| Rockland Trust Co | 1,266 | $396.6K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 1,260 | $394.7K | 0.20% | 00.0% | Unchanged |
| Trust Asset Management LLC | 1,227 | $384.3K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,221 | $382.5K | 0.02% | −15−1.2% | Reduced |
| Vise Technologies, Inc. | 1,220 | $382.2K | 0.03% | +206+20.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $375.9K | 0.01% | −120−9.1% | Reduced |
| Forum Financial Management, LP | 1,197 | $374.9K | 0.01% | +44+3.8% | Added |
| Chicago Partners Investment Group LLC | 1,190 | $373.8K | 0.01% | −66−5.3% | Reduced |
| Optimize Financial Inc | 1,149 | $359.9K | 0.27% | +1,149 | New |
| Mayflower Financial Advisors, LLC | 1,136 | $355.8K | 0.05% | +13+1.2% | Added |
| MAI Capital Management | 1,135 | $355.6K | 0.00% | +1,135 | New |
| Concurrent Investment Advisors, LLC | 1,117 | $349.9K | 0.01% | +50+4.7% | Added |
| ORG Partners LLC | 1,112 | $348.3K | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,104 | $345.8K | 0.01% | +91+9.0% | Added |
| Siemens Fonds Invest GmbH | 1,098 | $343.9K | 0.04% | 00.0% | Unchanged |
| Syon Capital LLC | 1,079 | $338.0K | 0.03% | +85+8.6% | Added |
| Connecticut Wealth Management, LLC | 1,069 | $334.9K | 0.02% | −13−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 1,063 | $333.0K | 0.01% | +1,063 | New |
| Cigna Investments Inc | 1,045 | $328.0K | 0.06% | 00.0% | Unchanged |
| Keybank National Association | 1,044 | $327.0K | 0.00% | +130+14.2% | Added |
| Centiva Capital, LP | 1,042 | $326.4K | 0.01% | −623−37.4% | Reduced |
| Schechter Investment Advisors, LLC | 1,040 | $325.9K | 0.02% | +20+2.0% | Added |
| Act Two Investors LLC | 1,029 | $322.3K | 0.06% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,026 | $321.4K | 0.02% | +530+106.9% | Added |
| Cohen & Steers, Inc. | 1,022 | $320.0K | 0.00% | −145−12.4% | Reduced |
| Gibbs Wealth Management | 1,021 | $319.8K | 0.09% | +1,021 | New |
| Wetherby Asset Management Inc | 981 | $307.4K | 0.01% | −39−3.8% | Reduced |
| Csenge Advisory Group | 976 | $305.7K | 0.02% | −149−13.2% | Reduced |
| Seed Wealth Management, Inc. | 970 | $303.8K | 0.25% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 965 | $302.1K | 0.00% | +965 | New |
| Alliance Wealth Advisors, LLC | 955 | $299.1K | 0.08% | +955 | New |
| DRW Securities, LLC | 948 | $297.0K | 0.02% | −3,648−79.4% | Reduced |