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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 942 | $294.8K | 0.02% | +133+16.4% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $288.8K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 905 | $283.5K | 0.02% | +189+26.4% | Added |
| Private Advisor Group, LLC | 902 | $282.4K | 0.00% | −297−24.8% | Reduced |
| Graypoint LLC | 897 | $281.0K | 0.02% | −2−0.2% | Reduced |
| Bessemer Group Inc | 891 | $279.0K | 0.00% | −3−0.3% | Reduced |
| Financial Freedom, LLC | 888 | $278.2K | 0.15% | −189−17.5% | Reduced |
| Checchi Capital Advisers, LLC | 886 | $277.5K | 0.02% | −5−0.6% | Reduced |
| Greenleaf Trust | 854 | $267.5K | 0.00% | +11+1.3% | Added |
| Jump Financial, LLC | 843 | $264.1K | 0.01% | −7,227−89.6% | Reduced |
| Summit Trail Advisors, LLC | 840 | $263.9K | 0.01% | +840 | New |
| Eagle Rock Investment Company, LLC | 841 | $263.4K | 0.04% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 840 | $263.1K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 840 | $263.1K | 0.00% | +840 | New |
| Portside Wealth Group, LLC | 837 | $262.2K | 0.04% | +837 | New |
| Citadel Investment Advisory, Inc. | 826 | $259.0K | 0.13% | 00.0% | Unchanged |
| Rothschild Investment LLC | 807 | $252.9K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 804 | $252.6K | 0.02% | +17+2.2% | Added |
| William Blair Investment Management, LLC | 799 | $250.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 796 | $249.5K | 0.00% | −828−51.0% | Reduced |
| CX Institutional | 795 | $249.0K | 0.01% | +60+8.2% | Added |
| Aster Capital Management (DIFC) Ltd | 786 | $246.2K | 0.09% | +786 | New |
| United Capital Financial Advisers, LLC | 784 | $245.5K | 0.00% | −440−35.9% | Reduced |
| Longboard Asset Management, LP | 782 | $245.0K | 0.65% | +782 | New |
| Quadcap Wealth Management, LLC | 765 | $239.6K | 0.04% | −27−3.4% | Reduced |
| Modera Wealth Management, LLC | 761 | $238.4K | 0.00% | +15+2.0% | Added |
| ISAM Funds (UK) Ltd | 760 | $238.1K | 0.18% | +760 | New |
| Commerzbank Aktiengesellschaft | 750 | $235.0K | 0.01% | +750 | New |
| Penserra Capital Management LLC | 732 | $228.0K | 0.00% | +243+49.7% | Added |
| Stonegate Investment Group, LLC | 723 | $226.5K | 0.01% | +723 | New |
| First Citizens Bank & Trust Co | 721 | $225.8K | 0.00% | +721 | New |
| Wakefield Asset Management LLLP | 720 | $225.5K | 0.08% | +720 | New |
| Avantax Advisory Services, Inc. | 717 | $224.7K | 0.00% | +717 | New |
| Martingale Asset Management L P | 704 | $220.5K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 711 | $219.6K | 0.00% | −134−15.9% | Reduced |
| Trust Investment Advisors | 697 | $218.3K | 0.14% | +697 | New |
| Scheer, Rowlett & Associates Investment Management Ltd. | 693 | $217.1K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 687 | $215.2K | 0.01% | +687 | New |
| Mather Group, LLC. | 676 | $211.8K | 0.00% | +68+11.2% | Added |
| Walleye Capital LLC | 669 | $209.6K | 0.00% | −3,435−83.7% | Reduced |
| Anchor Capital Advisors LLC | 660 | $206.7K | 0.01% | +660 | New |
| Meeder Advisory Services, Inc. | 652 | $204.2K | 0.01% | +652 | New |
| Howard Capital Management Inc. | 646 | $202.4K | 0.00% | +646 | New |
| Crestline Management, LP | 645 | $202.0K | 0.01% | +645 | New |
| Dorsey & Whitney Trust CO LLC | 642 | $201.1K | 0.01% | +642 | New |
| Triangle Securities Wealth Management | 640 | $200.5K | 0.05% | +640 | New |
| Ancora Advisors, LLC | 585 | $183.2K | 0.00% | +284+94.4% | Added |
| Transamerica Financial Advisors, Inc. | 567 | $178.0K | 0.02% | −45−7.4% | Reduced |
| Skopos Labs, Inc. | 554 | $173.3K | 0.05% | −4−0.7% | Reduced |
| Parallel Advisors, LLC | 522 | $163.6K | 0.00% | +17+3.4% | Added |
| Umb Bank N A | 520 | $162.9K | 0.00% | +49+10.4% | Added |
| Jones Financial Companies LLLP | 520 | $162.7K | 0.00% | +119+29.7% | Added |
| IFP Advisors, Inc | 497 | $157.6K | 0.01% | −12−2.4% | Reduced |
| JNBA Financial Advisors | 500 | $156.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 462 | $144.8K | 0.01% | +7+1.5% | Added |
| Allworth Financial LP | 450 | $144.2K | 0.00% | +83+22.6% | Added |
| Smartleaf Asset Management LLC | 455 | $142.5K | 0.01% | +114+33.4% | Added |
| PFS Partners, LLC | 400 | $125.3K | 0.07% | −57−12.5% | Reduced |
| Sentry Investment Management LLC | 392 | $123.0K | 0.06% | −64−14.0% | Reduced |
| Lee Danner & Bass Inc | 365 | $114.3K | 0.01% | +365 | New |
| Massmutual Trust Co FSB | 337 | $105.6K | 0.00% | +38+12.7% | Added |
| Washington Trust Advisors, Inc. | 336 | $105.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 324 | $101.6K | 0.00% | +87+36.7% | Added |
| Deseret Mutual Benefit Administrators | 321 | $100.5K | 0.05% | −27−7.8% | Reduced |
| Quadrant Capital Group LLC | 296 | $92.7K | 0.01% | −4−1.3% | Reduced |
| DT Investment Partners, LLC | 281 | $88.0K | 0.01% | −170−37.7% | Reduced |
| Bayforest Capital Ltd | 278 | $87.1K | 0.11% | +278 | New |
| Private Trust Co NA | 273 | $85.5K | 0.01% | +17+6.6% | Added |
| Parkside Financial Bank & Trust | 245 | $76.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 244 | $76.4K | 0.02% | +244 | New |
| LRI Investments, LLC | 235 | $73.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 230 | $72.0K | 0.01% | +230 | New |
| Gables Capital Management Inc. | 227 | $71.1K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 227 | $71.0K | 0.00% | +6+2.7% | Added |
| Beacon Capital Management, LLC | 212 | $66.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 208 | $65.0K | 0.04% | 00.0% | Unchanged |
| American National Bank | 200 | $62.6K | 0.01% | +200 | New |
| Park Square Financial Group, LLC | 197 | $61.7K | 0.04% | +197 | New |
| Capital Advisors, Ltd. LLC | 178 | $56.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 174 | $54.5K | 0.01% | +85+95.5% | Added |
| WPG Advisers, LLC | 162 | $50.7K | 0.05% | +162 | New |
| Central Trust Co | 160 | $50.1K | 0.00% | −9−5.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 156 | $48.9K | 0.03% | −10,099−98.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 140 | $48.6K | 0.00% | +140 | New |
| Cromwell Holdings LLC | 154 | $48.2K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 154 | $48.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 151 | $47.3K | 0.00% | +3+2.0% | Added |
| Hexagon Capital Partners LLC | 148 | $46.4K | 0.01% | +24+19.4% | Added |
| HHM Wealth Advisors, LLC | 143 | $44.8K | 0.01% | +3+2.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $42.3K | 0.01% | +55+68.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 132 | $41.5K | 0.01% | −7−5.0% | Reduced |
| CKW Financial Group | 120 | $38.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 121 | $37.9K | 0.03% | +20+19.8% | Added |
| GeoWealth Management, LLC | 115 | $36.0K | 0.00% | +56+94.9% | Added |
| Trust Co of Vermont | 109 | $34.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 109 | $34.1K | 0.00% | +1+0.9% | Added |
| Geneos Wealth Management Inc. | 101 | $31.6K | 0.00% | −4−3.8% | Reduced |
| Spire Wealth Management | 97 | $30.4K | 0.00% | −12−11.0% | Reduced |
| Farmers & Merchants Investments Inc | 97 | $30.4K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 96 | $30.1K | 0.00% | +96 | New |