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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, Q1 2025

Institutional positions in Willis Towers Watson PLC as of Mar 31, 2025. 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
760
+61 vs. Q4 2024
Shares held
93.4M
−323.9K (−0.3%) vs. Q4 2024
Total value
$31.6B
+$2.20B (+7.5%) vs. Q4 2024
New holders
113
253 more added
Sold out
52
278 more reduced

10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 760 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ1 2025: $31.6B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2024.

Institutions holding WTW in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd143$1300.00%+17+13.5%Added
TFC Financial Management1$3380.00%+1New
Private Wealth Asset Management, LLC1$3380.00%+1New
Bare Financial Services, Inc1$3380.00%+1New
American Capital Advisory, LLC1$3380.00%+1New
WealthTrak Capital Management LLC1$3380.00%+1New
Halbert Hargrove Global Advisors, LLC1$4090.00%+1New
Principia Wealth Advisory, LLC2$6300.00%00.0%Unchanged
Perkins Coie Trust Co2$6750.00%+2New
Creative Financial Designs Inc2$6760.00%−5−71.4%Reduced
West Branch Capital LLC2$6760.00%00.0%Unchanged
NVWM, LLC2$6760.00%00.0%Unchanged
Parkworth Wealth Management, Inc.2$6760.00%00.0%Unchanged
Rialto Wealth Management, LLC2$6760.00%+2New
HFM Investment Advisors, LLC2$6760.00%+2New
Nemes Rush Group LLC3$1.01K0.00%−12−80.0%Reduced
Logan Capital Management Inc3$1.01K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC3$1.01K0.00%00.0%Unchanged
WestEnd Advisors, LLC3$1.01K0.00%+2+200.0%Added
Wood Tarver Financial Group, LLC3$1.01K0.00%00.0%Unchanged
GoalVest Advisory LLC3$1.01K0.00%+3New
Binnacle Investments Inc3$1.01K0.00%+3New
Bay Harbor Wealth Management, LLC3$1.02K0.00%+3New
Prestige Wealth Management Group LLC3$1.02K0.00%00.0%Unchanged
Valued Wealth Advisors LLC3$1.02K0.00%00.0%Unchanged
West Paces Advisors Inc.4$1.35K0.00%+4New
Marshall & Sterling Wealth Advisors Inc.4$1.35K0.00%+4New
Cullen/Frost Bankers, Inc.4$1.36K0.00%−17−81.0%Reduced
CoreCap Advisors, LLC5$1.69K0.00%00.0%Unchanged
Core Alternative Capital6$2.03K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC6$2.03K0.00%00.0%Unchanged
Clark Wealth Partners6$2.03K0.00%00.0%Unchanged
Motco6$2.03K0.00%+6New
Nalls Sherbakoff Group, LLC6$2.03K0.00%+6New
Anchor Investment Management, LLC7$2.37K0.00%00.0%Unchanged
First Command Advisory Services, Inc.7$2.37K0.00%+7New
Eq Wealth Advisors, LLC7$2.37K0.00%+7New
Dogwood Wealth Management LLC7$2.37K0.00%+7New
Hollencrest Capital Management8$2.70K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$2.70K0.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC8$2.70K0.05%+8New
Glen Eagle Advisors, LLC9$2.93K0.00%−47−83.9%Reduced
Tompkins Financial Corp9$3.04K0.00%00.0%Unchanged
Key Financial Inc9$3.04K0.00%00.0%Unchanged
Global Financial Private Client, LLC9$3.04K0.00%+6+200.0%Added
Activest Wealth Management9$3.04K0.00%+8+800.0%Added
Parvin Asset Management, LLC9$3.04K0.00%+9New
Dunhill Financial, LLC9$3.11K0.00%−6−40.0%Reduced
Pinnacle Bancorp, Inc.10$3.38K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC10$3.38K0.00%00.0%Unchanged
Avion Wealth15$4.00K0.00%00.0%Unchanged
Whipplewood Advisors, LLC11,297$4.05K0.00%+11,285+94,041.7%Added
SJS Investment Consulting Inc.12$4.06K0.00%00.0%Unchanged
South State Corp.12$4.06K0.00%+12New
Sierra Ocean, LLC13$4.39K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.14$4.73K0.00%+14New
Washington Trust Co15$5.07K0.00%00.0%Unchanged
Hughes Financial Services, LLC16$5.39K0.00%+16New
Northwest Capital Management Inc16$5.41K0.00%00.0%Unchanged
Harbour Investments, Inc.16$5.41K0.00%+1+6.7%Added
Highline Wealth Partners LLC17$5.75K0.00%+4+30.8%Added
Quent Capital, LLC18$6.13K0.00%00.0%Unchanged
Financial Management Professionals, Inc.19$6.42K0.00%−2−9.5%Reduced
Salem Investment Counselors Inc19$6.44K0.00%+19New
DiNuzzo Private Wealth, Inc.27$6.47K0.00%00.0%Unchanged
Colonial Trust Co20$6.76K0.00%−49−71.0%Reduced
Moisand Fitzgerald Tamayo, LLC21$7.10K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$7.10K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC23$7.77K0.00%+23New
Ogorek Anthony Joseph26$8.00K0.00%+26New
Whittier Trust Co24$8.11K0.00%00.0%Unchanged
Eastern Bank25$8.45K0.00%+25New
Anfield Capital Management, LLC26$8.79K0.00%−26−50.0%Reduced
Abound Wealth Management26$8.79K0.00%−5−16.1%Reduced
Smithfield Trust Co26$9.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC27$9.13K0.00%00.0%Unchanged
Aspect Partners, LLC28$9.46K0.01%−1−3.4%Reduced
Continuum Advisory, LLC29$9.80K0.00%−17−37.0%Reduced
FSA Wealth Management LLC29$9.80K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp32$10.8K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc36$12.2K0.00%+20+125.0%Added
Atlantic Trust, LLC37$12.5K0.00%+37New
North Capital, Inc.39$13.2K0.01%+39New
Saudi Central Bank40$13.5K0.07%+40New
NewSquare Capital LLC41$13.9K0.00%+32+355.6%Added
Duncker Streett & Co Inc45$15.2K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC45$15.4K0.00%00.0%Unchanged
Manchester Capital Management LLC46$15.5K0.00%+2+4.5%Added
Plante Moran Financial Advisors, LLC50$16.9K0.00%−13−20.6%Reduced
Avalon Trust Co50$16.9K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC50$16.9K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC52$17.6K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC53$17.9K0.00%00.0%Unchanged
Rise Advisors, LLC56$18.8K0.01%−5−8.2%Reduced
Bell Investment Advisors, Inc58$19.6K0.00%00.0%Unchanged
GW&K Investment Management, LLC61$21.0K0.00%+1+1.7%Added
Covestor Ltd61$21.0K0.01%+1+1.7%Added
Capital A Wealth Management, LLC67$22.6K0.02%00.0%Unchanged
Private Wealth Management Group, LLC68$23.0K0.01%00.0%Unchanged
CVA Family Office, LLC69$23.3K0.00%+9+15.0%Added