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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
Millstone Evans Group, LLC69$23.3K0.02%+23+50.0%Added
Investors Research Corp69$23.3K0.01%+69New
Meeder Asset Management Inc70$23.7K0.00%+33+89.2%Added
Wayfinding Financial, LLC75$25.0K0.01%+75New
Cornerstone Planning Group LLC85$27.7K0.01%+75+750.0%Added
Bryn Mawr Trust Co85$28.7K0.00%−3−3.4%Reduced
New Age Alpha Advisors, LLC86$29.1K0.00%+5+6.2%Added
True Wealth Design, LLC89$30.1K0.01%+6+7.2%Added
Spire Wealth Management90$30.4K0.00%−7−7.2%Reduced
MV Capital Management, Inc.91$30.8K0.00%+1+1.1%Added
Harbor Investment Advisory, LLC93$31.4K0.00%00.0%Unchanged
Crewe Advisors LLC94$31.8K0.00%+94New
McIlrath & Eck, LLC96$32.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc97$32.8K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.104$35.0K0.00%+98+1,633.3%Added
Larson Financial Group LLC107$36.2K0.00%+59+122.9%Added
Trust Co of Vermont109$36.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc109$36.8K0.00%00.0%Unchanged
Hemington Wealth Management114$38.0K0.01%+21+22.6%Added
Park Square Financial Group, LLC118$39.9K0.03%−79−40.1%Reduced
CKW Financial Group121$41.0K0.01%+1+0.8%Added
WPG Advisers, LLC128$43.3K0.04%−34−21.0%Reduced
SRS Capital Advisors, Inc.130$43.9K0.00%+75+136.4%Added
Annis Gardner Whiting Capital Advisors, LLC133$45.1K0.02%+1+0.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA135$45.6K0.02%00.0%Unchanged
Geneos Wealth Management Inc.140$47.3K0.00%+39+38.6%Added
Central Trust Co142$48.0K0.00%−18−11.3%Reduced
HHM Wealth Advisors, LLC143$48.3K0.01%00.0%Unchanged
Lindbrook Capital, LLC149$50.4K0.00%−2−1.3%Reduced
Heritage Wealth Advisors154$52.0K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich155$52.3K0.00%+15+10.7%Added
Cromwell Holdings LLC158$53.4K0.03%+4+2.6%Added
Zions Bancorporation, National Association160$54.1K0.00%+160New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main161$54.4K0.00%+161New
Smallwood Wealth Investment Management, LLC177$59.8K0.04%+177New
Capital Advisors, Ltd. LLC178$60.0K0.01%00.0%Unchanged
American National Bank200$67.6K0.01%00.0%Unchanged
New Millennium Group LLC208$70.3K0.05%00.0%Unchanged
Hexagon Capital Partners LLC210$71.0K0.01%+62+41.9%Added
Beacon Capital Management, LLC213$71.8K0.01%+1+0.5%Added
Signaturefd, LLC221$74.8K0.00%−6−2.6%Reduced
Gables Capital Management Inc.227$76.7K0.04%00.0%Unchanged
Golden State Wealth Management, LLC230$77.7K0.01%00.0%Unchanged
LRI Investments, LLC240$81.2K0.01%+5+2.1%Added
Parkside Financial Bank & Trust253$85.2K0.01%+8+3.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.262$88.5K0.01%+18+7.4%Added
Boston Private Wealth LLC266$89.9K0.00%+266New
Sentry Investment Management LLC302$91.0K0.06%−90−23.0%Reduced
Versant Capital Management, Inc274$92.6K0.02%+100+57.5%Added
Private Trust Co NA275$92.9K0.01%+2+0.7%Added
DT Investment Partners, LLC281$95.0K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators321$108.5K0.05%00.0%Unchanged
Goodman Advisory Group, LLC326$110.2K0.03%+326New
Washington Trust Advisors, Inc.336$113.6K0.01%00.0%Unchanged
Massmutual Trust Co FSB356$120.3K0.00%+19+5.6%Added
JNBA Financial Advisors375$126.7K0.01%−125−25.0%Reduced
Allworth Financial LP438$134.3K0.00%−12−2.7%Reduced
PFS Partners, LLC400$135.2K0.07%00.0%Unchanged
Smartleaf Asset Management LLC445$150.2K0.01%−10−2.2%Reduced
Bayforest Capital Ltd465$157.1K0.07%+187+67.3%Added
Walleye Trading LLC468$158.2K0.00%−1,671−78.1%Reduced
Greykasell Wealth Strategies, Inc.470$158.8K0.08%+470New
Farther Finance Advisors, LLC491$165.4K0.00%+167+51.5%Added
IFP Advisors, Inc501$171.3K0.01%+4+0.8%Added
Parallel Advisors, LLC525$177.5K0.00%+3+0.6%Added
Skopos Labs, Inc.539$181.9K0.04%−15−2.7%Reduced
Ancora Advisors, LLC576$194.7K0.00%−9−1.5%Reduced
EverSource Wealth Advisors, LLC578$195.5K0.01%+116+25.1%Added
Jones Financial Companies LLLP583$196.5K0.00%+63+12.1%Added
Umb Bank N A589$199.1K0.00%+69+13.3%Added
Catalyst Financial Partners LLC597$201.8K0.04%+597New
D. E. Shaw & Co., Inc.600$202.8K0.00%+600New
Virtus ETF Advisers LLC600$202.8K0.13%+600New
Harbor Advisors LLC605$204.5K0.04%+605New
Drive Wealth Management, LLC610$206.6K0.05%+610New
Stonegate Investment Group, LLC635$214.6K0.01%−88−12.2%Reduced
Transcend Wealth Collective, LLC636$214.9K0.02%+636New
Pensionmark Financial Group, LLC639$216.0K0.01%−424−39.9%Reduced
Aaron Wealth Advisors640$216.3K0.02%+640New
NBC Securities, Inc.650$219.0K0.02%+650New
Aptus Capital Advisors, LLC653$220.7K0.00%+653New
Anchor Capital Advisors LLC660$223.0K0.01%00.0%Unchanged
Pettyjohn, Wood & White, Inc680$229.8K0.04%−2,200−76.4%Reduced
We Are One Seven, LLC681$230.1K0.01%+681New
Caitong International Asset Management Co., Ltd687$232.2K0.17%+621+940.9%Added
ICONIQ Capital, LLC690$233.2K0.00%+690New
Modera Wealth Management, LLC690$233.2K0.00%−71−9.3%Reduced
Scheer, Rowlett & Associates Investment Management Ltd.693$234.2K0.02%00.0%Unchanged
Two Sigma Advisers, LP700$236.6K0.00%+700New
Martingale Asset Management L P704$237.9K0.01%00.0%Unchanged
Trust Investment Advisors710$239.9K0.15%+13+1.9%Added
Warren Averett Asset Management, LLC713$240.8K0.00%−252−26.1%Reduced
Quadcap Wealth Management, LLC713$241.0K0.03%−52−6.8%Reduced
Mather Group, LLC.718$242.7K0.00%+42+6.2%Added
Wakefield Asset Management LLLP720$243.3K0.07%00.0%Unchanged
Catalyst Funds Management Pty Ltd720$243.3K0.06%+720New
Buckingham Strategic Partners730$246.9K0.00%+730New
Personal Cfo Solutions, LLC732$247.4K0.05%+732New
First Citizens Bank & Trust Co737$249.1K0.01%+16+2.2%Added
Commerzbank Aktiengesellschaft750$254.0K0.01%00.0%Unchanged