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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 768 | $259.6K | 0.01% | +768 | New |
| VGI Partners Ltd | 772 | $260.9K | 0.03% | +772 | New |
| United Capital Financial Advisers, LLC | 773 | $261.1K | 0.00% | −11−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 775 | $261.9K | 0.02% | +123+18.9% | Added |
| Longboard Asset Management, LP | 782 | $264.3K | 0.78% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 784 | $264.9K | 0.00% | +67+9.3% | Added |
| Cary Street Partner Investment Advisory LLC | 790 | $266.9K | 0.15% | +634+406.4% | Added |
| Rothschild Investment LLC | 793 | $268.1K | 0.02% | −14−1.7% | Reduced |
| William Blair Investment Management, LLC | 795 | $268.7K | 0.00% | −4−0.5% | Reduced |
| Advisory Services Network, LLC | 801 | $270.9K | 0.01% | +5+0.6% | Added |
| Maridea Wealth Management LLC | 807 | $272.7K | 0.09% | +807 | New |
| Private Advisor Group, LLC | 821 | $277.5K | 0.00% | −81−9.0% | Reduced |
| Fieldview Capital Management, LLC | 822 | $277.8K | 0.04% | +822 | New |
| Citadel Investment Advisory, Inc. | 826 | $279.0K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 827 | $280.2K | 0.02% | +23+2.9% | Added |
| Red Door Wealth Management, LLC | 840 | $283.9K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 843 | $284.9K | 0.00% | −11−1.3% | Reduced |
| Graypoint LLC | 846 | $285.9K | 0.02% | −51−5.7% | Reduced |
| Keybank National Association | 885 | $299.1K | 0.00% | −159−15.2% | Reduced |
| Financial Freedom, LLC | 890 | $300.9K | 0.17% | +2+0.2% | Added |
| Checchi Capital Advisers, LLC | 892 | $301.5K | 0.02% | +6+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $311.6K | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 924 | $312.3K | 0.05% | +83+9.9% | Added |
| CX Institutional | 928 | $314.0K | 0.01% | +133+16.7% | Added |
| Fiduciary Trust Co | 929 | $314.1K | 0.00% | +929 | New |
| Wiley Bros.-Aintree Capital, LLC | 940 | $317.6K | 0.00% | +229+32.2% | Added |
| MBB Public Markets I LLC | 950 | $321.1K | 0.04% | +950 | New |
| Wedmont Private Capital | 1,014 | $326.2K | 0.02% | +72+7.6% | Added |
| Seed Wealth Management, Inc. | 970 | $327.8K | 0.27% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 972 | $328.0K | 0.01% | +972 | New |
| Westpac Banking Corp | 997 | $336.9K | 0.02% | −29−2.8% | Reduced |
| Apollon Wealth Management, LLC | 998 | $337.3K | 0.01% | +998 | New |
| Intact Investment Management Inc. | 1,000 | $337.9K | 0.01% | −1,800−64.3% | Reduced |
| Brown Brothers Harriman & Co | 1,005 | $339.6K | 0.00% | −265−20.9% | Reduced |
| Sage Mountain Advisors LLC | 1,011 | $341.7K | 0.03% | +106+11.7% | Added |
| Cigna Investments Inc | 1,010 | $342.0K | 0.06% | −35−3.3% | Reduced |
| Walleye Capital LLC | 1,013 | $342.3K | 0.00% | +344+51.4% | Added |
| Act Two Investors LLC | 1,029 | $347.8K | 0.07% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,029 | $347.8K | 0.02% | +342+49.8% | Added |
| Schechter Investment Advisors, LLC | 1,066 | $360.4K | 0.03% | +26+2.5% | Added |
| Connecticut Wealth Management, LLC | 1,069 | $361.3K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,076 | $363.6K | 0.06% | −60−5.3% | Reduced |
| TrueMark Investments, LLC | 1,078 | $364.3K | 0.10% | +1,078 | New |
| Merit Financial Group, LLC | 1,087 | $367.4K | 0.01% | +1,087 | New |
| MAI Capital Management | 1,089 | $368.2K | 0.00% | −46−4.1% | Reduced |
| R Squared Ltd | 1,100 | $371.7K | 0.40% | +1,100 | New |
| Fortress Private Ledger, LLC | 1,101 | $372.1K | 0.21% | +1,101 | New |
| Fidelis Capital Partners, LLC | 1,234 | $372.9K | 0.04% | +6+0.5% | Added |
| Concurrent Investment Advisors, LLC | 1,104 | $373.0K | 0.01% | −13−1.2% | Reduced |
| ORG Partners LLC | 1,112 | $374.7K | 0.09% | 00.0% | Unchanged |
| Optimize Financial Inc | 1,126 | $380.5K | 0.14% | −23−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 1,260 | $385.6K | 0.01% | +70+5.9% | Added |
| Lido Advisors, LLC | 1,140 | $386.4K | 0.00% | −207−15.4% | Reduced |
| Alhambra Investment Partners LLC | 1,147 | $387.5K | 0.20% | −113−9.0% | Reduced |
| Alliance Wealth Advisors, LLC | 1,152 | $389.3K | 0.10% | +197+20.6% | Added |
| Kestra Private Wealth Services, LLC | 1,155 | $390.3K | 0.01% | −217−15.8% | Reduced |
| Syon Capital LLC | 1,160 | $392.0K | 0.03% | +81+7.5% | Added |
| Trust Asset Management LLC | 1,166 | $394.1K | 0.03% | −61−5.0% | Reduced |
| Portside Wealth Group, LLC | 1,180 | $398.8K | 0.07% | +343+41.0% | Added |
| Siemens Fonds Invest GmbH | 1,182 | $399.5K | 0.03% | +84+7.7% | Added |
| Quadrant Capital Group LLC | 1,186 | $400.8K | 0.01% | +890+300.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,190 | $402.2K | 0.00% | +1,190 | New |
| Forum Financial Management, LP | 1,196 | $404.1K | 0.01% | −1−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $405.5K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,202 | $406.2K | 0.01% | +1,202 | New |
| Bessemer Group Inc | 1,208 | $408.0K | 0.00% | +317+35.6% | Added |
| HighPoint Advisor Group LLC | 1,358 | $410.9K | 0.02% | +29+2.2% | Added |
| Monument Group Wealth Advisors, LLC | 1,218 | $411.7K | 0.29% | −565−31.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,241 | $419.0K | 0.00% | −131−9.5% | Reduced |
| Fielder Capital Group LLC | 1,240 | $419.2K | 0.12% | −168−11.9% | Reduced |
| Summit Trail Advisors, LLC | 1,262 | $427.7K | 0.01% | +422+50.2% | Added |
| Rockland Trust Co | 1,266 | $427.8K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 1,273 | $430.2K | 0.01% | −8,381−86.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,334 | $450.8K | 0.02% | +113+9.3% | Added |
| Benjamin Edwards Inc | 1,335 | $451.2K | 0.01% | −140−9.5% | Reduced |
| Raub Brock Capital Management LP | 1,350 | $456.2K | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,353 | $457.3K | 0.00% | −393−22.5% | Reduced |
| D.A. Davidson & Co. | 1,356 | $458.3K | 0.00% | +1,356 | New |
| Cresset Asset Management, LLC | 1,353 | $458.6K | 0.00% | −53−3.8% | Reduced |
| MQS Management LLC | 1,382 | $467.0K | 0.27% | +1,382 | New |
| Capital Analysts, LLC | 1,385 | $468.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,388 | $469.1K | 0.07% | +1,388 | New |
| Avantra Family Wealth, Inc. | 1,393 | $470.8K | 0.45% | −17−1.2% | Reduced |
| Profund Advisors LLC | 1,394 | $471.1K | 0.02% | −87−5.9% | Reduced |
| Davenport & Co LLC | 1,396 | $471.8K | 0.00% | +11+0.8% | Added |
| 111 Capital | 1,407 | $475.5K | 0.09% | +1,407 | New |
| Brighton Jones LLC | 1,408 | $475.8K | 0.02% | +40+2.9% | Added |
| Coldstream Capital Management Inc | 1,425 | $481.6K | 0.01% | +321+29.1% | Added |
| Horizon Investments, LLC | 1,433 | $484.3K | 0.01% | +45+3.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $485.3K | 0.13% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,476 | $498.8K | 0.11% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,486 | $502.3K | 0.04% | +23+1.6% | Added |
| Pekin Hardy Strauss, Inc. | 1,509 | $510.0K | 0.06% | −104−6.4% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $510.3K | 0.37% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,530 | $519.2K | 0.00% | −9,780−86.5% | Reduced |
| Integrated Wealth Concepts LLC | 1,537 | $519.5K | 0.01% | −481−23.8% | Reduced |
| Fonville Wealth Management LLC | 1,555 | $525.5K | 0.15% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,565 | $528.9K | 0.00% | +26+1.7% | Added |
| Evanson Asset Management, LLC | 1,576 | $532.6K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,602 | $541.4K | 0.02% | +16+1.0% | Added |