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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 1,615 | $547.1K | 0.01% | −11−0.7% | Reduced |
| United Asset Strategies, Inc. | 1,621 | $547.8K | 0.05% | −300−15.6% | Reduced |
| CenterBook Partners LP | 1,646 | $556.3K | 0.04% | −1,123−40.6% | Reduced |
| CAPROCK Group, Inc. | 1,651 | $559.5K | 0.02% | +187+12.8% | Added |
| Rathbone Brothers plc | 1,666 | $563.0K | 0.00% | 00.0% | Unchanged |
| James Hambro & Partners | 1,678 | $567.0K | 0.02% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,690 | $571.1K | 0.04% | −6,161−78.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,725 | $583.0K | 0.08% | +1,725 | New |
| Empower Advisory Group, LLC | 1,731 | $585.0K | 0.00% | −12−0.7% | Reduced |
| Gibbs Wealth Management | 1,736 | $586.7K | 0.14% | +715+70.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,750 | $591.4K | 0.24% | 00.0% | Unchanged |
| Colony Group, LLC | 1,752 | $592.1K | 0.00% | −232−11.7% | Reduced |
| MUFG Securities Americas Inc. | 1,767 | $597.2K | 0.07% | +280+18.8% | Added |
| Sheets Smith Wealth Management | 1,790 | $604.9K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,797 | $607.3K | 0.01% | +147+8.9% | Added |
| Vinva Investment Management Ltd | 1,802 | $607.6K | 0.02% | −1,906−51.4% | Reduced |
| Washington Capital Management Inc | 1,800 | $608.3K | 0.49% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,831 | $618.8K | 0.29% | 00.0% | Unchanged |
| Stephens Inc | 1,852 | $625.9K | 0.01% | +189+11.4% | Added |
| Vident Advisory, LLC | 1,915 | $647.2K | 0.01% | +510+36.3% | Added |
| Rappaport Reiches Capital Management, LLC | 1,934 | $653.6K | 0.16% | +12+0.6% | Added |
| Savant Capital, LLC | 1,941 | $656.1K | 0.01% | −10,460−84.3% | Reduced |
| Busey Wealth Management | 1,964 | $663.7K | 0.02% | −183−8.5% | Reduced |
| Vestcor Inc | 1,976 | $668.0K | 0.02% | −120−5.7% | Reduced |
| Caitlin John, LLC | 1,977 | $668.1K | 0.65% | −3,964−66.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,996 | $674.5K | 0.01% | +98+5.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,002 | $676.6K | 0.03% | −11−0.5% | Reduced |
| Jain Global LLC | 2,009 | $678.9K | 0.01% | +2,009 | New |
| Farringdon Capital, Ltd. | 2,012 | $680.0K | 0.34% | +2,012 | New |
| Dynamic Advisor Solutions LLC | 2,018 | $682.1K | 0.02% | +35+1.8% | Added |
| Brueske Advisory Services, LLC | 2,022 | $683.3K | 0.65% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,082 | $703.0K | 0.20% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,099 | $709.3K | 0.19% | +2,099 | New |
| United Services Automobile Association | 2,137 | $720.5K | 0.02% | +2,137 | New |
| Harbour Capital Advisors, LLC | 2,175 | $723.0K | 0.18% | +680+45.5% | Added |
| 3Chopt Investment Partners, LLC | 2,156 | $730.6K | 0.19% | +2,156 | New |
| Legal Advantage Investments, Inc. | 2,165 | $731.7K | 0.39% | −50−2.3% | Reduced |
| London Co of Virginia | 2,191 | $740.4K | 0.00% | +2,191 | New |
| V-Square Quantitative Management LLC | 2,199 | $743.2K | 0.11% | +94+4.5% | Added |
| First Manhattan Co | 2,201 | $745.9K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,249 | $760.0K | 0.01% | −8−0.4% | Reduced |
| Guggenheim Capital LLC | 2,251 | $760.7K | 0.01% | −220−8.9% | Reduced |
| Gabelli Funds LLC | 2,300 | $777.3K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,347 | $795.3K | 0.03% | +145+6.6% | Added |
| GTS Securities LLC | 2,362 | $798.2K | 0.03% | +411+21.1% | Added |
| Everence Capital Management Inc | 2,380 | $804.0K | 0.05% | −790−24.9% | Reduced |
| Aigen Investment Management, LP | 2,381 | $804.7K | 0.13% | +2,381 | New |
| S.E.E.D. Planning Group LLC | 2,399 | $810.7K | 0.27% | −64−2.6% | Reduced |
| Empowered Funds, LLC | 2,400 | $811.1K | 0.01% | +347+16.9% | Added |
| Evelyn Partners Investment Management LLP | 2,412 | $815.1K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,484 | $839.5K | 0.01% | −195−7.3% | Reduced |
| Groupama Asset Managment | 2,500 | $842.9K | 0.02% | −4,131−62.3% | Reduced |
| Ironwood Investment Counsel, LLC | 2,503 | $845.9K | 0.15% | −106−4.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,531 | $855.0K | 0.05% | −448−15.0% | Reduced |
| Janney Montgomery Scott LLC | 2,541 | $859.0K | 0.00% | +54+2.2% | Added |
| GWM Advisors LLC | 2,588 | $874.5K | 0.01% | +182+7.6% | Added |
| Qtron Investments LLC | 2,590 | $875.3K | 0.13% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,592 | $876.0K | 0.01% | +19+0.7% | Added |
| Atria Investments LLC | 2,595 | $877.1K | 0.01% | −191−6.9% | Reduced |
| Captrust Financial Advisors | 2,615 | $883.7K | 0.00% | +373+16.6% | Added |
| Intrust Bank NA | 2,634 | $890.2K | 0.09% | +15+0.6% | Added |
| Quarry LP | 2,659 | $898.6K | 0.23% | +1,120+72.8% | Added |
| Vontobel Holding Ltd. | 2,697 | $911.5K | 0.00% | −506−15.8% | Reduced |
| Harvest Fund Management Co., Ltd | 2,913 | $927.0K | 0.05% | +614+26.7% | Added |
| TD Private Client Wealth LLC | 2,747 | $928.3K | 0.03% | +94+3.5% | Added |
| Numerai GP LLC | 2,757 | $931.7K | 0.18% | +1,416+105.6% | Added |
| Quantbot Technologies LP | 2,790 | $942.9K | 0.03% | +2,790 | New |
| Concentric Capital Strategies, LP | 2,800 | $946.3K | 0.09% | −25,997−90.3% | Reduced |
| Scientech Research LLC | 2,814 | $951.0K | 0.25% | +1,520+117.5% | Added |
| Neville Rodie & Shaw Inc | 2,832 | $957.0K | 0.07% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,820 | $957.8K | 0.18% | +2,034+258.8% | Added |
| Investment Management Corp of Ontario | 2,850 | $963.2K | 0.02% | −9,561−77.0% | Reduced |
| Kestra Advisory Services, LLC | 2,857 | $965.5K | 0.00% | +749+35.5% | Added |
| 44 Wealth Management LLC | 2,896 | $978.7K | 0.37% | −15−0.5% | Reduced |
| MML Investors Services, LLC | 2,906 | $982.0K | 0.00% | −332−10.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,928 | $989.5K | 0.07% | +2,928 | New |
| Two Sigma Securities, LLC | 2,970 | $1.00M | 0.15% | +2,970 | New |
| Diversified Trust Co | 2,980 | $1.01M | 0.02% | −2,807−48.5% | Reduced |
| GAMMA Investing LLC | 2,981 | $1.01M | 0.08% | +499+20.1% | Added |
| Boston Partners | 2,989 | $1.01M | 0.00% | −1,693−36.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,992 | $1.01M | 0.04% | +366+13.9% | Added |
| Principal Securities, Inc. | 3,361 | $1.05M | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,124 | $1.05M | 0.02% | +2,392+326.8% | Added |
| Nomura Holdings Inc | 3,142 | $1.06M | 0.01% | −179−5.4% | Reduced |
| CWM, LLC | 3,190 | $1.08M | 0.00% | +94+3.0% | Added |
| AlTi Global, Inc. | 3,254 | $1.10M | 0.03% | −19−0.6% | Reduced |
| HB Wealth Management, LLC | 3,265 | $1.10M | 0.01% | +222+7.3% | Added |
| LMCG Investments, LLC | 3,300 | $1.12M | 0.07% | −95−2.8% | Reduced |
| Confluence Investment Management LLC | 3,323 | $1.12M | 0.02% | +15+0.5% | Added |
| South Dakota Investment Council | 3,355 | $1.13M | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,373 | $1.14M | 0.19% | +3,373 | New |
| Callan Family Office, LLC | 3,406 | $1.15M | 0.09% | +54+1.6% | Added |
| Machina Capital S.A.S. | 3,436 | $1.16M | 0.34% | +876+34.2% | Added |
| Formidable Asset Management, LLC | 3,452 | $1.17M | 0.20% | −233−6.3% | Reduced |
| Plato Investment Management Ltd | 3,481 | $1.19M | 0.10% | −2,179−38.5% | Reduced |
| Allstate Corp | 3,561 | $1.20M | 0.04% | +342+10.6% | Added |
| Assenagon Asset Management S.A. | 3,604 | $1.22M | 0.00% | −68−1.9% | Reduced |
| Sanctuary Advisors, LLC | 3,622 | $1.22M | 0.01% | −513−12.4% | Reduced |
| Omers Administration Corp | 3,690 | $1.25M | 0.01% | −611−14.2% | Reduced |
| Glenmede Trust Co NA | 3,711 | $1.25M | 0.01% | −177−4.6% | Reduced |