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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 3,821 | $1.29M | 0.07% | +3,821 | New |
| Hunter Associates Investment Management LLC | 3,830 | $1.30M | 0.20% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 3,867 | $1.31M | 0.65% | +3,107+408.8% | Added |
| Atom Investors LP | 3,963 | $1.34M | 0.16% | −1,312−24.9% | Reduced |
| BTG Pactual Asset Management US LLC | 4,010 | $1.36M | 0.18% | −1,290−24.3% | Reduced |
| Advisors Capital Management, LLC | 4,101 | $1.39M | 0.02% | +80+2.0% | Added |
| Hamilton Capital Partners Inc. | 4,155 | $1.40M | 0.09% | +176+4.4% | Added |
| Sheets Smith Investment Management | 4,188 | $1.42M | 1.41% | −15−0.4% | Reduced |
| EP Wealth Advisors, LLC | 4,229 | $1.43M | 0.01% | −227−5.1% | Reduced |
| Commerce Bank | 4,304 | $1.45M | 0.01% | +10+0.2% | Added |
| Rocky Mountain Advisers, LLC | 4,486 | $1.52M | 0.47% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,510 | $1.52M | 0.08% | −1,589−26.1% | Reduced |
| Capitolis Liquid Global Markets LLC | 4,550 | $1.54M | 0.01% | −550−10.8% | Reduced |
| WBI Investments | 4,610 | $1.56M | 0.41% | +684+17.4% | Added |
| Fifth Third Bancorp | 4,625 | $1.56M | 0.01% | +255+5.8% | Added |
| New Mexico Educational Retirement Board | 4,700 | $1.59M | 0.06% | −100−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 4,813 | $1.63M | 0.06% | −974−16.8% | Reduced |
| Ieq Capital, LLC | 4,835 | $1.63M | 0.01% | −388−7.4% | Reduced |
| Cornercap Investment Counsel Inc | 4,846 | $1.64M | 0.86% | −60−1.2% | Reduced |
| Norinchukin Bank, The | 4,891 | $1.65M | 0.03% | +590+13.7% | Added |
| Oppenheimer Asset Management Inc. | 4,941 | $1.67M | 0.02% | +2,737+124.2% | Added |
| Tower Research Capital LLC (TRC) | 4,982 | $1.68M | 0.05% | −2,053−29.2% | Reduced |
| RBF Capital, LLC | 5,000 | $1.69M | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 5,207 | $1.76M | 0.02% | −74−1.4% | Reduced |
| Securian Asset Management, Inc | 5,261 | $1.78M | 0.05% | −100−1.9% | Reduced |
| Louisiana State Employees Retirement System | 5,400 | $1.82M | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,500 | $1.86M | 0.49% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,730 | $1.94M | 0.07% | −2,588−31.1% | Reduced |
| Sterling Capital Management LLC | 5,798 | $1.96M | 0.03% | −363−5.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 5,832 | $1.97M | 0.00% | −1,292−18.1% | Reduced |
| Accretive Wealth Partners, LLC | 6,502 | $2.00M | 0.71% | +536+9.0% | Added |
| Williamson Legacy Group, LLC | 6,005 | $2.03M | 1.93% | +1,542+34.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,011 | $2.03M | 0.00% | +815+15.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,045 | $2.04M | 0.02% | +1,151+23.5% | Added |
| CIBC Private Wealth Group, LLC | 6,785 | $2.05M | 0.00% | −24−0.4% | Reduced |
| STRS Ohio | 6,111 | $2.07M | 0.01% | +6,111 | New |
| Hartford Investment Management Co | 6,176 | $2.09M | 0.07% | −64−1.0% | Reduced |
| Ascent Group, LLC | 6,242 | $2.11M | 0.09% | +6,242 | New |
| Northwestern Mutual Wealth Management Co | 6,283 | $2.12M | 0.00% | +2,682+74.5% | Added |
| Live Oak Private Wealth LLC | 6,360 | $2.15M | 0.35% | −57−0.9% | Reduced |
| Thrivent Financial for Lutherans | 6,450 | $2.18M | 0.00% | −40−0.6% | Reduced |
| Aquatic Capital Management LLC | 6,475 | $2.19M | 0.06% | +6,475 | New |
| Avanza Fonder AB | 6,522 | $2.20M | 0.07% | +6,522 | New |
| Andra AP-fonden | 6,540 | $2.21M | 0.04% | +6,540 | New |
| Blair William & Co | 6,549 | $2.21M | 0.01% | −80−1.2% | Reduced |
| CI Private Wealth, LLC | 6,561 | $2.22M | 0.00% | +461+7.6% | Added |
| Ossiam | 6,584 | $2.23M | 0.03% | −390−5.6% | Reduced |
| Assetmark, Inc | 6,617 | $2.24M | 0.01% | +129+2.0% | Added |
| NEOS Investment Management LLC | 6,682 | $2.26M | 0.04% | +1,253+23.1% | Added |
| Cetera Investment Advisers | 6,741 | $2.28M | 0.00% | −3,766−35.8% | Reduced |
| Jefferies Financial Group Inc. | 6,811 | $2.30M | 0.04% | +6,811 | New |
| Kentucky Retirement Systems | 6,875 | $2.32M | 0.07% | −104−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 6,902 | $2.33M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,951 | $2.35M | 0.04% | −147−2.1% | Reduced |
| Metis Global Partners, LLC | 7,007 | $2.37M | 0.07% | +760+12.2% | Added |
| QRG Capital Management, Inc. | 7,055 | $2.38M | 0.02% | −978−12.2% | Reduced |
| Portfolio Design Labs, LLC | 7,374 | $2.49M | 0.51% | +7,374 | New |
| Point72 Hong Kong Ltd | 7,389 | $2.50M | 0.18% | +7,389 | New |
| Neuberger Berman Group LLC | 7,400 | $2.50M | 0.00% | +159+2.2% | Added |
| Commonwealth Equity Services, LLC | 7,408 | $2.50M | 0.00% | −1,836−19.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,682 | $2.60M | 0.02% | +167+2.2% | Added |
| Nisa Investment Advisors, LLC | 7,689 | $2.61M | 0.01% | −28,220−78.6% | Reduced |
| Allianz Asset Management GmbH | 7,722 | $2.61M | 0.00% | −2,066−21.1% | Reduced |
| Delta Global Management LP | 7,764 | $2.62M | 0.19% | +7,764 | New |
| Mizuho Securities USA LLC | 7,991 | $2.70M | 0.06% | −1,555−16.3% | Reduced |
| Pathstone Holdings, LLC | 8,087 | $2.73M | 0.01% | +298+3.8% | Added |
| Banque Cantonale Vaudoise | 8,090 | $2.73M | 0.12% | +8,090 | New |
| Mesirow Financial Investment Management, Inc. | 8,126 | $2.75M | 0.05% | +4,175+105.7% | Added |
| Agf Management Ltd | 8,146 | $2.75M | 0.01% | −332−3.9% | Reduced |
| Magnetar Financial LLC | 8,162 | $2.76M | 0.04% | +1,313+19.2% | Added |
| XTX Topco Ltd | 8,243 | $2.79M | 0.14% | +2,366+40.3% | Added |
| Mercer Global Advisors Inc | 8,428 | $2.85M | 0.01% | +432+5.4% | Added |
| Oregon Public Employees Retirement Fund | 8,524 | $2.88M | 0.06% | −90−1.0% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.92M | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 8,649 | $2.92M | 0.01% | +8,649 | New |
| Nordea Investment Management AB | 8,802 | $2.97M | 0.00% | −8,609−49.4% | Reduced |
| Achmea Investment Management B.V. | 8,835 | $2.99M | 0.04% | +8,835 | New |
| Montag A & Associates Inc | 8,988 | $3.04M | 0.15% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,057 | $3.06M | 0.01% | −35,774−79.8% | Reduced |
| Rakuten Investment Management, Inc. | 9,147 | $3.08M | 0.01% | +9,147 | New |
| Baird Financial Group, Inc. | 9,184 | $3.10M | 0.01% | −477−4.9% | Reduced |
| TownSquare Capital, LLC | 9,196 | $3.11M | 0.03% | +2,327+33.9% | Added |
| ASR Vermogensbeheer N.V. | 9,417 | $3.18M | 0.05% | +9,417 | New |
| Tocqueville Asset Management L.P. | 9,573 | $3.24M | 0.05% | −100−1.0% | Reduced |
| Hantz Financial Services, Inc. | 9,602 | $3.25M | 0.06% | +893+10.3% | Added |
| Truist Financial Corp | 9,688 | $3.27M | 0.01% | −887−8.4% | Reduced |
| Game Creek Capital, LP | 9,775 | $3.30M | 2.06% | −3,475−26.2% | Reduced |
| Cary Street Partners Financial LLC | 9,880 | $3.34M | 0.11% | −727−6.9% | Reduced |
| Brinker Capital Investments, LLC | 9,961 | $3.37M | 0.03% | +302+3.1% | Added |
| Orion Portfolio Solutions, LLC | 9,961 | $3.37M | 0.03% | +302+3.1% | Added |
| Pacer Advisors, Inc. | 10,177 | $3.44M | 0.01% | −3,634−26.3% | Reduced |
| Public Employees Retirement Association of Colorado | 10,236 | $3.46M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 10,314 | $3.49M | 0.02% | +4,586+80.1% | Added |
| Virginia Retirement Systems Et Al | 10,500 | $3.55M | 0.03% | +10,500 | New |
| JustInvest LLC | 10,528 | $3.56M | 0.05% | +398+3.9% | Added |
| M&T Bank Corp | 10,660 | $3.60M | 0.01% | −664−5.9% | Reduced |
| HighTower Advisors, LLC | 10,803 | $3.65M | 0.00% | −384−3.4% | Reduced |
| Oak Thistle LLC | 11,213 | $3.79M | 0.76% | +11,213 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,483 | $3.88M | 0.04% | +198+1.8% | Added |
| Mutual of America Capital Management LLC | 11,607 | $3.92M | 0.05% | −459−3.8% | Reduced |