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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 207,102 | $70.0M | 0.01% | −27,219−11.6% | Reduced |
| Millennium Management LLC | 209,647 | $70.9M | 0.07% | −39,609−15.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 216,088 | $73.0M | 0.14% | −8,000−3.6% | Reduced |
| Canoe Financial LP | 227,621 | $76.9M | 1.23% | +74,758+48.9% | Added |
| Sound Shore Management Inc | 230,708 | $78.0M | 2.73% | −66,412−22.4% | Reduced |
| Royal Bank of Canada | 234,917 | $79.4M | 0.02% | +18,709+8.7% | Added |
| BNP Paribas Arbitrage, SA | 235,995 | $79.8M | 0.06% | +4,064+1.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 244,669 | $82.7M | 0.06% | −3,983−1.6% | Reduced |
| Barclays PLC | 251,026 | $84.8M | 0.04% | +51,265+25.7% | Added |
| SEI Investments Co | 257,061 | $86.9M | 0.11% | −17,169−6.3% | Reduced |
| Russell Investments Group, Ltd. | 260,611 | $88.1M | 0.12% | +6,404+2.5% | Added |
| Brandes Investment Partners, LP | 274,897 | $92.9M | 0.94% | −8,646−3.0% | Reduced |
| River Road Asset Management, LLC | 277,414 | $93.8M | 1.27% | −37,905−12.0% | Reduced |
| Renaissance Technologies LLC | 280,920 | $94.9M | 0.14% | −3,700−1.3% | Reduced |
| Johnson Investment Counsel Inc | 283,248 | $95.7M | 0.92% | +918+0.3% | Added |
| Swiss National Bank | 284,010 | $96.0M | 0.07% | −2,900−1.0% | Reduced |
| Crawford Investment Counsel Inc | 284,172 | $96.0M | 1.70% | +32,079+12.7% | Added |
| Brandywine Global Investment Management, LLC | 301,545 | $101.9M | 0.73% | −19,145−6.0% | Reduced |
| UBS Group AG | 308,064 | $104.1M | 0.02% | −47,152−13.3% | Reduced |
| Deutsche Bank AG | 359,623 | $121.5M | 0.05% | −16,052−4.3% | Reduced |
| Goldman Sachs Group Inc | 362,762 | $122.6M | 0.02% | −68,018−15.8% | Reduced |
| Polen Capital Management LLC | 366,539 | $123.9M | 0.39% | +237,953+185.1% | Added |
| Citadel Advisors LLC | 378,044 | $127.8M | 0.13% | +310,878+462.9% | Added |
| California Public Employees Retirement System | 442,751 | $149.6M | 0.10% | −8,622−1.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 446,734 | $151.0M | 0.32% | −79,349−15.1% | Reduced |
| Atalan Capital Partners, LP | 475,000 | $160.5M | 15.26% | 00.0% | Unchanged |
| Bank of America Corp | 475,280 | $160.6M | 0.01% | +175,216+58.4% | Added |
| Amundi | 497,875 | $165.5M | 0.06% | −60,871−10.9% | Reduced |
| Altrinsic Global Advisors LLC | 496,601 | $167.8M | 8.29% | −15,492−3.0% | Reduced |
| Clarkston Capital Partners, LLC | 510,565 | $172.5M | 3.40% | +650.0% | Added |
| Southpoint Capital Advisors LP | 550,000 | $185.9M | 4.48% | −150,000−21.4% | Reduced |
| Alliancebernstein L.P. | 576,026 | $194.7M | 0.07% | −2,835−0.5% | Reduced |
| Nuveen, LLC | 577,137 | $195.0M | 0.06% | +577,137 | New |
| Bank of New York Mellon Corp | 586,511 | $198.2M | 0.04% | −11,867−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 607,773 | $205.4M | 0.04% | +3,087+0.5% | Added |
| American Century Companies Inc | 651,497 | $220.2M | 0.14% | −92,621−12.4% | Reduced |
| Legal & General Group Plc | 675,451 | $228.3M | 0.06% | +15,222+2.3% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 720,779 | $243.6M | 4.32% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 862,629 | $291.5M | 0.07% | +30,704+3.7% | Added |
| Burgundy Asset Management Ltd. | 901,337 | $304.6M | 3.16% | −31,158−3.3% | Reduced |
| Morgan Stanley | 915,898 | $309.5M | 0.02% | −5,830−0.6% | Reduced |
| UBS Asset Management Americas Inc | 953,544 | $322.3M | 0.08% | +17,154+1.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,022,339 | $345.5M | 1.25% | −47,532−4.4% | Reduced |
| Wellington Management Group LLP | 1,057,635 | $357.4M | 0.07% | +69,205+7.0% | Added |
| Janus Henderson Group PLC | 1,113,777 | $375.5M | 0.21% | +250,908+29.1% | Added |
| Northern Trust Corp | 1,209,966 | $408.9M | 0.06% | −6,521−0.5% | Reduced |
| Victory Capital Management Inc | 1,455,758 | $492.0M | 0.50% | −514,178−26.1% | Reduced |
| Baupost Group LLCSuperinvestorBaupost Group | 1,525,667 | $515.6M | 14.75% | −311,081−16.9% | Reduced |
| Norges Bank | 1,549,179 | $523.5M | 0.07% | +3,369+0.2% | Added |
| Invesco Ltd. | 2,175,722 | $735.3M | 0.14% | −52,775−2.4% | Reduced |
| Geode Capital Management, LLC | 2,571,731 | $866.4M | 0.07% | −64,121−2.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,856,440 | $965.3M | 0.64% | +67,898+2.4% | Added |
| Artisan Partners Limited Partnership | 3,516,528 | $1.19B | 1.93% | +20,424+0.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,556,504 | $1.20B | 2.02% | +36,620+1.0% | Added |
| FMR LLC | 3,900,910 | $1.32B | 0.08% | +217,971+5.9% | Added |
| State Street Corp | 4,360,280 | $1.48B | 0.06% | +200.0% | Added |
| First Eagle Investment Management, LLC | 4,431,373 | $1.50B | 3.16% | −25,557−0.6% | Reduced |
| Massachusetts Financial Services Co | 6,092,204 | $2.06B | 0.68% | −391,618−6.0% | Reduced |
| BlackRock, Inc. | 9,708,341 | $3.28B | 0.07% | −156,059−1.6% | Reduced |
| Vanguard Group Inc | 11,437,682 | $3.87B | 0.07% | +3,6200.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −266,418−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −225,667−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −47,691−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −43,880−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,005−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,222−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,273−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,589−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −646−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Triangle Securities Wealth Management | 0 | $0 | 0.00% | −640−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −567−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Indiana Trust & Investment Management CO | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Kohmann Bosshard Financial Services, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |