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 |
|---|---|---|---|---|---|
| Dai-Ichi Life Insurance Company, Ltd | 20,106 | $6.79M | 0.20% | −315−1.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,073 | $6.78M | 0.03% | −51−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 20,032 | $6.77M | 0.05% | −17,035−46.0% | Reduced |
| Forsta Ap-Fonden | 20,000 | $6.76M | 0.05% | −6,800−25.4% | Reduced |
| Amalgamated Bank | 19,728 | $6.67M | 0.06% | +133+0.7% | Added |
| Cerity Partners LLC | 19,473 | $6.58M | 0.01% | +2,300+13.4% | Added |
| Trexquant Investment LP | 19,418 | $6.56M | 0.08% | −20,513−51.4% | Reduced |
| British Columbia Investment Management Corp | 19,264 | $6.51M | 0.04% | −182−0.9% | Reduced |
| Moran Wealth Management, LLC | 19,138 | $6.47M | 0.22% | +25+0.1% | Added |
| Timber Creek Capital Management LLC | 19,125 | $6.46M | 1.72% | −60.0% | Reduced |
| Marathon Capital Management | 19,118 | $6.46M | 1.72% | −615−3.1% | Reduced |
| Headlands Technologies LLC | 18,606 | $6.29M | 0.72% | +2,246+13.7% | Added |
| DnB Asset Management AS | 18,568 | $6.28M | 0.03% | +34+0.2% | Added |
| Sendero Wealth Management, LLC | 18,368 | $6.21M | 0.86% | +819+4.7% | Added |
| PGGM Investments | 18,080 | $6.11M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,845 | $6.03M | 0.01% | −23,266−56.6% | Reduced |
| Olstein Capital Management, L.P. | 17,500 | $5.91M | 1.09% | −3,000−14.6% | Reduced |
| KBC Group NV | 17,258 | $5.83M | 0.02% | −180−1.0% | Reduced |
| Callahan Advisors, LLC | 16,729 | $5.65M | 0.54% | +1,985+13.5% | Added |
| Utah Retirement Systems | 16,695 | $5.64M | 0.07% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 16,489 | $5.57M | 0.01% | +6,075+58.3% | Added |
| Mackenzie Financial Corp | 16,291 | $5.51M | 0.01% | +1,178+7.8% | Added |
| USS Investment Management Ltd | 16,125 | $5.45M | 0.04% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 16,069 | $5.43M | 1.01% | +10,820+206.1% | Added |
| Swiss Life Asset Management Ltd | 15,838 | $5.35M | 0.04% | +3,998+33.8% | Added |
| Nicholas Investment Partners, LP | 15,695 | $5.30M | 0.55% | +12,995+481.3% | Added |
| Chase Investment Counsel Corp | 15,637 | $5.28M | 1.94% | +15,637 | New |
| Yousif Capital Management, LLC | 15,584 | $5.27M | 0.06% | −367−2.3% | Reduced |
| Foyston, Gordon, & Payne Inc | 15,509 | $5.24M | 1.30% | −279−1.8% | Reduced |
| Ethic Inc. | 15,431 | $5.20M | 0.11% | +1,633+11.8% | Added |
| Mariner, LLC | 15,248 | $5.15M | 0.01% | −1,678−9.9% | Reduced |
| Cinctive Capital Management LP | 15,241 | $5.15M | 0.41% | +4,845+46.6% | Added |
| Lighthouse Investment Partners, LLC | 15,236 | $5.15M | 0.24% | −3,703−19.6% | Reduced |
| Financial Engines Advisors L.L.C. | 15,068 | $5.09M | 0.01% | −629−4.0% | Reduced |
| Susquehanna International Group, LLP | 15,001 | $5.07M | 0.01% | −42,105−73.7% | Reduced |
| Jump Financial, LLC | 14,845 | $5.02M | 0.08% | +14,002+1,661.0% | Added |
| New York Life Investment Management LLC | 14,837 | $5.01M | 0.05% | −237−1.6% | Reduced |
| Teacher Retirement System of Texas | 14,734 | $4.98M | 0.02% | +13,069+784.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,651 | $4.95M | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 14,255 | $4.82M | 0.05% | −95−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 14,108 | $4.77M | 0.00% | +2,596+22.6% | Added |
| SummitTX Capital, L.P. | 13,825 | $4.67M | 0.21% | +13,825 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,527 | $4.57M | 0.01% | +3,659+37.1% | Added |
| Voloridge Investment Management, LLC | 13,388 | $4.52M | 0.02% | −75,031−84.9% | Reduced |
| Exchange Traded Concepts, LLC | 13,260 | $4.48M | 0.08% | +10,281+345.1% | Added |
| First Trust Advisors LP | 13,147 | $4.44M | 0.00% | +2,381+22.1% | Added |
| Louisbourg Investments Inc. | 17,671 | $4.44M | 1.21% | +2,180+14.1% | Added |
| Panagora Asset Management Inc | 13,035 | $4.41M | 0.02% | −40.0% | Reduced |
| Wealthfront Advisers LLC | 12,869 | $4.35M | 0.01% | −914−6.6% | Reduced |
| FJ Capital Management LLC | 12,658 | $4.28M | 0.44% | +3,829+43.4% | Added |
| Nissay Asset Management Corp | 12,615 | $4.26M | 0.03% | +55+0.4% | Added |
| US Bancorp | 12,432 | $4.20M | 0.01% | −102−0.8% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,370 | $4.18M | 1.77% | −140−1.1% | Reduced |
| Creative Planning | 12,308 | $4.16M | 0.00% | −220−1.8% | Reduced |
| Prudential Financial Inc | 12,229 | $4.13M | 0.01% | −11,840−49.2% | Reduced |
| AMG National Trust Bank | 12,221 | $4.13M | 0.12% | −386−3.1% | Reduced |
| IFC Advisors LLC | 12,135 | $4.10M | 0.86% | +12,135 | New |
| CIBC World Markets Corp | 12,080 | $4.08M | 0.03% | −3,836−24.1% | Reduced |
| State of Alaska, Department of Revenue | 11,695 | $3.95M | 0.04% | +210+1.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 11,672 | $3.94M | 0.02% | +1,348+13.1% | Added |
| Mutual of America Capital Management LLC | 11,607 | $3.92M | 0.05% | −459−3.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,483 | $3.88M | 0.04% | +198+1.8% | Added |
| Oak Thistle LLC | 11,213 | $3.79M | 0.76% | +11,213 | New |
| HighTower Advisors, LLC | 10,803 | $3.65M | 0.00% | −384−3.4% | Reduced |
| M&T Bank Corp | 10,660 | $3.60M | 0.01% | −664−5.9% | Reduced |
| JustInvest LLC | 10,528 | $3.56M | 0.05% | +398+3.9% | Added |
| Virginia Retirement Systems Et Al | 10,500 | $3.55M | 0.03% | +10,500 | New |
| Quantinno Capital Management LP | 10,314 | $3.49M | 0.02% | +4,586+80.1% | Added |
| Public Employees Retirement Association of Colorado | 10,236 | $3.46M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,177 | $3.44M | 0.01% | −3,634−26.3% | 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 |
| Cary Street Partners Financial LLC | 9,880 | $3.34M | 0.11% | −727−6.9% | Reduced |
| Game Creek Capital, LP | 9,775 | $3.30M | 2.06% | −3,475−26.2% | Reduced |
| Truist Financial Corp | 9,688 | $3.27M | 0.01% | −887−8.4% | Reduced |
| Hantz Financial Services, Inc. | 9,602 | $3.25M | 0.06% | +893+10.3% | Added |
| Tocqueville Asset Management L.P. | 9,573 | $3.24M | 0.05% | −100−1.0% | Reduced |
| ASR Vermogensbeheer N.V. | 9,417 | $3.18M | 0.05% | +9,417 | New |
| TownSquare Capital, LLC | 9,196 | $3.11M | 0.03% | +2,327+33.9% | Added |
| Baird Financial Group, Inc. | 9,184 | $3.10M | 0.01% | −477−4.9% | Reduced |
| Rakuten Investment Management, Inc. | 9,147 | $3.08M | 0.01% | +9,147 | New |
| SG Americas Securities, LLC | 9,057 | $3.06M | 0.01% | −35,774−79.8% | Reduced |
| Montag A & Associates Inc | 8,988 | $3.04M | 0.15% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 8,835 | $2.99M | 0.04% | +8,835 | New |
| Nordea Investment Management AB | 8,802 | $2.97M | 0.00% | −8,609−49.4% | Reduced |
| CIBC World Markets Inc. | 8,649 | $2.92M | 0.01% | +8,649 | New |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.92M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,524 | $2.88M | 0.06% | −90−1.0% | Reduced |
| Mercer Global Advisors Inc | 8,428 | $2.85M | 0.01% | +432+5.4% | Added |
| XTX Topco Ltd | 8,243 | $2.79M | 0.14% | +2,366+40.3% | Added |
| Magnetar Financial LLC | 8,162 | $2.76M | 0.04% | +1,313+19.2% | Added |
| Agf Management Ltd | 8,146 | $2.75M | 0.01% | −332−3.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,126 | $2.75M | 0.05% | +4,175+105.7% | Added |
| Banque Cantonale Vaudoise | 8,090 | $2.73M | 0.12% | +8,090 | New |
| Pathstone Holdings, LLC | 8,087 | $2.73M | 0.01% | +298+3.8% | Added |
| Mizuho Securities USA LLC | 7,991 | $2.70M | 0.06% | −1,555−16.3% | Reduced |
| Delta Global Management LP | 7,764 | $2.62M | 0.19% | +7,764 | New |
| Allianz Asset Management GmbH | 7,722 | $2.61M | 0.00% | −2,066−21.1% | Reduced |
| Nisa Investment Advisors, LLC | 7,689 | $2.61M | 0.01% | −28,220−78.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,682 | $2.60M | 0.02% | +167+2.2% | Added |