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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 7,408 | $2.50M | 0.00% | −1,836−19.9% | Reduced |
| Neuberger Berman Group LLC | 7,400 | $2.50M | 0.00% | +159+2.2% | Added |
| Point72 Hong Kong Ltd | 7,389 | $2.50M | 0.18% | +7,389 | New |
| Portfolio Design Labs, LLC | 7,374 | $2.49M | 0.51% | +7,374 | New |
| QRG Capital Management, Inc. | 7,055 | $2.38M | 0.02% | −978−12.2% | Reduced |
| Metis Global Partners, LLC | 7,007 | $2.37M | 0.07% | +760+12.2% | Added |
| Stratos Wealth Partners, LTD. | 6,951 | $2.35M | 0.04% | −147−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 6,902 | $2.33M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 6,875 | $2.32M | 0.07% | −104−1.5% | Reduced |
| Jefferies Financial Group Inc. | 6,811 | $2.30M | 0.04% | +6,811 | New |
| Cetera Investment Advisers | 6,741 | $2.28M | 0.00% | −3,766−35.8% | Reduced |
| NEOS Investment Management LLC | 6,682 | $2.26M | 0.04% | +1,253+23.1% | Added |
| Assetmark, Inc | 6,617 | $2.24M | 0.01% | +129+2.0% | Added |
| Ossiam | 6,584 | $2.23M | 0.03% | −390−5.6% | Reduced |
| CI Private Wealth, LLC | 6,561 | $2.22M | 0.00% | +461+7.6% | Added |
| Blair William & Co | 6,549 | $2.21M | 0.01% | −80−1.2% | Reduced |
| Andra AP-fonden | 6,540 | $2.21M | 0.04% | +6,540 | New |
| Avanza Fonder AB | 6,522 | $2.20M | 0.07% | +6,522 | New |
| Aquatic Capital Management LLC | 6,475 | $2.19M | 0.06% | +6,475 | New |
| Thrivent Financial for Lutherans | 6,450 | $2.18M | 0.00% | −40−0.6% | Reduced |
| Live Oak Private Wealth LLC | 6,360 | $2.15M | 0.35% | −57−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,283 | $2.12M | 0.00% | +2,682+74.5% | Added |
| Ascent Group, LLC | 6,242 | $2.11M | 0.09% | +6,242 | New |
| Hartford Investment Management Co | 6,176 | $2.09M | 0.07% | −64−1.0% | Reduced |
| STRS Ohio | 6,111 | $2.07M | 0.01% | +6,111 | New |
| CIBC Private Wealth Group, LLC | 6,785 | $2.05M | 0.00% | −24−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,045 | $2.04M | 0.02% | +1,151+23.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,011 | $2.03M | 0.00% | +815+15.7% | Added |
| Williamson Legacy Group, LLC | 6,005 | $2.03M | 1.93% | +1,542+34.6% | Added |
| Accretive Wealth Partners, LLC | 6,502 | $2.00M | 0.71% | +536+9.0% | Added |
| Robeco Institutional Asset Management B.V. | 5,832 | $1.97M | 0.00% | −1,292−18.1% | Reduced |
| Sterling Capital Management LLC | 5,798 | $1.96M | 0.03% | −363−5.9% | Reduced |
| Gulf International Bank (UK) Ltd | 5,730 | $1.94M | 0.07% | −2,588−31.1% | Reduced |
| Paradigm Asset Management Co LLC | 5,500 | $1.86M | 0.49% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 5,400 | $1.82M | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,261 | $1.78M | 0.05% | −100−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 5,207 | $1.76M | 0.02% | −74−1.4% | Reduced |
| RBF Capital, LLC | 5,000 | $1.69M | 0.11% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,982 | $1.68M | 0.05% | −2,053−29.2% | Reduced |
| Oppenheimer Asset Management Inc. | 4,941 | $1.67M | 0.02% | +2,737+124.2% | Added |
| Norinchukin Bank, The | 4,891 | $1.65M | 0.03% | +590+13.7% | Added |
| Cornercap Investment Counsel Inc | 4,846 | $1.64M | 0.86% | −60−1.2% | Reduced |
| Ieq Capital, LLC | 4,835 | $1.63M | 0.01% | −388−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,813 | $1.63M | 0.06% | −974−16.8% | Reduced |
| New Mexico Educational Retirement Board | 4,700 | $1.59M | 0.06% | −100−2.1% | Reduced |
| Fifth Third Bancorp | 4,625 | $1.56M | 0.01% | +255+5.8% | Added |
| WBI Investments | 4,610 | $1.56M | 0.41% | +684+17.4% | Added |
| Capitolis Liquid Global Markets LLC | 4,550 | $1.54M | 0.01% | −550−10.8% | Reduced |
| Ostrum Asset Management | 4,510 | $1.52M | 0.08% | −1,589−26.1% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.52M | 0.47% | 00.0% | Unchanged |
| Commerce Bank | 4,304 | $1.45M | 0.01% | +10+0.2% | Added |
| EP Wealth Advisors, LLC | 4,229 | $1.43M | 0.01% | −227−5.1% | Reduced |
| Sheets Smith Investment Management | 4,188 | $1.42M | 1.41% | −15−0.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,155 | $1.40M | 0.09% | +176+4.4% | Added |
| Advisors Capital Management, LLC | 4,101 | $1.39M | 0.02% | +80+2.0% | Added |
| BTG Pactual Asset Management US LLC | 4,010 | $1.36M | 0.18% | −1,290−24.3% | Reduced |
| Atom Investors LP | 3,963 | $1.34M | 0.16% | −1,312−24.9% | Reduced |
| ISAM Funds (UK) Ltd | 3,867 | $1.31M | 0.65% | +3,107+408.8% | Added |
| Hunter Associates Investment Management LLC | 3,830 | $1.30M | 0.20% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,821 | $1.29M | 0.07% | +3,821 | New |
| Glenmede Trust Co NA | 3,711 | $1.25M | 0.01% | −177−4.6% | Reduced |
| Omers Administration Corp | 3,690 | $1.25M | 0.01% | −611−14.2% | Reduced |
| Sanctuary Advisors, LLC | 3,622 | $1.22M | 0.01% | −513−12.4% | Reduced |
| Assenagon Asset Management S.A. | 3,604 | $1.22M | 0.00% | −68−1.9% | Reduced |
| Allstate Corp | 3,561 | $1.20M | 0.04% | +342+10.6% | Added |
| Plato Investment Management Ltd | 3,481 | $1.19M | 0.10% | −2,179−38.5% | Reduced |
| Formidable Asset Management, LLC | 3,452 | $1.17M | 0.20% | −233−6.3% | Reduced |
| Machina Capital S.A.S. | 3,436 | $1.16M | 0.34% | +876+34.2% | Added |
| Callan Family Office, LLC | 3,406 | $1.15M | 0.09% | +54+1.6% | Added |
| USA Financial Portformulas Corp | 3,373 | $1.14M | 0.19% | +3,373 | New |
| South Dakota Investment Council | 3,355 | $1.13M | 0.02% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 3,323 | $1.12M | 0.02% | +15+0.5% | Added |
| LMCG Investments, LLC | 3,300 | $1.12M | 0.07% | −95−2.8% | Reduced |
| HB Wealth Management, LLC | 3,265 | $1.10M | 0.01% | +222+7.3% | Added |
| AlTi Global, Inc. | 3,254 | $1.10M | 0.03% | −19−0.6% | Reduced |
| CWM, LLC | 3,190 | $1.08M | 0.00% | +94+3.0% | Added |
| Nomura Holdings Inc | 3,142 | $1.06M | 0.01% | −179−5.4% | Reduced |
| Penserra Capital Management LLC | 3,124 | $1.05M | 0.02% | +2,392+326.8% | Added |
| Principal Securities, Inc. | 3,361 | $1.05M | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,992 | $1.01M | 0.04% | +366+13.9% | Added |
| Boston Partners | 2,989 | $1.01M | 0.00% | −1,693−36.2% | Reduced |
| GAMMA Investing LLC | 2,981 | $1.01M | 0.08% | +499+20.1% | Added |
| Diversified Trust Co | 2,980 | $1.01M | 0.02% | −2,807−48.5% | Reduced |
| Two Sigma Securities, LLC | 2,970 | $1.00M | 0.15% | +2,970 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,928 | $989.5K | 0.07% | +2,928 | New |
| MML Investors Services, LLC | 2,906 | $982.0K | 0.00% | −332−10.3% | Reduced |
| 44 Wealth Management LLC | 2,896 | $978.7K | 0.37% | −15−0.5% | Reduced |
| Kestra Advisory Services, LLC | 2,857 | $965.5K | 0.00% | +749+35.5% | Added |
| Investment Management Corp of Ontario | 2,850 | $963.2K | 0.02% | −9,561−77.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,820 | $957.8K | 0.18% | +2,034+258.8% | Added |
| Neville Rodie & Shaw Inc | 2,832 | $957.0K | 0.07% | 00.0% | Unchanged |
| Scientech Research LLC | 2,814 | $951.0K | 0.25% | +1,520+117.5% | Added |
| Concentric Capital Strategies, LP | 2,800 | $946.3K | 0.09% | −25,997−90.3% | Reduced |
| Quantbot Technologies LP | 2,790 | $942.9K | 0.03% | +2,790 | New |
| Numerai GP LLC | 2,757 | $931.7K | 0.18% | +1,416+105.6% | Added |
| TD Private Client Wealth LLC | 2,747 | $928.3K | 0.03% | +94+3.5% | Added |
| Harvest Fund Management Co., Ltd | 2,913 | $927.0K | 0.05% | +614+26.7% | Added |
| Vontobel Holding Ltd. | 2,697 | $911.5K | 0.00% | −506−15.8% | Reduced |
| Quarry LP | 2,659 | $898.6K | 0.23% | +1,120+72.8% | Added |
| Intrust Bank NA | 2,634 | $890.2K | 0.09% | +15+0.6% | Added |