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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2,615 | $883.7K | 0.00% | +373+16.6% | Added |
| Atria Investments LLC | 2,595 | $877.1K | 0.01% | −191−6.9% | Reduced |
| Clearstead Advisors, LLC | 2,592 | $876.0K | 0.01% | +19+0.7% | Added |
| Qtron Investments LLC | 2,590 | $875.3K | 0.13% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,588 | $874.5K | 0.01% | +182+7.6% | Added |
| Janney Montgomery Scott LLC | 2,541 | $859.0K | 0.00% | +54+2.2% | Added |
| Thoroughbred Financial Services, LLC | 2,531 | $855.0K | 0.05% | −448−15.0% | Reduced |
| Ironwood Investment Counsel, LLC | 2,503 | $845.9K | 0.15% | −106−4.1% | Reduced |
| Groupama Asset Managment | 2,500 | $842.9K | 0.02% | −4,131−62.3% | Reduced |
| Crossmark Global Holdings, Inc. | 2,484 | $839.5K | 0.01% | −195−7.3% | Reduced |
| Evelyn Partners Investment Management LLP | 2,412 | $815.1K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,400 | $811.1K | 0.01% | +347+16.9% | Added |
| S.E.E.D. Planning Group LLC | 2,399 | $810.7K | 0.27% | −64−2.6% | Reduced |
| Aigen Investment Management, LP | 2,381 | $804.7K | 0.13% | +2,381 | New |
| Everence Capital Management Inc | 2,380 | $804.0K | 0.05% | −790−24.9% | Reduced |
| GTS Securities LLC | 2,362 | $798.2K | 0.03% | +411+21.1% | Added |
| Snowden Capital Advisors LLC | 2,347 | $795.3K | 0.03% | +145+6.6% | Added |
| Gabelli Funds LLC | 2,300 | $777.3K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,251 | $760.7K | 0.01% | −220−8.9% | Reduced |
| Gateway Investment Advisers LLC | 2,249 | $760.0K | 0.01% | −8−0.4% | Reduced |
| First Manhattan Co | 2,201 | $745.9K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,199 | $743.2K | 0.11% | +94+4.5% | Added |
| London Co of Virginia | 2,191 | $740.4K | 0.00% | +2,191 | New |
| Legal Advantage Investments, Inc. | 2,165 | $731.7K | 0.39% | −50−2.3% | Reduced |
| 3Chopt Investment Partners, LLC | 2,156 | $730.6K | 0.19% | +2,156 | New |
| Harbour Capital Advisors, LLC | 2,175 | $723.0K | 0.18% | +680+45.5% | Added |
| United Services Automobile Association | 2,137 | $720.5K | 0.02% | +2,137 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,099 | $709.3K | 0.19% | +2,099 | New |
| Lester Murray Antman dba SimplyRich | 2,082 | $703.0K | 0.20% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 2,022 | $683.3K | 0.65% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,018 | $682.1K | 0.02% | +35+1.8% | Added |
| Farringdon Capital, Ltd. | 2,012 | $680.0K | 0.34% | +2,012 | New |
| Jain Global LLC | 2,009 | $678.9K | 0.01% | +2,009 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,002 | $676.6K | 0.03% | −11−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,996 | $674.5K | 0.01% | +98+5.2% | Added |
| Caitlin John, LLC | 1,977 | $668.1K | 0.65% | −3,964−66.7% | Reduced |
| Vestcor Inc | 1,976 | $668.0K | 0.02% | −120−5.7% | Reduced |
| Busey Wealth Management | 1,964 | $663.7K | 0.02% | −183−8.5% | Reduced |
| Savant Capital, LLC | 1,941 | $656.1K | 0.01% | −10,460−84.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,934 | $653.6K | 0.16% | +12+0.6% | Added |
| Vident Advisory, LLC | 1,915 | $647.2K | 0.01% | +510+36.3% | Added |
| Stephens Inc | 1,852 | $625.9K | 0.01% | +189+11.4% | Added |
| Saxon Interests, Inc. | 1,831 | $618.8K | 0.29% | 00.0% | Unchanged |
| Washington Capital Management Inc | 1,800 | $608.3K | 0.49% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 1,802 | $607.6K | 0.02% | −1,906−51.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,797 | $607.3K | 0.01% | +147+8.9% | Added |
| Sheets Smith Wealth Management | 1,790 | $604.9K | 0.08% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 1,767 | $597.2K | 0.07% | +280+18.8% | Added |
| Colony Group, LLC | 1,752 | $592.1K | 0.00% | −232−11.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,750 | $591.4K | 0.24% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,736 | $586.7K | 0.14% | +715+70.0% | Added |
| Empower Advisory Group, LLC | 1,731 | $585.0K | 0.00% | −12−0.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,725 | $583.0K | 0.08% | +1,725 | New |
| Voleon Capital Management LP | 1,690 | $571.1K | 0.04% | −6,161−78.5% | Reduced |
| James Hambro & Partners | 1,678 | $567.0K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 1,666 | $563.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,651 | $559.5K | 0.02% | +187+12.8% | Added |
| CenterBook Partners LP | 1,646 | $556.3K | 0.04% | −1,123−40.6% | Reduced |
| United Asset Strategies, Inc. | 1,621 | $547.8K | 0.05% | −300−15.6% | Reduced |
| RSM US Wealth Management LLC | 1,615 | $547.1K | 0.01% | −11−0.7% | Reduced |
| First Horizon Advisors, Inc. | 1,602 | $541.4K | 0.02% | +16+1.0% | Added |
| Evanson Asset Management, LLC | 1,576 | $532.6K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 1,565 | $528.9K | 0.00% | +26+1.7% | Added |
| Fonville Wealth Management LLC | 1,555 | $525.5K | 0.15% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,537 | $519.5K | 0.01% | −481−23.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,530 | $519.2K | 0.00% | −9,780−86.5% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $510.3K | 0.37% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,509 | $510.0K | 0.06% | −104−6.4% | Reduced |
| Proficio Capital Partners LLC | 1,486 | $502.3K | 0.04% | +23+1.6% | Added |
| Family Firm, Inc. | 1,476 | $498.8K | 0.11% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $485.3K | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,433 | $484.3K | 0.01% | +45+3.2% | Added |
| Coldstream Capital Management Inc | 1,425 | $481.6K | 0.01% | +321+29.1% | Added |
| Brighton Jones LLC | 1,408 | $475.8K | 0.02% | +40+2.9% | Added |
| 111 Capital | 1,407 | $475.5K | 0.09% | +1,407 | New |
| Davenport & Co LLC | 1,396 | $471.8K | 0.00% | +11+0.8% | Added |
| Profund Advisors LLC | 1,394 | $471.1K | 0.02% | −87−5.9% | Reduced |
| Avantra Family Wealth, Inc. | 1,393 | $470.8K | 0.45% | −17−1.2% | Reduced |
| Fox Run Management, L.L.C. | 1,388 | $469.1K | 0.07% | +1,388 | New |
| Capital Analysts, LLC | 1,385 | $468.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 1,382 | $467.0K | 0.27% | +1,382 | New |
| Cresset Asset Management, LLC | 1,353 | $458.6K | 0.00% | −53−3.8% | Reduced |
| D.A. Davidson & Co. | 1,356 | $458.3K | 0.00% | +1,356 | New |
| Envestnet Portfolio Solutions, Inc. | 1,353 | $457.3K | 0.00% | −393−22.5% | Reduced |
| Raub Brock Capital Management LP | 1,350 | $456.2K | 0.10% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,335 | $451.2K | 0.01% | −140−9.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,334 | $450.8K | 0.02% | +113+9.3% | Added |
| Quadrature Capital Ltd | 1,273 | $430.2K | 0.01% | −8,381−86.8% | Reduced |
| Rockland Trust Co | 1,266 | $427.8K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 1,262 | $427.7K | 0.01% | +422+50.2% | Added |
| Fielder Capital Group LLC | 1,240 | $419.2K | 0.12% | −168−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,241 | $419.0K | 0.00% | −131−9.5% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,218 | $411.7K | 0.29% | −565−31.7% | Reduced |
| HighPoint Advisor Group LLC | 1,358 | $410.9K | 0.02% | +29+2.2% | Added |
| Bessemer Group Inc | 1,208 | $408.0K | 0.00% | +317+35.6% | Added |
| Ritholtz Wealth Management | 1,202 | $406.2K | 0.01% | +1,202 | New |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $405.5K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,196 | $404.1K | 0.01% | −1−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,190 | $402.2K | 0.00% | +1,190 | New |
| Quadrant Capital Group LLC | 1,186 | $400.8K | 0.01% | +890+300.7% | Added |