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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 1,182 | $399.5K | 0.03% | +84+7.7% | Added |
| Portside Wealth Group, LLC | 1,180 | $398.8K | 0.07% | +343+41.0% | Added |
| Trust Asset Management LLC | 1,166 | $394.1K | 0.03% | −61−5.0% | Reduced |
| Syon Capital LLC | 1,160 | $392.0K | 0.03% | +81+7.5% | Added |
| Kestra Private Wealth Services, LLC | 1,155 | $390.3K | 0.01% | −217−15.8% | Reduced |
| Alliance Wealth Advisors, LLC | 1,152 | $389.3K | 0.10% | +197+20.6% | Added |
| Alhambra Investment Partners LLC | 1,147 | $387.5K | 0.20% | −113−9.0% | Reduced |
| Lido Advisors, LLC | 1,140 | $386.4K | 0.00% | −207−15.4% | Reduced |
| Chicago Partners Investment Group LLC | 1,260 | $385.6K | 0.01% | +70+5.9% | Added |
| Optimize Financial Inc | 1,126 | $380.5K | 0.14% | −23−2.0% | Reduced |
| ORG Partners LLC | 1,112 | $374.7K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 1,104 | $373.0K | 0.01% | −13−1.2% | Reduced |
| Fidelis Capital Partners, LLC | 1,234 | $372.9K | 0.04% | +6+0.5% | Added |
| Fortress Private Ledger, LLC | 1,101 | $372.1K | 0.21% | +1,101 | New |
| R Squared Ltd | 1,100 | $371.7K | 0.40% | +1,100 | New |
| MAI Capital Management | 1,089 | $368.2K | 0.00% | −46−4.1% | Reduced |
| Merit Financial Group, LLC | 1,087 | $367.4K | 0.01% | +1,087 | New |
| TrueMark Investments, LLC | 1,078 | $364.3K | 0.10% | +1,078 | New |
| Mayflower Financial Advisors, LLC | 1,076 | $363.6K | 0.06% | −60−5.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,069 | $361.3K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,066 | $360.4K | 0.03% | +26+2.5% | Added |
| Act Two Investors LLC | 1,029 | $347.8K | 0.07% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,029 | $347.8K | 0.02% | +342+49.8% | Added |
| Walleye Capital LLC | 1,013 | $342.3K | 0.00% | +344+51.4% | Added |
| Cigna Investments Inc | 1,010 | $342.0K | 0.06% | −35−3.3% | Reduced |
| Sage Mountain Advisors LLC | 1,011 | $341.7K | 0.03% | +106+11.7% | Added |
| Brown Brothers Harriman & Co | 1,005 | $339.6K | 0.00% | −265−20.9% | Reduced |
| Intact Investment Management Inc. | 1,000 | $337.9K | 0.01% | −1,800−64.3% | Reduced |
| Apollon Wealth Management, LLC | 998 | $337.3K | 0.01% | +998 | New |
| Westpac Banking Corp | 997 | $336.9K | 0.02% | −29−2.8% | Reduced |
| iA Global Asset Management Inc. | 972 | $328.0K | 0.01% | +972 | New |
| Seed Wealth Management, Inc. | 970 | $327.8K | 0.27% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,014 | $326.2K | 0.02% | +72+7.6% | Added |
| MBB Public Markets I LLC | 950 | $321.1K | 0.04% | +950 | New |
| Wiley Bros.-Aintree Capital, LLC | 940 | $317.6K | 0.00% | +229+32.2% | Added |
| Fiduciary Trust Co | 929 | $314.1K | 0.00% | +929 | New |
| CX Institutional | 928 | $314.0K | 0.01% | +133+16.7% | Added |
| Eagle Rock Investment Company, LLC | 924 | $312.3K | 0.05% | +83+9.9% | Added |
| Cassaday & Co Wealth Management LLC | 922 | $311.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 892 | $301.5K | 0.02% | +6+0.7% | Added |
| Financial Freedom, LLC | 890 | $300.9K | 0.17% | +2+0.2% | Added |
| Keybank National Association | 885 | $299.1K | 0.00% | −159−15.2% | Reduced |
| Graypoint LLC | 846 | $285.9K | 0.02% | −51−5.7% | Reduced |
| Greenleaf Trust | 843 | $284.9K | 0.00% | −11−1.3% | Reduced |
| Red Door Wealth Management, LLC | 840 | $283.9K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 827 | $280.2K | 0.02% | +23+2.9% | Added |
| Citadel Investment Advisory, Inc. | 826 | $279.0K | 0.14% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 822 | $277.8K | 0.04% | +822 | New |
| Private Advisor Group, LLC | 821 | $277.5K | 0.00% | −81−9.0% | Reduced |
| Maridea Wealth Management LLC | 807 | $272.7K | 0.09% | +807 | New |
| Advisory Services Network, LLC | 801 | $270.9K | 0.01% | +5+0.6% | Added |
| William Blair Investment Management, LLC | 795 | $268.7K | 0.00% | −4−0.5% | Reduced |
| Rothschild Investment LLC | 793 | $268.1K | 0.02% | −14−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 790 | $266.9K | 0.15% | +634+406.4% | Added |
| Avantax Advisory Services, Inc. | 784 | $264.9K | 0.00% | +67+9.3% | Added |
| Longboard Asset Management, LP | 782 | $264.3K | 0.78% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 775 | $261.9K | 0.02% | +123+18.9% | Added |
| United Capital Financial Advisers, LLC | 773 | $261.1K | 0.00% | −11−1.4% | Reduced |
| VGI Partners Ltd | 772 | $260.9K | 0.03% | +772 | New |
| Atomi Financial Group, Inc. | 768 | $259.6K | 0.01% | +768 | New |
| Commerzbank Aktiengesellschaft | 750 | $254.0K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 737 | $249.1K | 0.01% | +16+2.2% | Added |
| Personal Cfo Solutions, LLC | 732 | $247.4K | 0.05% | +732 | New |
| Buckingham Strategic Partners | 730 | $246.9K | 0.00% | +730 | New |
| Wakefield Asset Management LLLP | 720 | $243.3K | 0.07% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 720 | $243.3K | 0.06% | +720 | New |
| Mather Group, LLC. | 718 | $242.7K | 0.00% | +42+6.2% | Added |
| Quadcap Wealth Management, LLC | 713 | $241.0K | 0.03% | −52−6.8% | Reduced |
| Warren Averett Asset Management, LLC | 713 | $240.8K | 0.00% | −252−26.1% | Reduced |
| Trust Investment Advisors | 710 | $239.9K | 0.15% | +13+1.9% | Added |
| Martingale Asset Management L P | 704 | $237.9K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 700 | $236.6K | 0.00% | +700 | New |
| Scheer, Rowlett & Associates Investment Management Ltd. | 693 | $234.2K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 690 | $233.2K | 0.00% | −71−9.3% | Reduced |
| ICONIQ Capital, LLC | 690 | $233.2K | 0.00% | +690 | New |
| Caitong International Asset Management Co., Ltd | 687 | $232.2K | 0.17% | +621+940.9% | Added |
| We Are One Seven, LLC | 681 | $230.1K | 0.01% | +681 | New |
| Pettyjohn, Wood & White, Inc | 680 | $229.8K | 0.04% | −2,200−76.4% | Reduced |
| Anchor Capital Advisors LLC | 660 | $223.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 653 | $220.7K | 0.00% | +653 | New |
| NBC Securities, Inc. | 650 | $219.0K | 0.02% | +650 | New |
| Aaron Wealth Advisors | 640 | $216.3K | 0.02% | +640 | New |
| Pensionmark Financial Group, LLC | 639 | $216.0K | 0.01% | −424−39.9% | Reduced |
| Transcend Wealth Collective, LLC | 636 | $214.9K | 0.02% | +636 | New |
| Stonegate Investment Group, LLC | 635 | $214.6K | 0.01% | −88−12.2% | Reduced |
| Drive Wealth Management, LLC | 610 | $206.6K | 0.05% | +610 | New |
| Harbor Advisors LLC | 605 | $204.5K | 0.04% | +605 | New |
| D. E. Shaw & Co., Inc. | 600 | $202.8K | 0.00% | +600 | New |
| Virtus ETF Advisers LLC | 600 | $202.8K | 0.13% | +600 | New |
| Catalyst Financial Partners LLC | 597 | $201.8K | 0.04% | +597 | New |
| Umb Bank N A | 589 | $199.1K | 0.00% | +69+13.3% | Added |
| Jones Financial Companies LLLP | 583 | $196.5K | 0.00% | +63+12.1% | Added |
| EverSource Wealth Advisors, LLC | 578 | $195.5K | 0.01% | +116+25.1% | Added |
| Ancora Advisors, LLC | 576 | $194.7K | 0.00% | −9−1.5% | Reduced |
| Skopos Labs, Inc. | 539 | $181.9K | 0.04% | −15−2.7% | Reduced |
| Parallel Advisors, LLC | 525 | $177.5K | 0.00% | +3+0.6% | Added |
| IFP Advisors, Inc | 501 | $171.3K | 0.01% | +4+0.8% | Added |
| Farther Finance Advisors, LLC | 491 | $165.4K | 0.00% | +167+51.5% | Added |
| Greykasell Wealth Strategies, Inc. | 470 | $158.8K | 0.08% | +470 | New |
| Walleye Trading LLC | 468 | $158.2K | 0.00% | −1,671−78.1% | Reduced |