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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.

Institutional holdersQ1 2025: 760 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ1 2025: $31.6B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$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.

Institutions holding WTW in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bayforest Capital Ltd465$157.1K0.07%+187+67.3%Added
Smartleaf Asset Management LLC445$150.2K0.01%−10−2.2%Reduced
PFS Partners, LLC400$135.2K0.07%00.0%Unchanged
Allworth Financial LP438$134.3K0.00%−12−2.7%Reduced
JNBA Financial Advisors375$126.7K0.01%−125−25.0%Reduced
Massmutual Trust Co FSB356$120.3K0.00%+19+5.6%Added
Washington Trust Advisors, Inc.336$113.6K0.01%00.0%Unchanged
Goodman Advisory Group, LLC326$110.2K0.03%+326New
Deseret Mutual Benefit Administrators321$108.5K0.05%00.0%Unchanged
DT Investment Partners, LLC281$95.0K0.01%00.0%Unchanged
Private Trust Co NA275$92.9K0.01%+2+0.7%Added
Versant Capital Management, Inc274$92.6K0.02%+100+57.5%Added
Sentry Investment Management LLC302$91.0K0.06%−90−23.0%Reduced
Boston Private Wealth LLC266$89.9K0.00%+266New
Thurston, Springer, Miller, Herd & Titak, Inc.262$88.5K0.01%+18+7.4%Added
Parkside Financial Bank & Trust253$85.2K0.01%+8+3.3%Added
LRI Investments, LLC240$81.2K0.01%+5+2.1%Added
Golden State Wealth Management, LLC230$77.7K0.01%00.0%Unchanged
Gables Capital Management Inc.227$76.7K0.04%00.0%Unchanged
Signaturefd, LLC221$74.8K0.00%−6−2.6%Reduced
Beacon Capital Management, LLC213$71.8K0.01%+1+0.5%Added
Hexagon Capital Partners LLC210$71.0K0.01%+62+41.9%Added
New Millennium Group LLC208$70.3K0.05%00.0%Unchanged
American National Bank200$67.6K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC178$60.0K0.01%00.0%Unchanged
Smallwood Wealth Investment Management, LLC177$59.8K0.04%+177New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main161$54.4K0.00%+161New
Zions Bancorporation, National Association160$54.1K0.00%+160New
Cromwell Holdings LLC158$53.4K0.03%+4+2.6%Added
Bank Julius Baer & Co. Ltd, Zurich155$52.3K0.00%+15+10.7%Added
Heritage Wealth Advisors154$52.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC149$50.4K0.00%−2−1.3%Reduced
HHM Wealth Advisors, LLC143$48.3K0.01%00.0%Unchanged
Central Trust Co142$48.0K0.00%−18−11.3%Reduced
Geneos Wealth Management Inc.140$47.3K0.00%+39+38.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA135$45.6K0.02%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC133$45.1K0.02%+1+0.8%Added
SRS Capital Advisors, Inc.130$43.9K0.00%+75+136.4%Added
WPG Advisers, LLC128$43.3K0.04%−34−21.0%Reduced
CKW Financial Group121$41.0K0.01%+1+0.8%Added
Park Square Financial Group, LLC118$39.9K0.03%−79−40.1%Reduced
Hemington Wealth Management114$38.0K0.01%+21+22.6%Added
Trust Co of Vermont109$36.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc109$36.8K0.00%00.0%Unchanged
Larson Financial Group LLC107$36.2K0.00%+59+122.9%Added
TD Waterhouse Canada Inc.104$35.0K0.00%+98+1,633.3%Added
Farmers & Merchants Investments Inc97$32.8K0.00%00.0%Unchanged
McIlrath & Eck, LLC96$32.4K0.00%00.0%Unchanged
Crewe Advisors LLC94$31.8K0.00%+94New
Harbor Investment Advisory, LLC93$31.4K0.00%00.0%Unchanged
MV Capital Management, Inc.91$30.8K0.00%+1+1.1%Added
Spire Wealth Management90$30.4K0.00%−7−7.2%Reduced
True Wealth Design, LLC89$30.1K0.01%+6+7.2%Added
New Age Alpha Advisors, LLC86$29.1K0.00%+5+6.2%Added
Bryn Mawr Trust Co85$28.7K0.00%−3−3.4%Reduced
Cornerstone Planning Group LLC85$27.7K0.01%+75+750.0%Added
Wayfinding Financial, LLC75$25.0K0.01%+75New
Meeder Asset Management Inc70$23.7K0.00%+33+89.2%Added
CVA Family Office, LLC69$23.3K0.00%+9+15.0%Added
Millstone Evans Group, LLC69$23.3K0.02%+23+50.0%Added
Investors Research Corp69$23.3K0.01%+69New
Private Wealth Management Group, LLC68$23.0K0.01%00.0%Unchanged
Capital A Wealth Management, LLC67$22.6K0.02%00.0%Unchanged
GW&K Investment Management, LLC61$21.0K0.00%+1+1.7%Added
Covestor Ltd61$21.0K0.01%+1+1.7%Added
Bell Investment Advisors, Inc58$19.6K0.00%00.0%Unchanged
Rise Advisors, LLC56$18.8K0.01%−5−8.2%Reduced
JFS Wealth Advisors, LLC53$17.9K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC52$17.6K0.01%00.0%Unchanged
Bartlett & Co. Wealth Management LLC50$16.9K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC50$16.9K0.00%−13−20.6%Reduced
Avalon Trust Co50$16.9K0.00%00.0%Unchanged
Manchester Capital Management LLC46$15.5K0.00%+2+4.5%Added
Kayne Anderson Rudnick Investment Management LLC45$15.4K0.00%00.0%Unchanged
Duncker Streett & Co Inc45$15.2K0.00%00.0%Unchanged
NewSquare Capital LLC41$13.9K0.00%+32+355.6%Added
Saudi Central Bank40$13.5K0.07%+40New
North Capital, Inc.39$13.2K0.01%+39New
Atlantic Trust, LLC37$12.5K0.00%+37New
Whittier Trust Co of Nevada Inc36$12.2K0.00%+20+125.0%Added
Murphy & Mullick Capital Management Corp32$10.8K0.01%00.0%Unchanged
Continuum Advisory, LLC29$9.80K0.00%−17−37.0%Reduced
FSA Wealth Management LLC29$9.80K0.00%00.0%Unchanged
Aspect Partners, LLC28$9.46K0.01%−1−3.4%Reduced
Fortitude Family Office, LLC27$9.13K0.00%00.0%Unchanged
Smithfield Trust Co26$9.00K0.00%00.0%Unchanged
Abound Wealth Management26$8.79K0.00%−5−16.1%Reduced
Anfield Capital Management, LLC26$8.79K0.00%−26−50.0%Reduced
Eastern Bank25$8.45K0.00%+25New
Whittier Trust Co24$8.11K0.00%00.0%Unchanged
Ogorek Anthony Joseph26$8.00K0.00%+26New
Cherry Tree Wealth Management, LLC23$7.77K0.00%+23New
Moisand Fitzgerald Tamayo, LLC21$7.10K0.00%00.0%Unchanged
Raffa Wealth Management, LLC21$7.10K0.00%00.0%Unchanged
Colonial Trust Co20$6.76K0.00%−49−71.0%Reduced
DiNuzzo Private Wealth, Inc.27$6.47K0.00%00.0%Unchanged
Salem Investment Counselors Inc19$6.44K0.00%+19New
Financial Management Professionals, Inc.19$6.42K0.00%−2−9.5%Reduced
Quent Capital, LLC18$6.13K0.00%00.0%Unchanged
Highline Wealth Partners LLC17$5.75K0.00%+4+30.8%Added