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, Q2 2025
Institutional positions in Willis Towers Watson PLC as of Jun 30, 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
- 724
- −27 vs. Q1 2025
- Shares held
- 94.3M
- +911.1K (+1.0%) vs. Q1 2025
- Total value
- $28.5B
- −$3.00B (−9.5%) vs. Q1 2025
- New holders
- 78
- 249 more added
- Sold out
- 105
- 273 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 58 | $17.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 61 | $19.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 64 | $19.8K | 0.00% | +19+42.2% | Added |
| Clear Street Markets LLC | 66 | $20.2K | 0.01% | +66 | New |
| Cullen/Frost Bankers, Inc. | 66 | $20.2K | 0.00% | +62+1,550.0% | Added |
| Private Wealth Management Group, LLC | 68 | $20.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 67 | $21.0K | 0.00% | +6+9.8% | Added |
| Investors Research Corp | 69 | $21.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 71 | $21.8K | 0.00% | +71 | New |
| Spire Wealth Management | 81 | $24.8K | 0.00% | −9−10.0% | Reduced |
| Meeder Asset Management Inc | 82 | $25.1K | 0.00% | +12+17.1% | Added |
| New Age Alpha Advisors, LLC | 86 | $26.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $26.7K | 0.00% | −4−4.4% | Reduced |
| True Wealth Design, LLC | 87 | $26.7K | 0.01% | −2−2.2% | Reduced |
| Crewe Advisors LLC | 90 | $27.6K | 0.00% | −4−4.3% | Reduced |
| Harbor Investment Advisory, LLC | 93 | $28.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 88 | $28.6K | 0.01% | +3+3.5% | Added |
| McIlrath & Eck, LLC | 96 | $29.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $29.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 108 | $33.1K | 0.00% | −1−0.9% | Reduced |
| Trust Co of Vermont | 109 | $33.4K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 109 | $33.4K | 0.03% | +109 | New |
| Park Square Financial Group, LLC | 118 | $36.2K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 121 | $37.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 125 | $38.0K | 0.01% | +11+9.6% | Added |
| Mount Yale Investment Advisors, LLC | 126 | $38.6K | 0.00% | +126 | New |
| Central Trust Co | 134 | $41.1K | 0.00% | −8−5.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 134 | $41.2K | 0.01% | +1+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $41.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 140 | $42.9K | 0.01% | −3−2.1% | Reduced |
| Heritage Wealth Advisors | 154 | $47.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 161 | $49.3K | 0.00% | +21+15.0% | Added |
| Cromwell Holdings LLC | 170 | $52.3K | 0.03% | +12+7.6% | Added |
| Smallwood Wealth Investment Management, LLC | 177 | $54.3K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $55.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $55.2K | 0.01% | −94−34.3% | Reduced |
| Essential Partners LLC | 181 | $55.5K | 0.02% | +181 | New |
| American National Bank | 200 | $61.3K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 208 | $63.8K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 210 | $64.4K | 0.00% | +50+31.3% | Added |
| Beacon Capital Management, LLC | 213 | $65.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 221 | $67.7K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 227 | $69.6K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 230 | $70.4K | 0.00% | +230 | New |
| Golden State Wealth Management, LLC | 231 | $70.8K | 0.01% | +1+0.4% | Added |
| Principal Securities, Inc. | 237 | $72.6K | 0.00% | −3,124−92.9% | Reduced |
| Parkside Financial Bank & Trust | 245 | $75.1K | 0.01% | −8−3.2% | Reduced |
| Virtus ETF Advisers LLC | 250 | $76.6K | 0.05% | −350−58.3% | Reduced |
| Smartleaf Asset Management LLC | 254 | $77.3K | 0.01% | −191−42.9% | Reduced |
| Private Trust Co NA | 256 | $78.5K | 0.01% | −19−6.9% | Reduced |
| Onefund, LLC | 263 | $81.0K | 0.06% | +263 | New |
| LRI Investments, LLC | 268 | $82.2K | 0.01% | +28+11.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 278 | $85.2K | 0.01% | +16+6.1% | Added |
| DT Investment Partners, LLC | 281 | $86.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 289 | $88.6K | 0.00% | +159+122.3% | Added |
| MUFG Securities EMEA plc | 294 | $90.1K | 0.00% | +294 | New |
| Sentry Investment Management LLC | 302 | $92.0K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 307 | $94.1K | 0.00% | +222+261.2% | Added |
| Deseret Mutual Benefit Administrators | 321 | $98.4K | 0.05% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 326 | $99.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 336 | $103.0K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 374 | $114.5K | 0.02% | −1,725−82.2% | Reduced |
| JNBA Financial Advisors | 375 | $114.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 392 | $120.1K | 0.00% | +36+10.1% | Added |
| PFS Partners, LLC | 400 | $122.6K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 460 | $141.1K | 0.00% | −31−6.3% | Reduced |
| Simplex Trading, LLC | 464 | $142.0K | 0.00% | +464 | New |
| Greykasell Wealth Strategies, Inc. | 470 | $144.1K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 508 | $155.6K | 0.00% | −17−3.2% | Reduced |
| Allworth Financial LP | 535 | $164.1K | 0.00% | +97+22.1% | Added |
| Penserra Capital Management LLC | 547 | $166.0K | 0.00% | −2,577−82.5% | Reduced |
| Umb Bank N A | 571 | $175.0K | 0.00% | −18−3.1% | Reduced |
| Manchester Capital Management LLC | 589 | $180.5K | 0.02% | +543+1,180.4% | Added |
| Walleye Capital LLC | 608 | $186.4K | 0.00% | −405−40.0% | Reduced |
| Central Pacific Bank - Trust Division | 650 | $199.2K | 0.03% | +650 | New |
| NBC Securities, Inc. | 655 | $200.0K | 0.02% | +5+0.8% | Added |
| Andra AP-fonden | 655 | $200.8K | 0.00% | −5,885−90.0% | Reduced |
| Joel Isaacson & Co., LLC | 657 | $201.4K | 0.01% | +657 | New |
| Anchor Capital Advisors LLC | 660 | $202.3K | 0.01% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 680 | $208.4K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 685 | $209.9K | 0.03% | +146+27.1% | Added |
| Aaron Wealth Advisors | 687 | $210.6K | 0.02% | +47+7.3% | Added |
| Atomi Financial Group, Inc. | 687 | $210.6K | 0.01% | −81−10.5% | Reduced |
| Howard Capital Management Inc. | 686 | $210.9K | 0.00% | +686 | New |
| Modera Wealth Management, LLC | 690 | $211.5K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 704 | $215.8K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 715 | $219.2K | 0.01% | +715 | New |
| Stonegate Investment Group, LLC | 716 | $219.5K | 0.01% | +81+12.8% | Added |
| Journey Strategic Wealth LLC | 718 | $220.2K | 0.01% | +718 | New |
| ASB Consultores, LLC | 719 | $220.4K | 0.15% | +719 | New |
| Wakefield Asset Management LLLP | 720 | $220.7K | 0.06% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 728 | $223.1K | 0.05% | +728 | New |
| IFP Advisors, Inc | 734 | $226.2K | 0.01% | +233+46.5% | Added |
| Pensionmark Financial Group, LLC | 744 | $228.1K | 0.01% | +105+16.4% | Added |
| Quadcap Wealth Management, LLC | 747 | $229.0K | 0.03% | +34+4.8% | Added |
| Commerzbank Aktiengesellschaft | 750 | $230.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 757 | $231.9K | 0.00% | −16−2.1% | Reduced |
| DRW Securities, LLC | 754 | $232.0K | 0.02% | +754 | New |
| Jones Financial Companies LLLP | 767 | $233.6K | 0.00% | +184+31.6% | Added |
| Blueshift Asset Management, LLC | 763 | $233.9K | 0.07% | +763 | New |