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 |
|---|---|---|---|---|---|
| William Blair Investment Management, LLC | 765 | $234.5K | 0.00% | −30−3.8% | Reduced |
| Meeder Advisory Services, Inc. | 766 | $234.8K | 0.01% | −9−1.2% | Reduced |
| MBB Public Markets I LLC | 771 | $236.3K | 0.03% | −179−18.8% | Reduced |
| CX Institutional | 772 | $237.0K | 0.01% | −156−16.8% | Reduced |
| Chapman Financial Group, LLC | 781 | $239.4K | 0.20% | +781 | New |
| Longboard Asset Management, LP | 782 | $239.7K | 0.60% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 789 | $241.7K | 0.00% | +76+10.7% | Added |
| Avantax Advisory Services, Inc. | 795 | $243.6K | 0.00% | +11+1.4% | Added |
| Rothschild Investment LLC | 798 | $244.7K | 0.02% | +5+0.6% | Added |
| Intact Investment Management Inc. | 800 | $245.2K | 0.01% | −200−20.0% | Reduced |
| Graypoint LLC | 802 | $245.8K | 0.01% | −44−5.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 808 | $247.7K | 0.01% | −1,194−59.6% | Reduced |
| Greenleaf Trust | 815 | $249.8K | 0.00% | −28−3.3% | Reduced |
| Citadel Investment Advisory, Inc. | 817 | $250.0K | 0.12% | −9−1.1% | Reduced |
| TownSquare Capital, LLC | 816 | $250.1K | 0.02% | −8,380−91.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 819 | $250.9K | 0.12% | +29+3.7% | Added |
| Global Retirement Partners, LLC | 822 | $252.0K | 0.01% | +822 | New |
| Two Sigma Securities, LLC | 828 | $253.8K | 0.03% | −2,142−72.1% | Reduced |
| Checchi Capital Advisers, LLC | 833 | $255.3K | 0.02% | −59−6.6% | Reduced |
| Red Door Wealth Management, LLC | 840 | $257.5K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 844 | $258.8K | 0.00% | +23+2.8% | Added |
| Sage Mountain Advisors LLC | 875 | $268.2K | 0.02% | −136−13.5% | Reduced |
| Wedmont Private Capital | 885 | $273.0K | 0.01% | −129−12.7% | Reduced |
| Financial Freedom, LLC | 893 | $273.7K | 0.15% | +3+0.3% | Added |
| Integrated Investment Consultants, LLC | 908 | $278.3K | 0.05% | +908 | New |
| Keybank National Association | 908 | $278.3K | 0.00% | +23+2.6% | Added |
| Eagle Rock Investment Company, LLC | 924 | $283.2K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 933 | $286.8K | 0.02% | +106+12.8% | Added |
| Cassaday & Co Wealth Management LLC | 950 | $291.2K | 0.01% | +28+3.0% | Added |
| Scott Marsh Financial, LLC | 950 | $291.2K | 0.11% | +950 | New |
| J. Safra Sarasin Holding AG | 962 | $294.9K | 0.01% | +962 | New |
| Seed Wealth Management, Inc. | 970 | $297.3K | 0.22% | 00.0% | Unchanged |
| Westpac Banking Corp | 988 | $302.8K | 0.02% | −9−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 989 | $303.2K | 0.01% | +411+71.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 990 | $303.5K | 0.00% | −363−26.8% | Reduced |
| Cigna Investments Inc | 993 | $305.0K | 0.05% | −17−1.7% | Reduced |
| Wetherby Asset Management Inc | 1,004 | $307.7K | 0.01% | +1,004 | New |
| Ascent Group, LLC | 1,004 | $307.7K | 0.01% | −5,238−83.9% | Reduced |
| Act Two Investors LLC | 1,029 | $315.4K | 0.06% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,029 | $315.4K | 0.02% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 1,034 | $317.0K | 0.20% | −184−15.1% | Reduced |
| Portside Wealth Group, LLC | 1,060 | $324.9K | 0.05% | −120−10.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,069 | $327.6K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 1,074 | $329.2K | 0.05% | −2−0.2% | Reduced |
| Fiduciary Trust Co | 1,088 | $333.6K | 0.00% | +159+17.1% | Added |
| Bessemer Group Inc | 1,091 | $334.0K | 0.00% | −117−9.7% | Reduced |
| SCS Capital Management LLC | 1,094 | $336.3K | 0.00% | +1,094 | New |
| Raub Brock Capital Management LP | 1,100 | $337.1K | 0.07% | −250−18.5% | Reduced |
| Fielder Capital Group LLC | 1,101 | $337.6K | 0.09% | −139−11.2% | Reduced |
| Quarry LP | 1,106 | $339.0K | 0.08% | −1,553−58.4% | Reduced |
| Point72 (DIFC) Ltd | 1,108 | $339.7K | 0.03% | +1,108 | New |
| Alliance Wealth Advisors, LLC | 1,113 | $341.1K | 0.08% | −39−3.4% | Reduced |
| Optimize Financial Inc | 1,118 | $342.7K | 0.21% | −8−0.7% | Reduced |
| ORG Partners LLC | 1,118 | $343.9K | 0.07% | +6+0.5% | Added |
| Cresset Asset Management, LLC | 1,132 | $347.9K | 0.00% | −221−16.3% | Reduced |
| Advisory Services Network, LLC | 1,103 | $348.3K | 0.01% | +302+37.7% | Added |
| Buckingham Strategic Partners | 1,139 | $348.7K | 0.00% | +409+56.0% | Added |
| Kestra Private Wealth Services, LLC | 1,138 | $348.8K | 0.01% | −17−1.5% | Reduced |
| Alhambra Investment Partners LLC | 1,147 | $351.5K | 0.17% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,155 | $354.0K | 0.00% | +150+14.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,157 | $354.6K | 0.01% | −177−13.3% | Reduced |
| Trust Asset Management LLC | 1,166 | $357.4K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 1,171 | $358.8K | 0.00% | +82+7.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,172 | $360.0K | 0.00% | +232+24.7% | Added |
| Forum Financial Management, LP | 1,196 | $366.5K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $367.8K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,210 | $370.9K | 0.01% | +8+0.7% | Added |
| Transcend Wealth Collective, LLC | 1,215 | $372.4K | 0.03% | +579+91.0% | Added |
| Profund Advisors LLC | 1,246 | $381.9K | 0.01% | −148−10.6% | Reduced |
| Hanlon Investment Management, Inc. | 1,259 | $385.9K | 0.28% | +1,259 | New |
| TD Waterhouse Canada Inc. | 1,258 | $386.8K | 0.00% | +1,154+1,109.6% | Added |
| Rockland Trust Co | 1,266 | $388.0K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,204 | $391.9K | 0.04% | −30−2.4% | Reduced |
| Maridea Wealth Management LLC | 1,348 | $413.2K | 0.11% | +541+67.0% | Added |
| Quadrant Capital Group LLC | 1,349 | $413.5K | 0.01% | +163+13.7% | Added |
| Plato Investment Management Ltd | 1,359 | $415.0K | 0.03% | −2,122−61.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,362 | $418.0K | 0.00% | +121+9.8% | Added |
| Davenport & Co LLC | 1,379 | $422.7K | 0.00% | −17−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 1,380 | $423.0K | 0.01% | −1,104−44.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,383 | $423.9K | 0.05% | −126−8.3% | Reduced |
| Capital Analysts, LLC | 1,385 | $425.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 1,406 | $430.9K | 0.24% | +24+1.7% | Added |
| Avantra Family Wealth, Inc. | 1,421 | $435.5K | 0.36% | +28+2.0% | Added |
| Siemens Fonds Invest GmbH | 1,430 | $438.3K | 0.03% | +248+21.0% | Added |
| HighPoint Advisor Group LLC | 1,435 | $439.9K | 0.02% | +77+5.7% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $440.1K | 0.10% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,448 | $443.8K | 0.00% | +1,448 | New |
| Qtron Investments LLC | 1,450 | $444.4K | 0.06% | −1,140−44.0% | Reduced |
| R Squared Ltd | 1,464 | $448.7K | 0.25% | +364+33.1% | Added |
| Syon Capital LLC | 1,466 | $449.3K | 0.03% | +306+26.4% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $462.8K | 0.29% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 1,535 | $470.4K | 0.00% | +882+135.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,535 | $470.5K | 0.17% | −215−12.3% | Reduced |
| Fortress Private Ledger, LLC | 1,535 | $470.5K | 0.21% | +434+39.4% | Added |
| Proficio Capital Partners LLC | 1,541 | $472.4K | 0.03% | +55+3.7% | Added |
| Lido Advisors, LLC | 1,538 | $473.1K | 0.00% | +398+34.9% | Added |
| Fonville Wealth Management LLC | 1,555 | $476.6K | 0.12% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,571 | $481.5K | 0.04% | −50−3.1% | Reduced |
| Evanson Asset Management, LLC | 1,576 | $483.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,579 | $484.0K | 0.00% | +1,579 | New |