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 |
|---|---|---|---|---|---|
| Interval Partners, LP | 18,047 | $5.53M | 0.13% | −13,024−41.9% | Reduced |
| Sendero Wealth Management, LLC | 17,942 | $5.50M | 0.69% | −426−2.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,665 | $5.41M | 0.02% | −2,408−12.0% | Reduced |
| KBC Group NV | 17,330 | $5.31M | 0.01% | +72+0.4% | Added |
| Callahan Advisors, LLC | 17,280 | $5.30M | 0.48% | +551+3.3% | Added |
| Mackenzie Financial Corp | 17,235 | $5.28M | 0.01% | +944+5.8% | Added |
| Moran Wealth Management, LLC | 17,225 | $5.28M | 0.16% | −1,913−10.0% | Reduced |
| Employees Retirement System of Texas | 16,968 | $5.20M | 0.04% | −3,732−18.0% | Reduced |
| Marathon Capital Management | 16,923 | $5.19M | 1.32% | −2,195−11.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 16,768 | $5.14M | 0.14% | −3,338−16.6% | Reduced |
| Utah Retirement Systems | 16,508 | $5.06M | 0.05% | −187−1.1% | Reduced |
| Olstein Capital Management, L.P. | 16,500 | $5.06M | 0.95% | −1,000−5.7% | Reduced |
| Vident Advisory, LLC | 16,344 | $5.01M | 0.06% | +14,429+753.5% | Added |
| Prudential Financial Inc | 16,197 | $4.96M | 0.01% | +3,968+32.4% | Added |
| USS Investment Management Ltd | 16,125 | $4.94M | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,757 | $4.83M | 0.06% | −14,240−47.5% | Reduced |
| Yousif Capital Management, LLC | 15,656 | $4.80M | 0.05% | +72+0.5% | Added |
| British Columbia Investment Management Corp | 15,637 | $4.79M | 0.03% | −3,627−18.8% | Reduced |
| Susquehanna International Group, LLP | 15,580 | $4.78M | 0.01% | +579+3.9% | Added |
| Foyston, Gordon, & Payne Inc | 15,463 | $4.74M | 1.08% | −46−0.3% | Reduced |
| Swiss Life Asset Management Ltd | – | $4.66M | 0.03% | – | – |
| Mariner, LLC | 15,121 | $4.63M | 0.01% | −127−0.8% | Reduced |
| Teacher Retirement System of Texas | 15,092 | $4.63M | 0.02% | +358+2.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,029 | $4.61M | 0.04% | +378+2.6% | Added |
| New York Life Investment Management LLC | 14,907 | $4.57M | 0.04% | +70+0.5% | Added |
| First Trust Advisors LP | 14,806 | $4.54M | 0.00% | +1,659+12.6% | Added |
| Financial Engines Advisors L.L.C. | 14,513 | $4.45M | 0.01% | −555−3.7% | Reduced |
| Quantinno Capital Management LP | 14,476 | $4.44M | 0.02% | +4,162+40.4% | Added |
| Boothbay Fund Management, LLC | 14,261 | $4.37M | 0.14% | −24,086−62.8% | Reduced |
| Ethic Inc. | 14,014 | $4.27M | 0.08% | −1,417−9.2% | Reduced |
| Louisbourg Investments Inc. | 17,671 | $4.20M | 0.99% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,559 | $4.16M | 0.01% | +32+0.2% | Added |
| Pacer Advisors, Inc. | 13,491 | $4.13M | 0.01% | +3,314+32.6% | Added |
| The PNC Financial Services Group, Inc. | 13,208 | $4.05M | 0.00% | −900−6.4% | Reduced |
| Sciencast Management LP | 13,189 | $4.04M | 0.84% | +13,189 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,118 | $4.02M | 0.01% | +1,446+12.4% | Added |
| CIBC World Markets Corp | 12,484 | $3.83M | 0.03% | +404+3.3% | Added |
| US Bancorp | 12,447 | $3.82M | 0.00% | +15+0.1% | Added |
| Nissay Asset Management Corp | 12,429 | $3.81M | 0.02% | −186−1.5% | Reduced |
| Creative Planning | 12,402 | $3.80M | 0.00% | +94+0.8% | Added |
| IFC Advisors LLC | 12,135 | $3.72M | 0.70% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 12,027 | $3.69M | 0.01% | −842−6.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 12,020 | $3.68M | 1.56% | −350−2.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,599 | $3.56M | 0.03% | +116+1.0% | Added |
| Bank of Nova Scotia | 11,586 | $3.55M | 0.01% | −157,993−93.2% | Reduced |
| Truist Financial Corp | 11,539 | $3.54M | 0.01% | +1,851+19.1% | Added |
| Mutual of America Capital Management LLC | 11,371 | $3.49M | 0.04% | −236−2.0% | Reduced |
| State of Alaska, Department of Revenue | 11,140 | $3.41M | 0.04% | −555−4.7% | Reduced |
| AMG National Trust Bank | 11,087 | $3.40M | 0.09% | −1,134−9.3% | Reduced |
| JustInvest LLC | 11,076 | $3.40M | 0.04% | +548+5.2% | Added |
| Hantz Financial Services, Inc. | 11,062 | $3.39M | 0.05% | +1,460+15.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,050 | $3.39M | 0.08% | +11,050 | New |
| Ieq Capital, LLC | 11,009 | $3.37M | 0.02% | +6,174+127.7% | Added |
| Brinker Capital Investments, LLC | 10,828 | $3.32M | 0.03% | +867+8.7% | Added |
| Elo Mutual Pension Insurance Co | 10,056 | $3.08M | 0.06% | +10,056 | New |
| M&T Bank Corp | 9,894 | $3.03M | 0.01% | −766−7.2% | Reduced |
| Dorsey Wright & Associates | 9,734 | $2.98M | 0.71% | +9,734 | New |
| Cetera Investment Advisers | 9,730 | $2.98M | 0.01% | +2,989+44.3% | Added |
| HighTower Advisors, LLC | 9,724 | $2.98M | 0.00% | −1,079−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 9,662 | $2.96M | 0.01% | −574−5.6% | Reduced |
| Agf Management Ltd | 9,654 | $2.96M | 0.01% | +1,508+18.5% | Added |
| Tocqueville Asset Management L.P. | 9,498 | $2.91M | 0.04% | −75−0.8% | Reduced |
| ASR Vermogensbeheer N.V. | 9,384 | $2.88M | 0.04% | −33−0.4% | Reduced |
| Baird Financial Group, Inc. | 9,273 | $2.84M | 0.00% | +89+1.0% | Added |
| Cary Street Partners Financial LLC | 9,232 | $2.83M | 0.08% | −648−6.6% | Reduced |
| Game Creek Capital, LP | 9,050 | $2.77M | 1.42% | −725−7.4% | Reduced |
| Summit Trail Advisors, LLC | 8,987 | $2.76M | 0.05% | +7,725+612.1% | Added |
| STRS Ohio | 8,989 | $2.76M | 0.01% | +2,878+47.1% | Added |
| Pathstone Holdings, LLC | 8,860 | $2.72M | 0.01% | +773+9.6% | Added |
| Quantbot Technologies LP | 8,814 | $2.70M | 0.07% | +6,024+215.9% | Added |
| Nordea Investment Management AB | 8,888 | $2.70M | 0.00% | +86+1.0% | Added |
| Neuberger Berman Group LLC | 8,775 | $2.69M | 0.00% | +1,375+18.6% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 8,627 | $2.64M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 8,608 | $2.64M | 0.01% | −4,427−34.0% | Reduced |
| Montag A & Associates Inc | 8,536 | $2.62M | 0.13% | −452−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 8,524 | $2.61M | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 8,465 | $2.59M | 0.03% | +1,783+26.7% | Added |
| Banque Cantonale Vaudoise | 8,315 | $2.55M | 0.10% | +225+2.8% | Added |
| Acadian Asset Management LLC | 7,979 | $2.44M | 0.01% | −47,047−85.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,878 | $2.41M | 0.02% | +196+2.6% | Added |
| Stratos Wealth Partners, LTD. | 7,778 | $2.38M | 0.03% | +827+11.9% | Added |
| Mercer Global Advisors Inc | 7,763 | $2.38M | 0.01% | −665−7.9% | Reduced |
| Nisa Investment Advisors, LLC | 7,554 | $2.32M | 0.01% | −135−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 7,360 | $2.26M | 0.00% | +1,349+22.4% | Added |
| Thrivent Financial for Lutherans | 7,093 | $2.17M | 0.00% | +643+10.0% | Added |
| Syntax Research, Inc. | 6,988 | $2.14M | 1.52% | +6,988 | New |
| Sterling Capital Management LLC | 6,921 | $2.12M | 0.03% | +1,123+19.4% | Added |
| Sustainable Insight Capital Management, LLC | 6,891 | $2.11M | 0.96% | +6,891 | New |
| Mizuho Securities USA LLC | 6,858 | $2.10M | 0.04% | +6,858 | New |
| O'Shaughnessy Asset Management, LLC | 6,690 | $2.05M | 0.01% | +645+10.7% | Added |
| Assetmark, Inc | 6,686 | $2.05M | 0.00% | +69+1.0% | Added |
| Metis Global Partners, LLC | 6,657 | $2.04M | 0.05% | −350−5.0% | Reduced |
| Accretive Wealth Partners, LLC | 6,581 | $2.02M | 0.66% | +79+1.2% | Added |
| Blair William & Co | 6,568 | $2.01M | 0.01% | +19+0.3% | Added |
| Avanza Fonder AB | 6,522 | $2.00M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 6,452 | $1.98M | 0.06% | −423−6.2% | Reduced |
| Live Oak Private Wealth LLC | 6,446 | $1.98M | 0.29% | +86+1.4% | Added |
| QRG Capital Management, Inc. | 6,441 | $1.97M | 0.02% | −614−8.7% | Reduced |
| CI Private Wealth, LLC | 6,170 | $1.89M | 0.00% | −391−6.0% | Reduced |
| Jane Street Group, LLC | 6,150 | $1.88M | 0.00% | −11,695−65.5% | Reduced |