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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 2,007 | $623.1K | 0.02% | +747+59.3% | Added |
| Dynamic Advisor Solutions LLC | 2,028 | $621.8K | 0.02% | +10+0.5% | Added |
| Brueske Advisory Services, LLC | 2,022 | $619.7K | 0.42% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 1,831 | $618.8K | 0.29% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 2,015 | $617.0K | 0.17% | −67−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,003 | $614.0K | 0.00% | +7+0.4% | Added |
| Merit Financial Group, LLC | 2,000 | $613.0K | 0.01% | +913+84.0% | Added |
| Entropy Technologies, LP | 1,996 | $611.8K | 0.05% | +1,996 | New |
| Vestcor Inc | 1,963 | $602.0K | 0.02% | −13−0.7% | Reduced |
| Benjamin Edwards Inc | 1,929 | $591.2K | 0.01% | +594+44.5% | Added |
| Achmea Investment Management B.V. | 1,859 | $569.0K | 0.01% | −6,976−79.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,805 | $553.2K | 0.01% | +8+0.4% | Added |
| Everence Capital Management Inc | 1,780 | $546.0K | 0.04% | −600−25.2% | Reduced |
| Empower Advisory Group, LLC | 1,733 | $531.2K | 0.00% | +2+0.1% | Added |
| Aquatic Capital Management LLC | 1,710 | $524.1K | 0.01% | −4,765−73.6% | Reduced |
| Colony Group, LLC | 1,708 | $523.4K | 0.00% | −44−2.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,698 | $520.0K | 0.04% | −1,134−40.0% | Reduced |
| First Horizon Advisors, Inc. | 1,675 | $513.6K | 0.01% | +73+4.6% | Added |
| Snowden Capital Advisors LLC | 1,657 | $509.4K | 0.02% | −690−29.4% | Reduced |
| Stephens Inc | 1,636 | $501.5K | 0.01% | −216−11.7% | Reduced |
| S-Bank Fund Management Ltd | 1,630 | $499.6K | 0.07% | +1,630 | New |
| Sequoia Financial Advisors, LLC | 1,627 | $498.8K | 0.00% | +62+4.0% | Added |
| Busey Wealth Management | 1,618 | $495.9K | 0.02% | −346−17.6% | Reduced |
| Coldstream Capital Management Inc | 1,615 | $494.8K | 0.01% | +190+13.3% | Added |
| Park Avenue Securities LLC | 1,579 | $484.0K | 0.00% | +1,579 | New |
| Evanson Asset Management, LLC | 1,576 | $483.0K | 0.03% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 1,571 | $481.5K | 0.04% | −50−3.1% | Reduced |
| Fonville Wealth Management LLC | 1,555 | $476.6K | 0.12% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,538 | $473.1K | 0.00% | +398+34.9% | Added |
| Proficio Capital Partners LLC | 1,541 | $472.4K | 0.03% | +55+3.7% | 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 |
| Aptus Capital Advisors, LLC | 1,535 | $470.4K | 0.00% | +882+135.1% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $462.8K | 0.29% | 00.0% | Unchanged |
| Syon Capital LLC | 1,466 | $449.3K | 0.03% | +306+26.4% | Added |
| R Squared Ltd | 1,464 | $448.7K | 0.25% | +364+33.1% | Added |
| Qtron Investments LLC | 1,450 | $444.4K | 0.06% | −1,140−44.0% | Reduced |
| Glenmede Investment Management, LP | 1,448 | $443.8K | 0.00% | +1,448 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $440.1K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,435 | $439.9K | 0.02% | +77+5.7% | Added |
| Siemens Fonds Invest GmbH | 1,430 | $438.3K | 0.03% | +248+21.0% | Added |
| Avantra Family Wealth, Inc. | 1,421 | $435.5K | 0.36% | +28+2.0% | Added |
| MQS Management LLC | 1,406 | $430.9K | 0.24% | +24+1.7% | Added |
| Capital Analysts, LLC | 1,385 | $425.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,383 | $423.9K | 0.05% | −126−8.3% | Reduced |
| Crossmark Global Holdings, Inc. | 1,380 | $423.0K | 0.01% | −1,104−44.4% | Reduced |
| Davenport & Co LLC | 1,379 | $422.7K | 0.00% | −17−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,362 | $418.0K | 0.00% | +121+9.8% | Added |
| Plato Investment Management Ltd | 1,359 | $415.0K | 0.03% | −2,122−61.0% | Reduced |
| Quadrant Capital Group LLC | 1,349 | $413.5K | 0.01% | +163+13.7% | Added |
| Maridea Wealth Management LLC | 1,348 | $413.2K | 0.11% | +541+67.0% | Added |
| Fidelis Capital Partners, LLC | 1,204 | $391.9K | 0.04% | −30−2.4% | Reduced |
| Rockland Trust Co | 1,266 | $388.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,258 | $386.8K | 0.00% | +1,154+1,109.6% | Added |
| Hanlon Investment Management, Inc. | 1,259 | $385.9K | 0.28% | +1,259 | New |
| Profund Advisors LLC | 1,246 | $381.9K | 0.01% | −148−10.6% | Reduced |
| Transcend Wealth Collective, LLC | 1,215 | $372.4K | 0.03% | +579+91.0% | Added |
| Ritholtz Wealth Management | 1,210 | $370.9K | 0.01% | +8+0.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $367.8K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,196 | $366.5K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,172 | $360.0K | 0.00% | +232+24.7% | Added |
| MAI Capital Management | 1,171 | $358.8K | 0.00% | +82+7.5% | Added |
| Trust Asset Management LLC | 1,166 | $357.4K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,157 | $354.6K | 0.01% | −177−13.3% | Reduced |
| Brown Brothers Harriman & Co | 1,155 | $354.0K | 0.00% | +150+14.9% | Added |
| Alhambra Investment Partners LLC | 1,147 | $351.5K | 0.17% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 1,138 | $348.8K | 0.01% | −17−1.5% | Reduced |
| Buckingham Strategic Partners | 1,139 | $348.7K | 0.00% | +409+56.0% | Added |
| Advisory Services Network, LLC | 1,103 | $348.3K | 0.01% | +302+37.7% | Added |
| Cresset Asset Management, LLC | 1,132 | $347.9K | 0.00% | −221−16.3% | Reduced |
| ORG Partners LLC | 1,118 | $343.9K | 0.07% | +6+0.5% | Added |
| Optimize Financial Inc | 1,118 | $342.7K | 0.21% | −8−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,113 | $341.1K | 0.08% | −39−3.4% | Reduced |
| Point72 (DIFC) Ltd | 1,108 | $339.7K | 0.03% | +1,108 | New |
| Quarry LP | 1,106 | $339.0K | 0.08% | −1,553−58.4% | Reduced |
| Fielder Capital Group LLC | 1,101 | $337.6K | 0.09% | −139−11.2% | Reduced |
| Raub Brock Capital Management LP | 1,100 | $337.1K | 0.07% | −250−18.5% | Reduced |
| SCS Capital Management LLC | 1,094 | $336.3K | 0.00% | +1,094 | New |
| Bessemer Group Inc | 1,091 | $334.0K | 0.00% | −117−9.7% | Reduced |
| Fiduciary Trust Co | 1,088 | $333.6K | 0.00% | +159+17.1% | Added |
| Mayflower Financial Advisors, LLC | 1,074 | $329.2K | 0.05% | −2−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 1,069 | $327.6K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,060 | $324.9K | 0.05% | −120−10.2% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,034 | $317.0K | 0.20% | −184−15.1% | 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 |
| Ascent Group, LLC | 1,004 | $307.7K | 0.01% | −5,238−83.9% | Reduced |
| Wetherby Asset Management Inc | 1,004 | $307.7K | 0.01% | +1,004 | New |
| Cigna Investments Inc | 993 | $305.0K | 0.05% | −17−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 990 | $303.5K | 0.00% | −363−26.8% | Reduced |
| EverSource Wealth Advisors, LLC | 989 | $303.2K | 0.01% | +411+71.1% | Added |
| Westpac Banking Corp | 988 | $302.8K | 0.02% | −9−0.9% | Reduced |
| Seed Wealth Management, Inc. | 970 | $297.3K | 0.22% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 962 | $294.9K | 0.01% | +962 | New |
| Scott Marsh Financial, LLC | 950 | $291.2K | 0.11% | +950 | New |
| Cassaday & Co Wealth Management LLC | 950 | $291.2K | 0.01% | +28+3.0% | Added |
| Resonant Capital Advisors, LLC | 933 | $286.8K | 0.02% | +106+12.8% | Added |
| Eagle Rock Investment Company, LLC | 924 | $283.2K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 908 | $278.3K | 0.00% | +23+2.6% | Added |
| Integrated Investment Consultants, LLC | 908 | $278.3K | 0.05% | +908 | New |