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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, 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.

Institutional holdersQ2 2025: 724 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 heldQ2 2025: $28.5B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2025.

Institutions holding WTW in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CKW Financial Group121$37.0K0.00%00.0%Unchanged
Park Square Financial Group, LLC118$36.2K0.03%00.0%Unchanged
Trust Co of Vermont109$33.4K0.00%00.0%Unchanged
Aventus Investment Advisors, Inc.109$33.4K0.03%+109New
AdvisorNet Financial, Inc108$33.1K0.00%−1−0.9%Reduced
Farmers & Merchants Investments Inc97$29.7K0.00%00.0%Unchanged
McIlrath & Eck, LLC96$29.4K0.00%00.0%Unchanged
Cornerstone Planning Group LLC88$28.6K0.01%+3+3.5%Added
Harbor Investment Advisory, LLC93$28.5K0.00%00.0%Unchanged
Crewe Advisors LLC90$27.6K0.00%−4−4.3%Reduced
MV Capital Management, Inc.87$26.7K0.00%−4−4.4%Reduced
True Wealth Design, LLC87$26.7K0.01%−2−2.2%Reduced
New Age Alpha Advisors, LLC86$26.4K0.00%00.0%Unchanged
Meeder Asset Management Inc82$25.1K0.00%+12+17.1%Added
Spire Wealth Management81$24.8K0.00%−9−10.0%Reduced
GeoWealth Management, LLC71$21.8K0.00%+71New
Investors Research Corp69$21.1K0.00%00.0%Unchanged
GW&K Investment Management, LLC67$21.0K0.00%+6+9.8%Added
Private Wealth Management Group, LLC68$20.8K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.66$20.2K0.00%+62+1,550.0%Added
Clear Street Markets LLC66$20.2K0.01%+66New
Kayne Anderson Rudnick Investment Management LLC64$19.8K0.00%+19+42.2%Added
Covestor Ltd61$19.0K0.01%00.0%Unchanged
Millstone Evans Group, LLC58$17.8K0.01%−11−15.9%Reduced
Bell Investment Advisors, Inc58$17.8K0.00%00.0%Unchanged
Rise Advisors, LLC56$17.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC53$16.2K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC51$15.7K0.00%+1+2.0%Added
Plante Moran Financial Advisors, LLC50$15.3K0.00%00.0%Unchanged
Avalon Trust Co50$15.3K0.00%00.0%Unchanged
NewSquare Capital LLC50$15.3K0.00%+9+22.0%Added
Twin Peaks Wealth Advisors, LLC46$15.1K0.00%+46New
Larson Financial Group LLC47$14.4K0.00%−60−56.1%Reduced
Bruce G. Allen Investments, LLC47$14.4K0.01%−5−9.6%Reduced
Duncker Streett & Co Inc45$13.8K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.45$13.8K0.00%+45New
Fortitude Family Office, LLC39$12.0K0.00%+12+44.4%Added
North Capital, Inc.39$12.0K0.01%00.0%Unchanged
Ancora Advisors, LLC36$11.0K0.00%−540−93.8%Reduced
Whittier Trust Co of Nevada Inc36$11.0K0.00%00.0%Unchanged
CVA Family Office, LLC35$10.7K0.00%−34−49.3%Reduced
Princeton Global Asset Management LLC35$10.7K0.00%+35New
Murphy & Mullick Capital Management Corp32$10.1K0.01%00.0%Unchanged
FSA Wealth Management LLC29$8.89K0.00%00.0%Unchanged
Aspect Partners, LLC28$8.58K0.00%00.0%Unchanged
Smithfield Trust Co26$8.00K0.00%00.0%Unchanged
Abound Wealth Management26$7.97K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$7.97K0.00%00.0%Unchanged
Rossby Financial, LCC23$7.05K0.00%+23New
Raffa Wealth Management, LLC21$6.44K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC21$6.44K0.00%00.0%Unchanged
Howard Hughes Medical Institute21$6.44K0.00%+21New
DiNuzzo Private Wealth, Inc.28$6.18K0.00%+1+3.7%Added
Colonial Trust Co20$6.09K0.00%00.0%Unchanged
Ogorek Anthony Joseph21$6.00K0.00%−5−19.2%Reduced
Avion Wealth21$6.00K0.00%+6+40.0%Added
Salem Investment Counselors Inc19$5.84K0.00%00.0%Unchanged
Financial Management Professionals, Inc.19$5.84K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd19$5.82K0.00%−2,801−99.3%Reduced
Asset Dedication, LLC18$5.52K0.00%+18New
Bare Financial Services, Inc17$5.21K0.00%+16+1,600.0%Added
Harbour Investments, Inc.15$4.60K0.00%−1−6.3%Reduced
Trust Co of Toledo NA15$4.60K0.00%+15New
Brown, Lisle/Cummings, Inc.14$4.29K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$4.23K0.00%−3−18.8%Reduced
Highline Wealth Partners LLC13$3.98K0.00%−4−23.5%Reduced
Sierra Ocean, LLC13$3.98K0.00%00.0%Unchanged
Missouri Trust & Investment Co13$3.98K0.00%+13New
Atlantic Trust, LLC12$3.68K0.00%−25−67.6%Reduced
Whipplewood Advisors, LLC12$3.68K0.00%−11,285−99.9%Reduced
Pinnacle Bancorp, Inc.10$3.06K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC10$3.06K0.00%00.0%Unchanged
Grove Bank & Trust10$3.06K0.00%+10New
Talon Private Wealth, LLC10$3.06K0.00%+10New
Dunhill Financial, LLC9$2.79K0.00%00.0%Unchanged
Tompkins Financial Corp9$2.76K0.00%00.0%Unchanged
Key Financial Inc9$2.76K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC9$2.65K0.00%00.0%Unchanged
Hollencrest Capital Management8$2.45K0.00%00.0%Unchanged
South State Corp.7$2.15K0.00%−5−41.7%Reduced
SJS Investment Consulting Inc.7$2.15K0.00%−5−41.7%Reduced
Anchor Investment Management, LLC7$2.15K0.00%00.0%Unchanged
First Command Advisory Services, Inc.7$2.15K0.00%00.0%Unchanged
Eq Wealth Advisors, LLC7$2.15K0.00%00.0%Unchanged
Motco6$1.90K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC6$1.84K0.00%00.0%Unchanged
Core Alternative Capital6$1.84K0.00%00.0%Unchanged
Clark Wealth Partners6$1.84K0.00%00.0%Unchanged
WPG Advisers, LLC5$1.53K0.00%−123−96.1%Reduced
Aventura Private Wealth, LLC5$1.53K0.00%+5New
Bay Harbor Wealth Management, LLC4$1.23K0.00%+1+33.3%Added
CoreCap Advisors, LLC4$1.23K0.00%−1−20.0%Reduced
Tortoise Investment Management, LLC4$1.23K0.00%+4New
GPS Wealth Strategies Group, LLC4$1.23K0.00%+4New
Atticus Wealth Management, LLC4$1.23K0.00%+4New
Kilter Group LLC4$1.23K0.00%+4New
Prestige Wealth Management Group LLC3$9230.00%00.0%Unchanged
Valued Wealth Advisors LLC3$9230.00%00.0%Unchanged
DecisionPoint Financial, LLC3$9230.00%+3New
Activest Wealth Management3$9200.00%−6−66.7%Reduced