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, Q3 2025
Institutional positions in Willis Towers Watson PLC as of Sep 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
- 730
- +16 vs. Q2 2025
- Shares held
- 91.7M
- −1.06M (−1.1%) vs. Q2 2025
- Total value
- $31.6B
- +$3.58B (+12.8%) vs. Q2 2025
- New holders
- 90
- 245 more added
- Sold out
- 74
- 254 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 17,637 | $6.09M | 0.00% | −35,794−67.0% | Reduced |
| Employees Retirement System of Texas | 16,968 | $5.86M | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,694 | $5.77M | 0.02% | +11,916+249.4% | Added |
| Marathon Capital Management | 16,663 | $5.76M | 1.32% | −260−1.5% | Reduced |
| Intech Investment Management LLC | 16,302 | $5.63M | 0.05% | −35,779−68.7% | Reduced |
| Cooper Investors Pty Ltd | 16,247 | $5.61M | 1.53% | −51,718−76.1% | Reduced |
| Utah Retirement Systems | 16,211 | $5.60M | 0.05% | −297−1.8% | Reduced |
| USS Investment Management Ltd | 16,125 | $5.57M | 0.03% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,868 | $5.48M | 0.04% | +839+5.6% | Added |
| STRS Ohio | 15,839 | $5.47M | 0.02% | +6,850+76.2% | Added |
| Prudential Financial Inc | 15,826 | $5.47M | 0.01% | −371−2.3% | Reduced |
| CIBC Bancorp USA Inc. | 15,641 | $5.40M | 0.03% | +15,641 | New |
| Swiss Life Asset Management Ltd | 15,625 | $5.40M | 0.03% | – | – |
| Jain Global LLC | 15,390 | $5.32M | 0.07% | −38,625−71.5% | Reduced |
| Olstein Capital Management, L.P. | 15,200 | $5.25M | 0.99% | −1,300−7.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,937 | $5.16M | 0.02% | +1,819+13.9% | Added |
| Financial Engines Advisors L.L.C. | 14,788 | $5.11M | 0.01% | +275+1.9% | Added |
| Yousif Capital Management, LLC | 14,539 | $5.02M | 0.05% | −1,117−7.1% | Reduced |
| Prudential PLC | 14,306 | $4.94M | 0.04% | −7,150−33.3% | Reduced |
| New York Life Investment Management LLC | 14,306 | $4.94M | 0.04% | −601−4.0% | Reduced |
| British Columbia Investment Management Corp | 14,250 | $4.92M | 0.03% | −1,387−8.9% | Reduced |
| Mariner, LLC | 14,236 | $4.92M | 0.01% | −885−5.9% | Reduced |
| Ethic Inc. | 14,050 | $4.85M | 0.08% | +36+0.3% | Added |
| The PNC Financial Services Group, Inc. | 13,885 | $4.80M | 0.00% | +677+5.1% | Added |
| Louisbourg Investments Inc. | 17,671 | $4.65M | 1.02% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,162 | $4.55M | 0.01% | −397−2.9% | Reduced |
| Elo Mutual Pension Insurance Co | 13,040 | $4.50M | 0.07% | +2,984+29.7% | Added |
| Teacher Retirement System of Texas | 12,988 | $4.49M | 0.02% | −2,104−13.9% | Reduced |
| JustInvest LLC | 12,928 | $4.47M | 0.05% | +1,852+16.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,587 | $4.35M | 0.04% | +988+8.5% | Added |
| Sciencast Management LP | 12,537 | $4.33M | 0.81% | −652−4.9% | Reduced |
| Bank of Nova Scotia | 12,535 | $4.33M | 0.01% | +949+8.2% | Added |
| US Bancorp | 12,411 | $4.29M | 0.01% | −36−0.3% | Reduced |
| Creative Planning | 12,390 | $4.28M | 0.00% | −12−0.1% | Reduced |
| NEOS Investment Management LLC | 12,163 | $4.20M | 0.03% | +3,698+43.7% | Added |
| IFC Advisors LLC | 12,135 | $4.19M | 0.77% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 12,020 | $4.15M | 1.63% | 00.0% | Unchanged |
| Interval Partners, LP | 11,613 | $4.01M | 0.09% | −6,434−35.7% | Reduced |
| Oregon Public Employees Retirement Fund | 11,077 | $3.83M | 0.05% | +2,553+30.0% | Added |
| Truist Financial Corp | 10,732 | $3.71M | 0.01% | −807−7.0% | Reduced |
| Mutual of America Capital Management LLC | 10,575 | $3.65M | 0.04% | −796−7.0% | Reduced |
| London Co of Virginia | 10,469 | $3.62M | 0.02% | +6,784+184.1% | Added |
| State of Alaska, Department of Revenue | 10,409 | $3.60M | 0.04% | −731−6.6% | Reduced |
| Brinker Capital Investments, LLC | 10,266 | $3.55M | 0.03% | −562−5.2% | Reduced |
| Neuberger Berman Group LLC | 9,584 | $3.31M | 0.00% | +809+9.2% | Added |
| Nordea Investment Management AB | 9,583 | $3.31M | 0.00% | +695+7.8% | Added |
| Public Employees Retirement Association of Colorado | 9,523 | $3.29M | 0.01% | −139−1.4% | Reduced |
| Generali Asset Management SPA SGR | 9,499 | $3.28M | 0.07% | +4,573+92.8% | Added |
| Jefferies Financial Group Inc. | 9,474 | $3.27M | 0.03% | +7,393+355.3% | Added |
| ASR Vermogensbeheer N.V. | 9,372 | $3.24M | 0.04% | −12−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 9,312 | $3.22M | 0.04% | +1,534+19.7% | Added |
| Agf Management Ltd | 9,309 | $3.22M | 0.01% | −345−3.6% | Reduced |
| AMG National Trust Bank | 9,269 | $3.20M | 0.08% | −1,818−16.4% | Reduced |
| Tocqueville Asset Management L.P. | 9,152 | $3.16M | 0.05% | −346−3.6% | Reduced |
| Summit Trail Advisors, LLC | 9,050 | $3.13M | 0.04% | +63+0.7% | Added |
| Banque Cantonale Vaudoise | 9,064 | $3.13M | 0.12% | +749+9.0% | Added |
| Baird Financial Group, Inc. | 8,943 | $3.09M | 0.00% | −330−3.6% | Reduced |
| Montag A & Associates Inc | 8,812 | $3.05M | 0.14% | +276+3.2% | Added |
| Nisa Investment Advisors, LLC | 8,782 | $3.04M | 0.01% | +1,228+16.3% | Added |
| Pathstone Holdings, LLC | 8,789 | $3.04M | 0.01% | −71−0.8% | Reduced |
| Cary Street Partners Financial LLC | 8,724 | $3.01M | 0.08% | −508−5.5% | Reduced |
| Mercer Global Advisors Inc | 8,308 | $2.87M | 0.00% | +545+7.0% | Added |
| Teachers Retirement System of the State of Kentucky | 7,878 | $2.72M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 7,848 | $2.71M | 0.01% | −5,643−41.8% | Reduced |
| M&T Bank Corp | 7,812 | $2.70M | 0.01% | −2,082−21.0% | Reduced |
| SG Americas Securities, LLC | 7,741 | $2.67M | 0.01% | +3,681+90.7% | Added |
| O'Shaughnessy Asset Management, LLC | 7,561 | $2.61M | 0.02% | +871+13.0% | Added |
| D.A. Davidson & Co. | 7,502 | $2.59M | 0.02% | +5,110+213.6% | Added |
| Vivid Wealth Management, LLC | 7,498 | $2.59M | 1.03% | +7,498 | New |
| Game Creek Capital, LP | 7,450 | $2.57M | 1.11% | −1,600−17.7% | Reduced |
| Ostrum Asset Management | 7,259 | $2.51M | 0.11% | +2,876+65.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,165 | $2.51M | 0.00% | −195−2.6% | Reduced |
| Blair William & Co | 6,941 | $2.40M | 0.01% | +373+5.7% | Added |
| Man Group plc | 6,925 | $2.39M | 0.00% | −127,333−94.8% | Reduced |
| Assetmark, Inc | 6,859 | $2.37M | 0.01% | +173+2.6% | Added |
| Mizuho Securities USA LLC | 7,105 | $2.32M | 0.05% | +247+3.6% | Added |
| Accretive Wealth Partners, LLC | 6,678 | $2.31M | 0.70% | +97+1.5% | Added |
| Live Oak Private Wealth LLC | 6,583 | $2.27M | 0.32% | +137+2.1% | Added |
| Avanza Fonder AB | 6,522 | $2.25M | 0.06% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 6,503 | $2.25M | 0.57% | +6,503 | New |
| Sterling Capital Management LLC | 6,309 | $2.18M | 0.03% | −612−8.8% | Reduced |
| Metis Global Partners, LLC | 6,305 | $2.18M | 0.05% | −352−5.3% | Reduced |
| CI Private Wealth, LLC | 6,277 | $2.17M | 0.00% | +107+1.7% | Added |
| Hantz Financial Services, Inc. | 6,223 | $2.15M | 0.03% | −4,839−43.7% | Reduced |
| Kentucky Retirement Systems | 6,141 | $2.12M | 0.06% | −311−4.8% | Reduced |
| Pinnbrook Capital Management LP | 5,851 | $2.02M | 0.37% | +5,851 | New |
| Hartford Investment Management Co | 5,745 | $1.98M | 0.06% | −258−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 5,772 | $1.98M | 0.00% | +1,662+40.4% | Added |
| Figure 8 Investment Strategies LLC | 5,670 | $1.96M | 1.75% | +5,670 | New |
| Northwestern Mutual Wealth Management Co | 5,516 | $1.91M | 0.00% | +451+8.9% | Added |
| Norinchukin Bank, The | 5,250 | $1.81M | 0.02% | −28−0.5% | Reduced |
| SRS Capital Advisors, Inc. | 5,215 | $1.80M | 0.03% | +4,926+1,704.5% | Added |
| Cetera Investment Advisers | 5,204 | $1.80M | 0.00% | −4,526−46.5% | Reduced |
| Louisiana State Employees Retirement System | 5,100 | $1.76M | 0.03% | −100−1.9% | Reduced |
| RBF Capital, LLC | 5,000 | $1.73M | 0.08% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,984 | $1.72M | 0.02% | −537−9.7% | Reduced |
| Commonwealth Equity Services, LLC | 4,934 | $1.71M | 0.00% | −325−6.2% | Reduced |
| CWM, LLC | 4,930 | $1.70M | 0.01% | −209−4.1% | Reduced |
| CIBC Private Wealth Group, LLC | 4,899 | $1.69M | 0.00% | +195+4.1% | Added |
| Gulf International Bank (UK) Ltd | 4,893 | $1.69M | 0.06% | −108−2.2% | Reduced |