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, Q4 2025
Institutional positions in Willis Towers Watson PLC as of Dec 31, 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
- 751
- +34 vs. Q3 2025
- Shares held
- 94.2M
- +3.47M (+3.8%) vs. Q3 2025
- Total value
- $31.0B
- −$381.4M (−1.2%) vs. Q3 2025
- New holders
- 114
- 234 more added
- Sold out
- 80
- 279 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 34 | $11.2K | 0.00% | +1+3.0% | Added |
| Salomon & Ludwin, LLC | 34 | $11.4K | 0.00% | −30−46.9% | Reduced |
| Purpose Unlimited Inc. | 39 | $12.8K | 0.00% | +39 | New |
| Fortitude Family Office, LLC | 41 | $13.5K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 41 | $13.5K | 0.00% | +41 | New |
| Truvestments Capital LLC | 42 | $13.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 45 | $14.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 47 | $15.4K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 47 | $15.5K | 0.00% | +47 | New |
| Plante Moran Financial Advisors, LLC | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 51 | $16.8K | 0.00% | +41+410.0% | Added |
| CVA Family Office, LLC | 54 | $17.7K | 0.00% | −2−3.6% | Reduced |
| Cape Investment Advisory, Inc. | 54 | $17.7K | 0.01% | +34+170.0% | Added |
| Covestor Ltd | 55 | $18.0K | 0.01% | −5−8.3% | Reduced |
| Central Trust Co | 56 | $18.4K | 0.00% | −9−13.8% | Reduced |
| Millstone Evans Group, LLC | 56 | $18.4K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 59 | $18.5K | 0.11% | +59 | New |
| New Age Alpha Advisors, LLC | 59 | $19.4K | 0.00% | −27−31.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $20.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $21.7K | 0.01% | −2−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 66 | $21.8K | 0.00% | +12+22.2% | Added |
| SOA Wealth Advisors, LLC. | 73 | $24.0K | 0.00% | −10−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 73 | $24.0K | 0.00% | +20+37.7% | Added |
| Bartlett & Co. Wealth Management LLC | 76 | $25.0K | 0.00% | +60+375.0% | Added |
| Spire Wealth Management | 81 | $26.8K | 0.00% | −15−15.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 89 | $27.8K | 0.00% | +89 | New |
| MV Capital Management, Inc. | 87 | $28.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 91 | $28.6K | 0.00% | −84−48.0% | Reduced |
| Larson Financial Group LLC | 88 | $28.9K | 0.00% | +37+72.5% | Added |
| Raiffeisen Bank International AG | 90 | $30.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 94 | $30.9K | 0.00% | +4+4.4% | Added |
| GW&K Investment Management, LLC | 94 | $31.0K | 0.00% | +27+40.3% | Added |
| Trust Co of Vermont | 95 | $31.2K | 0.00% | −14−12.8% | Reduced |
| Reflection Asset Management | 95 | $31.2K | 0.02% | +95 | New |
| McIlrath & Eck, LLC | 96 | $31.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 97 | $31.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $31.9K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 104 | $34.2K | 0.00% | +104 | New |
| Harbor Investment Advisory, LLC | 105 | $34.5K | 0.00% | +12+12.9% | Added |
| AdvisorNet Financial, Inc | 108 | $35.5K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 109 | $35.8K | 0.03% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 110 | $36.1K | 0.01% | +110 | New |
| Motco | 116 | $38.1K | 0.00% | −6−4.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 117 | $38.5K | 0.01% | −4−3.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 119 | $39.1K | 0.01% | +119 | New |
| CKW Financial Group | 121 | $40.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 127 | $41.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 127 | $41.7K | 0.00% | +91+252.8% | Added |
| Manchester Capital Management LLC | 133 | $43.7K | 0.01% | +88+195.6% | Added |
| DV Equities, LLC | 134 | $44.0K | 0.01% | +134 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $44.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 140 | $46.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 143 | $47.0K | 0.01% | −25−14.9% | Reduced |
| New Millennium Group LLC | 155 | $51.0K | 0.02% | −2−1.3% | Reduced |
| Cromwell Holdings LLC | 170 | $56.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $58.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 177 | $58.2K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 182 | $59.9K | 0.00% | +104+133.3% | Added |
| Essential Partners LLC | 185 | $60.8K | 0.02% | +4+2.2% | Added |
| Versant Capital Management, Inc | 188 | $61.8K | 0.01% | +7+3.9% | Added |
| Quantbot Technologies LP | 195 | $64.1K | 0.00% | +195 | New |
| Sentry Investment Management LLC | 218 | $72.0K | 0.05% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $72.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 225 | $73.9K | 0.01% | −6−2.6% | Reduced |
| Gables Capital Management Inc. | 227 | $74.6K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 242 | $79.5K | 0.00% | +46+23.5% | Added |
| Quarry LP | 247 | $81.2K | 0.01% | +247 | New |
| Johnson Financial Group, Inc. | 256 | $84.4K | 0.00% | −3−1.2% | Reduced |
| Parkside Financial Bank & Trust | 265 | $87.1K | 0.01% | +18+7.3% | Added |
| Deseret Mutual Benefit Administrators | 273 | $89.7K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 278 | $91.4K | 0.01% | +17+6.5% | Added |
| DT Investment Partners, LLC | 281 | $92.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 281 | $92.4K | 0.00% | +60+27.1% | Added |
| Onefund, LLC | 288 | $94.6K | 0.06% | +15+5.5% | Added |
| LRI Investments, LLC | 297 | $97.6K | 0.01% | +2+0.7% | Added |
| Syntax Research, Inc. | 300 | $98.7K | 0.06% | −1,999−87.0% | Reduced |
| Goodman Advisory Group, LLC | 310 | $101.9K | 0.03% | −7−2.2% | Reduced |
| Washington Trust Advisors, Inc. | 325 | $106.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 360 | $118.3K | 0.00% | −398−52.5% | Reduced |
| Zions Bancorporation, National Association | 360 | $118.3K | 0.01% | +82+29.5% | Added |
| JNBA Financial Advisors | 375 | $123.2K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 400 | $131.4K | 0.06% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 437 | $138.5K | 0.00% | +437 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 428 | $140.6K | 0.00% | +428 | New |
| Massmutual Trust Co FSB | 434 | $142.6K | 0.00% | −6−1.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 470 | $154.4K | 0.06% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 473 | $155.4K | 0.04% | +473 | New |
| Caitong International Asset Management Co., Ltd | 502 | $165.0K | 0.04% | +275+121.1% | Added |
| Aster Capital Management (DIFC) Ltd | 515 | $169.2K | 0.07% | +515 | New |
| Pinnacle Wealth Planning Services, Inc. | 521 | $171.2K | 0.02% | +521 | New |
| Penserra Capital Management LLC | 537 | $175.0K | 0.00% | −16−2.9% | Reduced |
| NBC Securities, Inc. | 536 | $176.1K | 0.01% | −44−7.6% | Reduced |
| Westpac Banking Corp | 563 | $185.0K | 0.01% | −573−50.4% | Reduced |
| Umb Bank N A | 606 | $199.1K | 0.00% | +32+5.6% | Added |
| William Blair Investment Management, LLC | 619 | $203.4K | 0.00% | −137−18.1% | Reduced |
| Perpetual Ltd | 621 | $204.1K | 0.00% | −87,762−99.3% | Reduced |
| Drive Wealth Management, LLC | 626 | $206.2K | 0.04% | −3−0.5% | Reduced |
| Mather Group, LLC. | 633 | $207.9K | 0.00% | +7+1.1% | Added |
| Quadcap Wealth Management, LLC | 636 | $209.0K | 0.02% | −31−4.6% | Reduced |
| Catalyst Financial Partners LLC | 636 | $209.0K | 0.02% | +14+2.3% | Added |