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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 1,281 | $420.9K | 0.02% | −135−9.5% | Reduced |
| State of Wyoming | 1,284 | $421.9K | 0.05% | +1,284 | New |
| S-Bank Fund Management Ltd | 1,286 | $422.6K | 0.05% | −323−20.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,299 | $427.0K | 0.00% | −400−23.5% | Reduced |
| Oppenheimer Asset Management Inc. | 1,316 | $432.4K | 0.01% | −3,126−70.4% | Reduced |
| United Asset Strategies, Inc. | 1,320 | $433.7K | 0.03% | −100−7.0% | Reduced |
| Bessemer Group Inc | 1,354 | $445.0K | 0.00% | +261+23.9% | Added |
| Plato Investment Management Ltd | 1,359 | $448.7K | 0.03% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 1,367 | $449.2K | 0.12% | −250−15.5% | Reduced |
| GTS Securities LLC | 1,381 | $453.8K | 0.02% | −361−20.7% | Reduced |
| Hilton Head Capital Partners, LLC | 1,381 | $453.8K | 0.27% | +1,381 | New |
| Optimize Financial Inc | 1,384 | $454.8K | 0.23% | +16+1.2% | Added |
| Cresset Asset Management, LLC | 1,405 | $462.9K | 0.00% | +168+13.6% | Added |
| Machina Capital S.A.S. | 1,415 | $465.0K | 0.09% | +1,415 | New |
| Davenport & Co LLC | 1,418 | $466.0K | 0.00% | +86+6.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,422 | $467.5K | 0.00% | +71+5.3% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $471.9K | 0.10% | 00.0% | Unchanged |
| TCW Group Inc | 1,445 | $474.8K | 0.00% | +1,445 | New |
| Central Pacific Bank - Trust Division | 1,450 | $476.5K | 0.06% | +675+87.1% | Added |
| Brown Brothers Harriman & Co | 1,460 | $479.8K | 0.00% | +53+3.8% | Added |
| Mirabella Financial Services LLP | 1,479 | $486.0K | 0.05% | +1,479 | New |
| Quadrant Capital Group LLC | 1,481 | $486.7K | 0.01% | +347+30.6% | Added |
| Avantra Family Wealth, Inc. | 1,484 | $487.6K | 0.35% | +42+2.9% | Added |
| Snowden Capital Advisors LLC | 1,499 | $493.9K | 0.01% | −106−6.6% | Reduced |
| Cladis Investment Advisory, LLC | 1,510 | $496.2K | 0.27% | 00.0% | Unchanged |
| Burney Co | 1,531 | $503.1K | 0.02% | +1,531 | New |
| Global Retirement Partners, LLC | 1,534 | $504.1K | 0.01% | +703+84.6% | Added |
| DHJJ Financial Advisors, Ltd. | 1,535 | $504.4K | 0.17% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,535 | $504.5K | 0.01% | +13+0.9% | Added |
| Fonville Wealth Management LLC | 1,554 | $510.6K | 0.10% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,581 | $519.5K | 0.01% | +802+103.0% | Added |
| Siemens Fonds Invest GmbH | 1,566 | $522.4K | 0.03% | +182+13.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,600 | $525.8K | 0.05% | −26,474−94.3% | Reduced |
| Westerkirk Capital Inc. | 1,624 | $533.6K | 0.05% | +1,624 | New |
| Robeco Institutional Asset Management B.V. | 1,647 | $541.2K | 0.00% | −3,133−65.5% | Reduced |
| Atlantic Union Bankshares Corp | 1,679 | $551.7K | 0.01% | +7+0.4% | Added |
| Neville Rodie & Shaw Inc | 1,698 | $558.0K | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 1,743 | $568.7K | 0.12% | −255−12.8% | Reduced |
| Empower Advisory Group, LLC | 1,740 | $571.8K | 0.00% | +3+0.2% | Added |
| Stephens Inc | 1,743 | $572.8K | 0.01% | −116−6.2% | Reduced |
| 3Chopt Investment Partners, LLC | 1,742 | $574.0K | 0.13% | −48−2.7% | Reduced |
| Bell Investment Advisors, Inc | 1,756 | $577.0K | 0.09% | −3−0.2% | Reduced |
| Glenmede Trust Co NA | 1,778 | $584.3K | 0.00% | +1,778 | New |
| Ronald Blue Trust, Inc. | 1,785 | $586.6K | 0.01% | −105−5.6% | Reduced |
| Woodline Partners LP | 1,785 | $586.6K | 0.00% | +1,785 | New |
| Traphagen Investment Advisors LLC | 1,786 | $586.9K | 0.05% | +1,786 | New |
| Saxon Interests, Inc. | 1,831 | $601.7K | 0.21% | 00.0% | Unchanged |
| Syon Capital LLC | 1,854 | $609.2K | 0.03% | +198+12.0% | Added |
| Achmea Investment Management B.V. | 1,859 | $611.0K | 0.02% | +1,859 | New |
| Coldstream Capital Management Inc | 1,869 | $614.3K | 0.01% | −92−4.7% | Reduced |
| Aaron Wealth Advisors | 1,892 | $621.7K | 0.03% | +411+27.8% | Added |
| DRW Securities, LLC | 1,900 | $624.3K | 0.05% | −219−10.3% | Reduced |
| Formidable Asset Management, LLC | 1,832 | $632.8K | 0.09% | −1,332−42.1% | Reduced |
| Laird Norton Trust Company, LLC | 1,927 | $635.0K | 0.01% | +1,927 | New |
| Steward Partners Investment Advisory, LLC | 1,949 | $640.5K | 0.00% | −76−3.8% | Reduced |
| Transcend Wealth Collective, LLC | 1,961 | $644.4K | 0.05% | +218+12.5% | Added |
| Vestcor Inc | 1,963 | $645.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,012 | $649.5K | 0.02% | +11+0.5% | Added |
| Occudo Quantitative Strategies LP | 2,003 | $658.2K | 0.04% | +2,003 | New |
| Lester Murray Antman dba SimplyRich | 2,015 | $662.0K | 0.17% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,015 | $662.1K | 0.31% | −100−4.7% | Reduced |
| Concurrent Investment Advisors, LLC | 2,043 | $671.3K | 0.01% | +1,462+251.6% | Added |
| Ironwood Investment Counsel, LLC | 2,059 | $676.6K | 0.09% | −165−7.4% | Reduced |
| CAPROCK Group, Inc. | 2,057 | $678.0K | 0.01% | +571+38.4% | Added |
| Kestra Advisory Services, LLC | 2,130 | $699.8K | 0.00% | −695−24.6% | Reduced |
| Thoroughbred Financial Services, LLC | 2,147 | $705.0K | 0.04% | +10.0% | Added |
| Storgate, LLC | 2,179 | $716.0K | 0.59% | +2,179 | New |
| Merit Financial Group, LLC | 2,204 | $724.2K | 0.01% | +223+11.3% | Added |
| First Manhattan Co | 2,204 | $726.3K | 0.00% | +3+0.1% | Added |
| First Horizon Corp | 2,235 | $734.4K | 0.03% | +350+18.6% | Added |
| Keybank National Association | 2,268 | $745.3K | 0.00% | +373+19.7% | Added |
| SRS Capital Advisors, Inc. | 2,269 | $745.7K | 0.02% | −2,946−56.5% | Reduced |
| Prudential PLC | 2,321 | $762.7K | 0.01% | −11,985−83.8% | Reduced |
| S.E.E.D. Planning Group LLC | 2,334 | $767.0K | 0.22% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,380 | $782.1K | 0.08% | +2,380 | New |
| Evelyn Partners Investment Management LLP | 2,412 | $792.6K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,360 | $805.9K | 0.00% | +88+3.9% | Added |
| Savant Capital, LLC | 2,460 | $808.5K | 0.00% | +221+9.9% | Added |
| QRG Capital Management, Inc. | 2,467 | $810.5K | 0.01% | +224+10.0% | Added |
| Engineers Gate Manager LP | 2,467 | $810.7K | 0.01% | +2,467 | New |
| Aso Group Ltd | 2,469 | $811.0K | 0.32% | +2,469 | New |
| Mesirow Financial Investment Management, Inc. | 2,505 | $823.3K | 0.02% | −1,772−41.4% | Reduced |
| Rathbone Brothers plc | 2,519 | $827.7K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 2,558 | $840.6K | 0.28% | +2,558 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $845.8K | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,580 | $847.8K | 0.05% | −51−1.9% | Reduced |
| Gabelli Funds LLC | 2,600 | $854.4K | 0.01% | +300+13.0% | Added |
| Securian Asset Management, Inc | 2,604 | $855.7K | 0.03% | −2,116−44.8% | Reduced |
| Intrust Bank NA | 2,641 | $867.8K | 0.07% | +53+2.0% | Added |
| Fortress Private Ledger, LLC | 2,675 | $879.0K | 0.29% | +816+43.9% | Added |
| South Dakota Investment Council | 2,695 | $886.0K | 0.02% | −160−5.6% | Reduced |
| Vise Technologies, Inc. | 2,706 | $889.1K | 0.02% | +533+24.5% | Added |
| Everence Capital Management Inc | 2,726 | $896.0K | 0.05% | +946+53.1% | Added |
| LMCG Investments, LLC | 2,755 | $905.3K | 0.05% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,800 | $920.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,915 | $928.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,909 | $956.0K | 0.00% | −1,346−31.6% | Reduced |
| 44 Wealth Management LLC | 2,939 | $965.8K | 0.32% | +39+1.3% | Added |
| Capitolis Liquid Global Markets LLC | 2,950 | $969.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 2,973 | $976.9K | 0.02% | −1,741−36.9% | Reduced |