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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 2,989 | $982.0K | 0.00% | −307−9.3% | Reduced |
| RSM US Wealth Management LLC | 2,945 | $982.4K | 0.01% | +603+25.7% | Added |
| Calder Financial LLC | 2,991 | $982.8K | 0.96% | +2,991 | New |
| TD Private Client Wealth LLC | 3,023 | $993.4K | 0.02% | +125+4.3% | Added |
| WBI Investments | 3,032 | $996.3K | 0.26% | +3,032 | New |
| Tower Research Capital LLC (TRC) | 3,052 | $1.00M | 0.02% | +1,230+67.5% | Added |
| Clearstead Advisors, LLC | 3,062 | $1.01M | 0.01% | +183+6.4% | Added |
| Crossmark Global Holdings, Inc. | 3,070 | $1.01M | 0.01% | +1,769+136.0% | Added |
| Horizon Investments, LLC | 3,138 | $1.03M | 0.01% | +160+5.4% | Added |
| HB Wealth Management, LLC | 3,169 | $1.04M | 0.01% | +117+3.8% | Added |
| Tempo Wealth, LLC | 3,178 | $1.04M | 0.19% | +3,178 | New |
| Tokio Marine Asset Management Co Ltd | 3,233 | $1.06M | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 3,302 | $1.09M | 0.02% | +36+1.1% | Added |
| Advisor Group Holdings, Inc. | 3,318 | $1.09M | 0.00% | −2,454−42.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,327 | $1.09M | 0.01% | −1,657−33.2% | Reduced |
| North Dakota State Investment Board | 3,354 | $1.10M | 0.04% | +3,354 | New |
| Walleye Trading LLC | 3,405 | $1.12M | 0.02% | +673+24.6% | Added |
| GAMMA Investing LLC | 3,427 | $1.13M | 0.06% | +165+5.1% | Added |
| Sciencast Management LP | 3,442 | $1.13M | 0.16% | −9,095−72.5% | Reduced |
| Panagora Asset Management Inc | 3,557 | $1.17M | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 3,611 | $1.19M | 0.01% | −50−1.4% | Reduced |
| GWM Advisors LLC | 3,617 | $1.19M | 0.00% | +704+24.2% | Added |
| Captrust Financial Advisors | 3,648 | $1.20M | 0.00% | −5−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,650 | $1.20M | 0.01% | +2,011+122.7% | Added |
| Omers Administration Corp | 3,690 | $1.21M | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 3,785 | $1.24M | 0.00% | −77−2.0% | Reduced |
| Assenagon Asset Management S.A. | 3,808 | $1.25M | 0.00% | +293+8.3% | Added |
| Legacy Financial Advisors, Inc. | 3,813 | $1.25M | 0.17% | +536+16.4% | Added |
| Atria Investments LLC | 3,831 | $1.26M | 0.01% | +584+18.0% | Added |
| Hunter Associates Investment Management LLC | 3,830 | $1.26M | 0.17% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,880 | $1.27M | 0.00% | −9,108−70.1% | Reduced |
| Oak Thistle LLC | 3,895 | $1.28M | 0.18% | +3,895 | New |
| MUFG Securities EMEA plc | 3,925 | $1.29M | 0.01% | +2,058+110.2% | Added |
| Commerce Bank | 4,015 | $1.32M | 0.01% | −235−5.5% | Reduced |
| Sanctuary Advisors, LLC | 4,032 | $1.32M | 0.01% | +9+0.2% | Added |
| Gateway Investment Advisers LLC | 4,046 | $1.33M | 0.01% | +1,762+77.1% | Added |
| Allianz Asset Management GmbH | 4,074 | $1.34M | 0.00% | −49−1.2% | Reduced |
| Benjamin Edwards Inc | 4,107 | $1.35M | 0.01% | +754+22.5% | Added |
| Marks Group Wealth Management, Inc | 4,141 | $1.36M | 0.13% | +4,141 | New |
| Callan Family Office, LLC | 4,276 | $1.41M | 0.03% | +816+23.6% | Added |
| Nomura Holdings Inc | 4,288 | $1.41M | 0.00% | −506−10.6% | Reduced |
| Advisors Capital Management, LLC | 4,338 | $1.43M | 0.02% | −81−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,393 | $1.43M | 0.00% | −86−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,443 | $1.46M | 0.04% | −231−4.9% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.47M | 0.42% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 4,500 | $1.48M | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 4,610 | $1.51M | 0.75% | −60−1.3% | Reduced |
| Cetera Investment Advisers | 4,852 | $1.59M | 0.00% | −352−6.8% | Reduced |
| Gulf International Bank (UK) Ltd | 4,893 | $1.61M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,900 | $1.61M | 0.03% | −200−3.9% | Reduced |
| CWM, LLC | 4,903 | $1.61M | 0.00% | −27−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 4,934 | $1.62M | 0.00% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $1.64M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,002 | $1.64M | 0.00% | −514−9.3% | Reduced |
| Empowered Funds, LLC | 5,080 | $1.67M | 0.03% | +302+6.3% | Added |
| MML Investors Services, LLC | 5,083 | $1.67M | 0.00% | −11,611−69.6% | Reduced |
| Hantz Financial Services, Inc. | 5,088 | $1.67M | 0.02% | −1,135−18.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,113 | $1.68M | 0.00% | +214+4.4% | Added |
| Jane Street Group, LLC | 5,271 | $1.73M | 0.00% | +744+16.4% | Added |
| SummitTX Capital, L.P. | 5,296 | $1.74M | 0.05% | +5,296 | New |
| Kestra Private Wealth Services, LLC | 5,368 | $1.76M | 0.02% | +1,944+56.8% | Added |
| Fifth Third Bancorp | 5,396 | $1.77M | 0.01% | +737+15.8% | Added |
| Lighthouse Investment Partners, LLC | 5,402 | $1.78M | 0.06% | +2,172+67.2% | Added |
| Norinchukin Bank, The | 5,422 | $1.78M | 0.02% | +172+3.3% | Added |
| Ostrum Asset Management | 5,451 | $1.79M | 0.09% | −1,808−24.9% | Reduced |
| Mariner, LLC | 5,552 | $1.82M | 0.00% | −8,684−61.0% | Reduced |
| Hartford Investment Management Co | 5,554 | $1.83M | 0.05% | −191−3.3% | Reduced |
| Figure 8 Investment Strategies LLC | 5,587 | $1.84M | 1.63% | −83−1.5% | Reduced |
| Winton Group Ltd | 5,884 | $1.93M | 0.07% | +5,884 | New |
| Sterling Capital Management LLC | 5,891 | $1.94M | 0.03% | −418−6.6% | Reduced |
| Kentucky Retirement Systems | 6,141 | $2.02M | 0.05% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,166 | $2.03M | 0.01% | +6,166 | New |
| Game Creek Capital, LP | 6,225 | $2.05M | 0.78% | −1,225−16.4% | Reduced |
| Teamwork Financial Advisors, LLC | 6,293 | $2.07M | 0.22% | −28,462−81.9% | Reduced |
| Blair William & Co | 6,316 | $2.08M | 0.01% | −625−9.0% | Reduced |
| Metis Global Partners, LLC | 6,538 | $2.15M | 0.05% | +233+3.7% | Added |
| Investment Management Corp of Ontario | 6,590 | $2.17M | 0.03% | +1,940+41.7% | Added |
| Accretive Wealth Partners, LLC | 6,702 | $2.20M | 0.65% | +24+0.4% | Added |
| Dynamic Advisor Solutions LLC | 6,713 | $2.21M | 0.07% | +4,657+226.5% | Added |
| Mizuho Securities USA LLC | 6,972 | $2.24M | 0.04% | −133−1.9% | Reduced |
| CI Private Wealth, LLC | 7,035 | $2.31M | 0.00% | +758+12.1% | Added |
| Assetmark, Inc | 7,101 | $2.33M | 0.00% | +242+3.5% | Added |
| iA Global Asset Management Inc. | 7,147 | $2.35M | 0.03% | +7,147 | New |
| Live Oak Private Wealth LLC | 7,152 | $2.35M | 0.32% | +569+8.6% | Added |
| Brinker Capital Investments, LLC | 7,748 | $2.55M | 0.02% | −2,518−24.5% | Reduced |
| Stratos Wealth Partners, LTD. | 7,800 | $2.56M | 0.03% | −1,512−16.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,878 | $2.59M | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 7,947 | $2.61M | 0.04% | +4,112+107.2% | Added |
| South Shore Capital Advisors | 8,076 | $2.65M | 1.94% | +8,076 | New |
| O'Shaughnessy Asset Management, LLC | 8,182 | $2.69M | 0.01% | +621+8.2% | Added |
| Generali Asset Management SPA SGR | 8,370 | $2.75M | 0.06% | −1,129−11.9% | Reduced |
| Montag A & Associates Inc | 8,536 | $2.81M | 0.13% | −276−3.1% | Reduced |
| Cary Street Partners Financial LLC | 8,578 | $2.82M | 0.07% | −146−1.7% | Reduced |
| M&T Bank Corp | 8,609 | $2.83M | 0.01% | +797+10.2% | Added |
| Truist Financial Corp | 8,701 | $2.86M | 0.00% | −2,031−18.9% | Reduced |
| Baird Financial Group, Inc. | 8,763 | $2.88M | 0.00% | −180−2.0% | Reduced |
| Mercer Global Advisors Inc | 8,845 | $2.91M | 0.00% | +537+6.5% | Added |
| Osmosis Investment Management UK Ltd | 8,883 | $2.93M | 0.07% | +8,883 | New |
| Summit Trail Advisors, LLC | 9,032 | $2.98M | 0.05% | −18−0.2% | Reduced |
| Avanza Fonder AB | 9,128 | $3.00M | 0.08% | +2,606+40.0% | Added |