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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 17,271 | $5.68M | 0.01% | −569−3.2% | Reduced |
| Callahan Advisors, LLC | 17,270 | $5.67M | 0.47% | −420−2.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 17,184 | $5.65M | 1.23% | −2,675−13.5% | Reduced |
| Sendero Wealth Management, LLC | 17,111 | $5.62M | 0.62% | −672−3.8% | Reduced |
| Marathon Capital Management | 16,580 | $5.45M | 1.17% | −83−0.5% | Reduced |
| Bank of Nova Scotia | 16,264 | $5.34M | 0.01% | +3,729+29.7% | Added |
| USS Investment Management Ltd | 16,188 | $5.32M | 0.03% | +63+0.4% | Added |
| Utah Retirement Systems | 16,049 | $5.27M | 0.05% | −162−1.0% | Reduced |
| STRS Ohio | 15,793 | $5.19M | 0.02% | −46−0.3% | Reduced |
| Heartland Advisors Inc | 15,600 | $5.13M | 0.28% | −8,359−34.9% | Reduced |
| CIBC World Markets Corp | 15,382 | $5.05M | 0.03% | +15,382 | New |
| HighTower Advisors, LLC | 15,212 | $5.00M | 0.01% | −13,286−46.6% | Reduced |
| Olstein Capital Management, L.P. | 15,200 | $5.00M | 1.02% | 00.0% | Unchanged |
| Heights Point Management, LP | 14,676 | $4.82M | 4.11% | +14,676 | New |
| D.A. Davidson & Co. | 14,672 | $4.82M | 0.03% | +7,170+95.6% | Added |
| Louisbourg Investments Inc. | 18,693 | $4.82M | 0.96% | +1,022+5.8% | Added |
| NEOS Investment Management LLC | 14,641 | $4.81M | 0.03% | +2,478+20.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,539 | $4.78M | 0.04% | −1,329−8.4% | Reduced |
| Man Group plc | 14,232 | $4.68M | 0.01% | +7,307+105.5% | Added |
| Swedbank AB | 14,124 | $4.64M | 0.00% | −5,676−28.7% | Reduced |
| Financial Engines Advisors L.L.C. | 14,088 | $4.63M | 0.01% | −700−4.7% | Reduced |
| Creative Planning | 14,086 | $4.63M | 0.00% | +1,696+13.7% | Added |
| Boothbay Fund Management, LLC | 14,071 | $4.62M | 0.12% | −3,751−21.0% | Reduced |
| Ethic Inc. | 13,967 | $4.59M | 0.07% | −83−0.6% | Reduced |
| Yousif Capital Management, LLC | 13,590 | $4.37M | 0.05% | −949−6.5% | Reduced |
| JustInvest LLC | 12,832 | $4.22M | 0.04% | −96−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,802 | $4.21M | 0.03% | +215+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 12,207 | $4.01M | 0.05% | +12,207 | New |
| IFC Advisors LLC | 12,135 | $3.99M | 0.58% | 00.0% | Unchanged |
| US Bancorp | 11,726 | $3.85M | 0.00% | −685−5.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 11,339 | $3.78M | 0.01% | +11,339 | New |
| Elo Mutual Pension Insurance Co | 11,330 | $3.72M | 0.06% | −1,710−13.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 11,117 | $3.65M | 0.01% | −2,045−15.5% | Reduced |
| Oregon Public Employees Retirement Fund | 10,955 | $3.60M | 0.05% | −122−1.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 10,870 | $3.57M | 1.37% | −1,150−9.6% | Reduced |
| Pacer Advisors, Inc. | 10,623 | $3.49M | 0.01% | +2,775+35.4% | Added |
| London Co of Virginia | 10,483 | $3.44M | 0.02% | +14+0.1% | Added |
| Mutual of America Capital Management LLC | 10,282 | $3.38M | 0.04% | −293−2.8% | Reduced |
| Nordea Investment Management AB | 10,117 | $3.35M | 0.00% | +534+5.6% | Added |
| Prudential Financial Inc | 10,085 | $3.31M | 0.00% | −5,741−36.3% | Reduced |
| Nisa Investment Advisors, LLC | 9,953 | $3.28M | 0.01% | +1,171+13.3% | Added |
| Pathstone Holdings, LLC | 9,760 | $3.21M | 0.01% | +971+11.0% | Added |
| Neuberger Berman Group LLC | 9,704 | $3.19M | 0.00% | +120+1.3% | Added |
| Agf Management Ltd | 9,690 | $3.18M | 0.01% | +381+4.1% | Added |
| Public Employees Retirement Association of Colorado | 9,523 | $3.13M | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 9,505 | $3.12M | 0.03% | −7,463−44.0% | Reduced |
| State of Alaska, Department of Revenue | 9,494 | $3.12M | 0.03% | −915−8.8% | Reduced |
| Banque Cantonale Vaudoise | 9,387 | $3.08M | 0.11% | +323+3.6% | Added |
| ASR Vermogensbeheer N.V. | 9,302 | $3.06M | 0.04% | −70−0.7% | Reduced |
| AMG National Trust Bank | 9,168 | $3.01M | 0.07% | −101−1.1% | Reduced |
| Tocqueville Asset Management L.P. | 9,164 | $3.01M | 0.04% | +12+0.1% | Added |
| Avanza Fonder AB | 9,128 | $3.00M | 0.08% | +2,606+40.0% | Added |
| Summit Trail Advisors, LLC | 9,032 | $2.98M | 0.05% | −18−0.2% | Reduced |
| Osmosis Investment Management UK Ltd | 8,883 | $2.93M | 0.07% | +8,883 | New |
| Mercer Global Advisors Inc | 8,845 | $2.91M | 0.00% | +537+6.5% | Added |
| Baird Financial Group, Inc. | 8,763 | $2.88M | 0.00% | −180−2.0% | Reduced |
| Truist Financial Corp | 8,701 | $2.86M | 0.00% | −2,031−18.9% | Reduced |
| M&T Bank Corp | 8,609 | $2.83M | 0.01% | +797+10.2% | Added |
| Cary Street Partners Financial LLC | 8,578 | $2.82M | 0.07% | −146−1.7% | Reduced |
| Montag A & Associates Inc | 8,536 | $2.81M | 0.13% | −276−3.1% | Reduced |
| Generali Asset Management SPA SGR | 8,370 | $2.75M | 0.06% | −1,129−11.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 8,182 | $2.69M | 0.01% | +621+8.2% | Added |
| South Shore Capital Advisors | 8,076 | $2.65M | 1.94% | +8,076 | New |
| Allstate Corp | 7,947 | $2.61M | 0.04% | +4,112+107.2% | Added |
| Teachers Retirement System of the State of Kentucky | 7,878 | $2.59M | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,800 | $2.56M | 0.03% | −1,512−16.2% | Reduced |
| Brinker Capital Investments, LLC | 7,748 | $2.55M | 0.02% | −2,518−24.5% | Reduced |
| Live Oak Private Wealth LLC | 7,152 | $2.35M | 0.32% | +569+8.6% | Added |
| iA Global Asset Management Inc. | 7,147 | $2.35M | 0.03% | +7,147 | New |
| Assetmark, Inc | 7,101 | $2.33M | 0.00% | +242+3.5% | Added |
| CI Private Wealth, LLC | 7,035 | $2.31M | 0.00% | +758+12.1% | Added |
| Mizuho Securities USA LLC | 6,972 | $2.24M | 0.04% | −133−1.9% | Reduced |
| Dynamic Advisor Solutions LLC | 6,713 | $2.21M | 0.07% | +4,657+226.5% | Added |
| Accretive Wealth Partners, LLC | 6,702 | $2.20M | 0.65% | +24+0.4% | Added |
| Investment Management Corp of Ontario | 6,590 | $2.17M | 0.03% | +1,940+41.7% | Added |
| Metis Global Partners, LLC | 6,538 | $2.15M | 0.05% | +233+3.7% | Added |
| Blair William & Co | 6,316 | $2.08M | 0.01% | −625−9.0% | Reduced |
| Teamwork Financial Advisors, LLC | 6,293 | $2.07M | 0.22% | −28,462−81.9% | Reduced |
| Game Creek Capital, LP | 6,225 | $2.05M | 0.78% | −1,225−16.4% | Reduced |
| EP Wealth Advisors, LLC | 6,166 | $2.03M | 0.01% | +6,166 | New |
| Kentucky Retirement Systems | 6,141 | $2.02M | 0.05% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,891 | $1.94M | 0.03% | −418−6.6% | Reduced |
| Winton Group Ltd | 5,884 | $1.93M | 0.07% | +5,884 | New |
| Figure 8 Investment Strategies LLC | 5,587 | $1.84M | 1.63% | −83−1.5% | Reduced |
| Hartford Investment Management Co | 5,554 | $1.83M | 0.05% | −191−3.3% | Reduced |
| Mariner, LLC | 5,552 | $1.82M | 0.00% | −8,684−61.0% | Reduced |
| Ostrum Asset Management | 5,451 | $1.79M | 0.09% | −1,808−24.9% | Reduced |
| Norinchukin Bank, The | 5,422 | $1.78M | 0.02% | +172+3.3% | Added |
| Lighthouse Investment Partners, LLC | 5,402 | $1.78M | 0.06% | +2,172+67.2% | Added |
| Fifth Third Bancorp | 5,396 | $1.77M | 0.01% | +737+15.8% | Added |
| Kestra Private Wealth Services, LLC | 5,368 | $1.76M | 0.02% | +1,944+56.8% | Added |
| SummitTX Capital, L.P. | 5,296 | $1.74M | 0.05% | +5,296 | New |
| Jane Street Group, LLC | 5,271 | $1.73M | 0.00% | +744+16.4% | Added |
| CIBC Private Wealth Group, LLC | 5,113 | $1.68M | 0.00% | +214+4.4% | Added |
| Hantz Financial Services, Inc. | 5,088 | $1.67M | 0.02% | −1,135−18.2% | Reduced |
| MML Investors Services, LLC | 5,083 | $1.67M | 0.00% | −11,611−69.6% | Reduced |
| Empowered Funds, LLC | 5,080 | $1.67M | 0.03% | +302+6.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,002 | $1.64M | 0.00% | −514−9.3% | Reduced |
| RBF Capital, LLC | 5,000 | $1.64M | 0.07% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,934 | $1.62M | 0.00% | 00.0% | Unchanged |