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 |
|---|---|---|---|---|---|
| CWM, LLC | 4,903 | $1.61M | 0.00% | −27−0.5% | Reduced |
| Louisiana State Employees Retirement System | 4,900 | $1.61M | 0.03% | −200−3.9% | Reduced |
| Gulf International Bank (UK) Ltd | 4,893 | $1.61M | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,852 | $1.59M | 0.00% | −352−6.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,610 | $1.51M | 0.75% | −60−1.3% | Reduced |
| New Mexico Educational Retirement Board | 4,500 | $1.48M | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 4,486 | $1.47M | 0.42% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,443 | $1.46M | 0.04% | −231−4.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,393 | $1.43M | 0.00% | −86−1.9% | Reduced |
| Advisors Capital Management, LLC | 4,338 | $1.43M | 0.02% | −81−1.8% | Reduced |
| Nomura Holdings Inc | 4,288 | $1.41M | 0.00% | −506−10.6% | Reduced |
| Callan Family Office, LLC | 4,276 | $1.41M | 0.03% | +816+23.6% | Added |
| Marks Group Wealth Management, Inc | 4,141 | $1.36M | 0.13% | +4,141 | New |
| Benjamin Edwards Inc | 4,107 | $1.35M | 0.01% | +754+22.5% | Added |
| Allianz Asset Management GmbH | 4,074 | $1.34M | 0.00% | −49−1.2% | Reduced |
| Gateway Investment Advisers LLC | 4,046 | $1.33M | 0.01% | +1,762+77.1% | Added |
| Sanctuary Advisors, LLC | 4,032 | $1.32M | 0.01% | +9+0.2% | Added |
| Commerce Bank | 4,015 | $1.32M | 0.01% | −235−5.5% | Reduced |
| MUFG Securities EMEA plc | 3,925 | $1.29M | 0.01% | +2,058+110.2% | Added |
| Oak Thistle LLC | 3,895 | $1.28M | 0.18% | +3,895 | New |
| Teacher Retirement System of Texas | 3,880 | $1.27M | 0.00% | −9,108−70.1% | Reduced |
| Hunter Associates Investment Management LLC | 3,830 | $1.26M | 0.17% | 00.0% | Unchanged |
| Atria Investments LLC | 3,831 | $1.26M | 0.01% | +584+18.0% | Added |
| Legacy Financial Advisors, Inc. | 3,813 | $1.25M | 0.17% | +536+16.4% | Added |
| Assenagon Asset Management S.A. | 3,808 | $1.25M | 0.00% | +293+8.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,785 | $1.24M | 0.00% | −77−2.0% | Reduced |
| Omers Administration Corp | 3,690 | $1.21M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,650 | $1.20M | 0.01% | +2,011+122.7% | Added |
| Captrust Financial Advisors | 3,648 | $1.20M | 0.00% | −5−0.1% | Reduced |
| GWM Advisors LLC | 3,617 | $1.19M | 0.00% | +704+24.2% | Added |
| Verition Fund Management LLC | 3,611 | $1.19M | 0.01% | −50−1.4% | Reduced |
| Panagora Asset Management Inc | 3,557 | $1.17M | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 3,442 | $1.13M | 0.16% | −9,095−72.5% | Reduced |
| GAMMA Investing LLC | 3,427 | $1.13M | 0.06% | +165+5.1% | Added |
| Walleye Trading LLC | 3,405 | $1.12M | 0.02% | +673+24.6% | Added |
| North Dakota State Investment Board | 3,354 | $1.10M | 0.04% | +3,354 | New |
| Resources Investment Advisors, LLC. | 3,327 | $1.09M | 0.01% | −1,657−33.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,318 | $1.09M | 0.00% | −2,454−42.5% | Reduced |
| AlTi Global, Inc. | 3,302 | $1.09M | 0.02% | +36+1.1% | Added |
| Tokio Marine Asset Management Co Ltd | 3,233 | $1.06M | 0.04% | 00.0% | Unchanged |
| Tempo Wealth, LLC | 3,178 | $1.04M | 0.19% | +3,178 | New |
| HB Wealth Management, LLC | 3,169 | $1.04M | 0.01% | +117+3.8% | Added |
| Horizon Investments, LLC | 3,138 | $1.03M | 0.01% | +160+5.4% | Added |
| Crossmark Global Holdings, Inc. | 3,070 | $1.01M | 0.01% | +1,769+136.0% | Added |
| Clearstead Advisors, LLC | 3,062 | $1.01M | 0.01% | +183+6.4% | Added |
| Tower Research Capital LLC (TRC) | 3,052 | $1.00M | 0.02% | +1,230+67.5% | Added |
| WBI Investments | 3,032 | $996.3K | 0.26% | +3,032 | New |
| TD Private Client Wealth LLC | 3,023 | $993.4K | 0.02% | +125+4.3% | Added |
| Calder Financial LLC | 2,991 | $982.8K | 0.96% | +2,991 | New |
| RSM US Wealth Management LLC | 2,945 | $982.4K | 0.01% | +603+25.7% | Added |
| Janney Montgomery Scott LLC | 2,989 | $982.0K | 0.00% | −307−9.3% | Reduced |
| Ossiam | 2,973 | $976.9K | 0.02% | −1,741−36.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 2,950 | $969.4K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 2,939 | $965.8K | 0.32% | +39+1.3% | Added |
| Jones Financial Companies LLLP | 2,909 | $956.0K | 0.00% | −1,346−31.6% | Reduced |
| Harvest Fund Management Co., Ltd | 2,915 | $928.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,800 | $920.1K | 0.00% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,755 | $905.3K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,726 | $896.0K | 0.05% | +946+53.1% | Added |
| Vise Technologies, Inc. | 2,706 | $889.1K | 0.02% | +533+24.5% | Added |
| South Dakota Investment Council | 2,695 | $886.0K | 0.02% | −160−5.6% | Reduced |
| Fortress Private Ledger, LLC | 2,675 | $879.0K | 0.29% | +816+43.9% | Added |
| Intrust Bank NA | 2,641 | $867.8K | 0.07% | +53+2.0% | Added |
| Securian Asset Management, Inc | 2,604 | $855.7K | 0.03% | −2,116−44.8% | Reduced |
| Gabelli Funds LLC | 2,600 | $854.4K | 0.01% | +300+13.0% | Added |
| MUFG Securities Americas Inc. | 2,580 | $847.8K | 0.05% | −51−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $845.8K | 0.05% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 2,558 | $840.6K | 0.28% | +2,558 | New |
| Rathbone Brothers plc | 2,519 | $827.7K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,505 | $823.3K | 0.02% | −1,772−41.4% | Reduced |
| Aso Group Ltd | 2,469 | $811.0K | 0.32% | +2,469 | New |
| Engineers Gate Manager LP | 2,467 | $810.7K | 0.01% | +2,467 | New |
| QRG Capital Management, Inc. | 2,467 | $810.5K | 0.01% | +224+10.0% | Added |
| Savant Capital, LLC | 2,460 | $808.5K | 0.00% | +221+9.9% | Added |
| Lido Advisors, LLC | 2,360 | $805.9K | 0.00% | +88+3.9% | Added |
| Evelyn Partners Investment Management LLP | 2,412 | $792.6K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,380 | $782.1K | 0.08% | +2,380 | New |
| S.E.E.D. Planning Group LLC | 2,334 | $767.0K | 0.22% | 00.0% | Unchanged |
| Prudential PLC | 2,321 | $762.7K | 0.01% | −11,985−83.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,269 | $745.7K | 0.02% | −2,946−56.5% | Reduced |
| Keybank National Association | 2,268 | $745.3K | 0.00% | +373+19.7% | Added |
| First Horizon Corp | 2,235 | $734.4K | 0.03% | +350+18.6% | Added |
| First Manhattan Co | 2,204 | $726.3K | 0.00% | +3+0.1% | Added |
| Merit Financial Group, LLC | 2,204 | $724.2K | 0.01% | +223+11.3% | Added |
| Storgate, LLC | 2,179 | $716.0K | 0.59% | +2,179 | New |
| Thoroughbred Financial Services, LLC | 2,147 | $705.0K | 0.04% | +10.0% | Added |
| Kestra Advisory Services, LLC | 2,130 | $699.8K | 0.00% | −695−24.6% | Reduced |
| CAPROCK Group, Inc. | 2,057 | $678.0K | 0.01% | +571+38.4% | Added |
| Ironwood Investment Counsel, LLC | 2,059 | $676.6K | 0.09% | −165−7.4% | Reduced |
| Concurrent Investment Advisors, LLC | 2,043 | $671.3K | 0.01% | +1,462+251.6% | Added |
| Legal Advantage Investments, Inc. | 2,015 | $662.1K | 0.31% | −100−4.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,015 | $662.0K | 0.17% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 2,003 | $658.2K | 0.04% | +2,003 | New |
| Chicago Partners Investment Group LLC | 2,012 | $649.5K | 0.02% | +11+0.5% | Added |
| Vestcor Inc | 1,963 | $645.0K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,961 | $644.4K | 0.05% | +218+12.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,949 | $640.5K | 0.00% | −76−3.8% | Reduced |
| Laird Norton Trust Company, LLC | 1,927 | $635.0K | 0.01% | +1,927 | New |
| Formidable Asset Management, LLC | 1,832 | $632.8K | 0.09% | −1,332−42.1% | Reduced |
| DRW Securities, LLC | 1,900 | $624.3K | 0.05% | −219−10.3% | Reduced |