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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 1,892 | $621.7K | 0.03% | +411+27.8% | Added |
| Coldstream Capital Management Inc | 1,869 | $614.3K | 0.01% | −92−4.7% | Reduced |
| Achmea Investment Management B.V. | 1,859 | $611.0K | 0.02% | +1,859 | New |
| Syon Capital LLC | 1,854 | $609.2K | 0.03% | +198+12.0% | Added |
| Saxon Interests, Inc. | 1,831 | $601.7K | 0.21% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,786 | $586.9K | 0.05% | +1,786 | 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 |
| Glenmede Trust Co NA | 1,778 | $584.3K | 0.00% | +1,778 | New |
| Bell Investment Advisors, Inc | 1,756 | $577.0K | 0.09% | −3−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 1,742 | $574.0K | 0.13% | −48−2.7% | Reduced |
| Stephens Inc | 1,743 | $572.8K | 0.01% | −116−6.2% | Reduced |
| Empower Advisory Group, LLC | 1,740 | $571.8K | 0.00% | +3+0.2% | Added |
| Harbour Capital Advisors, LLC | 1,743 | $568.7K | 0.12% | −255−12.8% | Reduced |
| Neville Rodie & Shaw Inc | 1,698 | $558.0K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,679 | $551.7K | 0.01% | +7+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,647 | $541.2K | 0.00% | −3,133−65.5% | Reduced |
| Westerkirk Capital Inc. | 1,624 | $533.6K | 0.05% | +1,624 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,600 | $525.8K | 0.05% | −26,474−94.3% | Reduced |
| Siemens Fonds Invest GmbH | 1,566 | $522.4K | 0.03% | +182+13.2% | Added |
| Pensionmark Financial Group, LLC | 1,581 | $519.5K | 0.01% | +802+103.0% | Added |
| Fonville Wealth Management LLC | 1,554 | $510.6K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,535 | $504.5K | 0.01% | +13+0.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,535 | $504.4K | 0.17% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,534 | $504.1K | 0.01% | +703+84.6% | Added |
| Burney Co | 1,531 | $503.1K | 0.02% | +1,531 | New |
| Cladis Investment Advisory, LLC | 1,510 | $496.2K | 0.27% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,499 | $493.9K | 0.01% | −106−6.6% | Reduced |
| Avantra Family Wealth, Inc. | 1,484 | $487.6K | 0.35% | +42+2.9% | Added |
| Quadrant Capital Group LLC | 1,481 | $486.7K | 0.01% | +347+30.6% | Added |
| Mirabella Financial Services LLP | 1,479 | $486.0K | 0.05% | +1,479 | New |
| Brown Brothers Harriman & Co | 1,460 | $479.8K | 0.00% | +53+3.8% | Added |
| Central Pacific Bank - Trust Division | 1,450 | $476.5K | 0.06% | +675+87.1% | Added |
| TCW Group Inc | 1,445 | $474.8K | 0.00% | +1,445 | New |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $471.9K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 1,422 | $467.5K | 0.00% | +71+5.3% | Added |
| Davenport & Co LLC | 1,418 | $466.0K | 0.00% | +86+6.5% | Added |
| Machina Capital S.A.S. | 1,415 | $465.0K | 0.09% | +1,415 | New |
| Cresset Asset Management, LLC | 1,405 | $462.9K | 0.00% | +168+13.6% | Added |
| Optimize Financial Inc | 1,384 | $454.8K | 0.23% | +16+1.2% | Added |
| 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 |
| Arq Wealth Advisors, LLC | 1,367 | $449.2K | 0.12% | −250−15.5% | Reduced |
| Plato Investment Management Ltd | 1,359 | $448.7K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,354 | $445.0K | 0.00% | +261+23.9% | Added |
| United Asset Strategies, Inc. | 1,320 | $433.7K | 0.03% | −100−7.0% | Reduced |
| Oppenheimer Asset Management Inc. | 1,316 | $432.4K | 0.01% | −3,126−70.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,299 | $427.0K | 0.00% | −400−23.5% | Reduced |
| S-Bank Fund Management Ltd | 1,286 | $422.6K | 0.05% | −323−20.1% | Reduced |
| State of Wyoming | 1,284 | $421.9K | 0.05% | +1,284 | New |
| Sage Mountain Advisors LLC | 1,281 | $420.9K | 0.02% | −135−9.5% | Reduced |
| Rockland Trust Co | 1,278 | $420.0K | 0.02% | +12+0.9% | Added |
| Park Avenue Securities LLC | 1,274 | $419.0K | 0.00% | −357−21.9% | Reduced |
| Ritholtz Wealth Management | 1,269 | $417.0K | 0.01% | −29−2.2% | Reduced |
| Busey Wealth Management | 1,267 | $416.3K | 0.01% | −4−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 1,205 | $396.0K | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $394.3K | 0.01% | 00.0% | Unchanged |
| JM2 Capital Inc. | 1,197 | $393.3K | 0.32% | +1,197 | New |
| Forum Financial Management, LP | 1,197 | $393.3K | 0.01% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,195 | $392.7K | 0.02% | +19+1.6% | Added |
| CX Institutional | 1,171 | $385.0K | 0.01% | +174+17.5% | Added |
| Warren Averett Asset Management, LLC | 1,171 | $384.6K | 0.00% | +388+49.6% | Added |
| Rothschild Investment LLC | 1,168 | $383.9K | 0.02% | +2+0.2% | Added |
| Alhambra Investment Partners LLC | 1,147 | $376.8K | 0.18% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,138 | $373.9K | 0.03% | −32−2.7% | Reduced |
| Proficio Capital Partners LLC | 1,137 | $373.6K | 0.03% | −1−0.1% | Reduced |
| ORG Partners LLC | 1,124 | $369.3K | 0.07% | +1+0.1% | Added |
| Private Advisor Group, LLC | 1,123 | $369.0K | 0.00% | +376+50.3% | Added |
| Trust Asset Management LLC | 1,122 | $368.7K | 0.03% | −44−3.8% | Reduced |
| MAI Capital Management | 1,120 | $368.1K | 0.00% | +4+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,115 | $366.4K | 0.01% | +1,115 | New |
| Jefferies Financial Group Inc. | 1,109 | $364.3K | 0.00% | −8,365−88.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,106 | $363.4K | 0.01% | −21−1.9% | Reduced |
| Picton Mahoney Asset Management | 1,104 | $362.8K | 0.00% | +1,104 | New |
| Skopos Labs, Inc. | 1,085 | $362.3K | 0.02% | +397+57.7% | Added |
| Meeder Advisory Services, Inc. | 1,098 | $360.8K | 0.02% | +198+22.0% | Added |
| Mayflower Financial Advisors, LLC | 1,095 | $359.8K | 0.04% | +10+0.9% | Added |
| Beacon Pointe Advisors, LLC | 1,092 | $358.9K | 0.00% | +1,092 | New |
| Vontobel Holding Ltd. | 1,088 | $357.5K | 0.00% | −1,436−56.9% | Reduced |
| Connecticut Wealth Management, LLC | 1,069 | $351.3K | 0.02% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,060 | $348.3K | 0.03% | +1,060 | New |
| Cary Street Partner Investment Advisory LLC | 1,041 | $342.0K | 0.09% | −50−4.6% | Reduced |
| AlphaCore Capital LLC | 1,040 | $341.7K | 0.01% | +1,040 | New |
| Monument Group Wealth Advisors, LLC | 1,034 | $339.8K | 0.19% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,033 | $339.5K | 0.00% | +1+0.1% | Added |
| Fielder Capital Group LLC | 1,032 | $339.0K | 0.07% | −69−6.3% | Reduced |
| Journey Strategic Wealth LLC | 1,017 | $334.3K | 0.01% | −202−16.6% | Reduced |
| Greenleaf Trust | 1,007 | $330.9K | 0.00% | +192+23.6% | Added |
| Farringdon Capital, Ltd. | 1,004 | $329.9K | 0.08% | +1,004 | New |
| Profund Advisors LLC | 997 | $327.6K | 0.01% | −340−25.4% | Reduced |
| Seed Wealth Management, Inc. | 970 | $318.7K | 0.22% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 970 | $318.7K | 0.02% | +970 | New |
| Evolve Private Wealth, LLC | 957 | $315.4K | 0.02% | +957 | New |
| Cassaday & Co Wealth Management LLC | 950 | $312.2K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 940 | $309.0K | 0.04% | −21−2.2% | Reduced |
| Groupama Asset Managment | 937 | $307.9K | 0.00% | −96−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 935 | $307.4K | 0.01% | −61−6.1% | Reduced |
| Hamilton Capital Partners Inc. | 931 | $305.9K | 0.01% | −1,652−64.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 920 | $302.3K | 0.07% | −480−34.3% | Reduced |
| Wakefield Asset Management LLLP | 920 | $302.3K | 0.08% | +200+27.8% | Added |