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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, Q1 2026

Institutional positions in Willis Towers Watson PLC as of Mar 31, 2026. 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
724
−14 vs. Q4 2025
Shares held
90.5M
+9.45M (+11.7%) vs. Q4 2025
Total value
$27.2B
+$555.5M (+2.1%) vs. Q4 2025
New holders
99
241 more added
Sold out
113
280 more reduced

13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 724 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ1 2026: $27.2B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$27.5B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2025.

Institutions holding WTW in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd61$560.00%−8−11.6%Reduced
South State Corp.1$2910.00%−23−95.8%Reduced
SBI Securities Co., Ltd.1$2910.00%−6−85.7%Reduced
GHP Investment Advisors, Inc.1$2910.00%+1New
JPL Wealth Management, LLC1$2910.00%+1New
Curio Wealth, LLC1$2910.00%+1New
TopTier Wealth Management, LLC1$2910.00%+1New
Bartlett & Co. Wealth Management LLC2$5200.00%−74−97.4%Reduced
Caitong International Asset Management Co., Ltd2$5810.00%−500−99.6%Reduced
Creative Financial Designs Inc2$5810.00%00.0%Unchanged
NVWM, LLC2$5810.00%00.0%Unchanged
Synergy Investment Management, LLC2$5810.00%+2New
MidFirst Bank2$5810.00%+2New
Intentional Wealth Strategies, LLC2$5810.00%+2New
Arcadia Investment Management Corp2$5820.00%00.0%Unchanged
West Branch Capital LLC2$5820.00%00.0%Unchanged
Seneschal Advisors, LLC2$5820.00%00.0%Unchanged
Quaker Wealth Management, LLC2$5820.00%+1+100.0%Added
Strategic Wealth Partners, Ltd.3$7450.00%+3New
Salomon & Ludwin, LLC3$8660.00%−31−91.2%Reduced
Colonial Trust Co3$8690.00%−17−85.0%Reduced
CoreCap Advisors, LLC3$8720.00%−4−57.1%Reduced
Signature Equity Partners, LLC3$8720.00%−2−40.0%Reduced
HFM Investment Advisors, LLC3$8720.00%−2−40.0%Reduced
WestEnd Advisors, LLC3$8720.00%00.0%Unchanged
Sunbelt Securities, Inc.3$8720.00%00.0%Unchanged
Sunrise Financial Services, LLC3$8720.00%00.0%Unchanged
Bare Financial Services, Inc3$8720.00%+1+50.0%Added
High Note Wealth, LLC3$8720.00%+3New
UMA Financial Services, Inc.3$8730.00%−4−57.1%Reduced
DecisionPoint Financial, LLC3$8730.00%00.0%Unchanged
Prestige Wealth Management Group LLC3$8750.00%00.0%Unchanged
Valued Wealth Advisors LLC3$8750.00%00.0%Unchanged
Capital Analysts, LLC4$1.00K0.00%+4New
Bogart Wealth, LLC4$1.16K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.16K0.00%00.0%Unchanged
American Capital Advisory, LLC4$1.16K0.00%+1+33.3%Added
NBT Bank N A4$1.16K0.00%+4New
Albion Financial Group4$1.16K0.00%+4New
Burk Holdings LLC4$1.16K0.00%+4New
Hughes Financial Services, LLC5$1.45K0.00%−9−64.3%Reduced
Bryn Mawr Trust Co5$1.45K0.00%00.0%Unchanged
WPG Advisers, LLC5$1.45K0.00%00.0%Unchanged
Aventura Private Wealth, LLC5$1.45K0.00%00.0%Unchanged
1015 Capital Partners, LLC5$1.45K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.5$1.45K0.00%00.0%Unchanged
Dogwood Wealth Management LLC5$1.45K0.00%+5New
Wilkerson Advisory Group LLC6$1.74K0.00%−4−40.0%Reduced
Nalls Sherbakoff Group, LLC6$1.74K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$1.74K0.00%+1+20.0%Added
Vermillion Wealth Management, Inc.6$1.74K0.00%+6New
Rialto Wealth Management, LLC6$1.75K0.00%−1−14.3%Reduced
Clayton Financial Group LLC7$2.04K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.04K0.00%00.0%Unchanged
First Command Advisory Services, Inc.7$2.04K0.00%00.0%Unchanged
North Star Investment Management Corp.7$2.04K0.00%+5+250.0%Added
Benson Wealth Management INC7$2.04K0.00%+7New
Hollencrest Capital Management8$2.33K0.00%00.0%Unchanged
Clark Wealth Partners8$2.33K0.00%+2+33.3%Added
Tompkins Financial Corp9$2.62K0.00%00.0%Unchanged
Sachetta, LLC9$2.62K0.00%+2+28.6%Added
Kilter Group LLC9$2.62K0.00%+4+80.0%Added
TD Waterhouse Canada Inc.10$2.87K0.00%+5+100.0%Added
Avion Wealth12$3.00K0.00%−8−40.0%Reduced
Ogorek Anthony Joseph12$3.00K0.00%−1−7.7%Reduced
Purpose Unlimited Inc.11$3.20K0.00%−28−71.8%Reduced
Activest Wealth Management12$3.49K0.00%−5−29.4%Reduced
Whipplewood Advisors, LLC12$3.49K0.00%+12New
Bay Harbor Wealth Management, LLC13$3.78K0.00%+1+8.3%Added
Raleigh Capital Management Inc.13$3.78K0.00%+13New
First Pacific Financial13$3.78K0.00%+13New
Dunhill Financial, LLC14$4.28K0.00%+4+40.0%Added
Cornerstone Financial Management LLC15$4.36K0.00%+2+15.4%Added
Torren Management, LLC15$4.37K0.00%−16−51.6%Reduced
Clear Street Markets LLC16$4.65K0.00%−127−88.8%Reduced
Westfuller Advisors, LLC16$4.80K0.00%00.0%Unchanged
Highline Wealth Partners LLC17$4.94K0.00%+4+30.8%Added
Keating Financial Advisory Services, Inc.18$5.23K0.00%−23−56.1%Reduced
Asset Dedication, LLC18$5.23K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.27$5.43K0.00%−1−3.6%Reduced
Arlington Trust Co LLC19$5.52K0.00%+19New
Ares Financial Consulting, LLC19$5.54K0.00%00.0%Unchanged
Financial Management Professionals, Inc.19$5.54K0.00%00.0%Unchanged
Meeder Asset Management Inc20$5.81K0.00%−9−31.0%Reduced
Raffa Wealth Management, LLC22$6.39K0.00%+1+4.8%Added
ZRC Wealth Management, LLC23$6.69K0.00%00.0%Unchanged
SHP Wealth Management24$6.82K0.00%+7+41.2%Added
Virtus ETF Advisers LLC25$7.27K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$7.56K0.00%00.0%Unchanged
Geneos Wealth Management Inc.26$7.56K0.00%00.0%Unchanged
Nemes Rush Group LLC26$7.56K0.00%00.0%Unchanged
Smithfield Trust Co26$8.00K0.00%00.0%Unchanged
Joseph Group Capital Management28$8.14K0.00%+28New
Abound Wealth Management31$8.95K0.00%+5+19.2%Added
Atlantic Trust, LLC31$9.01K0.00%+4+14.8%Added
Princeton Global Asset Management LLC32$9.30K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp32$9.30K0.01%00.0%Unchanged
Timothy G. Youngquist 2020 Irrevocable Trust33$9.59K0.00%+33New
Aspect Partners, LLC34$9.88K0.00%00.0%Unchanged
True Wealth Design, LLC34$9.88K0.00%+25+277.8%Added