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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 32 | $10.0K | 0.01% | −23−41.8% | Reduced |
| Rossby Financial, LCC | 35 | $10.1K | 0.00% | +3+9.4% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $10.2K | 0.00% | +21+150.0% | Added |
| Financial Network Wealth Advisors LLC | 35 | $10.2K | 0.01% | +35 | New |
| SJS Investment Consulting Inc. | 36 | $10.5K | 0.00% | +21+140.0% | Added |
| Kemnay Advisory Services Inc. | 38 | $11.0K | 0.00% | +15+65.2% | Added |
| Essential Partners LLC | 39 | $11.3K | 0.00% | −146−78.9% | Reduced |
| Basecamp Wealth Advisors LLC | 41 | $11.9K | 0.00% | +14+51.9% | Added |
| Truvestments Capital LLC | 42 | $12.2K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $13.3K | 0.00% | −18−28.6% | Reduced |
| Bruce G. Allen Investments, LLC | 47 | $13.7K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 49 | $14.3K | 0.01% | +49 | New |
| Plante Moran Financial Advisors, LLC | 50 | $14.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 51 | $14.7K | 0.00% | +51 | New |
| Cullen/Frost Bankers, Inc. | 52 | $15.2K | 0.00% | −14−21.2% | Reduced |
| Millstone Evans Group, LLC | 54 | $15.7K | 0.01% | −2−3.6% | Reduced |
| Grove Bank & Trust | 55 | $16.0K | 0.00% | +4+7.8% | Added |
| Harbor Investment Advisory, LLC | 57 | $16.6K | 0.00% | −48−45.7% | Reduced |
| Fortitude Family Office, LLC | 59 | $17.2K | 0.00% | +18+43.9% | Added |
| Ancora Advisors, LLC | 64 | $18.6K | 0.00% | −63−49.6% | Reduced |
| Private Wealth Management Group, LLC | 66 | $19.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 66 | $19.2K | 0.00% | +10+17.9% | Added |
| JFS Wealth Advisors, LLC | 70 | $20.4K | 0.00% | −3−4.1% | Reduced |
| Spire Wealth Management | 72 | $20.9K | 0.00% | −9−11.1% | Reduced |
| GW&K Investment Management, LLC | 72 | $21.0K | 0.00% | −22−23.4% | Reduced |
| Quent Capital, LLC | 84 | $24.5K | 0.00% | −13−13.4% | Reduced |
| Cornerstone Planning Group LLC | 95 | $24.6K | 0.00% | +4+4.4% | Added |
| MV Capital Management, Inc. | 87 | $25.3K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 90 | $26.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 90 | $26.2K | 0.00% | −4−4.3% | Reduced |
| Cedar Mountain Advisors, LLC | 92 | $26.7K | 0.01% | +92 | New |
| Quarry LP | 95 | $27.6K | 0.01% | −152−61.5% | Reduced |
| McIlrath & Eck, LLC | 96 | $27.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $28.8K | 0.00% | +73+280.8% | Added |
| Aventus Investment Advisors, Inc. | 109 | $31.7K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 111 | $32.3K | 0.00% | +3+2.8% | Added |
| Johnson Financial Group, Inc. | 114 | $33.3K | 0.00% | −142−55.5% | Reduced |
| Farmers & Merchants Investments Inc | 116 | $33.7K | 0.00% | +19+19.6% | Added |
| CVA Family Office, LLC | 116 | $33.7K | 0.00% | +62+114.8% | Added |
| Owl Creek Wealth Partners LLC | 117 | $34.0K | 0.01% | +117 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 120 | $34.9K | 0.01% | +1+0.8% | Added |
| Wall Street Financial Group, Inc. | 120 | $34.9K | 0.02% | +120 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | $35.0K | 0.01% | +3+2.6% | Added |
| CKW Financial Group | 121 | $35.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 134 | $39.0K | 0.01% | +1+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $39.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 140 | $40.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 155 | $45.1K | 0.00% | −205−56.9% | Reduced |
| Larson Financial Group LLC | 160 | $46.5K | 0.00% | +72+81.8% | Added |
| TD Private Client Wealth LLC | 168 | $48.8K | 0.00% | −2,855−94.4% | Reduced |
| Cromwell Holdings LLC | 170 | $49.6K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 177 | $51.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 178 | $52.0K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 199 | $57.8K | 0.00% | +199 | New |
| Simplex Trading, LLC | 200 | $58.1K | 0.00% | +200 | New |
| Deseret Mutual Benefit Administrators | 206 | $59.9K | 0.02% | −67−24.5% | Reduced |
| Community Bank, N.A. | 221 | $64.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 225 | $65.4K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 227 | $66.0K | 0.00% | −15−6.2% | Reduced |
| Gables Capital Management Inc. | 227 | $66.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 229 | $66.6K | 0.01% | −36−13.6% | Reduced |
| LRI Investments, LLC | 241 | $70.1K | 0.01% | −56−18.9% | Reduced |
| Syntax Research, Inc. | 250 | $72.8K | 0.05% | −50−16.7% | Reduced |
| Onefund, LLC | 262 | $75.4K | 0.05% | −26−9.0% | Reduced |
| Private Trust Co NA | 274 | $79.7K | 0.01% | −4−1.4% | Reduced |
| DT Investment Partners, LLC | 281 | $81.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 286 | $83.1K | 0.01% | −277−49.2% | Reduced |
| Goodman Advisory Group, LLC | 293 | $85.2K | 0.02% | −17−5.5% | Reduced |
| Jefferies Financial Group Inc. | 296 | $86.1K | 0.00% | −813−73.3% | Reduced |
| Bollard Group LLC | 310 | $90.0K | 0.00% | −475−60.5% | Reduced |
| Hantz Financial Services, Inc. | 313 | $91.0K | 0.00% | −4,775−93.8% | Reduced |
| Washington Trust Advisors, Inc. | 329 | $95.6K | 0.01% | +4+1.2% | Added |
| Signaturefd, LLC | 344 | $100.1K | 0.00% | +63+22.4% | Added |
| JNBA Financial Advisors | 350 | $101.7K | 0.01% | −25−6.7% | Reduced |
| IFP Advisors, Inc | 354 | $102.9K | 0.00% | −6−1.7% | Reduced |
| Massmutual Trust Co FSB | 381 | $110.8K | 0.00% | −53−12.2% | Reduced |
| PFS Partners, LLC | 400 | $116.3K | 0.05% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 405 | $117.7K | 0.00% | +278+218.9% | Added |
| Phillip James Consulting Co. | 427 | $124.0K | 0.09% | +427 | New |
| Los Angeles Capital Management LLC | 437 | $127.0K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 470 | $136.6K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 474 | $137.8K | 0.00% | −132−21.8% | Reduced |
| Versant Capital Management, Inc | 478 | $139.0K | 0.01% | +290+154.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 479 | $139.2K | 0.01% | −42−8.1% | Reduced |
| Strategic Investment Advisors | 482 | $140.2K | 0.01% | +482 | New |
| Transamerica Financial Advisors, Inc. | 499 | $145.7K | 0.01% | +317+174.2% | Added |
| NBC Securities, Inc. | 536 | $155.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 552 | $159.0K | 0.00% | +15+2.8% | Added |
| Parallel Advisors, LLC | 564 | $164.0K | 0.00% | −111−16.4% | Reduced |
| Mather Group, LLC. | 598 | $174.0K | 0.00% | −35−5.5% | Reduced |
| Smartleaf Asset Management LLC | 604 | $175.0K | 0.01% | −52−7.9% | Reduced |
| Advisory Services Network, LLC | 607 | $176.5K | 0.00% | −192−24.0% | Reduced |
| ORG Wealth Partners, LLC | 627 | $182.3K | 0.04% | +154+32.6% | Added |
| Financial Freedom, LLC | 701 | $203.7K | 0.10% | +2+0.3% | Added |
| Birch Financial Group, LLC | 707 | $205.4K | 0.12% | −130−15.5% | Reduced |
| William Blair Investment Management, LLC | 712 | $207.0K | 0.00% | +93+15.0% | Added |
| Pettyjohn, Wood & White, Inc | 723 | $210.2K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 738 | $214.5K | 0.07% | +738 | New |
| Meeder Advisory Services, Inc. | 741 | $215.4K | 0.01% | −357−32.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 741 | $215.4K | 0.01% | +40+5.7% | Added |