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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 749 | $217.7K | 0.05% | +749 | New |
| Institute for Wealth Management, LLC. | 755 | $219.5K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 773 | $224.7K | 0.01% | −125−13.9% | Reduced |
| Raub Brock Capital Management LP | 775 | $225.3K | 0.06% | −125−13.9% | Reduced |
| Net Worth Advisory Group | 777 | $226.0K | 0.05% | −109−12.3% | Reduced |
| Brown Brothers Harriman & Co | 793 | $230.5K | 0.00% | −667−45.7% | Reduced |
| ISAM Funds (UK) Ltd | 797 | $231.7K | 0.11% | +797 | New |
| Patton Fund Management, Inc. | 799 | $232.3K | 0.04% | +71+9.8% | Added |
| Waddell & Associates, LLC | 804 | $233.7K | 0.01% | +804 | New |
| Citadel Investment Advisory, Inc. | 817 | $238.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 822 | $239.0K | 0.01% | −175−17.6% | Reduced |
| Red Door Wealth Management, LLC | 824 | $239.5K | 0.02% | −17−2.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 833 | $242.2K | 0.03% | −305−26.8% | Reduced |
| Seelaus Asset Management LLC | 859 | $249.7K | 0.18% | +859 | New |
| United Capital Financial Advisers, LLC | 868 | $252.3K | 0.00% | +136+18.6% | Added |
| Wedmont Private Capital | 882 | $256.5K | 0.01% | −21−2.3% | Reduced |
| Fisher Asset Management, LLC | 896 | $260.8K | 0.00% | +147+19.6% | Added |
| Cary Street Partner Investment Advisory LLC | 905 | $263.0K | 0.07% | −136−13.1% | Reduced |
| Park Avenue Securities LLC | 904 | $263.0K | 0.00% | −370−29.0% | Reduced |
| Cigna Investments Inc | 903 | $263.0K | 0.04% | −37−3.9% | Reduced |
| Wakefield Asset Management LLLP | 920 | $267.4K | 0.07% | 00.0% | Unchanged |
| CX Institutional | 932 | $271.0K | 0.01% | −239−20.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 936 | $272.0K | 0.01% | −14−1.5% | Reduced |
| Allworth Financial LP | 942 | $273.8K | 0.00% | +229+32.1% | Added |
| Farther Finance Advisors, LLC | 954 | $274.4K | 0.00% | +262+37.9% | Added |
| Checchi Capital Advisers, LLC | 946 | $275.0K | 0.02% | +224+31.0% | Added |
| Summitry LLC | 962 | $279.7K | 0.01% | +97+11.2% | Added |
| OpenArc Corporate Advisory, LLC | 969 | $281.7K | 0.00% | +72+8.0% | Added |
| Seed Wealth Management, Inc. | 970 | $282.0K | 0.19% | 00.0% | Unchanged |
| Greenleaf Trust | 974 | $283.1K | 0.00% | −33−3.3% | Reduced |
| Aaron Wealth Advisors | 1,002 | $291.3K | 0.02% | −890−47.0% | Reduced |
| Applied Finance Capital Management, LLC | 1,010 | $293.6K | 0.02% | +1,010 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,023 | $297.5K | 0.00% | −399−28.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,040 | $302.3K | 0.01% | −160−13.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,069 | $310.8K | 0.01% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,072 | $311.5K | 0.07% | +40+3.9% | Added |
| Virtu Financial LLC | 1,075 | $312.0K | 0.01% | +1,075 | New |
| Assetmark, Inc | 1,095 | $318.3K | 0.00% | −6,006−84.6% | Reduced |
| Jump Financial, LLC | 1,098 | $319.2K | 0.00% | +1,098 | New |
| Carlson Capital L P | 1,100 | $319.8K | 0.13% | +1,100 | New |
| Fifth Third Wealth Advisors LLC | 1,108 | $322.1K | 0.01% | +2+0.2% | Added |
| Focus Financial Network, Inc. | 1,108 | $322.1K | 0.01% | +1,108 | New |
| Mayflower Financial Advisors, LLC | 1,116 | $324.4K | 0.04% | +21+1.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,118 | $325.0K | 0.01% | +3+0.3% | Added |
| Trust Asset Management LLC | 1,122 | $326.2K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,122 | $326.2K | 0.02% | +1,122 | New |
| Warren Averett Asset Management, LLC | 1,127 | $327.5K | 0.00% | −44−3.8% | Reduced |
| Proficio Capital Partners LLC | 1,134 | $329.7K | 0.02% | −3−0.3% | Reduced |
| Alhambra Investment Partners LLC | 1,147 | $333.4K | 0.15% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,176 | $341.9K | 0.02% | −19−1.6% | Reduced |
| R Squared Ltd | 1,182 | $343.6K | 0.19% | +1,182 | New |
| PW Nova Financial Services LLC | 1,196 | $347.7K | 0.09% | +1,196 | New |
| JM2 Capital Inc. | 1,197 | $348.0K | 0.29% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,223 | $355.5K | 0.01% | +1,223 | New |
| Busey Wealth Management | 1,223 | $355.5K | 0.01% | −44−3.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,232 | $358.1K | 0.03% | +27+2.2% | Added |
| S-Bank Fund Management Ltd | 1,240 | $360.5K | 0.05% | −46−3.6% | Reduced |
| Oak Thistle LLC | 1,248 | $362.8K | 0.04% | −2,647−68.0% | Reduced |
| Rockland Trust Co | 1,266 | $368.0K | 0.01% | −12−0.9% | Reduced |
| MQS Management LLC | 1,271 | $369.5K | 0.25% | +1,271 | New |
| Journey Retirement Planning & Investment Management LLC | 1,271 | $369.5K | 0.33% | +1,271 | New |
| Beacon Pointe Advisors, LLC | 1,280 | $372.2K | 0.00% | +188+17.2% | Added |
| TownSquare Capital, LLC | 1,308 | $380.2K | 0.09% | +1,308 | New |
| Davenport & Co LLC | 1,309 | $380.5K | 0.00% | −109−7.7% | Reduced |
| United Asset Strategies, Inc. | 1,320 | $383.7K | 0.03% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 1,326 | $385.5K | 0.01% | +1,326 | New |
| EverSource Wealth Advisors, LLC | 1,336 | $388.6K | 0.01% | +401+42.9% | Added |
| Inceptionr LLC | 1,363 | $396.2K | 0.10% | +1,363 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,366 | $397.1K | 0.04% | −234−14.6% | Reduced |
| Hilton Head Capital Partners, LLC | 1,380 | $401.2K | 0.23% | −1−0.1% | Reduced |
| Baader Bank INC | 1,385 | $402.6K | 0.04% | +1,385 | New |
| Mount Yale Investment Advisors, LLC | 1,384 | $403.5K | 0.01% | +580+72.1% | Added |
| Ritholtz Wealth Management | 1,403 | $407.7K | 0.01% | +134+10.6% | Added |
| DRW Securities, LLC | 1,427 | $414.8K | 0.02% | −473−24.9% | Reduced |
| Quadrant Capital Group LLC | 1,450 | $421.5K | 0.01% | −31−2.1% | Reduced |
| Central Pacific Bank - Trust Division | 1,450 | $421.5K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 1,468 | $427.0K | 0.00% | −1,521−50.9% | Reduced |
| Pensionmark Financial Group, LLC | 1,471 | $427.6K | 0.01% | −110−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,505 | $437.0K | 0.00% | +206+15.9% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $439.0K | 0.24% | 00.0% | Unchanged |
| TCW Group Inc | 1,518 | $441.3K | 0.00% | +73+5.1% | Added |
| 3Chopt Investment Partners, LLC | 1,528 | $445.8K | 0.10% | −214−12.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,535 | $446.2K | 0.15% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,535 | $446.3K | 0.02% | +367+31.4% | Added |
| Guggenheim Capital LLC | 1,537 | $446.8K | 0.00% | +1,537 | New |
| Siemens Fonds Invest GmbH | 1,550 | $450.6K | 0.03% | −16−1.0% | Reduced |
| Fonville Wealth Management LLC | 1,557 | $452.6K | 0.09% | +3+0.2% | Added |
| Syon Capital LLC | 1,595 | $463.7K | 0.02% | −259−14.0% | Reduced |
| Neville Rodie & Shaw Inc | 1,598 | $465.0K | 0.03% | −100−5.9% | Reduced |
| Ticino Wealth | 1,406 | $467.6K | 0.16% | +548+63.9% | Added |
| Westerkirk Capital Inc. | 1,624 | $472.1K | 0.05% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 1,630 | $473.8K | 0.10% | +194+13.5% | Added |
| MAI Capital Management | 1,633 | $474.6K | 0.00% | +513+45.8% | Added |
| Lido Advisors, LLC | 1,631 | $475.7K | 0.00% | −729−30.9% | Reduced |
| Bessemer Group Inc | 1,640 | $476.0K | 0.00% | +286+21.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,637 | $476.0K | 0.00% | −312−16.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,638 | $476.2K | 0.00% | −9−0.5% | Reduced |
| Gibbs Wealth Management | 1,647 | $478.8K | 0.06% | +815+98.0% | Added |
| GTS Securities LLC | 1,648 | $479.1K | 0.02% | +267+19.3% | Added |
| Skopos Labs, Inc. | 1,654 | $480.6K | 0.02% | +569+52.4% | Added |