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 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 1,700 | $494.2K | 0.05% | −2,441−58.9% | Reduced |
| Harbour Capital Advisors, LLC | 1,713 | $499.2K | 0.10% | −30−1.7% | Reduced |
| Polymer Capital Management (US) LLC | 1,742 | $506.4K | 0.08% | +1,742 | New |
| Bell Investment Advisors, Inc | 1,756 | $510.5K | 0.08% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,762 | $513.9K | 0.01% | −295−14.3% | Reduced |
| Traphagen Investment Advisors LLC | 1,786 | $519.2K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,788 | $519.5K | 0.01% | +3+0.2% | Added |
| Formidable Asset Management, LLC | 1,588 | $521.8K | 0.08% | −244−13.3% | Reduced |
| Stephens Inc | 1,821 | $529.4K | 0.01% | +78+4.5% | Added |
| Laird Norton Trust Company, LLC | 1,822 | $531.5K | 0.01% | −105−5.4% | Reduced |
| Kestra Advisory Services, LLC | 1,831 | $532.3K | 0.00% | −299−14.0% | Reduced |
| Saxon Interests, Inc. | 1,842 | $535.5K | 0.18% | +11+0.6% | Added |
| Coldstream Capital Management Inc | 1,876 | $545.4K | 0.01% | +7+0.4% | Added |
| Headlands Technologies LLC | 1,951 | $567.2K | 0.06% | +1,951 | New |
| Atlantic Union Bankshares Corp | 1,963 | $570.6K | 0.01% | +284+16.9% | Added |
| Vestcor Inc | 1,963 | $571.0K | 0.02% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,973 | $573.0K | 0.15% | −42−2.1% | Reduced |
| SummitTX Capital, L.P. | 1,990 | $578.5K | 0.02% | −3,306−62.4% | Reduced |
| Ironwood Investment Counsel, LLC | 1,999 | $581.1K | 0.08% | −60−2.9% | Reduced |
| FWL Investment Management, LLC | 2,045 | $594.5K | 0.13% | +2,045 | New |
| Cresset Asset Management, LLC | 2,075 | $605.2K | 0.00% | +670+47.7% | Added |
| Chicago Partners Investment Group LLC | 2,087 | $608.2K | 0.01% | +75+3.7% | Added |
| QRG Capital Management, Inc. | 2,127 | $618.2K | 0.01% | −340−13.8% | Reduced |
| Lazard Asset Management LLC | 2,143 | $623.0K | 0.00% | −23,063−91.5% | Reduced |
| Thoroughbred Financial Services, LLC | 2,149 | $624.0K | 0.04% | +2+0.1% | Added |
| Vontobel Holding Ltd. | 2,153 | $625.9K | 0.00% | +1,065+97.9% | Added |
| First Manhattan Co | 2,189 | $638.4K | 0.00% | −15−0.7% | Reduced |
| denkapparat Operations GmbH | 2,234 | $649.4K | 0.27% | +2,234 | New |
| Brighton Jones LLC | 2,237 | $650.4K | 0.01% | +2,237 | New |
| Storgate, LLC | 2,241 | $651.5K | 0.51% | +62+2.8% | Added |
| Merit Financial Group, LLC | 2,262 | $657.4K | 0.00% | +58+2.6% | Added |
| Moneta Group Investment Advisors LLC | 2,282 | $663.3K | 0.00% | +1,516+197.9% | Added |
| First Horizon Corp | 2,287 | $664.8K | 0.03% | +52+2.3% | Added |
| STRS Ohio | 2,289 | $665.4K | 0.00% | −13,504−85.5% | Reduced |
| Concurrent Investment Advisors, LLC | 2,298 | $668.2K | 0.01% | +255+12.5% | Added |
| Prudential PLC | 2,321 | $674.7K | 0.01% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,324 | $675.6K | 0.20% | −10−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,353 | $684.1K | 0.01% | +2,353 | New |
| Rathbone Brothers plc | 2,361 | $686.3K | 0.00% | −158−6.3% | Reduced |
| Clearstead Advisors, LLC | 2,383 | $692.6K | 0.01% | −679−22.2% | Reduced |
| Plato Investment Management Ltd | 2,391 | $695.5K | 0.05% | +1,032+75.9% | Added |
| Transcend Wealth Collective, LLC | 2,400 | $697.7K | 0.06% | +439+22.4% | Added |
| Sanctuary Advisors, LLC | 2,401 | $698.1K | 0.00% | −1,631−40.5% | Reduced |
| Washington Capital Management Inc | 2,405 | $699.1K | 0.59% | +2,405 | New |
| V-Square Quantitative Management LLC | 2,429 | $706.1K | 0.07% | +49+2.1% | Added |
| Capitolis Liquid Global Markets LLC | 2,450 | $712.2K | 0.00% | +2,450 | New |
| Aso Group Ltd | 2,469 | $718.0K | 0.30% | 00.0% | Unchanged |
| Keybank National Association | 2,473 | $718.9K | 0.00% | +205+9.0% | Added |
| Gateway Investment Advisers LLC | 2,479 | $720.6K | 0.01% | −1,567−38.7% | Reduced |
| Kestra Private Wealth Services, LLC | 2,561 | $744.3K | 0.01% | −2,807−52.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $748.3K | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,603 | $756.8K | 0.00% | +143+5.8% | Added |
| Securian Asset Management, Inc | 2,604 | $757.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 2,631 | $764.8K | 0.05% | +51+2.0% | Added |
| GAMMA Investing LLC | 2,649 | $770.1K | 0.04% | −778−22.7% | Reduced |
| Evelyn Partners Investment Management LLP | 2,653 | $771.2K | 0.02% | +241+10.0% | Added |
| Benjamin Edwards Inc | 2,660 | $773.2K | 0.01% | −1,447−35.2% | Reduced |
| South Dakota Investment Council | 2,695 | $783.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,740 | $796.5K | 0.02% | −312−10.2% | Reduced |
| LMCG Investments, LLC | 2,755 | $800.9K | 0.05% | 00.0% | Unchanged |
| North Dakota State Investment Board | 2,767 | $804.4K | 0.03% | −587−17.5% | Reduced |
| Two Sigma Investments, LP | 2,800 | $814.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 2,800 | $814.0K | 0.01% | +200+7.7% | Added |
| RSM US Wealth Management LLC | 2,862 | $834.8K | 0.01% | −83−2.8% | Reduced |
| Mediolanum International Funds Ltd | 2,907 | $842.2K | 0.01% | +2,907 | New |
| Fortress Private Ledger, LLC | 2,902 | $843.6K | 0.26% | +227+8.5% | Added |
| Fox Run Management, L.L.C. | 2,943 | $852.6K | 0.15% | +2,943 | New |
| Calder Financial LLC | 2,991 | $860.0K | 0.85% | 00.0% | Unchanged |
| Intrust Bank NA | 2,962 | $861.1K | 0.07% | +321+12.2% | Added |
| Occudo Quantitative Strategies LP | 3,371 | $863.6K | 0.05% | +1,368+68.3% | Added |
| Crossmark Global Holdings, Inc. | 3,026 | $879.7K | 0.01% | −44−1.4% | Reduced |
| Vise Technologies, Inc. | 2,706 | $889.1K | 0.02% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 3,085 | $896.9K | 0.01% | +580+23.2% | Added |
| Portside Wealth Group, LLC | 3,153 | $916.6K | 0.12% | +3,153 | New |
| Tempo Wealth, LLC | 3,178 | $923.8K | 0.16% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,206 | $932.0K | 0.01% | +68+2.2% | Added |
| Dynamic Technology Lab Private Ltd | 3,223 | $936.9K | 0.15% | +3,223 | New |
| Tokio Marine Asset Management Co Ltd | 3,233 | $939.8K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,243 | $942.7K | 0.01% | +74+2.3% | Added |
| AlTi Global, Inc. | 3,299 | $962.2K | 0.02% | −3−0.1% | Reduced |
| Axq Capital, LP | 3,321 | $965.4K | 0.12% | +3,321 | New |
| Sterling Capital Management LLC | 3,421 | $994.5K | 0.02% | −2,470−41.9% | Reduced |
| Advisor Group Holdings, Inc. | 3,430 | $998.4K | 0.00% | +112+3.4% | Added |
| Hamilton Capital Partners Inc. | 3,469 | $1.01M | 0.03% | +2,538+272.6% | Added |
| Ossiam | 3,490 | $1.01M | 0.02% | +517+17.4% | Added |
| Panagora Asset Management Inc | 3,527 | $1.03M | 0.00% | −30−0.8% | Reduced |
| Saudi Central Bank | 3,534 | $1.03M | 0.02% | +3,534 | New |
| Captrust Financial Advisors | 3,625 | $1.05M | 0.00% | −23−0.6% | Reduced |
| Everence Capital Management Inc | 3,661 | $1.06M | 0.06% | +935+34.3% | Added |
| Norden Group LLC | 3,665 | $1.07M | 0.10% | +3,665 | New |
| Sequoia Financial Advisors, LLC | 3,666 | $1.07M | 0.01% | +16+0.4% | Added |
| Assenagon Asset Management S.A. | 3,674 | $1.07M | 0.00% | −134−3.5% | Reduced |
| Game Creek Capital, LP | 3,750 | $1.09M | 0.42% | −2,475−39.8% | Reduced |
| Hunter Associates Investment Management LLC | 3,830 | $1.11M | 0.15% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,842 | $1.12M | 0.06% | +3,842 | New |
| Andra AP-fonden | 3,876 | $1.13M | 0.01% | +3,876 | New |
| MUFG Securities EMEA plc | 3,898 | $1.13M | 0.02% | −27−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 3,925 | $1.14M | 0.16% | +112+2.9% | Added |
| Resources Investment Advisors, LLC. | 3,928 | $1.14M | 0.01% | +601+18.1% | Added |
| Commerce Bank | 3,959 | $1.15M | 0.01% | −56−1.4% | Reduced |