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 |
|---|---|---|---|---|---|
| Louisbourg Investments Inc. | 22,466 | $5.09M | 0.96% | +3,773+20.2% | Added |
| Foyston, Gordon, & Payne Inc | 17,240 | $5.01M | 1.16% | +56+0.3% | Added |
| Amalgamated Bank | 17,196 | $5.00M | 0.04% | −444−2.5% | Reduced |
| Stifel Financial Corp | 17,174 | $4.99M | 0.00% | −2,978−14.8% | Reduced |
| D.A. Davidson & Co. | 16,648 | $4.84M | 0.03% | +1,976+13.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 16,591 | $4.82M | 0.14% | −1,696−9.3% | Reduced |
| Marathon Capital Management | 16,542 | $4.81M | 1.08% | −38−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 16,338 | $4.75M | 0.00% | −3,887−19.2% | Reduced |
| Impax Asset Management Group plc | 15,903 | $4.62M | 0.03% | −1,880−10.6% | Reduced |
| Utah Retirement Systems | 15,555 | $4.52M | 0.05% | −494−3.1% | Reduced |
| Ensign Peak Advisors, Inc | 15,307 | $4.45M | 0.01% | −21,257−58.1% | Reduced |
| Bank of Nova Scotia | 14,782 | $4.30M | 0.01% | −1,482−9.1% | Reduced |
| NEOS Investment Management LLC | 14,728 | $4.28M | 0.02% | +87+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,582 | $4.24M | 0.04% | +43+0.3% | Added |
| Macquarie Group Ltd | 14,331 | $4.17M | 0.02% | −6,837−32.3% | Reduced |
| Canoe Financial LP | 14,116 | $4.10M | 0.06% | −246,012−94.6% | Reduced |
| Financial Engines Advisors L.L.C. | 14,032 | $4.08M | 0.01% | −56−0.4% | Reduced |
| Heartland Advisors Inc | 13,842 | $4.02M | 0.21% | −1,758−11.3% | Reduced |
| Swedbank AB | 13,634 | $3.96M | 0.00% | −490−3.5% | Reduced |
| Arq Wealth Advisors, LLC | 13,552 | $3.94M | 0.71% | +12,185+891.4% | Added |
| Yousif Capital Management, LLC | 13,487 | $3.92M | 0.05% | −103−0.8% | Reduced |
| Sone Capital Management, LLC | 13,437 | $3.91M | 0.33% | +13,437 | New |
| British Columbia Investment Management Corp | 13,201 | $3.84M | 0.02% | −4,082−23.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,988 | $3.78M | 0.04% | +781+6.4% | Added |
| Engineers Gate Manager LP | 12,858 | $3.74M | 0.05% | +10,391+421.2% | Added |
| Ethic Inc. | 12,808 | $3.72M | 0.06% | −1,159−8.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,802 | $3.72M | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,755 | $3.71M | 0.01% | +12,755 | New |
| IFC Advisors LLC | 12,203 | $3.55M | 0.51% | +68+0.6% | Added |
| Agf Management Ltd | 11,973 | $3.48M | 0.02% | +2,283+23.6% | Added |
| US Bancorp | 11,686 | $3.40M | 0.00% | −40−0.3% | Reduced |
| Numerai GP LLC | 11,573 | $3.36M | 0.34% | +11,573 | New |
| Aquatic Capital Management LLC | 11,567 | $3.36M | 0.10% | +11,567 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 11,206 | $3.26M | 0.00% | +89+0.8% | Added |
| JustInvest LLC | 10,975 | $3.19M | 0.03% | −1,857−14.5% | Reduced |
| Susquehanna International Group, LLP | 10,921 | $3.17M | 0.00% | −8,901−44.9% | Reduced |
| Hohimer Wealth Management, LLC | 10,898 | $3.17M | 0.39% | +10,898 | New |
| Oregon Public Employees Retirement Fund | 10,876 | $3.16M | 0.04% | −79−0.7% | Reduced |
| London Co of Virginia | 10,865 | $3.16M | 0.02% | +382+3.6% | Added |
| Murphy Pohlad Asset Management LLC | 10,795 | $3.14M | 1.12% | −75−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 10,429 | $3.03M | 0.02% | +2,247+27.5% | Added |
| Pathstone Holdings, LLC | 10,190 | $2.96M | 0.01% | +430+4.4% | Added |
| AMG National Trust Bank | 10,120 | $2.94M | 0.06% | +952+10.4% | Added |
| Mutual of America Capital Management LLC | 10,113 | $2.94M | 0.03% | −169−1.6% | Reduced |
| Ostrum Asset Management | 10,076 | $2.93M | 0.16% | +4,625+84.8% | Added |
| Nordea Investment Management AB | 10,140 | $2.91M | 0.00% | +23+0.2% | Added |
| Mercer Global Advisors Inc | 9,841 | $2.86M | 0.00% | +996+11.3% | Added |
| Allstate Corp | 9,640 | $2.80M | 0.03% | +1,693+21.3% | Added |
| Ieq Capital, LLC | 9,601 | $2.79M | 0.01% | +8,568+829.4% | Added |
| New Vernon Investment Management LLC | 9,533 | $2.77M | 2.94% | −9,533−50.0% | Reduced |
| Summit Trail Advisors, LLC | 9,530 | $2.77M | 0.04% | +498+5.5% | Added |
| Public Employees Retirement Association of Colorado | 9,523 | $2.77M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,411 | $2.74M | 0.01% | −542−5.4% | Reduced |
| ASR Vermogensbeheer N.V. | 9,442 | $2.74M | 0.03% | +140+1.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,464 | $2.74M | 0.01% | −1,875−16.5% | Reduced |
| State of Alaska, Department of Revenue | 9,339 | $2.71M | 0.03% | −155−1.6% | Reduced |
| Brinker Capital Investments, LLC | 9,228 | $2.68M | 0.02% | +1,480+19.1% | Added |
| FORA Capital, LLC | 9,194 | $2.67M | 0.20% | +9,194 | New |
| Avanza Fonder AB | 9,128 | $2.65M | 0.07% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 8,824 | $2.57M | 0.04% | −340−3.7% | Reduced |
| Baird Financial Group, Inc. | 8,804 | $2.56M | 0.00% | +41+0.5% | Added |
| Empowered Funds, LLC | 8,696 | $2.53M | 0.02% | +3,616+71.2% | Added |
| Aigen Investment Management, LP | 8,578 | $2.49M | 0.64% | +8,578 | New |
| Sustainable Insight Capital Management, LLC | 8,482 | $2.47M | 0.83% | +8,482 | New |
| M&T Bank Corp | 8,412 | $2.45M | 0.01% | −197−2.3% | Reduced |
| Prudential Financial Inc | 8,405 | $2.44M | 0.00% | −1,680−16.7% | Reduced |
| Millennium Management LLC | 8,250 | $2.40M | 0.00% | −18,650−69.3% | Reduced |
| Pacer Advisors, Inc. | 8,206 | $2.38M | 0.01% | −2,417−22.8% | Reduced |
| Cary Street Partners Financial LLC | 8,119 | $2.36M | 0.06% | −459−5.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,878 | $2.29M | 0.02% | 00.0% | Unchanged |
| South Shore Capital Advisors | 7,773 | $2.26M | 1.65% | −303−3.8% | Reduced |
| ExodusPoint Capital Management, LP | 7,733 | $2.25M | 0.02% | +7,733 | New |
| Live Oak Private Wealth LLC | 7,633 | $2.22M | 0.31% | +481+6.7% | Added |
| Montag A & Associates Inc | 7,606 | $2.22M | 0.10% | −930−10.9% | Reduced |
| Stratos Wealth Partners, LTD. | 7,613 | $2.21M | 0.03% | −187−2.4% | Reduced |
| Quantitative Investment Management, LLC | 7,431 | $2.16M | 0.22% | +7,431 | New |
| Gulf International Bank (UK) Ltd | 7,373 | $2.14M | 0.05% | +2,480+50.7% | Added |
| Mariner, LLC | 7,234 | $2.10M | 0.00% | +1,682+30.3% | Added |
| CI Private Wealth, LLC | 7,306 | $2.04M | 0.00% | +271+3.9% | Added |
| Investment Management Corp of Ontario | 6,870 | $2.00M | 0.03% | +280+4.2% | Added |
| Accretive Wealth Partners, LLC | 6,739 | $1.96M | 0.55% | +37+0.6% | Added |
| Wellington Management Group LLP | 6,729 | $1.96M | 0.00% | −367,827−98.2% | Reduced |
| HighTower Advisors, LLC | 6,601 | $1.92M | 0.00% | −8,611−56.6% | Reduced |
| GWM Advisors LLC | 6,299 | $1.83M | 0.01% | +2,682+74.1% | Added |
| Blair William & Co | 6,198 | $1.80M | 0.01% | −118−1.9% | Reduced |
| Banque Cantonale Vaudoise | 6,118 | $1.78M | 0.07% | −3,269−34.8% | Reduced |
| EP Wealth Advisors, LLC | 6,106 | $1.78M | 0.01% | −60−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,974 | $1.74M | 0.00% | +2,189+57.8% | Added |
| Metis Global Partners, LLC | 5,886 | $1.71M | 0.04% | −652−10.0% | Reduced |
| Mizuho Securities USA LLC | 5,748 | $1.67M | 0.04% | −1,224−17.6% | Reduced |
| Brevan Howard Capital Management LP | 5,627 | $1.64M | 0.02% | +5,627 | New |
| Generali Asset Management SPA SGR | 5,472 | $1.59M | 0.03% | −2,898−34.6% | Reduced |
| Hartford Investment Management Co | 5,429 | $1.58M | 0.05% | −125−2.3% | Reduced |
| Figure 8 Investment Strategies LLC | 5,428 | $1.58M | 1.54% | −159−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,413 | $1.56M | 0.00% | −38,490−87.7% | Reduced |
| Norinchukin Bank, The | 5,337 | $1.55M | 0.02% | −85−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 5,289 | $1.54M | 0.02% | +5,289 | New |
| Northwestern Mutual Wealth Management Co | 5,281 | $1.54M | 0.00% | +279+5.6% | Added |
| CWM, LLC | 5,195 | $1.51M | 0.00% | +292+6.0% | Added |
| Winton Group Ltd | 5,130 | $1.49M | 0.05% | −754−12.8% | Reduced |