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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2,143 | $623.0K | 0.00% | −23,063−91.5% | Reduced |
| QRG Capital Management, Inc. | 2,127 | $618.2K | 0.01% | −340−13.8% | Reduced |
| Chicago Partners Investment Group LLC | 2,087 | $608.2K | 0.01% | +75+3.7% | Added |
| Cresset Asset Management, LLC | 2,075 | $605.2K | 0.00% | +670+47.7% | Added |
| FWL Investment Management, LLC | 2,045 | $594.5K | 0.13% | +2,045 | New |
| Ironwood Investment Counsel, LLC | 1,999 | $581.1K | 0.08% | −60−2.9% | Reduced |
| SummitTX Capital, L.P. | 1,990 | $578.5K | 0.02% | −3,306−62.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,973 | $573.0K | 0.15% | −42−2.1% | Reduced |
| Vestcor Inc | 1,963 | $571.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,963 | $570.6K | 0.01% | +284+16.9% | Added |
| Headlands Technologies LLC | 1,951 | $567.2K | 0.06% | +1,951 | New |
| Coldstream Capital Management Inc | 1,876 | $545.4K | 0.01% | +7+0.4% | Added |
| Saxon Interests, Inc. | 1,842 | $535.5K | 0.18% | +11+0.6% | Added |
| Kestra Advisory Services, LLC | 1,831 | $532.3K | 0.00% | −299−14.0% | Reduced |
| Laird Norton Trust Company, LLC | 1,822 | $531.5K | 0.01% | −105−5.4% | Reduced |
| Stephens Inc | 1,821 | $529.4K | 0.01% | +78+4.5% | Added |
| Formidable Asset Management, LLC | 1,588 | $521.8K | 0.08% | −244−13.3% | Reduced |
| Ronald Blue Trust, Inc. | 1,788 | $519.5K | 0.01% | +3+0.2% | Added |
| Traphagen Investment Advisors LLC | 1,786 | $519.2K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,762 | $513.9K | 0.01% | −295−14.3% | Reduced |
| Bell Investment Advisors, Inc | 1,756 | $510.5K | 0.08% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,742 | $506.4K | 0.08% | +1,742 | New |
| Harbour Capital Advisors, LLC | 1,713 | $499.2K | 0.10% | −30−1.7% | Reduced |
| Marks Group Wealth Management, Inc | 1,700 | $494.2K | 0.05% | −2,441−58.9% | Reduced |
| Skopos Labs, Inc. | 1,654 | $480.6K | 0.02% | +569+52.4% | Added |
| GTS Securities LLC | 1,648 | $479.1K | 0.02% | +267+19.3% | Added |
| Gibbs Wealth Management | 1,647 | $478.8K | 0.06% | +815+98.0% | Added |
| Robeco Institutional Asset Management B.V. | 1,638 | $476.2K | 0.00% | −9−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,637 | $476.0K | 0.00% | −312−16.0% | Reduced |
| Bessemer Group Inc | 1,640 | $476.0K | 0.00% | +286+21.1% | Added |
| Lido Advisors, LLC | 1,631 | $475.7K | 0.00% | −729−30.9% | Reduced |
| MAI Capital Management | 1,633 | $474.6K | 0.00% | +513+45.8% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,630 | $473.8K | 0.10% | +194+13.5% | Added |
| Westerkirk Capital Inc. | 1,624 | $472.1K | 0.05% | 00.0% | Unchanged |
| Ticino Wealth | 1,406 | $467.6K | 0.16% | +548+63.9% | Added |
| Neville Rodie & Shaw Inc | 1,598 | $465.0K | 0.03% | −100−5.9% | Reduced |
| Syon Capital LLC | 1,595 | $463.7K | 0.02% | −259−14.0% | Reduced |
| Fonville Wealth Management LLC | 1,557 | $452.6K | 0.09% | +3+0.2% | Added |
| Siemens Fonds Invest GmbH | 1,550 | $450.6K | 0.03% | −16−1.0% | Reduced |
| Guggenheim Capital LLC | 1,537 | $446.8K | 0.00% | +1,537 | New |
| Rothschild Investment LLC | 1,535 | $446.3K | 0.02% | +367+31.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,535 | $446.2K | 0.15% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,528 | $445.8K | 0.10% | −214−12.3% | Reduced |
| TCW Group Inc | 1,518 | $441.3K | 0.00% | +73+5.1% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $439.0K | 0.24% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,505 | $437.0K | 0.00% | +206+15.9% | Added |
| Pensionmark Financial Group, LLC | 1,471 | $427.6K | 0.01% | −110−7.0% | Reduced |
| Janney Montgomery Scott LLC | 1,468 | $427.0K | 0.00% | −1,521−50.9% | 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 |
| DRW Securities, LLC | 1,427 | $414.8K | 0.02% | −473−24.9% | Reduced |
| Ritholtz Wealth Management | 1,403 | $407.7K | 0.01% | +134+10.6% | Added |
| Mount Yale Investment Advisors, LLC | 1,384 | $403.5K | 0.01% | +580+72.1% | Added |
| Baader Bank INC | 1,385 | $402.6K | 0.04% | +1,385 | New |
| Hilton Head Capital Partners, LLC | 1,380 | $401.2K | 0.23% | −1−0.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,366 | $397.1K | 0.04% | −234−14.6% | Reduced |
| Inceptionr LLC | 1,363 | $396.2K | 0.10% | +1,363 | New |
| EverSource Wealth Advisors, LLC | 1,336 | $388.6K | 0.01% | +401+42.9% | Added |
| IMC-Chicago, LLC | 1,326 | $385.5K | 0.01% | +1,326 | New |
| United Asset Strategies, Inc. | 1,320 | $383.7K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,309 | $380.5K | 0.00% | −109−7.7% | Reduced |
| TownSquare Capital, LLC | 1,308 | $380.2K | 0.09% | +1,308 | New |
| Beacon Pointe Advisors, LLC | 1,280 | $372.2K | 0.00% | +188+17.2% | Added |
| 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 |
| Rockland Trust Co | 1,266 | $368.0K | 0.01% | −12−0.9% | Reduced |
| Oak Thistle LLC | 1,248 | $362.8K | 0.04% | −2,647−68.0% | Reduced |
| S-Bank Fund Management Ltd | 1,240 | $360.5K | 0.05% | −46−3.6% | Reduced |
| Fidelis Capital Partners, LLC | 1,232 | $358.1K | 0.03% | +27+2.2% | Added |
| Busey Wealth Management | 1,223 | $355.5K | 0.01% | −44−3.5% | Reduced |
| Voleon Capital Management LP | 1,223 | $355.5K | 0.01% | +1,223 | New |
| JM2 Capital Inc. | 1,197 | $348.0K | 0.29% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 1,196 | $347.7K | 0.09% | +1,196 | New |
| R Squared Ltd | 1,182 | $343.6K | 0.19% | +1,182 | New |
| Evanson Asset Management, LLC | 1,176 | $341.9K | 0.02% | −19−1.6% | Reduced |
| Alhambra Investment Partners LLC | 1,147 | $333.4K | 0.15% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,134 | $329.7K | 0.02% | −3−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 1,127 | $327.5K | 0.00% | −44−3.8% | Reduced |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,118 | $325.0K | 0.01% | +3+0.3% | Added |
| Mayflower Financial Advisors, LLC | 1,116 | $324.4K | 0.04% | +21+1.9% | Added |
| 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 |
| Carlson Capital L P | 1,100 | $319.8K | 0.13% | +1,100 | New |
| Jump Financial, LLC | 1,098 | $319.2K | 0.00% | +1,098 | New |
| Assetmark, Inc | 1,095 | $318.3K | 0.00% | −6,006−84.6% | Reduced |
| Virtu Financial LLC | 1,075 | $312.0K | 0.01% | +1,075 | New |
| Fielder Capital Group LLC | 1,072 | $311.5K | 0.07% | +40+3.9% | Added |
| Connecticut Wealth Management, LLC | 1,069 | $310.8K | 0.01% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 1,040 | $302.3K | 0.01% | −160−13.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,023 | $297.5K | 0.00% | −399−28.1% | Reduced |
| Applied Finance Capital Management, LLC | 1,010 | $293.6K | 0.02% | +1,010 | New |
| Aaron Wealth Advisors | 1,002 | $291.3K | 0.02% | −890−47.0% | Reduced |
| Greenleaf Trust | 974 | $283.1K | 0.00% | −33−3.3% | Reduced |
| Seed Wealth Management, Inc. | 970 | $282.0K | 0.19% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 969 | $281.7K | 0.00% | +72+8.0% | Added |
| Summitry LLC | 962 | $279.7K | 0.01% | +97+11.2% | Added |
| Checchi Capital Advisers, LLC | 946 | $275.0K | 0.02% | +224+31.0% | Added |
| Farther Finance Advisors, LLC | 954 | $274.4K | 0.00% | +262+37.9% | Added |