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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.

Institutional holdersQ1 2026: 724 institutions
Q1 2021: 548 institutionsQ2 2021: 556 institutionsQ3 2021: 568 institutionsQ4 2021: 583 institutionsQ1 2022: 553 institutionsQ2 2022: 579 institutionsQ3 2022: 568 institutionsQ4 2022: 600 institutionsQ1 2023: 612 institutionsQ2 2023: 584 institutionsQ3 2023: 562 institutionsQ4 2023: 632 institutionsQ1 2024: 664 institutionsQ2 2024: 654 institutionsQ3 2024: 672 institutionsQ4 2024: 709 institutionsQ1 2025: 760 institutionsQ2 2025: 724 institutionsQ3 2025: 730 institutionsQ4 2025: 751 institutionsQ1 2026: 724 institutionsQ2 2026: 696 institutions
Value heldQ1 2026: $27.2B
Q1 2021: $27.5BQ2 2021: $27.3BQ3 2021: $27.0BQ4 2021: $27.1BQ1 2022: $24.8BQ2 2022: $20.4BQ3 2022: $20.7BQ4 2022: $24.7BQ1 2023: $22.9BQ2 2023: $22.8BQ3 2023: $20.1BQ4 2023: $23.0BQ1 2024: $26.1BQ2 2024: $24.7BQ3 2024: $27.5BQ4 2024: $29.6BQ1 2025: $31.6BQ2 2025: $28.5BQ3 2025: $31.6BQ4 2025: $31.0BQ1 2026: $27.2BQ2 2026: $24.7B
Institutions holding WTW and their total value by quarter
QuarterHoldersValue
Q2 2026696$24.7B
Q1 2026724$27.2B
Q4 2025751$31.0B
Q3 2025730$31.6B
Q2 2025724$28.5B
Q1 2025760$31.6B
Q4 2024709$29.6B
Q3 2024672$27.5B
Q2 2024654$24.7B
Q1 2024664$26.1B
Q4 2023632$23.0B
Q3 2023562$20.1B
Q2 2023584$22.8B
Q1 2023612$22.9B
Q4 2022600$24.7B
Q3 2022568$20.7B
Q2 2022579$20.4B
Q1 2022553$24.8B
Q4 2021583$27.1B
Q3 2021568$27.0B
Q2 2021556$27.3B
Q1 2021548$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.

Institutions holding WTW in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Spire Wealth Management72$20.9K0.00%−9−11.1%Reduced
JFS Wealth Advisors, LLC70$20.4K0.00%−3−4.1%Reduced
Private Wealth Management Group, LLC66$19.2K0.01%00.0%Unchanged
Central Trust Co66$19.2K0.00%+10+17.9%Added
Ancora Advisors, LLC64$18.6K0.00%−63−49.6%Reduced
Fortitude Family Office, LLC59$17.2K0.00%+18+43.9%Added
Harbor Investment Advisory, LLC57$16.6K0.00%−48−45.7%Reduced
Grove Bank & Trust55$16.0K0.00%+4+7.8%Added
Millstone Evans Group, LLC54$15.7K0.01%−2−3.6%Reduced
Cullen/Frost Bankers, Inc.52$15.2K0.00%−14−21.2%Reduced
Twin Peaks Wealth Advisors, LLC51$14.7K0.00%+51New
Plante Moran Financial Advisors, LLC50$14.5K0.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC49$14.3K0.01%+49New
Bruce G. Allen Investments, LLC47$13.7K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC45$13.3K0.00%−18−28.6%Reduced
Truvestments Capital LLC42$12.2K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC41$11.9K0.00%+14+51.9%Added
Essential Partners LLC39$11.3K0.00%−146−78.9%Reduced
Kemnay Advisory Services Inc.38$11.0K0.00%+15+65.2%Added
SJS Investment Consulting Inc.36$10.5K0.00%+21+140.0%Added
Brown, Lisle/Cummings, Inc.35$10.2K0.00%+21+150.0%Added
Financial Network Wealth Advisors LLC35$10.2K0.01%+35New
Rossby Financial, LCC35$10.1K0.00%+3+9.4%Added
Covestor Ltd32$10.0K0.01%−23−41.8%Reduced
Aspect Partners, LLC34$9.88K0.00%00.0%Unchanged
True Wealth Design, LLC34$9.88K0.00%+25+277.8%Added
Timothy G. Youngquist 2020 Irrevocable Trust33$9.59K0.00%+33New
Princeton Global Asset Management LLC32$9.30K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp32$9.30K0.01%00.0%Unchanged
Atlantic Trust, LLC31$9.01K0.00%+4+14.8%Added
Abound Wealth Management31$8.95K0.00%+5+19.2%Added
Joseph Group Capital Management28$8.14K0.00%+28New
Smithfield Trust Co26$8.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC26$7.56K0.00%00.0%Unchanged
Geneos Wealth Management Inc.26$7.56K0.00%00.0%Unchanged
Nemes Rush Group LLC26$7.56K0.00%00.0%Unchanged
Virtus ETF Advisers LLC25$7.27K0.00%00.0%Unchanged
SHP Wealth Management24$6.82K0.00%+7+41.2%Added
ZRC Wealth Management, LLC23$6.69K0.00%00.0%Unchanged
Raffa Wealth Management, LLC22$6.39K0.00%+1+4.8%Added
Meeder Asset Management Inc20$5.81K0.00%−9−31.0%Reduced
Financial Management Professionals, Inc.19$5.54K0.00%00.0%Unchanged
Ares Financial Consulting, LLC19$5.54K0.00%00.0%Unchanged
Arlington Trust Co LLC19$5.52K0.00%+19New
DiNuzzo Private Wealth, Inc.27$5.43K0.00%−1−3.6%Reduced
Keating Financial Advisory Services, Inc.18$5.23K0.00%−23−56.1%Reduced
Asset Dedication, LLC18$5.23K0.00%00.0%Unchanged
Highline Wealth Partners LLC17$4.94K0.00%+4+30.8%Added
Westfuller Advisors, LLC16$4.80K0.00%00.0%Unchanged
Clear Street Markets LLC16$4.65K0.00%−127−88.8%Reduced
Torren Management, LLC15$4.37K0.00%−16−51.6%Reduced
Cornerstone Financial Management LLC15$4.36K0.00%+2+15.4%Added
Dunhill Financial, LLC14$4.28K0.00%+4+40.0%Added
First Pacific Financial13$3.78K0.00%+13New
Bay Harbor Wealth Management, LLC13$3.78K0.00%+1+8.3%Added
Raleigh Capital Management Inc.13$3.78K0.00%+13New
Activest Wealth Management12$3.49K0.00%−5−29.4%Reduced
Whipplewood Advisors, LLC12$3.49K0.00%+12New
Purpose Unlimited Inc.11$3.20K0.00%−28−71.8%Reduced
Avion Wealth12$3.00K0.00%−8−40.0%Reduced
Ogorek Anthony Joseph12$3.00K0.00%−1−7.7%Reduced
TD Waterhouse Canada Inc.10$2.87K0.00%+5+100.0%Added
Sachetta, LLC9$2.62K0.00%+2+28.6%Added
Kilter Group LLC9$2.62K0.00%+4+80.0%Added
Tompkins Financial Corp9$2.62K0.00%00.0%Unchanged
Clark Wealth Partners8$2.33K0.00%+2+33.3%Added
Hollencrest Capital Management8$2.33K0.00%00.0%Unchanged
Clayton Financial Group LLC7$2.04K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.04K0.00%00.0%Unchanged
First Command Advisory Services, Inc.7$2.04K0.00%00.0%Unchanged
North Star Investment Management Corp.7$2.04K0.00%+5+250.0%Added
Benson Wealth Management INC7$2.04K0.00%+7New
Rialto Wealth Management, LLC6$1.75K0.00%−1−14.3%Reduced
Wilkerson Advisory Group LLC6$1.74K0.00%−4−40.0%Reduced
Nalls Sherbakoff Group, LLC6$1.74K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$1.74K0.00%+1+20.0%Added
Vermillion Wealth Management, Inc.6$1.74K0.00%+6New
Hughes Financial Services, LLC5$1.45K0.00%−9−64.3%Reduced
Bryn Mawr Trust Co5$1.45K0.00%00.0%Unchanged
WPG Advisers, LLC5$1.45K0.00%00.0%Unchanged
Aventura Private Wealth, LLC5$1.45K0.00%00.0%Unchanged
1015 Capital Partners, LLC5$1.45K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.5$1.45K0.00%00.0%Unchanged
Dogwood Wealth Management LLC5$1.45K0.00%+5New
Bogart Wealth, LLC4$1.16K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC4$1.16K0.00%00.0%Unchanged
American Capital Advisory, LLC4$1.16K0.00%+1+33.3%Added
NBT Bank N A4$1.16K0.00%+4New
Albion Financial Group4$1.16K0.00%+4New
Burk Holdings LLC4$1.16K0.00%+4New
Capital Analysts, LLC4$1.00K0.00%+4New
Prestige Wealth Management Group LLC3$8750.00%00.0%Unchanged
Valued Wealth Advisors LLC3$8750.00%00.0%Unchanged
UMA Financial Services, Inc.3$8730.00%−4−57.1%Reduced
DecisionPoint Financial, LLC3$8730.00%00.0%Unchanged
CoreCap Advisors, LLC3$8720.00%−4−57.1%Reduced
Signature Equity Partners, LLC3$8720.00%−2−40.0%Reduced
HFM Investment Advisors, LLC3$8720.00%−2−40.0%Reduced
WestEnd Advisors, LLC3$8720.00%00.0%Unchanged
Sunbelt Securities, Inc.3$8720.00%00.0%Unchanged