Willis Towers Watson PLC

WTW

Exchange: Nasdaq
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0001140536

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Willis Towers Watson PLC as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 4; 0 vs. Q2 2026
Shares held: 2.08K; +181 (+9.5%) vs. Q2 2026
Total value: $599.4K; +$103.6K (+20.9%) vs. Q2 2026
New holders: 1; 2 more added
Sold out: 1; 0 more reduced

692 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders

Value held

Institutions holding WTW and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q2 2026.

Institutions holding WTW in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Pekin Hardy Strauss, Inc.	–	–	–	–	Not filed
Red Door Wealth Management, LLC	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Citadel Investment Advisory, Inc.	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Traphagen Investment Advisors LLC	–	–	–	–	Not filed
Raub Brock Capital Management LP	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Cary Street Partner Investment Advisory LLC	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Strategic Investment Advisors	–	–	–	–	Not filed
Greykasell Wealth Strategies, Inc.	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Phillip James Consulting Co.	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Heritage Wealth Advisors	–	–	–	–	Not filed
PFS Partners, LLC	–	–	–	–	Not filed
JNBA Financial Advisors	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Washington Trust Advisors, Inc.	–	–	–	–	Not filed
Bollard Group LLC	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Onefund, LLC	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
DT Investment Partners, LLC	–	–	–	–	Not filed
Gables Capital Management Inc.	–	–	–	–	Not filed
Community Bank, N.A.	–	–	–	–	Not filed
Deseret Mutual Benefit Administrators	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Smallwood Wealth Investment Management, LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
CKW Financial Group	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Raiffeisen Bank International AG	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Aventus Investment Advisors, Inc.	–	–	–	–	Not filed
Bryn Mawr Trust Co	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Syntax Research, Inc.	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Cedar Mountain Advisors, LLC	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Private Wealth Management Group, LLC	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Legacy Bridge, LLC	–	–	–	–	Not filed
Vanguard National Trust Co	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Plante Moran Financial Advisors, LLC	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
Main Street Group, LTD	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Colonial Trust Advisors	–	–	–	–	Not filed
Millstone Evans Group, LLC	–	–	–	–	Not filed
Kemnay Advisory Services Inc.	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Princeton Global Asset Management LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Financial Network Wealth Advisors LLC	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
Murphy & Mullick Capital Management Corp	–	–	–	–	Not filed
Hilton Head Capital Partners, LLC	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Allied Private Wealth LLC	–	–	–	–	Not filed