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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, Q2 2026

Institutional positions in Willis Towers Watson PLC as of Jun 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

Institutional holders
696
−17 vs. Q1 2026
Shares held
91.1M
+1.56M (+1.7%) vs. Q1 2026
Total value
$24.7B
−$2.25B (−8.4%) vs. Q1 2026
New holders
77
236 more added
Sold out
94
284 more reduced

11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 696 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 heldQ2 2026: $24.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2026.

Institutions holding WTW in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC1$00.00%+1New
Darwin Advisors, LLC0$470.00%0New
Y.D. More Investments Ltd61$540.00%00.0%Unchanged
Activest Wealth Management1$2610.00%−11−91.7%Reduced
SBI Securities Co., Ltd.1$2610.00%00.0%Unchanged
Strengthening Families & Communities, LLC1$2610.00%+1New
Provenance Wealth Advisors, LLC1$2610.00%+1New
GHP Investment Advisors, Inc.1$2620.00%00.0%Unchanged
Maryland Capital Advisors Inc.1$2620.00%+1New
Quaker Wealth Management, LLC2$5230.00%00.0%Unchanged
West Branch Capital LLC2$5230.00%00.0%Unchanged
Seneschal Advisors, LLC2$5230.00%00.0%Unchanged
Creative Financial Designs Inc2$5230.00%00.0%Unchanged
MidFirst Bank2$5230.00%00.0%Unchanged
Motco2$5230.00%+2New
Davis Capital Management2$5230.00%+2New
Tidemark, LLC2$5230.00%+2New
DecisionPoint Financial, LLC2$5510.00%−1−33.3%Reduced
Whipplewood Advisors, LLC3$7840.00%−9−75.0%Reduced
1015 Capital Partners, LLC3$7840.00%−2−40.0%Reduced
WestEnd Advisors, LLC3$7840.00%00.0%Unchanged
Bare Financial Services, Inc3$7840.00%00.0%Unchanged
Signature Equity Partners, LLC3$7840.00%00.0%Unchanged
Sunrise Financial Services, LLC3$7840.00%00.0%Unchanged
Logan Capital Management Inc3$7840.00%+3New
Cape Investment Advisory, Inc.3$7840.00%+3New
South State Corp.3$7850.00%+2+200.0%Added
Prestige Wealth Management Group LLC3$7870.00%00.0%Unchanged
Valued Wealth Advisors LLC3$7870.00%00.0%Unchanged
Pin Oak Investment Advisors Inc2$1.00K0.00%+2New
Essential Partners LLC4$1.04K0.00%−35−89.7%Reduced
Principia Wealth Advisory, LLC4$1.04K0.00%−2−33.3%Reduced
Glen Eagle Advisors, LLC4$1.04K0.00%00.0%Unchanged
Burk Holdings LLC4$1.04K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd4$1.04K0.00%+2+100.0%Added
Bellevue Asset Management, LLC4$1.04K0.00%+4New
Mosley Wealth Management4$1.04K0.00%+4New
American Capital Advisory, LLC4$1.05K0.00%00.0%Unchanged
TFC Financial Management4$1.05K0.00%+4New
American National Bank5$1.31K0.00%+5New
E Fund Management (Hong Kong) Co., Ltd.5$1.31K0.00%00.0%Unchanged
Aventura Private Wealth, LLC5$1.31K0.00%00.0%Unchanged
Purpose Unlimited Inc.6$1.57K0.00%−5−45.5%Reduced
North Star Investment Management Corp.6$1.57K0.00%−1−14.3%Reduced
Nalls Sherbakoff Group, LLC6$1.57K0.00%00.0%Unchanged
JPL Wealth Management, LLC6$1.57K0.00%+5+500.0%Added
BOK Financial Private Wealth, Inc.6$1.57K0.00%+6New
Westfuller Advisors, LLC6$1.70K0.00%−10−62.5%Reduced
Oakmont Advisory Group, LLC7$1.71K0.00%+7New
Abound Wealth Management7$1.77K0.00%−24−77.4%Reduced
Anchor Investment Management, LLC7$1.83K0.00%00.0%Unchanged
Benson Wealth Management INC7$1.83K0.00%00.0%Unchanged
Hollencrest Capital Management8$2.09K0.00%00.0%Unchanged
WPG Advisers, LLC8$2.09K0.00%+3+60.0%Added
High Note Wealth, LLC8$2.09K0.00%+5+166.7%Added
HFM Investment Advisors, LLC8$2.09K0.00%+5+166.7%Added
Planning Strategies Inc.8$2.09K0.00%+8New
Tompkins Financial Corp9$2.35K0.00%00.0%Unchanged
J.Safra Asset Management Corp9$2.35K0.00%+9New
GoalVest Advisory LLC9$2.35K0.00%+9New
Synergy Investment Management, LLC8$2.53K0.00%+6+300.0%Added
TD Waterhouse Canada Inc.10$2.75K0.00%00.0%Unchanged
Spire Wealth Management11$2.88K0.00%−61−84.7%Reduced
Ogorek Anthony Joseph12$3.00K0.00%00.0%Unchanged
Marshall Investment Management, LLC12$3.14K0.00%+12New
Rialto Wealth Management, LLC12$3.14K0.00%+6+100.0%Added
Johnson Financial Group, Inc.12$3.15K0.00%−102−89.5%Reduced
Creative Capital Management Investments LLC13$3.40K0.00%+13New
Dunhill Financial, LLC13$3.61K0.00%−1−7.1%Reduced
Grove Bank & Trust14$3.66K0.00%−41−74.5%Reduced
Hughes Financial Services, LLC14$3.66K0.00%+9+180.0%Added
Sachetta, LLC14$3.66K0.00%+5+55.6%Added
Kilter Group LLC15$3.92K0.00%+6+66.7%Added
Bogart Wealth, LLC15$3.92K0.00%+11+275.0%Added
Torren Management, LLC15$3.93K0.00%00.0%Unchanged
Avion Wealth16$4.00K0.00%+4+33.3%Added
ZRC Wealth Management, LLC16$4.18K0.00%−7−30.4%Reduced
UMA Financial Services, Inc.16$4.18K0.00%+13+433.3%Added
Basecamp Wealth Advisors LLC18$4.71K0.00%−23−56.1%Reduced
Bay Harbor Wealth Management, LLC18$4.71K0.00%+5+38.5%Added
DiNuzzo Private Wealth, Inc.27$4.79K0.00%00.0%Unchanged
Arlington Trust Co LLC19$4.97K0.00%00.0%Unchanged
Financial Management Professionals, Inc.19$4.98K0.00%00.0%Unchanged
Ares Financial Consulting, LLC19$5.04K0.00%00.0%Unchanged
Golden State Wealth Management, LLC20$5.23K0.00%−205−91.1%Reduced
Asset Dedication, LLC21$5.49K0.00%+3+16.7%Added
Rossby Financial, LCC23$6.01K0.00%−12−34.3%Reduced
True Wealth Design, LLC23$6.01K0.00%−11−32.4%Reduced
Meeder Asset Management Inc23$6.01K0.00%+3+15.0%Added
Quent Capital, LLC23$6.05K0.00%−61−72.6%Reduced
SHP Wealth Management24$6.40K0.00%00.0%Unchanged
Highline Wealth Partners LLC25$6.53K0.00%+8+47.1%Added
Nemes Rush Group LLC26$6.80K0.00%00.0%Unchanged
Raffa Wealth Management, LLC26$6.80K0.00%+4+18.2%Added
Smithfield Trust Co26$7.00K0.00%00.0%Unchanged
Ameriflex Group, Inc.27$7.06K0.00%+27New
Bartlett & Co. Wealth Management LLC28$7.34K0.00%+26+1,300.0%Added
Aspect Partners, LLC29$7.58K0.00%−5−14.7%Reduced
Clear Street Markets LLC29$7.58K0.00%+13+81.3%Added
Allied Private Wealth LLC26$7.61K0.00%+26New