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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Willis Towers Watson PLC; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 30 | $8.00K | 0.00% | −2−6.3% | Reduced |
| Group One Trading, L.P. | 31 | $8.10K | 0.00% | +31 | New |
| Hilton Head Capital Partners, LLC | 32 | $8.36K | 0.00% | −1,348−97.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 32 | $8.36K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $8.63K | 0.00% | −2−5.7% | Reduced |
| Ancora Advisors, LLC | 35 | $9.15K | 0.00% | −29−45.3% | Reduced |
| Financial Network Wealth Advisors LLC | 35 | $9.15K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $9.67K | 0.01% | +22+146.7% | Added |
| Princeton Global Asset Management LLC | 39 | $10.2K | 0.00% | +7+21.9% | Added |
| Kemnay Advisory Services Inc. | 40 | $10.5K | 0.00% | +2+5.3% | Added |
| Continuum Advisory, LLC | 40 | $10.5K | 0.00% | +40 | New |
| Millstone Evans Group, LLC | 42 | $11.0K | 0.01% | −12−22.2% | Reduced |
| Colonial Trust Advisors | 43 | $11.2K | 0.00% | +43 | New |
| Main Street Group, LTD | 45 | $11.8K | 0.00% | +45 | New |
| Action Point Financial Planning, LLC | 49 | $11.8K | 0.00% | +49 | New |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $12.5K | 0.01% | +1+2.1% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 52 | $13.6K | 0.00% | +49+1,633.3% | Added |
| Cullen/Frost Bankers, Inc. | 52 | $13.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $14.1K | 0.00% | −5−8.5% | Reduced |
| CVA Family Office, LLC | 55 | $14.4K | 0.00% | −61−52.6% | Reduced |
| Central Trust Co | 55 | $14.4K | 0.00% | −11−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 57 | $14.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 55 | $15.1K | 0.00% | +52+1,733.3% | Added |
| Vanguard National Trust Co | 58 | $15.2K | 0.00% | +58 | New |
| Legacy Bridge, LLC | 60 | $15.7K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 62 | $16.2K | 0.00% | +26+72.2% | Added |
| Private Wealth Management Group, LLC | 64 | $16.7K | 0.00% | −2−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 65 | $17.0K | 0.00% | −5−7.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 75 | $19.6K | 0.00% | +57+316.7% | Added |
| Geneos Wealth Management Inc. | 76 | $19.9K | 0.00% | +50+192.3% | Added |
| MV Capital Management, Inc. | 82 | $21.4K | 0.00% | −5−5.7% | Reduced |
| GW&K Investment Management, LLC | 83 | $22.0K | 0.00% | +11+15.3% | Added |
| Cedar Mountain Advisors, LLC | 92 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 85 | $24.4K | 0.00% | −10−10.5% | Reduced |
| Trust Co of Vermont | 95 | $24.8K | 0.00% | +95 | New |
| Crewe Advisors LLC | 95 | $24.8K | 0.00% | +5+5.6% | Added |
| Harbour Investments, Inc. | 98 | $25.7K | 0.00% | −1−1.0% | Reduced |
| Syntax Research, Inc. | 100 | $26.1K | 0.02% | −150−60.0% | Reduced |
| Owl Creek Wealth Partners LLC | 102 | $26.7K | 0.01% | −15−12.8% | Reduced |
| Bryn Mawr Trust Co | 105 | $27.4K | 0.00% | +100+2,000.0% | Added |
| Aventus Investment Advisors, Inc. | 109 | $28.5K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 112 | $29.3K | 0.00% | +1+0.9% | Added |
| Manchester Capital Management LLC | 112 | $29.3K | 0.00% | −22−16.4% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $30.1K | 0.00% | −1−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 118 | $31.0K | 0.00% | −60−33.7% | Reduced |
| Raiffeisen Bank International AG | 124 | $32.8K | 0.00% | +34+37.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 130 | $34.0K | 0.01% | +10+8.3% | Added |
| Silver Grove Financial Group, Inc. | 130 | $34.0K | 0.02% | +130 | New |
| CKW Financial Group | 124 | $34.0K | 0.00% | +3+2.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 135 | $35.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 140 | $36.6K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 148 | $38.7K | 0.00% | +148 | New |
| IFP Advisors, Inc | 164 | $42.9K | 0.00% | −190−53.7% | Reduced |
| Zions Bancorporation, National Association | 173 | $45.2K | 0.00% | +18+11.6% | Added |
| Smallwood Wealth Investment Management, LLC | 177 | $46.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 195 | $51.0K | 0.00% | −284−59.3% | Reduced |
| Deseret Mutual Benefit Administrators | 206 | $53.8K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 221 | $57.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 227 | $59.3K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 235 | $61.4K | 0.00% | −46−16.4% | Reduced |
| Parkside Financial Bank & Trust | 240 | $62.7K | 0.00% | +11+4.8% | Added |
| Cromwell Holdings LLC | 240 | $63.0K | 0.03% | +70+41.2% | Added |
| TD Private Client Wealth LLC | 254 | $66.4K | 0.00% | +86+51.2% | Added |
| Ameritas Advisory Services, LLC | 257 | $67.1K | 0.00% | +257 | New |
| Onefund, LLC | 259 | $67.7K | 0.04% | −3−1.1% | Reduced |
| Private Trust Co NA | 271 | $70.8K | 0.01% | −3−1.1% | Reduced |
| Bollard Group LLC | 310 | $81.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 323 | $84.4K | 0.01% | −6−1.8% | Reduced |
| LRI Investments, LLC | 334 | $87.3K | 0.01% | +93+38.6% | Added |
| Massmutual Trust Co FSB | 337 | $88.1K | 0.00% | −44−11.5% | Reduced |
| JNBA Financial Advisors | 350 | $91.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 380 | $99.3K | 0.01% | −98−20.5% | Reduced |
| PFS Partners, LLC | 401 | $104.9K | 0.04% | +1+0.3% | Added |
| Heritage Wealth Advisors | 405 | $105.9K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 422 | $110.8K | 0.01% | −77−15.4% | Reduced |
| Phillip James Consulting Co. | 427 | $111.6K | 0.09% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 437 | $114.2K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 470 | $122.8K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Advisors | 496 | $129.5K | 0.01% | +14+2.9% | Added |
| Umb Bank N A | 535 | $139.8K | 0.00% | +61+12.9% | Added |
| NBC Securities, Inc. | 536 | $140.1K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 555 | $144.0K | 0.00% | +3+0.5% | Added |
| Signaturefd, LLC | 573 | $149.7K | 0.00% | +229+66.6% | Added |
| Smartleaf Asset Management LLC | 604 | $159.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 659 | $172.5K | 0.00% | +95+16.8% | Added |
| Allworth Financial LP | 673 | $175.9K | 0.00% | −269−28.6% | Reduced |
| SRS Capital Advisors, Inc. | 717 | $187.4K | 0.00% | +717 | New |
| Cary Street Partner Investment Advisory LLC | 725 | $189.4K | 0.04% | −180−19.9% | Reduced |
| Institute for Wealth Management, LLC. | 755 | $197.4K | 0.02% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 775 | $202.6K | 0.06% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 781 | $204.1K | 0.01% | −1,005−56.3% | Reduced |
| Profund Advisors LLC | 792 | $207.0K | 0.01% | −30−3.6% | Reduced |
| Alps Advisors Inc | 804 | $210.1K | 0.00% | +804 | New |
| Citadel Investment Advisory, Inc. | 817 | $214.0K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 822 | $214.8K | 0.01% | +662+413.8% | Added |
| Red Door Wealth Management, LLC | 829 | $216.7K | 0.02% | +5+0.6% | Added |
| Pekin Hardy Strauss, Inc. | 833 | $217.7K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 835 | $218.3K | 0.00% | −1,518−64.5% | Reduced |