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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 854 | $223.3K | 0.01% | −482−36.1% | Reduced |
| State of Wyoming | 875 | $228.7K | 0.02% | +875 | New |
| Brevan Howard Capital Management LP | 894 | $233.7K | 0.00% | −4,733−84.1% | Reduced |
| Hantz Financial Services, Inc. | 895 | $234.0K | 0.00% | +582+185.9% | Added |
| Greenleaf Trust | 899 | $235.0K | 0.00% | −75−7.7% | Reduced |
| Stevens Capital Management LP | 898 | $235.0K | 0.06% | +898 | New |
| Cigna Investments Inc | 903 | $236.0K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 906 | $236.8K | 0.01% | +906 | New |
| Wakefield Asset Management LLLP | 920 | $240.5K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 925 | $241.7K | 0.00% | −11−1.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 929 | $242.8K | 0.00% | −189−16.9% | Reduced |
| United Capital Financial Advisers, LLC | 939 | $245.4K | 0.00% | +71+8.2% | Added |
| Robeco Institutional Asset Management B.V. | 961 | $251.2K | 0.00% | −677−41.3% | Reduced |
| Allstate Corp | 966 | $252.5K | 0.00% | −8,674−90.0% | Reduced |
| Fieldview Capital Management, LLC | 966 | $252.5K | 0.07% | +966 | New |
| Beacon Pointe Advisors, LLC | 966 | $252.9K | 0.00% | −314−24.5% | Reduced |
| ORG Wealth Partners, LLC | 970 | $253.5K | 0.04% | +343+54.7% | Added |
| Seed Wealth Management, Inc. | 970 | $253.5K | 0.16% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 981 | $256.0K | 0.01% | −5,137−84.0% | Reduced |
| Dynasty Wealth Management, LLC | 981 | $256.4K | 0.00% | +981 | New |
| Brown Brothers Harriman & Co | 998 | $260.8K | 0.00% | +205+25.9% | Added |
| Capitolis Liquid Global Markets LLC | 1,000 | $261.4K | 0.00% | −1,450−59.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,016 | $265.6K | 0.00% | +47+4.9% | Added |
| United Asset Strategies, Inc. | 1,020 | $266.6K | 0.02% | −300−22.7% | Reduced |
| Farther Finance Advisors, LLC | 1,022 | $267.8K | 0.00% | +68+7.1% | Added |
| Ascent Group, LLC | 1,045 | $273.1K | 0.01% | +1,045 | New |
| Fifth Third Wealth Advisors LLC | 1,047 | $273.7K | 0.01% | −61−5.5% | Reduced |
| Connecticut Wealth Management, LLC | 1,055 | $275.7K | 0.01% | −14−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,059 | $276.8K | 0.01% | +19+1.8% | Added |
| Alhambra Investment Partners LLC | 1,072 | $280.1K | 0.12% | −75−6.5% | Reduced |
| Trust Asset Management LLC | 1,078 | $281.8K | 0.02% | −44−3.9% | Reduced |
| Rothschild Investment LLC | 1,085 | $283.7K | 0.01% | −450−29.3% | Reduced |
| Employees Retirement System of Texas | 1,086 | $284.0K | 0.00% | +1,086 | New |
| Janney Montgomery Scott LLC | 1,102 | $288.0K | 0.00% | −366−24.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,117 | $291.9K | 0.01% | +1,117 | New |
| IMC-Chicago, LLC | 1,123 | $293.5K | 0.00% | −203−15.3% | Reduced |
| Vontobel Holding Ltd. | 1,127 | $294.6K | 0.00% | −1,026−47.7% | Reduced |
| Horizon Investments, LLC | 3,249 | $294.9K | 0.00% | +43+1.3% | Added |
| Busey Wealth Management | 1,131 | $295.6K | 0.01% | −92−7.5% | Reduced |
| Fielder Capital Group LLC | 1,133 | $296.0K | 0.06% | +61+5.7% | Added |
| Fidelis Capital Partners, LLC | 1,151 | $300.8K | 0.02% | −81−6.6% | Reduced |
| Applied Finance Capital Management, LLC | 1,159 | $302.9K | 0.02% | +149+14.8% | Added |
| 3Chopt Investment Partners, LLC | 1,155 | $303.0K | 0.06% | −373−24.4% | Reduced |
| AlphaGrep UK Ltd | 1,165 | $304.5K | 0.09% | +1,165 | New |
| Evanson Financial, LLC | 1,176 | $307.4K | 0.02% | +1,176 | New |
| Warren Averett Asset Management, LLC | 1,181 | $308.6K | 0.00% | +54+4.8% | Added |
| Simplicity Wealth,LLC | 1,193 | $311.8K | 0.01% | +1,193 | New |
| PW Nova Financial Services LLC | 1,196 | $312.6K | 0.07% | 00.0% | Unchanged |
| JM2 Capital Inc. | 1,197 | $312.9K | 0.21% | 00.0% | Unchanged |
| Carlson Capital L P | 1,200 | $313.6K | 0.06% | +100+9.1% | Added |
| Modern Wealth Management, LLC | 1,202 | $314.2K | 0.00% | +1,202 | New |
| Diversify Advisory Services, LLC | 1,040 | $314.9K | 0.01% | +1,040 | New |
| Diversify Wealth Management, LLC | 1,040 | $314.9K | 0.01% | +1,040 | New |
| Mayflower Financial Advisors, LLC | 1,218 | $318.3K | 0.03% | +102+9.1% | Added |
| MAI Capital Management | 1,233 | $322.3K | 0.00% | −400−24.5% | Reduced |
| Rockland Trust Co | 1,266 | $330.9K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,274 | $332.9K | 0.00% | +179+16.3% | Added |
| Ritholtz Wealth Management | 1,287 | $336.3K | 0.01% | −116−8.3% | Reduced |
| AlphaCore Capital LLC | 1,290 | $337.2K | 0.01% | +1,290 | New |
| Davenport & Co LLC | 1,309 | $342.1K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,315 | $343.7K | 0.06% | −1,628−55.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,366 | $357.0K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 1,368 | $357.5K | 0.00% | −914−40.1% | Reduced |
| Siemens Fonds Invest GmbH | 1,368 | $357.6K | 0.02% | −182−11.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,394 | $365.5K | 0.01% | +10+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 1,399 | $366.0K | 0.00% | −106−7.0% | Reduced |
| Blueshift Asset Management, LLC | 1,466 | $383.2K | 0.09% | +1,466 | New |
| TownSquare Capital, LLC | 1,470 | $384.2K | 0.07% | +162+12.4% | Added |
| Central Pacific Bank - Trust Division | 1,475 | $385.5K | 0.04% | +25+1.7% | Added |
| FWL Investment Management, LLC | 1,480 | $386.8K | 0.07% | −565−27.6% | Reduced |
| CX Institutional | 1,500 | $392.0K | 0.01% | +568+60.9% | Added |
| Journey Retirement Planning & Investment Management LLC | 1,501 | $392.3K | 0.31% | +230+18.1% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $394.7K | 0.18% | 00.0% | Unchanged |
| TCW Group Inc | 1,524 | $398.3K | 0.00% | +6+0.4% | Added |
| Baader Bank INC | 1,525 | $398.6K | 0.03% | +140+10.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,533 | $400.7K | 0.12% | −2−0.1% | Reduced |
| Cresset Asset Management, LLC | 1,536 | $403.0K | 0.00% | −539−26.0% | Reduced |
| Quadrant Capital Group LLC | 1,560 | $407.7K | 0.01% | +110+7.6% | Added |
| Fonville Wealth Management LLC | 1,560 | $407.7K | 0.07% | +3+0.2% | Added |
| Coldstream Capital Management Inc | 1,578 | $412.5K | 0.01% | −298−15.9% | Reduced |
| Global Retirement Partners, LLC | 1,579 | $412.7K | 0.01% | +1,579 | New |
| Steward Partners Investment Advisory, LLC | 1,604 | $419.3K | 0.00% | −33−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 1,458 | $422.5K | 0.01% | −13−0.9% | Reduced |
| Formidable Asset Management, LLC | 1,460 | $424.4K | 0.07% | −128−8.1% | Reduced |
| Westerkirk Capital Inc. | 1,624 | $424.5K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,628 | $425.6K | 0.00% | +1,030+172.2% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,630 | $426.0K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,486 | $430.4K | 0.01% | +604+68.5% | Added |
| Vise Technologies, Inc. | 1,685 | $440.3K | 0.00% | −1,021−37.7% | Reduced |
| Proficio Capital Partners LLC | 1,712 | $447.5K | 0.02% | +578+51.0% | Added |
| Apollon Wealth Management, LLC | 1,723 | $450.3K | 0.01% | +1,723 | New |
| Bell Investment Advisors, Inc | 1,746 | $456.4K | 0.07% | −10−0.6% | Reduced |
| Laird Norton Trust Company, LLC | 1,746 | $458.0K | 0.01% | −76−4.2% | Reduced |
| PEAK6 LLC | 1,768 | $462.1K | 0.01% | +1,768 | New |
| Wiley Bros.-Aintree Capital, LLC | 1,774 | $463.7K | 0.00% | +751+73.4% | Added |
| Brighton Jones LLC | 1,783 | $466.0K | 0.01% | −454−20.3% | Reduced |
| Stephens Inc | 1,785 | $466.6K | 0.01% | −36−2.0% | Reduced |
| Harbour Capital Advisors, LLC | 1,618 | $468.7K | 0.09% | −95−5.5% | Reduced |
| Kestra Advisory Services, LLC | 1,799 | $472.0K | 0.00% | −32−1.7% | Reduced |
| Mirabella Financial Services LLP | 1,815 | $474.4K | 0.05% | +1,815 | New |