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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 1,820 | $475.6K | 0.00% | −307−14.4% | Reduced |
| Saxon Interests, Inc. | 1,831 | $478.6K | 0.13% | −11−0.6% | Reduced |
| Aaron Wealth Advisors | 1,834 | $479.4K | 0.02% | +832+83.0% | Added |
| Marks Group Wealth Management, Inc | 1,875 | $490.1K | 0.04% | +175+10.3% | Added |
| Vestcor Inc | 1,963 | $513.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,968 | $514.3K | 0.01% | +180+10.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,973 | $515.0K | 0.12% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,792 | $516.8K | 0.01% | −295−14.1% | Reduced |
| Gateway Investment Advisers LLC | 1,979 | $517.3K | 0.01% | −500−20.2% | Reduced |
| Inceptionr LLC | 1,982 | $518.0K | 0.13% | +619+45.4% | Added |
| Bessemer Group Inc | 1,992 | $520.0K | 0.00% | +352+21.5% | Added |
| Ironwood Investment Counsel, LLC | 1,999 | $522.5K | 0.07% | 00.0% | Unchanged |
| First Horizon Corp | 2,011 | $525.6K | 0.02% | −276−12.1% | Reduced |
| Evolve Private Wealth, LLC | 2,025 | $532.9K | 0.03% | +2,025 | New |
| Tower Research Capital LLC (TRC) | 2,044 | $534.2K | 0.01% | −696−25.4% | Reduced |
| GAMMA Investing LLC | 2,062 | $538.9K | 0.02% | −587−22.2% | Reduced |
| First Manhattan Co | 2,082 | $545.7K | 0.00% | −107−4.9% | Reduced |
| Atlantic Union Bankshares Corp | 2,133 | $557.5K | 0.01% | +170+8.7% | Added |
| Thoroughbred Financial Services, LLC | 2,150 | $562.0K | 0.03% | +10.0% | Added |
| Rathbone Brothers plc | 2,161 | $564.8K | 0.00% | −200−8.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,179 | $569.5K | 0.04% | −221−9.2% | Reduced |
| Intrust Bank NA | 2,190 | $572.4K | 0.04% | −772−26.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,210 | $577.6K | 0.03% | +1,469+198.2% | Added |
| AE Wealth Management LLC | 2,303 | $602.0K | 0.00% | +2,303 | New |
| Prudential PLC | 2,321 | $606.6K | 0.00% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 2,324 | $607.4K | 0.16% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,325 | $608.0K | 0.03% | −1,336−36.5% | Reduced |
| Sanctuary Advisors, LLC | 2,336 | $610.6K | 0.00% | −65−2.7% | Reduced |
| Osmosis Investment Management UK Ltd | 2,347 | $613.4K | 0.03% | −2,014−46.2% | Reduced |
| Plato Investment Management Ltd | 2,391 | $621.3K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,399 | $627.2K | 0.01% | +101+4.4% | Added |
| Washington Capital Management Inc | 2,405 | $628.6K | 0.41% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,407 | $629.1K | 0.05% | +2,407 | New |
| Evelyn Partners Group Ltd | 2,412 | $630.4K | 0.01% | +2,412 | New |
| Ci Investments Inc. | 2,430 | $635.1K | 0.00% | −20,560−89.4% | Reduced |
| Syon Capital LLC | 2,442 | $638.3K | 0.03% | +847+53.1% | Added |
| Aso Group Ltd | 2,469 | $645.0K | 0.27% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,469 | $645.4K | 0.00% | −1,156−31.9% | Reduced |
| Clearstead Advisors, LLC | 2,496 | $652.4K | 0.01% | +113+4.7% | Added |
| Keybank National Association | 2,504 | $654.5K | 0.00% | +31+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,507 | $655.3K | 0.04% | −67−2.6% | Reduced |
| CAPROCK Group, Inc. | 2,569 | $673.9K | 0.01% | +807+45.8% | Added |
| Sequoia Financial Advisors, LLC | 2,630 | $687.5K | 0.00% | −1,036−28.3% | Reduced |
| South Dakota Investment Council | 2,695 | $704.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,721 | $711.2K | 0.07% | +292+12.0% | Added |
| LMCG Investments, LLC | 2,755 | $720.1K | 0.04% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,765 | $722.7K | 0.00% | +1,228+79.9% | Added |
| Gabelli Funds LLC | 2,800 | $731.8K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,504 | $734.7K | 0.03% | −100−3.8% | Reduced |
| Atom Investors LP | 2,837 | $741.5K | 0.07% | +2,837 | New |
| MUFG Securities Americas Inc. | 2,845 | $743.6K | 0.04% | +214+8.1% | Added |
| North Dakota State Investment Board | 2,846 | $743.9K | 0.03% | +79+2.9% | Added |
| Tempo Wealth, LLC | 2,982 | $779.4K | 0.12% | −196−6.2% | Reduced |
| Calder Financial LLC | 2,991 | $781.8K | 0.74% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 2,991 | $781.8K | 0.01% | −94−3.0% | Reduced |
| Frec Markets, Inc. | 2,997 | $783.3K | 0.07% | +2,997 | New |
| Game Creek Capital, LP | 3,000 | $784.1K | 0.34% | −750−20.0% | Reduced |
| Sterling Capital Management LLC | 3,012 | $787.2K | 0.01% | −409−12.0% | Reduced |
| Ticino Wealth | 3,018 | $788.8K | 0.25% | +1,612+114.7% | Added |
| ASR Vermogensbeheer N.V. | 3,058 | $799.3K | 0.01% | −6,384−67.6% | Reduced |
| Benjamin Edwards Inc | 3,060 | $799.7K | 0.01% | +400+15.0% | Added |
| Crossmark Global Holdings, Inc. | 3,064 | $800.8K | 0.01% | +38+1.3% | Added |
| SmartHarvest Portfolios, LLC | 3,073 | $803.2K | 0.26% | +3,073 | New |
| Resources Investment Advisors, LLC. | 3,076 | $804.0K | 0.01% | −852−21.7% | Reduced |
| Hamilton Capital Partners Inc. | 3,223 | $842.4K | 0.02% | −246−7.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,233 | $845.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,243 | $847.6K | 0.01% | +381+13.3% | Added |
| HB Wealth Management, LLC | 3,245 | $848.1K | 0.00% | +2+0.1% | Added |
| Norden Group LLC | 3,262 | $852.6K | 0.07% | −403−11.0% | Reduced |
| Fortress Private Ledger, LLC | 3,280 | $857.3K | 0.23% | +378+13.0% | Added |
| MML Investors Services, LLC | 3,300 | $862.4K | 0.00% | −1,446−30.5% | Reduced |
| Merit Financial Group, LLC | 3,311 | $865.4K | 0.01% | +1,049+46.4% | Added |
| AlTi Global, Inc. | 3,309 | $868.0K | 0.02% | +10+0.3% | Added |
| Assenagon Asset Management S.A. | 3,328 | $869.8K | 0.00% | −346−9.4% | Reduced |
| Callan Family Office, LLC | 3,387 | $885.3K | 0.02% | −786−18.8% | Reduced |
| denkapparat Operations GmbH | 3,414 | $892.3K | 0.29% | +1,180+52.8% | Added |
| Fideuram Asset Management (Ireland) dac | 3,468 | $893.4K | 0.02% | +3,468 | New |
| Portside Wealth Group, LLC | 3,487 | $911.4K | 0.11% | +334+10.6% | Added |
| Panagora Asset Management Inc | 3,522 | $920.5K | 0.00% | −5−0.1% | Reduced |
| Weiss Asset Management LP | 3,559 | $930.2K | 0.01% | +3,559 | New |
| Advisor Group Holdings, Inc. | 3,674 | $962.3K | 0.00% | +244+7.1% | Added |
| MUFG Securities EMEA plc | 3,723 | $973.1K | 0.01% | −175−4.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,734 | $976.0K | 0.12% | −191−4.9% | Reduced |
| Atria Investments LLC | 3,737 | $976.7K | 0.01% | −979−20.8% | Reduced |
| D. E. Shaw & Co., Inc. | 3,804 | $994.3K | 0.00% | +3,804 | New |
| GWM Advisors LLC | 3,805 | $994.4K | 0.00% | −2,494−39.6% | Reduced |
| Hunter Associates Investment Management LLC | 3,816 | $996.0K | 0.11% | −14−0.4% | Reduced |
| Ossiam | 3,823 | $999.2K | 0.01% | +333+9.5% | Added |
| Truist Financial Corp | 3,873 | $1.01M | 0.00% | −430−10.0% | Reduced |
| Empower Advisory Group, LLC | 3,932 | $1.03M | 0.00% | −51−1.3% | Reduced |
| Commerce Bank | 3,951 | $1.03M | 0.00% | −8−0.2% | Reduced |
| Allianz Asset Management GmbH | 3,967 | $1.04M | 0.00% | −656−14.2% | Reduced |
| Ostrum Asset Management | 3,971 | $1.04M | 0.05% | −6,105−60.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 3,991 | $1.04M | 0.45% | −4,491−52.9% | Reduced |
| Advisors Capital Management, LLC | 4,072 | $1.06M | 0.01% | −41−1.0% | Reduced |
| Metis Global Partners, LLC | 4,263 | $1.11M | 0.03% | −1,623−27.6% | Reduced |
| Cetera Investment Advisers | 4,286 | $1.12M | 0.00% | −96−2.2% | Reduced |
| Squarepoint Ops LLC | 4,441 | $1.16M | 0.00% | −258,649−98.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,237 | $1.17M | 0.00% | −84−1.9% | Reduced |
| Rocky Mountain Advisers, LLC | 4,486 | $1.17M | 0.30% | 00.0% | Unchanged |