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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 1,783 | $466.0K | 0.01% | −454−20.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 1,774 | $463.7K | 0.00% | +751+73.4% | Added |
| PEAK6 LLC | 1,768 | $462.1K | 0.01% | +1,768 | New |
| Laird Norton Trust Company, LLC | 1,746 | $458.0K | 0.01% | −76−4.2% | Reduced |
| Bell Investment Advisors, Inc | 1,746 | $456.4K | 0.07% | −10−0.6% | Reduced |
| Apollon Wealth Management, LLC | 1,723 | $450.3K | 0.01% | +1,723 | New |
| Proficio Capital Partners LLC | 1,712 | $447.5K | 0.02% | +578+51.0% | Added |
| Vise Technologies, Inc. | 1,685 | $440.3K | 0.00% | −1,021−37.7% | Reduced |
| Wedmont Private Capital | 1,486 | $430.4K | 0.01% | +604+68.5% | Added |
| Riverpoint Wealth Management Holdings, LLC | 1,630 | $426.0K | 0.08% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,628 | $425.6K | 0.00% | +1,030+172.2% | Added |
| Westerkirk Capital Inc. | 1,624 | $424.5K | 0.04% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 1,460 | $424.4K | 0.07% | −128−8.1% | Reduced |
| Pensionmark Financial Group, LLC | 1,458 | $422.5K | 0.01% | −13−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,604 | $419.3K | 0.00% | −33−2.0% | Reduced |
| Global Retirement Partners, LLC | 1,579 | $412.7K | 0.01% | +1,579 | New |
| Coldstream Capital Management Inc | 1,578 | $412.5K | 0.01% | −298−15.9% | Reduced |
| Fonville Wealth Management LLC | 1,560 | $407.7K | 0.07% | +3+0.2% | Added |
| Quadrant Capital Group LLC | 1,560 | $407.7K | 0.01% | +110+7.6% | Added |
| Cresset Asset Management, LLC | 1,536 | $403.0K | 0.00% | −539−26.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,533 | $400.7K | 0.12% | −2−0.1% | Reduced |
| Baader Bank INC | 1,525 | $398.6K | 0.03% | +140+10.1% | Added |
| TCW Group Inc | 1,524 | $398.3K | 0.00% | +6+0.4% | Added |
| Cladis Investment Advisory, LLC | 1,510 | $394.7K | 0.18% | 00.0% | Unchanged |
| Journey Retirement Planning & Investment Management LLC | 1,501 | $392.3K | 0.31% | +230+18.1% | Added |
| CX Institutional | 1,500 | $392.0K | 0.01% | +568+60.9% | Added |
| FWL Investment Management, LLC | 1,480 | $386.8K | 0.07% | −565−27.6% | Reduced |
| Central Pacific Bank - Trust Division | 1,475 | $385.5K | 0.04% | +25+1.7% | Added |
| TownSquare Capital, LLC | 1,470 | $384.2K | 0.07% | +162+12.4% | Added |
| Blueshift Asset Management, LLC | 1,466 | $383.2K | 0.09% | +1,466 | New |
| Cambridge Investment Research Advisors, Inc. | 1,399 | $366.0K | 0.00% | −106−7.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,394 | $365.5K | 0.01% | +10+0.7% | Added |
| Siemens Fonds Invest GmbH | 1,368 | $357.6K | 0.02% | −182−11.7% | Reduced |
| Moneta Group Investment Advisors LLC | 1,368 | $357.5K | 0.00% | −914−40.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,366 | $357.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,315 | $343.7K | 0.06% | −1,628−55.3% | Reduced |
| Davenport & Co LLC | 1,309 | $342.1K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,290 | $337.2K | 0.01% | +1,290 | New |
| Ritholtz Wealth Management | 1,287 | $336.3K | 0.01% | −116−8.3% | Reduced |
| Assetmark, Inc | 1,274 | $332.9K | 0.00% | +179+16.3% | Added |
| Rockland Trust Co | 1,266 | $330.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,233 | $322.3K | 0.00% | −400−24.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,218 | $318.3K | 0.03% | +102+9.1% | Added |
| 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 |
| Modern Wealth Management, LLC | 1,202 | $314.2K | 0.00% | +1,202 | New |
| Carlson Capital L P | 1,200 | $313.6K | 0.06% | +100+9.1% | Added |
| JM2 Capital Inc. | 1,197 | $312.9K | 0.21% | 00.0% | Unchanged |
| PW Nova Financial Services LLC | 1,196 | $312.6K | 0.07% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,193 | $311.8K | 0.01% | +1,193 | New |
| Warren Averett Asset Management, LLC | 1,181 | $308.6K | 0.00% | +54+4.8% | Added |
| Evanson Financial, LLC | 1,176 | $307.4K | 0.02% | +1,176 | New |
| AlphaGrep UK Ltd | 1,165 | $304.5K | 0.09% | +1,165 | New |
| 3Chopt Investment Partners, LLC | 1,155 | $303.0K | 0.06% | −373−24.4% | Reduced |
| Applied Finance Capital Management, LLC | 1,159 | $302.9K | 0.02% | +149+14.8% | Added |
| Fidelis Capital Partners, LLC | 1,151 | $300.8K | 0.02% | −81−6.6% | Reduced |
| Fielder Capital Group LLC | 1,133 | $296.0K | 0.06% | +61+5.7% | Added |
| Busey Wealth Management | 1,131 | $295.6K | 0.01% | −92−7.5% | Reduced |
| Horizon Investments, LLC | 3,249 | $294.9K | 0.00% | +43+1.3% | Added |
| Vontobel Holding Ltd. | 1,127 | $294.6K | 0.00% | −1,026−47.7% | Reduced |
| IMC-Chicago, LLC | 1,123 | $293.5K | 0.00% | −203−15.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,117 | $291.9K | 0.01% | +1,117 | New |
| Janney Montgomery Scott LLC | 1,102 | $288.0K | 0.00% | −366−24.9% | Reduced |
| Employees Retirement System of Texas | 1,086 | $284.0K | 0.00% | +1,086 | New |
| Rothschild Investment LLC | 1,085 | $283.7K | 0.01% | −450−29.3% | Reduced |
| Trust Asset Management LLC | 1,078 | $281.8K | 0.02% | −44−3.9% | Reduced |
| Alhambra Investment Partners LLC | 1,072 | $280.1K | 0.12% | −75−6.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 1,059 | $276.8K | 0.01% | +19+1.8% | Added |
| Connecticut Wealth Management, LLC | 1,055 | $275.7K | 0.01% | −14−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,047 | $273.7K | 0.01% | −61−5.5% | Reduced |
| Ascent Group, LLC | 1,045 | $273.1K | 0.01% | +1,045 | New |
| Farther Finance Advisors, LLC | 1,022 | $267.8K | 0.00% | +68+7.1% | Added |
| United Asset Strategies, Inc. | 1,020 | $266.6K | 0.02% | −300−22.7% | Reduced |
| OpenArc Corporate Advisory, LLC | 1,016 | $265.6K | 0.00% | +47+4.9% | Added |
| Capitolis Liquid Global Markets LLC | 1,000 | $261.4K | 0.00% | −1,450−59.2% | Reduced |
| Brown Brothers Harriman & Co | 998 | $260.8K | 0.00% | +205+25.9% | Added |
| Dynasty Wealth Management, LLC | 981 | $256.4K | 0.00% | +981 | New |
| Banque Cantonale Vaudoise | 981 | $256.0K | 0.01% | −5,137−84.0% | Reduced |
| Seed Wealth Management, Inc. | 970 | $253.5K | 0.16% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 970 | $253.5K | 0.04% | +343+54.7% | Added |
| Beacon Pointe Advisors, LLC | 966 | $252.9K | 0.00% | −314−24.5% | Reduced |
| Allstate Corp | 966 | $252.5K | 0.00% | −8,674−90.0% | Reduced |
| Fieldview Capital Management, LLC | 966 | $252.5K | 0.07% | +966 | New |
| Robeco Institutional Asset Management B.V. | 961 | $251.2K | 0.00% | −677−41.3% | Reduced |
| United Capital Financial Advisers, LLC | 939 | $245.4K | 0.00% | +71+8.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 929 | $242.8K | 0.00% | −189−16.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 925 | $241.7K | 0.00% | −11−1.2% | Reduced |
| Wakefield Asset Management LLLP | 920 | $240.5K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 906 | $236.8K | 0.01% | +906 | New |
| Cigna Investments Inc | 903 | $236.0K | 0.03% | 00.0% | Unchanged |
| Stevens Capital Management LP | 898 | $235.0K | 0.06% | +898 | New |
| Greenleaf Trust | 899 | $235.0K | 0.00% | −75−7.7% | Reduced |
| Hantz Financial Services, Inc. | 895 | $234.0K | 0.00% | +582+185.9% | Added |
| Brevan Howard Capital Management LP | 894 | $233.7K | 0.00% | −4,733−84.1% | Reduced |
| State of Wyoming | 875 | $228.7K | 0.02% | +875 | New |
| EverSource Wealth Advisors, LLC | 854 | $223.3K | 0.01% | −482−36.1% | Reduced |
| Integrated Wealth Concepts LLC | 835 | $218.3K | 0.00% | −1,518−64.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 833 | $217.7K | 0.02% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 829 | $216.7K | 0.02% | +5+0.6% | Added |
| Larson Financial Group LLC | 822 | $214.8K | 0.01% | +662+413.8% | Added |