Institutional Ownership Willis Towers Watson PLC (WTW)
This table provides information about the institutional ownership of Willis Towers Watson PLC (WTW). We have compiled data on the 755 institutions that hold shares in the stock, with a total of 87.2 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
3,708
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.02%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
3,685
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Assenagon Asset Management S.A.
|
Jan 14, 2025 Q4 2024 |
3,672
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
3,627
shares
|
$1.18 Million
1.7% of portfolio
|
Q1 2022
Reduced 14.8%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
3,601
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
3,601
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 157.21%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
3,395
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,391
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,368
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2023
Reduced 62.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,361
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.43%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
3,355
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,352
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 160.86%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
3,321
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
3,308
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,273
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,244
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2023
Reduced 7.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
3,238
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,234
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2022
Reduced 0.37%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
3,219
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
3,203
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 144.5%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
3,170
shares
|
$1.03 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,096
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,050
shares
|
$994,147
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,043
shares
|
$991,865
0.01% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,979
shares
|
$971,005
0.06% of portfolio
|
Q4 2024
Added 0.03%
|