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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
212
shares
|
$69,101
0.01% of portfolio
|
Q2 2024
Added 21.14%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
208
shares
|
$67,797
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
200
shares
|
$65,190
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
178
shares
|
$58,019
0.01% of portfolio
|
Q2 2024
Added 2.3%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
174
shares
|
$56,715
0.01% of portfolio
|
Q4 2024
Added 95.51%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
160
shares
|
$52,152
0.0% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
156
shares
|
$50,848
0.03% of portfolio
|
Q4 2024
Reduced 98.48%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
154
shares
|
$50,196
0.03% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
154
shares
|
$50,196
0.0% of portfolio
|
Q3 2022
Reduced 9.74%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
151
shares
|
$49,218
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
148
shares
|
$48,240
0.01% of portfolio
|
Q4 2024
Added 19.35%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
143
shares
|
$46,610
0.01% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
143
shares
|
$46,610
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
140
shares
|
$45,633
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
132
shares
|
$43,025
0.01% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
128
shares
|
$41,721
0.01% of portfolio
|
Q4 2023
Reduced 45.3%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
126
shares
|
$41,069
0.0% of portfolio
|
Q4 2024
Added 121.05%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
121
shares
|
$39,439
0.03% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
120
shares
|
$39,114
0.0% of portfolio
|
Q4 2023
Added 0.84%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
115
shares
|
$37,484
0.0% of portfolio
|
Q4 2024
Added 94.92%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
109
shares
|
$35,528
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
109
shares
|
$35,528
0.0% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
101
shares
|
$32,920
0.0% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
97
shares
|
$31,617
0.0% of portfolio
|
Q3 2022
Added 15.48%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
97
shares
|
$31,617
0.0% of portfolio
|
Q4 2024
Reduced 11.01%
|