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 813 institutions that hold shares in the stock, with a total of 92.4 Million shares, which have been reported (via 13F filing form) to have a value of $30.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,100
shares
|
$368,302
0.03% of portfolio
|
Q4 2020
Added 138.46%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,094
shares
|
$366,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,091
shares
|
$365,288
0.0% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,089
shares
|
$364,618
0.0% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,088
shares
|
$364,284
0.0% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,074
shares
|
$359,596
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,069
shares
|
$357,922
0.02% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,066
shares
|
$356,918
0.04% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,060
shares
|
$354,909
0.05% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
1,055
shares
|
$353,235
0.14% of portfolio
|
Q2 2020
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
1,034
shares
|
$346,203
0.2% of portfolio
|
Q2 2025
Reduced 15.11%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,029
shares
|
$344,529
0.02% of portfolio
|
Q1 2025
Added 49.78%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2025 Q2 2025 |
1,029
shares
|
$344,529
0.07% of portfolio
|
Q1 2024
Added 14.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,004
shares
|
$336,159
0.01% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
1,004
shares
|
$336,159
0.01% of portfolio
|
Q2 2025
Reduced 83.92%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
993
shares
|
$332,476
0.05% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
990
shares
|
$331,471
0.0% of portfolio
|
Q2 2025
Reduced 26.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
989
shares
|
$331,136
0.02% of portfolio
|
Q2 2025
Added 71.11%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
980
shares
|
$328,123
0.15% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
970
shares
|
$324,775
0.22% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
962
shares
|
$322,096
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
950
shares
|
$318,079
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
950
shares
|
$318,079
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
933
shares
|
$312,387
0.02% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
924
shares
|
$309,373
0.05% of portfolio
|
Q1 2025
Added 9.87%
|