Willis Towers Watson PLC
WTW- 交易所
- Nasdaq
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001140536
近 90 天,Willis Towers Watson PLC 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 696 家機構在 13F 申報持有,市值合計 $246.6 億;Oakmark(Harris Associates)和艾布拉姆斯資本兩位大師持有。
2021 年第 2 季 13F 持有人
Willis Towers Watson PLC 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 556
- 較 2021 年第 1 季 +13 家
- 持有股數
- 1.19 億
- 較 2021 年第 1 季 −82.5 萬 (−0.7%)
- 總市值
- $272.9 億
- 較 2021 年第 1 季 −$4,074 萬 (−0.1%)
- 新進機構
- 62
- 另有 179 家加碼
- 清倉機構
- 49
- 另有 214 家減碼
另有 5 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 WTW 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 696 | $246.6 億 |
| 2026 年第 1 季 | 724 | $271.9 億 |
| 2025 年第 4 季 | 751 | $309.5 億 |
| 2025 年第 3 季 | 730 | $316.4 億 |
| 2025 年第 2 季 | 724 | $285.3 億 |
| 2025 年第 1 季 | 760 | $315.6 億 |
| 2024 年第 4 季 | 709 | $295.6 億 |
| 2024 年第 3 季 | 672 | $275.3 億 |
| 2024 年第 2 季 | 654 | $246.6 億 |
| 2024 年第 1 季 | 664 | $260.6 億 |
| 2023 年第 4 季 | 632 | $229.8 億 |
| 2023 年第 3 季 | 562 | $201.3 億 |
| 2023 年第 2 季 | 584 | $228.5 億 |
| 2023 年第 1 季 | 612 | $229.0 億 |
| 2022 年第 4 季 | 600 | $246.9 億 |
| 2022 年第 3 季 | 568 | $206.8 億 |
| 2022 年第 2 季 | 579 | $203.9 億 |
| 2022 年第 1 季 | 553 | $247.9 億 |
| 2021 年第 4 季 | 583 | $271.1 億 |
| 2021 年第 3 季 | 568 | $270.1 億 |
| 2021 年第 2 季 | 556 | $272.9 億 |
| 2021 年第 1 季 | 548 | $274.8 億 |
2021 年第 2 季持有機構
每家機構持有 Willis Towers Watson PLC 的股數、市值與佔組合比重;股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 1,000 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 1,000 | $23.0 萬 | 0.01% | 00.0% | 不變 |
| SG3 Management, LLC | 1,000 | $23.0 萬 | 0.10% | +1,000 | 新進 |
| Mercer Global Advisors Inc | 1,003 | $23.1 萬 | 0.00% | −4,620−82.2% | 減碼 |
| Fifth Third Bancorp | 1,009 | $23.2 萬 | 0.00% | +87+9.4% | 加碼 |
| Tradition Wealth Management, LLC | 1,016 | $23.4 萬 | 0.04% | +1,016 | 新進 |
| Carlson Capital Management | 1,023 | $23.5 萬 | 0.03% | +5+0.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 1,032 | $23.7 萬 | 0.02% | +1,032 | 新進 |
| Federated Hermes, Inc. | 1,046 | $24.1 萬 | 0.00% | −175−14.3% | 減碼 |
| New England Guild Wealth Advisors, Inc. | 1,055 | $24.3 萬 | 0.13% | 00.0% | 不變 |
| Clear Street Markets LLC | 1,080 | $24.8 萬 | 0.05% | +1,080 | 新進 |
| Landaas & Co | 1,113 | $25.6 萬 | 0.14% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,114 | $25.6 萬 | 0.02% | 00.0% | 不變 |
| Davenport & Co LLC | 1,154 | $26.5 萬 | 0.00% | 00.0% | 不變 |
| Trust Asset Management LLC | 1,168 | $26.9 萬 | 0.04% | +130+12.5% | 加碼 |
| JNBA Financial Advisors | 1,176 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Wolverine Trading, LLC | 1,180 | $27.4 萬 | 0.01% | −1,810−60.5% | 減碼 |
| Buckingham Strategic Wealth, LLC | 1,212 | $27.9 萬 | 0.01% | −300−19.8% | 減碼 |
| Integrated Investment Consultants, LLC | 1,217 | $28.0 萬 | 0.08% | −186−13.3% | 減碼 |
| Corient Capital Partners, LLC | 1,252 | $28.8 萬 | 0.02% | +187+17.6% | 加碼 |
| Alhambra Investment Partners LLC | 1,260 | $29.0 萬 | 0.22% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 1,264 | $29.1 萬 | 0.00% | +315+33.2% | 加碼 |
| Banque Cantonale Vaudoise | 1,295 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Conning Inc. | 1,300 | $29.9 萬 | 0.01% | −152−10.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 1,312 | $30.2 萬 | 0.10% | +1,172+837.1% | 加碼 |
| Cohen & Steers, Inc. | 1,367 | $31.4 萬 | 0.00% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 1,372 | $31.6 萬 | 0.14% | +1,372 | 新進 |
| Sentry Investment Management LLC | 1,392 | $32.0 萬 | 0.08% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 1,412 | $32.5 萬 | 0.00% | −263−15.7% | 減碼 |
| United Capital Financial Advisers, LLC | 1,442 | $33.2 萬 | 0.00% | −38−2.6% | 減碼 |
| Brown Brothers Harriman & Co | 1,483 | $34.1 萬 | 0.00% | +9+0.6% | 加碼 |
| American Century Companies Inc | 1,488 | $34.2 萬 | 0.00% | +269+22.1% | 加碼 |
| Shay Capital LLC | 1,500 | $34.5 萬 | 0.08% | +500+50.0% | 加碼 |
| Wetherby Asset Management Inc | 1,510 | $34.7 萬 | 0.02% | +30+2.0% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,538 | $35.4 萬 | 0.10% | +1+0.1% | 加碼 |
| Gateway Investment Advisers LLC | 1,589 | $36.6 萬 | 0.00% | −39−2.4% | 減碼 |
| Cornerstone Investment Partners, LLC | 1,625 | $37.4 萬 | 0.02% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,631 | $37.5 萬 | 0.00% | +29+1.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,657 | $38.1 萬 | 0.00% | −31−1.8% | 減碼 |
| Vivaldi Capital Management, LLC | 1,744 | $38.2 萬 | 0.08% | −3−0.2% | 減碼 |
| Regions Financial Corp | 1,660 | $38.2 萬 | 0.00% | +150+9.9% | 加碼 |
| Greenleaf Trust | 1,675 | $38.5 萬 | 0.00% | +54+3.3% | 加碼 |
| Cresset Asset Management, LLC | 1,680 | $38.6 萬 | 0.01% | +29+1.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,683 | $38.7 萬 | 0.05% | +20+1.2% | 加碼 |
| Family Firm, Inc. | 1,698 | $39.1 萬 | 0.11% | 00.0% | 不變 |
| BancorpSouth Bank | 1,762 | $40.5 萬 | 0.06% | 00.0% | 不變 |
| QS Investors, LLC | 1,766 | $40.7 萬 | 0.00% | +296+20.1% | 加碼 |
| Two Sigma Securities, LLC | 1,790 | $41.2 萬 | 0.10% | +1,790 | 新進 |
| Intrust Bank NA | 1,800 | $41.4 萬 | 0.06% | −58−3.1% | 減碼 |
| Machina Capital S.A.S. | 1,800 | $41.4 萬 | 0.70% | +1,800 | 新進 |
| Quantitative Systematic Strategies LLC | 1,852 | $42.6 萬 | 0.15% | −4,476−70.7% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,863 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Profund Advisors LLC | 1,885 | $43.4 萬 | 0.01% | −83−4.2% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,908 | $43.9 萬 | 0.46% | +1,908 | 新進 |
| JustInvest LLC | 1,910 | $43.9 萬 | 0.05% | +486+34.1% | 加碼 |
| Advisor Group Holdings, Inc. | 1,918 | $44.1 萬 | 0.00% | −71−3.6% | 減碼 |
| Clearbridge Investments, LLC | 1,928 | $44.3 萬 | 0.00% | −1,320−40.6% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 2,063 | $47.5 萬 | 0.25% | 00.0% | 不變 |
| HighTower Advisors, LLC | 2,082 | $48.0 萬 | 0.00% | −29,552−93.4% | 減碼 |
| Vontobel Holding Ltd. | 2,091 | $48.5 萬 | 0.00% | +2,091 | 新進 |
| IndexIQ Advisors LLC | 2,111 | $48.6 萬 | 0.02% | +62+3.0% | 加碼 |
| Tocqueville Asset Management L.P. | 2,125 | $48.9 萬 | 0.01% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 2,137 | $49.2 萬 | 0.02% | −181−7.8% | 減碼 |
| James Hambro & Partners | 2,220 | $51.1 萬 | 0.04% | −500−18.4% | 減碼 |
| Redpoint Investment Management Pty Ltd | 2,232 | $51.3 萬 | 0.04% | −305−12.0% | 減碼 |
| Aureus Asset Management, LLC | 2,250 | $51.8 萬 | 0.03% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,251 | $51.8 萬 | 0.02% | +572+34.1% | 加碼 |
| Heartland Bank & Trust Co | 2,302 | $53.0 萬 | 0.49% | −180−7.3% | 減碼 |
| Toroso Investments, LLC | 2,311 | $53.2 萬 | 0.02% | +548+31.1% | 加碼 |
| Tdam USA Inc. | 2,655 | $54.7 萬 | 0.03% | −22,559−89.5% | 減碼 |
| Veritable, L.P. | 2,518 | $57.9 萬 | 0.01% | −355−12.4% | 減碼 |
| Wealthfront Advisers LLC | 2,562 | $58.9 萬 | 0.00% | +71+2.9% | 加碼 |
| Winton Group Ltd | 2,568 | $59.1 萬 | 0.03% | +2,568 | 新進 |
| Federation des caisses Desjardins du Quebec | 2,564 | $59.5 萬 | 0.01% | −6−0.2% | 減碼 |
| Advisor Partners LLC | 2,675 | $61.5 萬 | 0.04% | −64−2.3% | 減碼 |
| Glenmede Trust Co NA | 2,710 | $62.3 萬 | 0.00% | −73−2.6% | 減碼 |
| Raymond James Trust N.A. | 2,747 | $63.2 萬 | 0.02% | −1,172−29.9% | 減碼 |
| Captrust Financial Advisors | 2,854 | $65.6 萬 | 0.01% | +21+0.7% | 加碼 |
| United Asset Strategies, Inc. | 2,853 | $65.6 萬 | 0.09% | +2,853 | 新進 |
| KCS Wealth Advisory | 2,885 | $66.4 萬 | 0.31% | +86+3.1% | 加碼 |
| Evanson Asset Management, LLC | 2,906 | $66.8 萬 | 0.07% | −400−12.1% | 減碼 |
| Janney Montgomery Scott LLC | 2,934 | $67.5 萬 | 0.00% | −28−0.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,944 | $67.8 萬 | 0.01% | −2,038−40.9% | 減碼 |
| First Manhattan Co | 2,953 | $67.9 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 2,976 | $68.5 萬 | 0.08% | +2,976 | 新進 |
| Tower Research Capital LLC (TRC) | 3,011 | $69.2 萬 | 0.02% | −8,991−74.9% | 減碼 |
| World Asset Management Inc | 3,041 | $69.9 萬 | 0.06% | −94−3.0% | 減碼 |
| Kemnay Advisory Services Inc. | 3,045 | $70.0 萬 | 0.08% | +3,045 | 新進 |
| BP PLC | 3,085 | $71.0 萬 | 0.03% | −1,363−30.6% | 減碼 |
| Ethic Inc. | 3,132 | $72.0 萬 | 0.09% | +995+46.6% | 加碼 |
| Ossiam | 3,592 | $74.0 萬 | 0.02% | −1,230−25.5% | 減碼 |
| Tiedemann Advisors, LLC | 3,235 | $74.4 萬 | 0.03% | −15−0.5% | 減碼 |
| Harris Associates L P大師Oakmark(Harris Associates) | 3,289 | $75.7 萬 | 0.00% | 00.0% | 不變 |
| Northeast Financial Consultants Inc | 3,300 | $75.9 萬 | 0.05% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,357 | $77.2 萬 | 0.08% | −232−6.5% | 減碼 |
| Private Advisor Group, LLC | 3,358 | $77.2 萬 | 0.01% | −31−0.9% | 減碼 |
| Kinneret Advisory, LLC | 3,367 | $77.4 萬 | 0.09% | 00.0% | 不變 |
| Eaton Vance Management | 3,481 | $80.1 萬 | 0.00% | +1,151+49.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,561 | $81.9 萬 | 0.08% | −136−3.7% | 減碼 |
| Telemus Capital, LLC | 3,600 | $82.8 萬 | 0.06% | −75−2.0% | 減碼 |