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。
2022 年第 4 季 13F 持有人
Willis Towers Watson PLC 在 2022/12/31 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
- 600
- 較 2022 年第 3 季 +45 家
- 持有股數
- 1.01 億
- 較 2022 年第 3 季 −184.7 萬 (−1.8%)
- 總市值
- $246.9 億
- 較 2022 年第 3 季 +$40.3 億 (+19.5%)
- 新進機構
- 84
- 另有 188 家加碼
- 清倉機構
- 39
- 另有 232 家減碼
另有 13 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 |
2022 年第 4 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Regions Financial Corp | 1,514 | $37.0 萬 | 0.00% | −87−5.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 1,515 | $37.1 萬 | 0.03% | +46+3.1% | 加碼 |
| DoubleLine ETF Adviser LP | 1,526 | $37.3 萬 | 0.19% | +1,526 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 1,540 | $37.7 萬 | 0.14% | +1+0.1% | 加碼 |
| Banque Pictet & Cie SA | 1,610 | $39.4 萬 | 0.00% | −8,324−83.8% | 減碼 |
| Sentry Investment Management LLC | 1,609 | $39.4 萬 | 0.17% | +607+60.6% | 加碼 |
| Symmetry Partners, LLC | 1,634 | $40.0 萬 | 0.02% | 00.0% | 不變 |
| Moody National Bank Trust Division | 1,696 | $41.5 萬 | 0.04% | −50−2.9% | 減碼 |
| Family Firm, Inc. | 1,698 | $41.5 萬 | 0.12% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,699 | $41.6 萬 | 0.00% | +42+2.5% | 加碼 |
| Pathstone Family Office, LLC | 3,723 | $42.4 萬 | 0.01% | +2,100+129.4% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,752 | $42.9 萬 | 0.25% | 00.0% | 不變 |
| Lincoln National Corp | 1,755 | $42.9 萬 | 0.01% | +7+0.4% | 加碼 |
| ExodusPoint Capital Management, LP | 1,759 | $43.0 萬 | 0.01% | −15,219−89.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,791 | $43.8 萬 | 0.03% | +100+5.9% | 加碼 |
| Banque Cantonale Vaudoise | 1,800 | $44.0 萬 | 0.02% | 00.0% | 不變 |
| FDx Advisors, Inc. | 1,816 | $44.4 萬 | 0.02% | −412−18.5% | 減碼 |
| Horizon Investments, LLC | 1,843 | $45.1 萬 | 0.01% | +709+62.5% | 加碼 |
| Vivaldi Capital Management, LLC | 1,771 | $45.2 萬 | 0.11% | +16+0.9% | 加碼 |
| 44 Wealth Management LLC | 1,849 | $45.2 萬 | 0.16% | −23−1.2% | 減碼 |
| Veritable, L.P. | 1,877 | $45.9 萬 | 0.01% | +160+9.3% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,882 | $46.0 萬 | 0.02% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,894 | $46.3 萬 | 0.07% | −204−9.7% | 減碼 |
| Saxon Interests, Inc. | 1,831 | $46.7 萬 | 0.27% | 00.0% | 不變 |
| Rappaport Reiches Capital Management, LLC | 1,910 | $46.7 萬 | 0.23% | −1−0.1% | 減碼 |
| Ritholtz Wealth Management | 1,917 | $46.9 萬 | 0.03% | +584+43.8% | 加碼 |
| StoneX Group Inc. | 1,918 | $46.9 萬 | 0.06% | +1,918 | 新進 |
| James Hambro & Partners | 1,920 | $47.0 萬 | 0.04% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 1,928 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,935 | $47.3 萬 | 0.02% | +1,935 | 新進 |
| KB Financial Partners, LLC | 1,938 | $47.4 萬 | 0.16% | +5+0.3% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,964 | $48.0 萬 | 0.02% | −552−21.9% | 減碼 |
| Fiera Capital Corp | 1,991 | $48.7 萬 | 0.00% | +1,991 | 新進 |
| Prelude Capital Management, LLC | 2,000 | $48.9 萬 | 0.03% | −3,953−66.4% | 減碼 |
| Fifth Third Bancorp | 2,031 | $49.7 萬 | 0.00% | +236+13.1% | 加碼 |
| Epoch Investment Partners, Inc. | 2,060 | $50.4 萬 | 0.00% | −228−10.0% | 減碼 |
| SkyView Investment Advisors, LLC | 2,063 | $50.5 萬 | 0.15% | +20+1.0% | 加碼 |
| CWM, LLC | 2,087 | $51.0 萬 | 0.00% | +380+22.3% | 加碼 |
| AQR Capital Management LLC | 2,106 | $51.2 萬 | 0.00% | −11,691−84.7% | 減碼 |
| Cetera Advisor Networks LLC | 2,134 | $52.2 萬 | 0.00% | +1,054+97.6% | 加碼 |
| Advisory Services Network, LLC | 2,201 | $53.8 萬 | 0.02% | −29−1.3% | 減碼 |
| Rathbone Brothers plc | 2,230 | $54.5 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 2,233 | $54.6 萬 | 0.01% | +151+7.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,308 | $56.5 萬 | 0.01% | −617−21.1% | 減碼 |
| Qtron Investments LLC | 2,323 | $56.8 萬 | 0.12% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,341 | $57.3 萬 | 0.04% | 00.0% | 不變 |
| Intrust Bank NA | 2,355 | $57.6 萬 | 0.08% | +238+11.2% | 加碼 |
| CI Private Wealth, LLC | 2,358 | $57.7 萬 | 0.00% | +2,358 | 新進 |
| Brown Brothers Harriman & Co | 2,383 | $58.3 萬 | 0.01% | −107−4.3% | 減碼 |
| Ieq Capital, LLC | 2,385 | $58.3 萬 | 0.02% | −256−9.7% | 減碼 |
| First Pacific Advisors, LP | 2,400 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 2,421 | $59.2 萬 | 0.02% | +2,421 | 新進 |
| Pinnacle Associates Ltd | 2,431 | $59.5 萬 | 0.01% | −5−0.2% | 減碼 |
| Gateway Investment Advisers LLC | 2,451 | $59.9 萬 | 0.01% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 2,465 | $60.3 萬 | 0.01% | +153+6.6% | 加碼 |
| Legal Advantage Investments, Inc. | 2,465 | $60.3 萬 | 0.50% | +2,465 | 新進 |
| Tower Research Capital LLC (TRC) | 2,526 | $61.8 萬 | 0.03% | −18,494−88.0% | 減碼 |
| Assenagon Asset Management S.A. | 2,561 | $62.6 萬 | 0.00% | +535+26.4% | 加碼 |
| Vestcor Inc | 2,608 | $63.8 萬 | 0.02% | −23−0.9% | 減碼 |
| Raub Brock Capital Management LP | 2,650 | $64.8 萬 | 0.13% | −250−8.6% | 減碼 |
| Daymark Wealth Partners, LLC | 2,669 | $65.3 萬 | 0.12% | +2,669 | 新進 |
| Acadian Asset Management LLC | 2,694 | $65.8 萬 | 0.00% | −2,555−48.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,692 | $65.8 萬 | 0.11% | +2+0.1% | 加碼 |
| Cetera Investment Advisers | 2,734 | $66.9 萬 | 0.01% | +1,175+75.4% | 加碼 |
| TD Private Client Wealth LLC | 2,757 | $67.4 萬 | 0.03% | +86+3.2% | 加碼 |
| Illinois Municipal Retirement Fund | 2,774 | $67.8 萬 | 0.02% | 00.0% | 不變 |
| Impax Asset Management Group plc | 2,829 | $69.2 萬 | 0.00% | −850−23.1% | 減碼 |
| Pettyjohn, Wood & White, Inc | 2,880 | $70.4 萬 | 0.18% | 00.0% | 不變 |
| Advisor Partners II, LLC | 2,887 | $70.6 萬 | 0.04% | +149+5.4% | 加碼 |
| Telemus Capital, LLC | 2,795 | $70.8 萬 | 0.06% | −378−11.9% | 減碼 |
| Valmark Advisers, Inc. | 2,898 | $70.9 萬 | 0.02% | +34+1.2% | 加碼 |
| Engineers Gate Manager LP | 2,958 | $72.3 萬 | 0.04% | +2,958 | 新進 |
| Metis Global Partners, LLC | 3,070 | $75.1 萬 | 0.07% | +797+35.1% | 加碼 |
| TrimTabs Asset Management, LLC | 3,080 | $75.3 萬 | 0.49% | +68+2.3% | 加碼 |
| First Hawaiian Bank | 3,085 | $75.4 萬 | 0.03% | −83−2.6% | 減碼 |
| Toews Corp | 3,200 | $78.3 萬 | 0.39% | −2,500−43.9% | 減碼 |
| Tiedemann Advisors, LLC | 3,234 | $79.4 萬 | 0.04% | 00.0% | 不變 |
| Central Trust Co | 3,346 | $81.9 萬 | 0.03% | +801+31.5% | 加碼 |
| Toroso Investments, LLC | 3,456 | $84.5 萬 | 0.03% | +266+8.3% | 加碼 |
| Confluence Investment Management LLC | 3,558 | $87.0 萬 | 0.01% | −42−1.2% | 減碼 |
| Dana Investment Advisors, Inc. | 3,673 | $89.8 萬 | 0.05% | −68−1.8% | 減碼 |
| Gabelli Funds LLC | 3,700 | $90.5 萬 | 0.01% | −100−2.6% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 3,733 | $91.3 萬 | 0.00% | +2,332+166.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,791 | $92.7 萬 | 0.01% | −49,755−92.9% | 減碼 |
| Hunter Associates Investment Management LLC | 3,810 | $92.8 萬 | 0.22% | 00.0% | 不變 |
| Bokf, NA | 3,802 | $93.0 萬 | 0.02% | +14+0.4% | 加碼 |
| Commerce Bank | 3,897 | $95.3 萬 | 0.01% | −26−0.7% | 減碼 |
| Cerity Partners LLC | 3,906 | $95.5 萬 | 0.01% | +458+13.3% | 加碼 |
| Winton Group Ltd | 3,923 | $95.9 萬 | 0.06% | −5,309−57.5% | 減碼 |
| Snowden Capital Advisors LLC | 3,940 | $96.4 萬 | 0.04% | −37−0.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,941 | $96.4 萬 | 0.08% | 00.0% | 不變 |
| South Dakota Investment Council | 3,960 | $96.9 萬 | 0.02% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 4,027 | $98.5 萬 | 0.24% | −108−2.6% | 減碼 |
| Kowal Investment Group, LLC | 4,029 | $98.5 萬 | 0.29% | +13+0.3% | 加碼 |
| Ethic Inc. | 4,041 | $98.8 萬 | 0.05% | −776−16.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,141 | $101.3 萬 | 0.02% | −197−4.5% | 減碼 |
| PEAK6 Investments LLC | 4,239 | $103.7 萬 | 0.06% | −5,697−57.3% | 減碼 |
| Dryden Capital, LLC | 4,250 | $103.9 萬 | 1.38% | 00.0% | 不變 |
| Balentine LLC | 4,276 | $104.6 萬 | 0.04% | +668+18.5% | 加碼 |
| National Bank of Canada | 4,282 | $104.7 萬 | 0.00% | −773−15.3% | 減碼 |