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。
2023 年第 2 季 13F 持有人
Willis Towers Watson PLC 在 2023/6/30 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
- 584
- 較 2023 年第 1 季 −27 家
- 持有股數
- 9,720 萬
- 較 2023 年第 1 季 −307.8 萬 (−3.1%)
- 總市值
- $228.5 億
- 較 2023 年第 1 季 −$4,993 萬 (−0.2%)
- 新進機構
- 41
- 另有 181 家加碼
- 清倉機構
- 68
- 另有 242 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Raub Brock Capital Management LP | 1,750 | $41.2 萬 | 0.08% | −400−18.6% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 1,752 | $41.3 萬 | 0.21% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 1,774 | $41.8 萬 | 0.13% | +1+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 1,777 | $41.8 萬 | 0.01% | +1,777 | 新進 |
| Banque Cantonale Vaudoise | 1,800 | $42.4 萬 | 0.02% | 00.0% | 不變 |
| 44 Wealth Management LLC | 1,816 | $42.8 萬 | 0.15% | −14−0.8% | 減碼 |
| Saxon Interests, Inc. | 1,831 | $43.1 萬 | 0.23% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 1,838 | $43.3 萬 | 0.00% | −220−10.7% | 減碼 |
| Washington Capital Management Inc | 1,850 | $43.6 萬 | 0.37% | +1,850 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 1,853 | $43.6 萬 | 0.00% | −15,793−89.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,851 | $43.6 萬 | 0.02% | +10+0.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,853 | $43.6 萬 | 0.02% | +1+0.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,886 | $44.4 萬 | 0.02% | −22−1.2% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,910 | $45.0 萬 | 0.19% | 00.0% | 不變 |
| James Hambro & Partners | 1,920 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 1,929 | $45.4 萬 | 0.03% | +138+7.7% | 加碼 |
| Veritable, L.P. | 1,936 | $45.6 萬 | 0.01% | −34−1.7% | 減碼 |
| Rathbone Brothers plc | 1,950 | $45.9 萬 | 0.00% | −2,300−54.1% | 減碼 |
| CWM, LLC | 1,957 | $46.1 萬 | 0.00% | +16+0.8% | 加碼 |
| Coldstream Capital Management Inc | 1,960 | $46.2 萬 | 0.01% | −11−0.6% | 減碼 |
| KB Financial Partners, LLC | 1,965 | $46.3 萬 | 0.13% | +44+2.3% | 加碼 |
| Prelude Capital Management, LLC | 2,000 | $47.1 萬 | 0.04% | −130−6.1% | 減碼 |
| iA Global Asset Management Inc. | 2,017 | $47.5 萬 | 0.01% | +2,017 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 2,055 | $48.4 萬 | 0.02% | +173+9.2% | 加碼 |
| Telemus Capital, LLC | 2,078 | $48.9 萬 | 0.04% | −287−12.1% | 減碼 |
| SkyView Investment Advisors, LLC | 2,147 | $50.6 萬 | 0.13% | +61+2.9% | 加碼 |
| Daymark Wealth Partners, LLC | 2,162 | $50.9 萬 | 0.04% | −494−18.6% | 減碼 |
| Two Sigma Securities, LLC | 2,223 | $52.4 萬 | 0.04% | +717+47.6% | 加碼 |
| Fifth Third Bancorp | 2,225 | $52.4 萬 | 0.00% | +77+3.6% | 加碼 |
| Lincoln National Corp | 2,239 | $52.7 萬 | 0.01% | +8+0.4% | 加碼 |
| Dynamic Technology Lab Private Ltd | 2,262 | $53.3 萬 | 0.07% | −12,857−85.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 2,303 | $54.4 萬 | 0.27% | −1,964−46.0% | 減碼 |
| Assenagon Asset Management S.A. | 2,324 | $54.7 萬 | 0.00% | −135−5.5% | 減碼 |
| Clearstead Advisors, LLC | 2,341 | $55.1 萬 | 0.03% | −12−0.5% | 減碼 |
| Ieq Capital, LLC | 2,401 | $56.5 萬 | 0.01% | −623−20.6% | 減碼 |
| Virtu Financial LLC | 2,433 | $57.3 萬 | 0.04% | +1,464+151.1% | 加碼 |
| Intrust Bank NA | 2,455 | $57.8 萬 | 0.07% | −175−6.7% | 減碼 |
| Resources Investment Advisors, LLC. | 2,460 | $57.9 萬 | 0.01% | +418+20.5% | 加碼 |
| Legal Advantage Investments, Inc. | 2,465 | $58.1 萬 | 0.39% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 2,511 | $59.1 萬 | 0.08% | −574−18.6% | 減碼 |
| Impax Asset Management Group plc | 2,527 | $59.5 萬 | 0.00% | −5−0.2% | 減碼 |
| Mirabella Financial Services LLP | 2,588 | $60.9 萬 | 0.07% | +1,538+146.5% | 加碼 |
| Vestcor Inc | 2,596 | $61.1 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 2,607 | $61.4 萬 | 0.01% | −1,350−34.1% | 減碼 |
| Qtron Investments LLC | 2,608 | $61.4 萬 | 0.12% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 2,623 | $61.8 萬 | 0.22% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 2,639 | $62.1 萬 | 0.02% | −21−0.8% | 減碼 |
| Bleakley Financial Group, LLC | 2,640 | $62.2 萬 | 0.02% | −12−0.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,695 | $63.4 萬 | 0.08% | +2+0.1% | 加碼 |
| TD Private Client Wealth LLC | 2,711 | $63.8 萬 | 0.03% | +3+0.1% | 加碼 |
| Balentine LLC | 2,727 | $64.2 萬 | 0.02% | −690−20.2% | 減碼 |
| Machina Capital S.A.S. | 2,773 | $65.3 萬 | 0.37% | −437−13.6% | 減碼 |
| Exchange Traded Concepts, LLC | 2,855 | $67.2 萬 | 0.02% | +1,404+96.8% | 加碼 |
| Gateway Investment Advisers LLC | 2,867 | $67.5 萬 | 0.01% | −1,232−30.1% | 減碼 |
| Dana Investment Advisors, Inc. | 2,875 | $67.7 萬 | 0.03% | −338−10.5% | 減碼 |
| Pettyjohn, Wood & White, Inc | 2,880 | $67.8 萬 | 0.16% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 2,955 | $69.8 萬 | 0.00% | +1,675+130.9% | 加碼 |
| Quantbot Technologies LP | 2,972 | $70.0 萬 | 0.05% | −11,001−78.7% | 減碼 |
| First Hawaiian Bank | 3,075 | $72.4 萬 | 0.02% | 00.0% | 不變 |
| Cognios Beta Neutral Large Cap Fund, LP | 3,111 | $73.3 萬 | 0.85% | −1,102−26.2% | 減碼 |
| Vinva Investment Management Ltd | 3,203 | $74.5 萬 | 0.07% | −645−16.8% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,191 | $75.1 萬 | 0.17% | −591−15.6% | 減碼 |
| Tiedemann Advisors, LLC | 3,234 | $76.4 萬 | 0.03% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 3,330 | $78.4 萬 | 1.20% | −706−17.5% | 減碼 |
| Cerity Partners LLC | 3,332 | $78.5 萬 | 0.00% | −229−6.4% | 減碼 |
| Gabelli Funds LLC | 3,400 | $80.1 萬 | 0.01% | −100−2.9% | 減碼 |
| Jefferies Financial Group Inc. | 3,492 | $82.2 萬 | 0.02% | +3,492 | 新進 |
| Advisor Partners II, LLC | 3,499 | $82.4 萬 | 0.04% | +278+8.6% | 加碼 |
| Confluence Investment Management LLC | 3,586 | $84.5 萬 | 0.01% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,610 | $85.0 萬 | 0.01% | −4,661−56.4% | 減碼 |
| South Dakota Investment Council | 3,660 | $86.2 萬 | 0.02% | −300−7.6% | 減碼 |
| CI Private Wealth, LLC | 3,661 | $86.2 萬 | 0.00% | −174−4.5% | 減碼 |
| SYSTM Wealth Solutions LLC | 3,687 | $86.8 萬 | 0.12% | −302−7.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,820 | $90.0 萬 | 0.07% | +21+0.6% | 加碼 |
| Hunter Associates Investment Management LLC | 3,810 | $90.1 萬 | 0.18% | 00.0% | 不變 |
| Federated Hermes, Inc. | 3,844 | $90.5 萬 | 0.00% | +2,215+136.0% | 加碼 |
| National Bank of Canada | 3,897 | $91.2 萬 | 0.00% | +51+1.3% | 加碼 |
| Wellington Management Group LLP | 3,928 | $92.5 萬 | 0.00% | −908−18.8% | 減碼 |
| Snowden Capital Advisors LLC | 3,929 | $92.5 萬 | 0.03% | +20+0.5% | 加碼 |
| Commerce Bank | 3,972 | $93.5 萬 | 0.01% | +18+0.5% | 加碼 |
| Kowal Investment Group, LLC | 4,057 | $95.5 萬 | 0.26% | +15+0.4% | 加碼 |
| Squarepoint Ops LLC | 4,078 | $96.0 萬 | 0.01% | −49,601−92.4% | 減碼 |
| Gsa Capital Partners LLP | 4,172 | $98.3 萬 | 0.10% | +2,868+219.9% | 加碼 |
| Dryden Capital, LLC | 4,250 | $100.1 萬 | 1.42% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 4,486 | $104.2 萬 | 0.56% | 00.0% | 不變 |
| Metis Global Partners, LLC | 4,430 | $104.3 萬 | 0.06% | −520−10.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 4,442 | $104.6 萬 | 0.02% | −14−0.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,495 | $105.9 萬 | 0.00% | 00.0% | 不變 |
| XTX Topco Ltd | 4,544 | $107.0 萬 | 0.19% | +682+17.7% | 加碼 |
| Metropolitan Life Insurance Co | 4,638 | $109.2 萬 | 0.05% | −137−2.9% | 減碼 |
| Marathon Capital Management | 4,713 | $111.0 萬 | 0.27% | −5−0.1% | 減碼 |
| Raymond James Trust N.A. | 4,956 | $116.7 萬 | 0.03% | −722−12.7% | 減碼 |
| First Republic Investment Management, Inc. | 4,991 | $117.5 萬 | 0.01% | −172−3.3% | 減碼 |
| RBF Capital, LLC | 5,000 | $117.8 萬 | 0.07% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 5,011 | $118.0 萬 | 0.04% | +2,389+91.1% | 加碼 |
| La Banque Postale Asset Management SA | 5,077 | $119.6 萬 | 0.03% | −62−1.2% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $122.5 萬 | 0.05% | +200+4.0% | 加碼 |
| Teza Capital Management LLC | 5,217 | $122.9 萬 | 0.20% | +5,217 | 新進 |
| Advisor Group Holdings, Inc. | 5,242 | $123.5 萬 | 0.00% | −2,293−30.4% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 5,328 | $125.5 萬 | 0.13% | −7,210−57.5% | 減碼 |