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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 1,458 | $34.3 萬 | 0.01% | +106+7.8% | 加碼 |
| Regions Financial Corp | 1,425 | $33.6 萬 | 0.00% | −95−6.3% | 減碼 |
| Pinnacle Associates Ltd | 1,415 | $33.3 萬 | 0.01% | −1,085−43.4% | 減碼 |
| Pekin Hardy Strauss, Inc. | 1,411 | $33.2 萬 | 0.05% | −56−3.8% | 減碼 |
| Cohen & Steers, Inc. | 1,403 | $33.0 萬 | 0.00% | 00.0% | 不變 |
| Fund Management at Engine No. 1 LLC | 1,385 | $32.6 萬 | 0.06% | +90+6.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 1,381 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Davenport & Co LLC | 1,367 | $32.2 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 1,359 | $32.0 萬 | 0.00% | −560−29.2% | 減碼 |
| First Manhattan Co | 1,333 | $31.4 萬 | 0.00% | −1,159−46.5% | 減碼 |
| Cigna Investments Inc | 1,331 | $31.3 萬 | 0.06% | 00.0% | 不變 |
| Veriti Management LLC | 1,318 | $31.0 萬 | 0.03% | −71−5.1% | 減碼 |
| Capital Analysts, LLC | 1,315 | $31.0 萬 | 0.02% | 00.0% | 不變 |
| ORG Partners LLC | 1,319 | $30.8 萬 | 0.05% | +1,319 | 新進 |
| Mayflower Financial Advisors, LLC | 1,268 | $29.9 萬 | 0.04% | −60−4.5% | 減碼 |
| Rockland Trust Co | 1,266 | $29.8 萬 | 0.02% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 1,260 | $29.7 萬 | 0.20% | 00.0% | 不變 |
| Bessemer Group Inc | 1,250 | $29.4 萬 | 0.00% | −61−4.7% | 減碼 |
| Avestar Capital, LLC | 1,244 | $29.3 萬 | 0.05% | −12−1.0% | 減碼 |
| Profund Advisors LLC | 1,241 | $29.2 萬 | 0.02% | −27−2.1% | 減碼 |
| Trust Asset Management LLC | 1,227 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Private Advisor Group, LLC | 1,226 | $28.9 萬 | 0.00% | −26−2.1% | 減碼 |
| Penserra Capital Management LLC | 1,216 | $28.5 萬 | 0.01% | +637+110.0% | 加碼 |
| Siemens Fonds Invest GmbH | 1,212 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| Central Trust Co | 1,203 | $28.3 萬 | 0.01% | −1,593−57.0% | 減碼 |
| Brighton Jones LLC | 1,201 | $28.3 萬 | 0.01% | +39+3.4% | 加碼 |
| Wetherby Asset Management Inc | 1,192 | $28.1 萬 | 0.02% | −16−1.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,295 | $27.6 萬 | 0.01% | +74+6.1% | 加碼 |
| United Asset Strategies, Inc. | 1,172 | $27.6 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,167 | $27.5 萬 | 0.01% | −19−1.6% | 減碼 |
| Everence Capital Management Inc | 1,250 | $27.4 萬 | 0.02% | 00.0% | 不變 |
| Jump Financial, LLC | 1,153 | $27.2 萬 | 0.01% | +1,153 | 新進 |
| Wedmont Private Capital | 1,150 | $26.4 萬 | 0.03% | +66+6.1% | 加碼 |
| Ontario Teachers Pension Plan Board | 1,120 | $26.4 萬 | 0.00% | +1,120 | 新進 |
| Quantinno Capital Management LP | 1,115 | $26.3 萬 | 0.02% | −40−3.5% | 減碼 |
| Landaas & Co | 1,113 | $26.2 萬 | 0.12% | 00.0% | 不變 |
| FDx Advisors, Inc. | 1,096 | $25.8 萬 | 0.01% | −720−39.6% | 減碼 |
| ISAM Funds (UK) Ltd | 1,083 | $25.5 萬 | 0.23% | −3,382−75.7% | 減碼 |
| Connecticut Wealth Management, LLC | 1,066 | $25.1 萬 | 0.02% | −5−0.5% | 減碼 |
| Fidelis Capital Partners, LLC | 994 | $23.4 萬 | 0.09% | +4+0.4% | 加碼 |
| Greenleaf Trust | 984 | $23.2 萬 | 0.00% | −95−8.8% | 減碼 |
| EP Wealth Advisors, LLC | 184,563 | $22.9 萬 | 0.00% | +184,563 | 新進 |
| Vise Technologies, Inc. | 972 | $22.9 萬 | 0.06% | −145−13.0% | 減碼 |
| Glenmede Trust Co NA | 972 | $22.6 萬 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 956 | $22.5 萬 | 0.01% | −53−5.3% | 減碼 |
| William Blair Investment Management, LLC | 954 | $22.5 萬 | 0.00% | 00.0% | 不變 |
| Laffer Tengler Investments | 951 | $22.4 萬 | 0.06% | +3+0.3% | 加碼 |
| Garrison Asset Management, LLC | 950 | $22.4 萬 | 0.13% | 00.0% | 不變 |
| Forum Financial Management, LP | 946 | $22.3 萬 | 0.00% | +5+0.5% | 加碼 |
| First Pacific Advisors, LP | 940 | $22.1 萬 | 0.00% | −1,460−60.8% | 減碼 |
| Parallel Advisors, LLC | 928 | $21.9 萬 | 0.01% | +26+2.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 922 | $21.7 萬 | 0.01% | +922 | 新進 |
| AXA S.A. | 921 | $21.7 萬 | 0.00% | −20,923−95.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 915 | $21.5 萬 | 0.00% | −290−24.1% | 減碼 |
| Copeland Capital Management, LLC | 887 | $20.9 萬 | 0.00% | −42−4.5% | 減碼 |
| Empowered Funds, LLC | 868 | $20.4 萬 | 0.01% | +868 | 新進 |
| EA Series Trust | 868 | $20.4 萬 | 0.01% | +868 | 新進 |
| Seed Wealth Management, Inc. | 850 | $20.0 萬 | 0.21% | +850 | 新進 |
| Citadel Investment Advisory, Inc. | 826 | $19.5 萬 | 0.13% | 00.0% | 不變 |
| State of Wyoming | 784 | $18.5 萬 | 0.05% | +342+77.4% | 加碼 |
| JNBA Financial Advisors | 775 | $18.3 萬 | 0.02% | −25−3.1% | 減碼 |
| Sentry Investment Management LLC | 706 | $16.6 萬 | 0.06% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 660 | $15.5 萬 | 0.11% | +660 | 新進 |
| Desjardins Global Asset Management Inc. | 655 | $15.4 萬 | 0.02% | +157+31.5% | 加碼 |
| Gladius Capital Management LP | 604 | $14.2 萬 | 0.07% | +30+5.2% | 加碼 |
| Global Retirement Partners, LLC | 584 | $13.8 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 491 | $11.6 萬 | 0.01% | −2−0.4% | 減碼 |
| Deseret Mutual Benefit Administrators | 472 | $11.1 萬 | 0.04% | 00.0% | 不變 |
| PFS Partners, LLC | 457 | $10.8 萬 | 0.09% | 00.0% | 不變 |
| Financial Freedom, LLC | 404 | $9.52 萬 | 0.07% | +1+0.2% | 加碼 |
| Signaturefd, LLC | 370 | $8.71 萬 | 0.00% | −59−13.8% | 減碼 |
| Quadrant Capital Group LLC | 350 | $8.24 萬 | 0.01% | −33−8.6% | 減碼 |
| Level Financial Advisors, Inc. | 343 | $8.08 萬 | 0.05% | −112−24.6% | 減碼 |
| Washington Trust Advisors, Inc. | 338 | $7.96 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 339 | $7.90 萬 | 0.00% | −2,062−85.9% | 減碼 |
| Arlington Partners LLC | 316 | $7.44 萬 | 0.01% | +316 | 新進 |
| Alta Advisers Ltd | 300 | $7.07 萬 | 0.04% | 00.0% | 不變 |
| New Millennium Group LLC | 288 | $6.77 萬 | 0.06% | +1+0.3% | 加碼 |
| Private Trust Co NA | 263 | $6.19 萬 | 0.01% | −5−1.9% | 減碼 |
| Tradition Wealth Management, LLC | 254 | $6.00 萬 | 0.01% | −763−75.0% | 減碼 |
| West Tower Group, LLC | 248 | $5.84 萬 | 0.04% | +248 | 新進 |
| Ronald Blue Trust, Inc. | 233 | $5.40 萬 | 0.00% | −1,404−85.8% | 減碼 |
| Gables Capital Management Inc. | 227 | $5.35 萬 | 0.03% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 218 | $5.13 萬 | 0.01% | −3−1.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 172 | $4.10 萬 | 0.01% | +172 | 新進 |
| Point72 Asset Management, L.P. | 166 | $3.91 萬 | 0.00% | −1,734−91.3% | 減碼 |
| Bogart Wealth, LLC | 164 | $3.86 萬 | 0.00% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 161 | $3.79 萬 | 0.00% | −10−5.8% | 減碼 |
| IFP Advisors, Inc | 249 | $3.78 萬 | 0.00% | +6+2.5% | 加碼 |
| Heritage Wealth Advisors | 154 | $3.63 萬 | 0.00% | +27+21.3% | 加碼 |
| Investors Research Corp | 151 | $3.56 萬 | 0.01% | 00.0% | 不變 |
| Clear Street Markets LLC | 138 | $3.20 萬 | 0.01% | −73−34.6% | 減碼 |
| Massmutual Trust Co FSB | 131 | $3.09 萬 | 0.00% | +53+67.9% | 加碼 |
| CKW Financial Group | 119 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 101 | $2.39 萬 | 0.00% | +27+36.5% | 加碼 |
| Allworth Financial LP | 101 | $2.38 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Trust Co | 100 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| Simplex Trading, LLC | 98 | $2.30 萬 | 0.00% | +98 | 新進 |
| Farmers & Merchants Investments Inc | 97 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 96 | $2.26 萬 | 0.00% | +15+18.5% | 加碼 |