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 3 季 13F 持有人
Willis Towers Watson PLC 在 2023/9/30 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
- 562
- 較 2023 年第 2 季 −18 家
- 持有股數
- 9,616 萬
- 較 2023 年第 2 季 −99.1 萬 (−1.0%)
- 總市值
- $201.3 億
- 較 2023 年第 2 季 −$27.0 億 (−11.8%)
- 新進機構
- 61
- 另有 176 家加碼
- 清倉機構
- 79
- 另有 235 家減碼
另有 4 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 263 | $5.50 萬 | 0.00% | +14+5.6% | 加碼 |
| Gradient Investments LLC | 268 | $5.60 萬 | 0.00% | −70,959−99.6% | 減碼 |
| Alta Advisers Ltd | 300 | $6.27 萬 | 0.04% | 00.0% | 不變 |
| Allworth Financial LP | 317 | $6.62 萬 | 0.00% | +216+213.9% | 加碼 |
| Quadrant Capital Group LLC | 325 | $6.79 萬 | 0.01% | −25−7.1% | 減碼 |
| Washington Trust Advisors, Inc. | 338 | $7.06 萬 | 0.01% | 00.0% | 不變 |
| Level Financial Advisors, Inc. | 343 | $7.17 萬 | 0.04% | 00.0% | 不變 |
| Signaturefd, LLC | 346 | $7.23 萬 | 0.00% | −24−6.5% | 減碼 |
| Arlington Partners LLC | 350 | $7.31 萬 | 0.03% | +34+10.8% | 加碼 |
| Arlington Trust Co LLC | 350 | $7.31 萬 | 0.03% | +350 | 新進 |
| Umb Bank N A | 390 | $8.15 萬 | 0.00% | +338+650.0% | 加碼 |
| Financial Freedom, LLC | 406 | $8.48 萬 | 0.06% | +2+0.5% | 加碼 |
| Deseret Mutual Benefit Administrators | 454 | $9.49 萬 | 0.05% | −18−3.8% | 減碼 |
| Headlands Technologies LLC | 454 | $9.49 萬 | 0.05% | +454 | 新進 |
| PFS Partners, LLC | 457 | $9.55 萬 | 0.08% | 00.0% | 不變 |
| Parallel Advisors, LLC | 503 | $10.5 萬 | 0.00% | −425−45.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 523 | $10.9 萬 | 0.01% | +32+6.5% | 加碼 |
| PEAK6 Investments LLC | 553 | $11.6 萬 | 0.01% | +553 | 新進 |
| Acadian Asset Management LLC | 586 | $12.2 萬 | 0.00% | +247+72.9% | 加碼 |
| Global Retirement Partners, LLC | 592 | $12.3 萬 | 0.01% | +8+1.4% | 加碼 |
| Bessemer Group Inc | 600 | $12.6 萬 | 0.00% | −650−52.0% | 減碼 |
| Sentry Investment Management LLC | 608 | $12.7 萬 | 0.06% | −98−13.9% | 減碼 |
| Central Trust Co | 625 | $13.1 萬 | 0.00% | −578−48.0% | 減碼 |
| Gladius Capital Management LP | 679 | $14.2 萬 | 0.04% | +75+12.4% | 加碼 |
| JNBA Financial Advisors | 775 | $16.2 萬 | 0.02% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 826 | $17.3 萬 | 0.11% | 00.0% | 不變 |
| Credit Agricole S A | 986 | $20.6 萬 | 0.01% | +986 | 新進 |
| Fidelis Capital Partners, LLC | 987 | $20.6 萬 | 0.07% | −7−0.7% | 減碼 |
| EP Wealth Advisors, LLC | 991 | $20.7 萬 | 0.00% | −183,572−99.5% | 減碼 |
| Lido Advisors, LLC | 995 | $20.8 萬 | 0.00% | +995 | 新進 |
| MML Investors Services, LLC | 998 | $20.8 萬 | 0.00% | −688−40.8% | 減碼 |
| Ronald Blue Trust, Inc. | 921 | $21.7 萬 | 0.00% | +688+295.3% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,049 | $21.9 萬 | 0.00% | +1,049 | 新進 |
| Veriti Management LLC | 1,052 | $22.0 萬 | 0.03% | −266−20.2% | 減碼 |
| Connecticut Wealth Management, LLC | 1,065 | $22.3 萬 | 0.02% | −1−0.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,100 | $23.0 萬 | 0.00% | +1,100 | 新進 |
| Empowered Funds, LLC | 1,112 | $23.2 萬 | 0.01% | +244+28.1% | 加碼 |
| Landaas & Co | 1,113 | $23.3 萬 | 0.10% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,140 | $23.6 萬 | 0.00% | −76−6.3% | 減碼 |
| First Republic Investment Management, Inc. | 1,141 | $23.8 萬 | 0.00% | −3,850−77.1% | 減碼 |
| Wetherby Asset Management Inc | 1,157 | $24.2 萬 | 0.01% | −35−2.9% | 減碼 |
| Echo Street Capital Management LLC | 1,166 | $24.4 萬 | 0.00% | +1,166 | 新進 |
| Cigna Investments Inc | 1,172 | $24.5 萬 | 0.06% | −159−11.9% | 減碼 |
| GTS Securities LLC | 1,189 | $24.8 萬 | 0.01% | +1,189 | 新進 |
| Profund Advisors LLC | 1,190 | $24.9 萬 | 0.01% | −51−4.1% | 減碼 |
| Axq Capital, LP | 1,200 | $25.1 萬 | 0.09% | +1,200 | 新進 |
| Kestra Private Wealth Services, LLC | 1,204 | $25.2 萬 | 0.01% | +37+3.2% | 加碼 |
| Private Advisor Group, LLC | 1,225 | $25.6 萬 | 0.00% | −1−0.1% | 減碼 |
| Trust Asset Management LLC | 1,227 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Seven Eight Capital, LP | 1,234 | $25.8 萬 | 0.03% | +1,234 | 新進 |
| Brighton Jones LLC | 1,253 | $26.2 萬 | 0.01% | +52+4.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,257 | $26.3 萬 | 0.04% | −11−0.9% | 減碼 |
| Alhambra Investment Partners LLC | 1,260 | $26.3 萬 | 0.17% | 00.0% | 不變 |
| Rockland Trust Co | 1,266 | $26.5 萬 | 0.02% | 00.0% | 不變 |
| Telemus Capital, LLC | 1,283 | $26.8 萬 | 0.02% | −795−38.3% | 減碼 |
| Chicago Partners Investment Group LLC | 1,332 | $27.1 萬 | 0.01% | +37+2.9% | 加碼 |
| ORG Partners LLC | 1,301 | $27.2 萬 | 0.08% | −18−1.4% | 減碼 |
| Park Avenue Securities LLC | 1,300 | $27.2 萬 | 0.00% | +1,300 | 新進 |
| Swiss Life Asset Management Ltd | 1,313 | $27.4 萬 | 0.00% | −8,537−86.7% | 減碼 |
| Capital Analysts, LLC | 1,315 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| First Manhattan Co | 1,333 | $27.9 萬 | 0.00% | 00.0% | 不變 |
| Davenport & Co LLC | 1,367 | $28.6 萬 | 0.00% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,377 | $28.8 萬 | 0.04% | −1,134−45.2% | 減碼 |
| Regions Financial Corp | 1,396 | $29.2 萬 | 0.00% | −29−2.0% | 減碼 |
| Cohen & Steers, Inc. | 1,403 | $29.3 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 1,404 | $29.3 萬 | 0.00% | +1,404 | 新進 |
| Pekin Hardy Strauss, Inc. | 1,411 | $29.5 萬 | 0.05% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 1,414 | $29.6 萬 | 0.01% | −386−21.4% | 減碼 |
| Horizon Investments, LLC | 1,434 | $30.0 萬 | 0.01% | −24−1.6% | 減碼 |
| First Hawaiian Bank | 1,448 | $30.3 萬 | 0.01% | −1,627−52.9% | 減碼 |
| Blueshift Asset Management, LLC | 1,456 | $30.4 萬 | 0.18% | +1,456 | 新進 |
| NBC Securities, Inc. | 1,475 | $30.8 萬 | 0.03% | +1,475 | 新進 |
| Fund Management at Engine No. 1 LLC | 1,500 | $31.3 萬 | 0.05% | +115+8.3% | 加碼 |
| Buckingham Strategic Wealth, LLC | 1,508 | $31.5 萬 | 0.00% | +593+64.8% | 加碼 |
| Cladis Investment Advisory, LLC | 1,510 | $31.6 萬 | 0.28% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,513 | $31.6 萬 | 0.00% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,540 | $32.2 萬 | 0.01% | −683−30.7% | 減碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,541 | $32.2 萬 | 0.11% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 1,548 | $32.3 萬 | 0.01% | +592+61.9% | 加碼 |
| Raub Brock Capital Management LP | 1,550 | $32.4 萬 | 0.06% | −200−11.4% | 減碼 |
| Virtu Financial LLC | 1,549 | $32.4 萬 | 0.03% | −884−36.3% | 減碼 |
| Moody National Bank Trust Division | 1,552 | $32.4 萬 | 0.02% | −144−8.5% | 減碼 |
| Stephens Inc | 1,558 | $32.6 萬 | 0.01% | +11+0.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,613 | $33.7 萬 | 0.01% | +17+1.1% | 加碼 |
| DoubleLine ETF Adviser LP | 1,614 | $33.7 萬 | 0.12% | +133+9.0% | 加碼 |
| Advisory Services Network, LLC | 1,632 | $34.1 萬 | 0.01% | +13+0.8% | 加碼 |
| Symmetry Partners, LLC | 1,634 | $34.1 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 1,654 | $34.6 萬 | 0.00% | −1,678−50.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 1,661 | $34.7 萬 | 0.02% | −192−10.4% | 減碼 |
| V-Square Quantitative Management LLC | 1,674 | $35.0 萬 | 0.15% | +1,014+153.6% | 加碼 |
| Vontobel Holding Ltd. | 1,691 | $35.3 萬 | 0.00% | −9,250−84.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,698 | $35.5 萬 | 0.00% | −44−2.5% | 減碼 |
| Empower Advisory Group, LLC | 1,699 | $35.5 萬 | 0.00% | +1,699 | 新進 |
| Family Firm, Inc. | 1,704 | $35.6 萬 | 0.10% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,716 | $35.9 萬 | 0.00% | +1,716 | 新進 |
| Clearbridge Investments, LLC | 1,728 | $36.1 萬 | 0.00% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 1,743 | $36.4 萬 | 0.00% | +60+3.6% | 加碼 |
| Cetera Advisor Networks LLC | 1,751 | $36.6 萬 | 0.00% | +392+28.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,752 | $36.6 萬 | 0.19% | 00.0% | 不變 |
| Vivaldi Capital Management, LLC | 1,782 | $37.2 萬 | 0.12% | +8+0.5% | 加碼 |