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 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 1,838 | $38.4 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,839 | $38.4 萬 | 0.01% | +62+3.5% | 加碼 |
| Washington Capital Management Inc | 1,850 | $38.7 萬 | 0.36% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,850 | $38.7 萬 | 0.00% | −3−0.2% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,911 | $39.9 萬 | 0.17% | +1+0.1% | 加碼 |
| Coldstream Capital Management Inc | 1,919 | $40.1 萬 | 0.01% | −41−2.1% | 減碼 |
| James Hambro & Partners | 1,920 | $40.1 萬 | 0.03% | 00.0% | 不變 |
| Rathbone Brothers plc | 1,950 | $40.7 萬 | 0.00% | 00.0% | 不變 |
| Community Capital Management, Inc. | 1,950 | $40.7 萬 | 0.65% | +1,950 | 新進 |
| KB Financial Partners, LLC | 1,969 | $41.1 萬 | 0.12% | +4+0.2% | 加碼 |
| Daymark Wealth Partners, LLC | 2,008 | $42.0 萬 | 0.03% | −154−7.1% | 減碼 |
| Intrust Bank NA | 2,016 | $42.1 萬 | 0.05% | −439−17.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 2,074 | $43.3 萬 | 0.01% | +19+0.9% | 加碼 |
| Magnetar Financial LLC | 2,078 | $43.4 萬 | 0.01% | +2,078 | 新進 |
| Prelude Capital Management, LLC | 2,096 | $43.8 萬 | 0.04% | +96+4.8% | 加碼 |
| Balentine LLC | 2,129 | $44.5 萬 | 0.01% | −598−21.9% | 減碼 |
| Impax Asset Management Group plc | 2,129 | $44.5 萬 | 0.00% | −398−15.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 2,132 | $44.6 萬 | 0.03% | +203+10.5% | 加碼 |
| Vestcor Inc | 2,138 | $44.7 萬 | 0.02% | −458−17.6% | 減碼 |
| Bleakley Financial Group, LLC | 2,198 | $45.9 萬 | 0.02% | −442−16.7% | 減碼 |
| Sawtooth Solutions, LLC | 2,198 | $45.9 萬 | 0.01% | −441−16.7% | 減碼 |
| SkyView Investment Advisors, LLC | 2,225 | $46.5 萬 | 0.19% | +78+3.6% | 加碼 |
| Lincoln National Corp | 2,247 | $47.0 萬 | 0.01% | +8+0.4% | 加碼 |
| CWM, LLC | 2,249 | $47.0 萬 | 0.00% | +292+14.9% | 加碼 |
| Legal Advantage Investments, Inc. | 2,265 | $47.3 萬 | 0.34% | −200−8.1% | 減碼 |
| Assenagon Asset Management S.A. | 2,285 | $47.7 萬 | 0.00% | −39−1.7% | 減碼 |
| Schechter Investment Advisors, LLC | 2,401 | $50.2 萬 | 0.05% | +2,401 | 新進 |
| Resources Investment Advisors, LLC. | 2,493 | $52.1 萬 | 0.01% | +33+1.3% | 加碼 |
| Wolverine Trading, LLC | 2,501 | $52.3 萬 | 0.01% | +2,501 | 新進 |
| Qtron Investments LLC | 2,608 | $54.5 萬 | 0.10% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 2,623 | $54.8 萬 | 0.21% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 2,645 | $55.2 萬 | 0.27% | −4,063−60.6% | 減碼 |
| Gabelli Funds LLC | 2,700 | $56.4 萬 | 0.00% | −700−20.6% | 減碼 |
| TD Private Client Wealth LLC | 2,722 | $56.9 萬 | 0.02% | +11+0.4% | 加碼 |
| Cognios Beta Neutral Large Cap Fund, LP | 2,732 | $57.1 萬 | 0.74% | −379−12.2% | 減碼 |
| Everence Capital Management Inc | 2,810 | $58.7 萬 | 0.05% | +1,560+124.8% | 加碼 |
| Gateway Investment Advisers LLC | 2,821 | $58.9 萬 | 0.01% | −46−1.6% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 2,859 | $59.7 萬 | 0.01% | −751−20.8% | 減碼 |
| Pettyjohn, Wood & White, Inc | 2,880 | $60.2 萬 | 0.14% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,074 | $64.2 萬 | 0.01% | −12,774−80.6% | 減碼 |
| United Asset Strategies, Inc. | 3,121 | $65.2 萬 | 0.08% | +1,949+166.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,191 | $66.7 萬 | 0.16% | 00.0% | 不變 |
| Ieq Capital, LLC | 3,232 | $67.5 萬 | 0.01% | +831+34.6% | 加碼 |
| Advisor Partners II, LLC | 3,244 | $67.8 萬 | 0.03% | −255−7.3% | 減碼 |
| Tiedemann Advisors, LLC | 3,234 | $67.8 萬 | 0.03% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 3,284 | $68.6 萬 | 0.07% | +589+21.9% | 加碼 |
| USA Financial Portformulas Corp | 3,328 | $69.5 萬 | 1.04% | −2−0.1% | 減碼 |
| South Dakota Investment Council | 3,360 | $70.2 萬 | 0.02% | −300−8.2% | 減碼 |
| Pathstone Family Office, LLC | 3,368 | $70.4 萬 | 0.01% | +2,097+165.0% | 加碼 |
| Cresset Asset Management, LLC | 3,406 | $71.5 萬 | 0.00% | +451+15.3% | 加碼 |
| SYSTM Wealth Solutions LLC | 3,462 | $72.3 萬 | 0.11% | −225−6.1% | 減碼 |
| Confluence Investment Management LLC | 3,537 | $73.9 萬 | 0.01% | −49−1.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,706 | $77.4 萬 | 0.00% | +3,706 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,772 | $78.8 萬 | 0.06% | −48−1.3% | 減碼 |
| Wellington Management Group LLP | 3,808 | $79.6 萬 | 0.00% | −120−3.1% | 減碼 |
| Hunter Associates Investment Management LLC | 3,810 | $79.7 萬 | 0.16% | 00.0% | 不變 |
| Commerce Bank | 3,884 | $81.2 萬 | 0.01% | −88−2.2% | 減碼 |
| Norinchukin Bank, The | 3,946 | $82.5 萬 | 0.02% | −3,865−49.5% | 減碼 |
| Kowal Investment Group, LLC | 4,072 | $85.1 萬 | 0.23% | +15+0.4% | 加碼 |
| Oppenheimer Asset Management Inc. | 4,124 | $86.2 萬 | 0.01% | +1,517+58.2% | 加碼 |
| CI Private Wealth, LLC | 4,130 | $86.3 萬 | 0.00% | +469+12.8% | 加碼 |
| Janney Montgomery Scott LLC | 4,191 | $87.6 萬 | 0.00% | −6,965−62.4% | 減碼 |
| Dryden Capital, LLC | 4,250 | $88.8 萬 | 1.47% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 4,337 | $90.6 萬 | 0.05% | −301−6.5% | 減碼 |
| Federated Hermes, Inc. | 4,350 | $90.9 萬 | 0.00% | +506+13.2% | 加碼 |
| LMCG Investments, LLC | 4,378 | $91.5 萬 | 0.06% | −1,784−29.0% | 減碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $93.7 萬 | 0.46% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 4,501 | $94.1 萬 | 0.04% | +2,650+143.2% | 加碼 |
| CIBC Private Wealth Group, LLC | 4,582 | $95.7 萬 | 0.00% | +87+1.9% | 加碼 |
| Advisor Group Holdings, Inc. | 4,639 | $97.0 萬 | 0.00% | −603−11.5% | 減碼 |
| Toroso Investments, LLC | 4,907 | $102.5 萬 | 0.03% | −1,944−28.4% | 減碼 |
| Raymond James Trust N.A. | 4,930 | $103.0 萬 | 0.03% | −26−0.5% | 減碼 |
| Prudential PLC | 4,943 | $103.3 萬 | 0.01% | −642−11.5% | 減碼 |
| Metis Global Partners, LLC | 4,982 | $104.1 萬 | 0.05% | +552+12.5% | 加碼 |
| RBF Capital, LLC | 5,000 | $104.5 萬 | 0.07% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,039 | $105.3 萬 | 0.01% | −391−7.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,039 | $105.3 萬 | 0.01% | −391−7.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,123 | $107.1 萬 | 0.02% | +681+15.3% | 加碼 |
| Fifth Third Bancorp | 5,223 | $109.1 萬 | 0.01% | +2,998+134.7% | 加碼 |
| New Mexico Educational Retirement Board | 5,500 | $114.9 萬 | 0.05% | +300+5.8% | 加碼 |
| Thrivent Financial for Lutherans | 5,517 | $115.3 萬 | 0.00% | −124−2.2% | 減碼 |
| Guggenheim Capital LLC | 5,570 | $116.4 萬 | 0.01% | −2,031−26.7% | 減碼 |
| National Bank of Canada | 5,604 | $116.5 萬 | 0.00% | +1,707+43.8% | 加碼 |
| DRW Securities, LLC | 5,621 | $117.5 萬 | 0.09% | +5,621 | 新進 |
| Hantz Financial Services, Inc. | 5,641 | $117.9 萬 | 0.03% | +5,641 | 新進 |
| Gardner Lewis Asset Management L P | 5,661 | $118.3 萬 | 0.43% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 5,676 | $118.6 萬 | 0.03% | +599+11.8% | 加碼 |
| Commonwealth Equity Services, LLC | 5,769 | $120.6 萬 | 0.00% | −163−2.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,874 | $122.4 萬 | 0.03% | −602−9.3% | 減碼 |
| JustInvest LLC | 5,919 | $123.7 萬 | 0.04% | −1,745−22.8% | 減碼 |
| Franklin Resources Inc | 5,922 | $123.7 萬 | 0.00% | −1,620,995−99.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 6,043 | $126.3 萬 | 0.00% | −48,400−88.9% | 減碼 |
| Accretive Wealth Partners, LLC | 6,063 | $126.7 萬 | 0.76% | +157+2.7% | 加碼 |
| Boston Partners | 6,100 | $127.5 萬 | 0.00% | +416+7.3% | 加碼 |
| Assetmark, Inc | 6,190 | $129.3 萬 | 0.01% | −34−0.5% | 減碼 |
| Neuberger Berman Group LLC | 6,441 | $134.6 萬 | 0.00% | −6,337−49.6% | 減碼 |
| Busey Wealth Management | 6,477 | $135.3 萬 | 0.06% | −36,583−85.0% | 減碼 |
| Live Oak Private Wealth LLC | 6,485 | $135.5 萬 | 0.29% | +148+2.3% | 加碼 |
| Louisiana State Employees Retirement System | 6,500 | $135.8 萬 | 0.03% | −100−1.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,541 | $136.7 萬 | 0.05% | −993−13.2% | 減碼 |