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。
2024 年第 1 季 13F 持有人
Willis Towers Watson PLC 在 2024/3/31 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
- 664
- 較 2023 年第 4 季 +38 家
- 持有股數
- 9,484 萬
- 較 2023 年第 4 季 −37.9 萬 (−0.4%)
- 總市值
- $260.6 億
- 較 2023 年第 4 季 +$31.0 億 (+13.5%)
- 新進機構
- 87
- 另有 226 家加碼
- 清倉機構
- 49
- 另有 239 家減碼
另有 6 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 3,000 | $82.5 萬 | 0.21% | +3,000 | 新進 |
| Hamilton Capital Partners Inc. | 3,050 | $83.9 萬 | 0.10% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,072 | $84.5 萬 | 0.01% | +540+21.3% | 加碼 |
| United Asset Strategies, Inc. | 3,121 | $85.8 萬 | 0.09% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,224 | $88.7 萬 | 0.00% | −4,602−58.8% | 減碼 |
| Confluence Investment Management LLC | 3,307 | $90.9 萬 | 0.01% | −35−1.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 3,311 | $91.1 萬 | 0.01% | −472−12.5% | 減碼 |
| South Dakota Investment Council | 3,360 | $92.4 萬 | 0.02% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,384 | $93.1 萬 | 0.06% | −295−8.0% | 減碼 |
| Federated Hermes, Inc. | 3,393 | $93.3 萬 | 0.00% | −869−20.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 3,473 | $95.5 萬 | 0.00% | +22+0.6% | 加碼 |
| Boothbay Fund Management, LLC | 3,522 | $96.9 萬 | 0.03% | +3,522 | 新進 |
| Norinchukin Bank, The | 3,539 | $97.3 萬 | 0.03% | −57−1.6% | 減碼 |
| AlTi Global, Inc. | 3,546 | $97.8 萬 | 0.03% | +202+6.0% | 加碼 |
| LMCG Investments, LLC | 3,592 | $98.8 萬 | 0.06% | −200−5.3% | 減碼 |
| Busey Wealth Management | 3,660 | $100.7 萬 | 0.04% | −761−17.2% | 減碼 |
| Monument Group Wealth Advisors, LLC | 3,720 | $102.3 萬 | 0.76% | +1,234+49.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 3,824 | $105.2 萬 | 0.02% | +461+13.7% | 加碼 |
| Hunter Associates Investment Management LLC | 3,810 | $105.3 萬 | 0.18% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 3,891 | $107.0 萬 | 0.09% | −2,556−39.6% | 減碼 |
| Oak Thistle LLC | 3,892 | $107.0 萬 | 0.96% | +2,341+150.9% | 加碼 |
| Commerce Bank | 3,945 | $108.5 萬 | 0.01% | −7−0.2% | 減碼 |
| Metropolitan Life Insurance Co | 4,135 | $113.7 萬 | 0.05% | −68−1.6% | 減碼 |
| Park Avenue Securities LLC | 4,197 | $115.4 萬 | 0.01% | +2,756+191.3% | 加碼 |
| Fifth Third Bancorp | 4,353 | $119.7 萬 | 0.00% | −30−0.7% | 減碼 |
| Inceptionr LLC | 4,375 | $120.3 萬 | 0.31% | +4,375 | 新進 |
| Illinois Municipal Retirement Fund | 4,429 | $121.8 萬 | 0.02% | −2,292−34.1% | 減碼 |
| Vinva Investment Management Ltd | 4,454 | $122.5 萬 | 0.07% | +5+0.1% | 加碼 |
| Cresset Asset Management, LLC | 4,445 | $122.6 萬 | 0.01% | +338+8.2% | 加碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $123.4 萬 | 0.39% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 4,486 | $123.4 萬 | 0.13% | +4,486 | 新進 |
| Boston Partners | 4,682 | $128.8 萬 | 0.00% | −1,450−23.6% | 減碼 |
| Raymond James Trust N.A. | 4,757 | $130.8 萬 | 0.03% | +67+1.4% | 加碼 |
| Diversified Trust Co | 4,853 | $133.5 萬 | 0.04% | +3,683+314.8% | 加碼 |
| La Banque Postale Asset Management SA | 4,961 | $136.4 萬 | 0.05% | −408−7.6% | 減碼 |
| Centiva Capital, LP | 4,982 | $137.0 萬 | 0.08% | +4,982 | 新進 |
| RBF Capital, LLC | 5,000 | $137.5 萬 | 0.08% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 5,026 | $138.2 萬 | 0.00% | +4,161+481.0% | 加碼 |
| Oliver Luxxe Assets LLC | 5,098 | $140.2 萬 | 0.29% | +5,098 | 新進 |
| Hantz Financial Services, Inc. | 5,103 | $140.3 萬 | 0.03% | −517−9.2% | 減碼 |
| Formidable Asset Management, LLC | 5,175 | $142.3 萬 | 0.23% | −334−6.1% | 減碼 |
| New Mexico Educational Retirement Board | 5,200 | $143.0 萬 | 0.05% | −300−5.5% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,396 | $148.4 萬 | 0.02% | +259+5.0% | 加碼 |
| Brinker Capital Investments, LLC | 5,436 | $149.5 萬 | 0.02% | +284+5.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,436 | $149.5 萬 | 0.02% | +284+5.5% | 加碼 |
| Commonwealth Equity Services, LLC | 5,460 | $150.2 萬 | 0.00% | −202−3.6% | 減碼 |
| Accretive Wealth Partners, LLC | 6,102 | $153.8 萬 | 0.68% | +22+0.4% | 加碼 |
| CI Private Wealth, LLC | 5,644 | $155.2 萬 | 0.00% | +997+21.5% | 加碼 |
| Metis Global Partners, LLC | 5,646 | $155.3 萬 | 0.06% | −20−0.4% | 減碼 |
| Panagora Asset Management Inc | 5,898 | $162.2 萬 | 0.01% | −335−5.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,933 | $163.1 萬 | 0.03% | −125−2.1% | 減碼 |
| Securian Asset Management, Inc | 5,994 | $164.8 萬 | 0.05% | −572−8.7% | 減碼 |
| Louisiana State Employees Retirement System | 6,000 | $165.0 萬 | 0.03% | −200−3.2% | 減碼 |
| Axq Capital, LP | 6,040 | $166.1 萬 | 0.40% | +3,040+101.3% | 加碼 |
| Mosaic Financial Group, LLC | 6,040 | $166.1 萬 | 1.33% | +6,040 | 新進 |
| Assetmark, Inc | 6,163 | $169.5 萬 | 0.01% | −43−0.7% | 減碼 |
| Guggenheim Capital LLC | 6,188 | $170.2 萬 | 0.01% | −1,601−20.6% | 減碼 |
| Quadrature Capital Ltd | 6,192 | $170.3 萬 | 0.03% | −35,799−85.3% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,218 | $171.0 萬 | 0.06% | −850−12.0% | 減碼 |
| Los Angeles Capital Management LLC | 6,222 | $171.1 萬 | 0.01% | +192+3.2% | 加碼 |
| Credit Agricole S A | 6,529 | $171.7 萬 | 0.03% | +3,307+102.6% | 加碼 |
| Ossiam | 6,324 | $173.9 萬 | 0.03% | −2,900−31.4% | 減碼 |
| Blair William & Co | 6,332 | $174.1 萬 | 0.01% | +155+2.5% | 加碼 |
| Thrivent Financial for Lutherans | 6,370 | $175.2 萬 | 0.00% | +1,049+19.7% | 加碼 |
| Live Oak Private Wealth LLC | 6,499 | $178.7 萬 | 0.31% | +43+0.7% | 加碼 |
| Hartford Investment Management Co | 6,674 | $183.5 萬 | 0.06% | −291−4.2% | 減碼 |
| Ostrum Asset Management | 6,760 | $185.9 萬 | 0.15% | 00.0% | 不變 |
| Franklin Resources Inc | 6,800 | $187.0 萬 | 0.00% | +638+10.4% | 加碼 |
| Fox Run Management, L.L.C. | 6,849 | $188.3 萬 | 0.41% | +6,849 | 新進 |
| CIBC Private Wealth Group, LLC | 7,023 | $192.0 萬 | 0.00% | +9+0.1% | 加碼 |
| Cetera Investment Advisers | 7,091 | $195.0 萬 | 0.00% | +7,091 | 新進 |
| JustInvest LLC | 7,182 | $197.5 萬 | 0.04% | +844+13.3% | 加碼 |
| Pacer Advisors, Inc. | 7,202 | $198.1 萬 | 0.00% | +167+2.4% | 加碼 |
| Teza Capital Management LLC | 7,223 | $198.6 萬 | 0.26% | +7,223 | 新進 |
| Wellington Management Group LLP | 7,427 | $204.2 萬 | 0.00% | +3,692+98.8% | 加碼 |
| STRS Ohio | 7,437 | $204.5 萬 | 0.01% | −409−5.2% | 減碼 |
| Two Sigma Investments, LP | 7,590 | $208.7 萬 | 0.01% | +7,590 | 新進 |
| Cary Street Partners Asset Management LLC | 7,722 | $212.4 萬 | 0.33% | +51+0.7% | 加碼 |
| Toroso Investments, LLC | 7,753 | $213.2 萬 | 0.04% | +735+10.5% | 加碼 |
| Kentucky Retirement Systems | 7,787 | $214.1 萬 | 0.06% | −475−5.7% | 減碼 |
| Pathstone Holdings, LLC | 7,837 | $215.6 萬 | 0.01% | +964+14.0% | 加碼 |
| Cerity Partners LLC | 7,887 | $216.9 萬 | 0.01% | +3,948+100.2% | 加碼 |
| Nordea Investment Management AB | 7,921 | $218.5 萬 | 0.00% | +150+1.9% | 加碼 |
| Neuberger Berman Group LLC | 7,994 | $219.8 萬 | 0.00% | −392−4.7% | 減碼 |
| Agf Management Ltd | 8,190 | $225.2 萬 | 0.01% | −3,349−29.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 8,545 | $235.0 萬 | 0.02% | −582−6.4% | 減碼 |
| Headlands Technologies LLC | 8,551 | $235.2 萬 | 0.56% | +3,466+68.2% | 加碼 |
| Markel Group Inc.大師馬克爾集團 | 8,627 | $237.2 萬 | 0.02% | 00.0% | 不變 |
| Prudential PLC | 8,730 | $240.1 萬 | 0.02% | +2,903+49.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 8,746 | $240.5 萬 | 0.06% | 00.0% | 不變 |
| Cornercap Investment Counsel Inc | 8,769 | $241.1 萬 | 0.37% | −7−0.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 8,784 | $241.6 萬 | 0.05% | +757+9.4% | 加碼 |
| Achmea Investment Management B.V. | 8,804 | $242.1 萬 | 0.05% | +6,266+246.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 8,837 | $243.0 萬 | 0.00% | +93+1.1% | 加碼 |
| Advisor Group Holdings, Inc. | 8,924 | $245.5 萬 | 0.01% | +4,183+88.2% | 加碼 |
| Empowered Funds, LLC | 9,111 | $250.6 萬 | 0.05% | +7,836+614.6% | 加碼 |
| Montag A & Associates Inc | 9,161 | $252.6 萬 | 0.13% | −6−0.1% | 減碼 |
| National Bank of Canada | 9,879 | $253.8 萬 | 0.00% | +4,705+90.9% | 加碼 |
| Wealthfront Advisers LLC | 9,520 | $261.8 萬 | 0.01% | +2,295+31.8% | 加碼 |
| Nisa Investment Advisors, LLC | 9,574 | $264.1 萬 | 0.02% | −35,581−78.8% | 減碼 |