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 2 季 13F 持有人
Willis Towers Watson PLC 在 2024/6/30 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
- 654
- 較 2024 年第 1 季 −5 家
- 持有股數
- 9,406 萬
- 較 2024 年第 1 季 −53.5 萬 (−0.6%)
- 總市值
- $246.6 億
- 較 2024 年第 1 季 −$13.4 億 (−5.1%)
- 新進機構
- 61
- 另有 279 家加碼
- 清倉機構
- 66
- 另有 206 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 3,121 | $81.8 萬 | 0.08% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 3,150 | $82.6 萬 | 0.00% | −3,072−49.4% | 減碼 |
| HB Wealth Management, LLC | 3,250 | $85.2 萬 | 0.01% | +2,242+222.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 3,268 | $85.7 萬 | 0.01% | +196+6.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,298 | $86.5 萬 | 0.06% | −86−2.5% | 減碼 |
| Atria Investments LLC | 3,312 | $86.8 萬 | 0.01% | +3,312 | 新進 |
| South Dakota Investment Council | 3,355 | $87.9 萬 | 0.02% | −5−0.1% | 減碼 |
| Confluence Investment Management LLC | 3,368 | $88.3 萬 | 0.01% | +61+1.8% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,373 | $88.4 萬 | 0.01% | +62+1.9% | 加碼 |
| NEOS Investment Management LLC | 3,374 | $88.4 萬 | 0.04% | +996+41.9% | 加碼 |
| Sanctuary Advisors, LLC | 3,566 | $89.5 萬 | 0.01% | +3,566 | 新進 |
| LMCG Investments, LLC | 3,474 | $91.1 萬 | 0.05% | −118−3.3% | 減碼 |
| AlTi Global, Inc. | 3,471 | $91.3 萬 | 0.02% | −75−2.1% | 減碼 |
| Norinchukin Bank, The | 3,572 | $93.6 萬 | 0.03% | +33+0.9% | 加碼 |
| Quantinno Capital Management LP | 3,573 | $93.7 萬 | 0.02% | +817+29.6% | 加碼 |
| Omers Administration Corp | 3,580 | $93.8 萬 | 0.01% | +3,580 | 新進 |
| Gateway Investment Advisers LLC | 3,620 | $94.9 萬 | 0.01% | +837+30.1% | 加碼 |
| Hunter Associates Investment Management LLC | 3,810 | $99.7 萬 | 0.17% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 3,848 | $100.9 萬 | 0.02% | +24+0.6% | 加碼 |
| Resources Investment Advisors, LLC. | 3,869 | $101.4 萬 | 0.01% | +1,282+49.6% | 加碼 |
| Swiss Life Asset Management Ltd | 3,913 | $102.6 萬 | 0.01% | +2,461+169.5% | 加碼 |
| Commerce Bank | 3,987 | $104.5 萬 | 0.01% | +42+1.1% | 加碼 |
| Ieq Capital, LLC | 3,989 | $104.6 萬 | 0.01% | +1,205+43.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,000 | $104.9 萬 | 0.00% | +527+15.2% | 加碼 |
| Raymond James Trust N.A. | 4,004 | $105.0 萬 | 0.02% | −753−15.8% | 減碼 |
| Advisors Capital Management, LLC | 4,024 | $105.5 萬 | 0.02% | +4,024 | 新進 |
| Hamilton Capital Partners Inc. | 4,030 | $105.6 萬 | 0.11% | +980+32.1% | 加碼 |
| SpiderRock Advisors, LLC | 4,038 | $105.9 萬 | 0.03% | +4,038 | 新進 |
| Fox Run Management, L.L.C. | 4,157 | $109.0 萬 | 0.21% | −2,692−39.3% | 減碼 |
| Empowered Funds, LLC | 4,297 | $112.6 萬 | 0.02% | −4,814−52.8% | 減碼 |
| Vinva Investment Management Ltd | 4,277 | $112.9 萬 | 0.06% | −177−4.0% | 減碼 |
| Fifth Third Bancorp | 4,365 | $114.4 萬 | 0.00% | +12+0.3% | 加碼 |
| Illinois Municipal Retirement Fund | 4,429 | $116.1 萬 | 0.02% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 4,486 | $117.6 萬 | 0.39% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,553 | $119.4 萬 | 0.01% | +356+8.5% | 加碼 |
| Panagora Asset Management Inc | 4,666 | $122.3 萬 | 0.01% | −1,232−20.9% | 減碼 |
| Boston Partners | 4,682 | $122.7 萬 | 0.00% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,715 | $123.6 萬 | 0.00% | +1,491+46.2% | 加碼 |
| Ossiam | 4,720 | $123.7 萬 | 0.02% | −1,604−25.4% | 減碼 |
| Formidable Asset Management, LLC | 4,810 | $126.1 萬 | 0.20% | −365−7.1% | 減碼 |
| Hantz Financial Services, Inc. | 4,833 | $126.7 萬 | 0.02% | −270−5.3% | 減碼 |
| Atom Investors LP | 4,888 | $128.1 萬 | 0.13% | +4,888 | 新進 |
| La Banque Postale Asset Management SA | 4,924 | $129.1 萬 | 0.05% | −37−0.7% | 減碼 |
| RBF Capital, LLC | 5,000 | $131.1 萬 | 0.08% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 5,108 | $134.3 萬 | 0.01% | +663+14.9% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $136.3 萬 | 0.05% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 5,264 | $138.0 萬 | 0.29% | +166+3.3% | 加碼 |
| Commonwealth Equity Services, LLC | 5,353 | $140.3 萬 | 0.00% | −107−2.0% | 減碼 |
| Interval Partners, LP | 5,394 | $141.4 萬 | 0.04% | −19,397−78.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,569 | $146.0 萬 | 0.03% | −364−6.1% | 減碼 |
| Cerity Partners LLC | 5,760 | $151.0 萬 | 0.00% | −2,127−27.0% | 減碼 |
| Allianz Asset Management GmbH | 5,779 | $151.5 萬 | 0.00% | −6,177−51.7% | 減碼 |
| Securian Asset Management, Inc | 5,794 | $151.9 萬 | 0.04% | −200−3.3% | 減碼 |
| Louisiana State Employees Retirement System | 5,800 | $152.0 萬 | 0.03% | −200−3.3% | 減碼 |
| Metis Global Partners, LLC | 5,867 | $153.8 萬 | 0.05% | +221+3.9% | 加碼 |
| Wolverine Trading, LLC | 5,926 | $155.3 萬 | 0.03% | +5,926 | 新進 |
| Stratos Wealth Partners, LTD. | 5,959 | $156.2 萬 | 0.03% | +563+10.4% | 加碼 |
| CI Private Wealth, LLC | 5,999 | $157.3 萬 | 0.00% | +355+6.3% | 加碼 |
| Mosaic Financial Group, LLC | 6,040 | $158.3 萬 | 1.14% | 00.0% | 不變 |
| Assetmark, Inc | 6,149 | $161.2 萬 | 0.00% | −14−0.2% | 減碼 |
| Accretive Wealth Partners, LLC | 6,150 | $161.2 萬 | 0.67% | +48+0.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,223 | $163.1 萬 | 0.06% | +5+0.1% | 加碼 |
| Ostrum Asset Management | 6,272 | $164.4 萬 | 0.14% | −488−7.2% | 減碼 |
| Live Oak Private Wealth LLC | 6,519 | $170.9 萬 | 0.29% | +20+0.3% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 6,496 | $171.5 萬 | 0.01% | −8,366−56.3% | 減碼 |
| Hartford Investment Management Co | 6,560 | $172.0 萬 | 0.06% | −114−1.7% | 減碼 |
| Blair William & Co | 6,595 | $172.9 萬 | 0.01% | +263+4.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,657 | $174.5 萬 | 0.03% | +4,549+215.8% | 加碼 |
| Diversified Trust Co | 6,716 | $176.1 萬 | 0.05% | +1,863+38.4% | 加碼 |
| MBB Public Markets I LLC | 6,786 | $177.9 萬 | 0.04% | +6,786 | 新進 |
| Campbell & CO Investment Adviser LLC | 6,888 | $180.6 萬 | 0.15% | +2,997+77.0% | 加碼 |
| FJ Capital Management LLC | 6,922 | $181.5 萬 | 0.19% | +6,922 | 新進 |
| CIBC Private Wealth Group, LLC | 7,050 | $183.1 萬 | 0.00% | +27+0.4% | 加碼 |
| Brinker Capital Investments, LLC | 7,132 | $187.0 萬 | 0.02% | +1,696+31.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,132 | $187.0 萬 | 0.02% | +1,696+31.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 7,299 | $191.3 萬 | 0.05% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 7,487 | $196.4 萬 | 0.01% | −350−4.5% | 減碼 |
| Headlands Technologies LLC | 7,524 | $197.2 萬 | 0.21% | −1,027−12.0% | 減碼 |
| Pacer Advisors, Inc. | 7,530 | $197.4 萬 | 0.00% | +328+4.6% | 加碼 |
| Neuberger Berman Group LLC | 7,572 | $198.5 萬 | 0.00% | −422−5.3% | 減碼 |
| STRS Ohio | 7,685 | $201.5 萬 | 0.01% | +248+3.3% | 加碼 |
| Cetera Investment Advisers | 7,691 | $201.6 萬 | 0.00% | +600+8.5% | 加碼 |
| Kentucky Retirement Systems | 7,704 | $202.0 萬 | 0.06% | −83−1.1% | 減碼 |
| Brevan Howard Capital Management LP | 7,776 | $203.8 萬 | 0.13% | +4,856+166.3% | 加碼 |
| Aquatic Capital Management LLC | 7,840 | $205.5 萬 | 0.08% | −12,280−61.0% | 減碼 |
| Cary Street Partners Asset Management LLC | 7,875 | $206.4 萬 | 0.30% | +153+2.0% | 加碼 |
| Mizuho Securities USA LLC | 7,886 | $206.7 萬 | 0.05% | +7,886 | 新進 |
| JustInvest LLC | 8,099 | $212.3 萬 | 0.04% | +917+12.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 8,309 | $217.8 萬 | 0.02% | −236−2.8% | 減碼 |
| Cornercap Investment Counsel Inc | 8,576 | $224.8 萬 | 0.37% | −193−2.2% | 減碼 |
| Markel Group Inc.大師馬克爾集團 | 8,627 | $226.1 萬 | 0.02% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 8,746 | $229.2 萬 | 0.06% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 8,784 | $230.3 萬 | 0.05% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 8,816 | $231.1 萬 | 0.00% | −21−0.2% | 減碼 |
| Montag A & Associates Inc | 9,010 | $236.8 萬 | 0.12% | −151−1.6% | 減碼 |
| Agf Management Ltd | 9,120 | $239.1 萬 | 0.01% | +930+11.4% | 加碼 |
| Nisa Investment Advisors, LLC | 9,089 | $239.1 萬 | 0.02% | −485−5.1% | 減碼 |
| Axq Capital, LP | 9,299 | $243.8 萬 | 0.57% | +3,259+54.0% | 加碼 |
| National Bank of Canada | 9,452 | $245.1 萬 | 0.00% | −427−4.3% | 減碼 |
| Walleye Capital LLC | 9,432 | $247.3 萬 | 0.03% | −8,871−48.5% | 減碼 |