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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 5,794 | $151.9 萬 | 0.04% | −200−3.3% | 減碼 |
| Allianz Asset Management GmbH | 5,779 | $151.5 萬 | 0.00% | −6,177−51.7% | 減碼 |
| Cerity Partners LLC | 5,760 | $151.0 萬 | 0.00% | −2,127−27.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,569 | $146.0 萬 | 0.03% | −364−6.1% | 減碼 |
| Interval Partners, LP | 5,394 | $141.4 萬 | 0.04% | −19,397−78.2% | 減碼 |
| Commonwealth Equity Services, LLC | 5,353 | $140.3 萬 | 0.00% | −107−2.0% | 減碼 |
| Oliver Luxxe Assets LLC | 5,264 | $138.0 萬 | 0.29% | +166+3.3% | 加碼 |
| New Mexico Educational Retirement Board | 5,200 | $136.3 萬 | 0.05% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 5,108 | $134.3 萬 | 0.01% | +663+14.9% | 加碼 |
| RBF Capital, LLC | 5,000 | $131.1 萬 | 0.08% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 4,924 | $129.1 萬 | 0.05% | −37−0.7% | 減碼 |
| Atom Investors LP | 4,888 | $128.1 萬 | 0.13% | +4,888 | 新進 |
| Hantz Financial Services, Inc. | 4,833 | $126.7 萬 | 0.02% | −270−5.3% | 減碼 |
| Formidable Asset Management, LLC | 4,810 | $126.1 萬 | 0.20% | −365−7.1% | 減碼 |
| Ossiam | 4,720 | $123.7 萬 | 0.02% | −1,604−25.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,715 | $123.6 萬 | 0.00% | +1,491+46.2% | 加碼 |
| Boston Partners | 4,682 | $122.7 萬 | 0.00% | 00.0% | 不變 |
| Panagora Asset Management Inc | 4,666 | $122.3 萬 | 0.01% | −1,232−20.9% | 減碼 |
| Park Avenue Securities LLC | 4,553 | $119.4 萬 | 0.01% | +356+8.5% | 加碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $117.6 萬 | 0.39% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 4,429 | $116.1 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,365 | $114.4 萬 | 0.00% | +12+0.3% | 加碼 |
| Vinva Investment Management Ltd | 4,277 | $112.9 萬 | 0.06% | −177−4.0% | 減碼 |
| Empowered Funds, LLC | 4,297 | $112.6 萬 | 0.02% | −4,814−52.8% | 減碼 |
| Fox Run Management, L.L.C. | 4,157 | $109.0 萬 | 0.21% | −2,692−39.3% | 減碼 |
| SpiderRock Advisors, LLC | 4,038 | $105.9 萬 | 0.03% | +4,038 | 新進 |
| Hamilton Capital Partners Inc. | 4,030 | $105.6 萬 | 0.11% | +980+32.1% | 加碼 |
| Advisors Capital Management, LLC | 4,024 | $105.5 萬 | 0.02% | +4,024 | 新進 |
| Raymond James Trust N.A. | 4,004 | $105.0 萬 | 0.02% | −753−15.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 4,000 | $104.9 萬 | 0.00% | +527+15.2% | 加碼 |
| Ieq Capital, LLC | 3,989 | $104.6 萬 | 0.01% | +1,205+43.3% | 加碼 |
| Commerce Bank | 3,987 | $104.5 萬 | 0.01% | +42+1.1% | 加碼 |
| Swiss Life Asset Management Ltd | 3,913 | $102.6 萬 | 0.01% | +2,461+169.5% | 加碼 |
| Resources Investment Advisors, LLC. | 3,869 | $101.4 萬 | 0.01% | +1,282+49.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 3,848 | $100.9 萬 | 0.02% | +24+0.6% | 加碼 |
| Hunter Associates Investment Management LLC | 3,810 | $99.7 萬 | 0.17% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,620 | $94.9 萬 | 0.01% | +837+30.1% | 加碼 |
| Omers Administration Corp | 3,580 | $93.8 萬 | 0.01% | +3,580 | 新進 |
| Quantinno Capital Management LP | 3,573 | $93.7 萬 | 0.02% | +817+29.6% | 加碼 |
| Norinchukin Bank, The | 3,572 | $93.6 萬 | 0.03% | +33+0.9% | 加碼 |
| AlTi Global, Inc. | 3,471 | $91.3 萬 | 0.02% | −75−2.1% | 減碼 |
| LMCG Investments, LLC | 3,474 | $91.1 萬 | 0.05% | −118−3.3% | 減碼 |
| Sanctuary Advisors, LLC | 3,566 | $89.5 萬 | 0.01% | +3,566 | 新進 |
| NEOS Investment Management LLC | 3,374 | $88.4 萬 | 0.04% | +996+41.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 3,373 | $88.4 萬 | 0.01% | +62+1.9% | 加碼 |
| Confluence Investment Management LLC | 3,368 | $88.3 萬 | 0.01% | +61+1.8% | 加碼 |
| South Dakota Investment Council | 3,355 | $87.9 萬 | 0.02% | −5−0.1% | 減碼 |
| Atria Investments LLC | 3,312 | $86.8 萬 | 0.01% | +3,312 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,298 | $86.5 萬 | 0.06% | −86−2.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,268 | $85.7 萬 | 0.01% | +196+6.4% | 加碼 |
| HB Wealth Management, LLC | 3,250 | $85.2 萬 | 0.01% | +2,242+222.4% | 加碼 |
| Los Angeles Capital Management LLC | 3,150 | $82.6 萬 | 0.00% | −3,072−49.4% | 減碼 |
| United Asset Strategies, Inc. | 3,121 | $81.8 萬 | 0.08% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 3,104 | $81.4 萬 | 0.61% | +3,104 | 新進 |
| Thoroughbred Financial Services, LLC | 3,036 | $79.6 萬 | 0.05% | +843+38.4% | 加碼 |
| Blueshift Asset Management, LLC | 3,028 | $79.4 萬 | 0.27% | +1,010+50.0% | 加碼 |
| Monument Group Wealth Advisors, LLC | 3,018 | $79.1 萬 | 0.53% | −702−18.9% | 減碼 |
| Quantbot Technologies LP | 3,006 | $78.8 萬 | 0.04% | −7,729−72.0% | 減碼 |
| Busey Wealth Management | 2,993 | $78.5 萬 | 0.03% | −667−18.2% | 減碼 |
| Schechter Investment Advisors, LLC | 2,957 | $77.5 萬 | 0.06% | +453+18.1% | 加碼 |
| Assenagon Asset Management S.A. | 2,908 | $76.2 萬 | 0.00% | +28+1.0% | 加碼 |
| Paloma Partners Management Co | 2,900 | $76.0 萬 | 0.07% | +2,900 | 新進 |
| Intact Investment Management Inc. | 2,900 | $76.0 萬 | 0.03% | +2,900 | 新進 |
| Pettyjohn, Wood & White, Inc | 2,880 | $75.5 萬 | 0.15% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 2,848 | $74.7 萬 | 0.03% | +123+4.5% | 加碼 |
| MML Investors Services, LLC | 2,812 | $73.7 萬 | 0.00% | −85−2.9% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,750 | $72.1 萬 | 0.13% | −199−6.7% | 減碼 |
| TD Private Client Wealth LLC | 2,678 | $70.2 萬 | 0.02% | −204−7.1% | 減碼 |
| Clearstead Advisors, LLC | 2,574 | $67.5 萬 | 0.01% | +2,263+727.7% | 加碼 |
| Principal Securities, Inc. | 2,543 | $66.7 萬 | 0.02% | +277+12.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,536 | $66.5 萬 | 0.03% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 2,531 | $66.3 萬 | 0.19% | +21+0.8% | 加碼 |
| SkyView Investment Advisors, LLC | 2,506 | $65.7 萬 | 0.12% | +21+0.8% | 加碼 |
| Paradigm Asset Management Co LLC | 2,500 | $65.5 萬 | 0.18% | −500−16.7% | 減碼 |
| S.E.E.D. Planning Group LLC | 2,499 | $65.5 萬 | 0.24% | 00.0% | 不變 |
| Veriti Management LLC | 2,483 | $65.1 萬 | 0.04% | +634+34.3% | 加碼 |
| Lecap Asset Management Ltd | 2,457 | $64.4 萬 | 0.14% | −12,017−83.0% | 減碼 |
| Bleakley Financial Group, LLC | 2,428 | $63.6 萬 | 0.02% | −39−1.6% | 減碼 |
| Simplicity Wealth,LLC | 2,428 | $63.6 萬 | 0.01% | −31−1.3% | 減碼 |
| Exchange Traded Concepts, LLC | 2,409 | $63.1 萬 | 0.02% | +89+3.8% | 加碼 |
| Intrust Bank NA | 2,400 | $62.9 萬 | 0.07% | −74−3.0% | 減碼 |
| ExodusPoint Capital Management, LP | 2,345 | $61.5 萬 | 0.01% | +2,345 | 新進 |
| CWM, LLC | 2,329 | $61.1 萬 | 0.00% | +27+1.2% | 加碼 |
| Guggenheim Capital LLC | 2,326 | $61.0 萬 | 0.00% | −3,862−62.4% | 減碼 |
| Stephens Inc | 2,321 | $60.8 萬 | 0.01% | 00.0% | 不變 |
| Gabelli Funds LLC | 2,300 | $60.3 萬 | 0.00% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 2,250 | $59.0 萬 | 0.02% | +600+36.4% | 加碼 |
| Lester Murray Antman dba SimplyRich | 2,235 | $58.5 萬 | 0.19% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 2,209 | $58.1 萬 | 0.18% | +2,209 | 新進 |
| Legal Advantage Investments, Inc. | 2,215 | $58.1 萬 | 0.33% | 00.0% | 不變 |
| Vident Advisory, LLC | 2,200 | $57.7 萬 | 0.02% | +1,281+139.4% | 加碼 |
| Two Sigma Securities, LLC | 2,157 | $56.5 萬 | 0.03% | +1,229+132.4% | 加碼 |
| Integrated Wealth Concepts LLC | 2,124 | $55.7 萬 | 0.01% | −3−0.1% | 減碼 |
| Janney Montgomery Scott LLC | 2,119 | $55.5 萬 | 0.00% | +35+1.7% | 加碼 |
| Vestcor Inc | 2,099 | $55.0 萬 | 0.02% | 00.0% | 不變 |
| Walleye Trading LLC | 2,088 | $54.7 萬 | 0.01% | −15,978−88.4% | 減碼 |
| Banque Cantonale Vaudoise | 2,058 | $54.0 萬 | 0.02% | +1,334+184.3% | 加碼 |
| GTS Securities LLC | 2,038 | $53.4 萬 | 0.01% | +2,038 | 新進 |
| V-Square Quantitative Management LLC | 2,009 | $52.7 萬 | 0.09% | −133−6.2% | 減碼 |
| Dryden Capital, LLC | 2,000 | $52.4 萬 | 0.89% | +2,000 | 新進 |