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 3 季 13F 持有人
Willis Towers Watson PLC 在 2024/9/30 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
- 672
- 較 2024 年第 2 季 +25 家
- 持有股數
- 9,347 萬
- 較 2024 年第 2 季 +981.4 萬 (+11.7%)
- 總市值
- $275.3 億
- 較 2024 年第 2 季 +$55.9 億 (+25.5%)
- 新進機構
- 68
- 另有 262 家加碼
- 清倉機構
- 43
- 另有 235 家減碼
另有 7 家機構在 2024 年第 2 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 2,913 | $85.8 萬 | 0.01% | −337−10.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,931 | $86.3 萬 | 0.00% | −1,784−37.8% | 減碼 |
| CWM, LLC | 2,947 | $86.8 萬 | 0.00% | +618+26.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,978 | $87.7 萬 | 0.06% | −58−1.9% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,007 | $88.6 萬 | 0.06% | −291−8.8% | 減碼 |
| Atria Investments LLC | 3,053 | $89.9 萬 | 0.01% | −259−7.8% | 減碼 |
| Williamson Legacy Group, LLC | 3,061 | $90.2 萬 | 0.60% | +3,061 | 新進 |
| MML Investors Services, LLC | 3,096 | $91.2 萬 | 0.00% | +284+10.1% | 加碼 |
| 44 Wealth Management LLC | 3,129 | $91.3 萬 | 0.32% | +3,129 | 新進 |
| Los Angeles Capital Management LLC | 3,150 | $92.8 萬 | 0.00% | 00.0% | 不變 |
| Intact Investment Management Inc. | 3,150 | $92.8 萬 | 0.03% | +250+8.6% | 加碼 |
| Assenagon Asset Management S.A. | 3,272 | $96.4 萬 | 0.00% | +364+12.5% | 加碼 |
| AlTi Global, Inc. | 3,272 | $96.7 萬 | 0.02% | −199−5.7% | 減碼 |
| Confluence Investment Management LLC | 3,300 | $97.2 萬 | 0.01% | −68−2.0% | 減碼 |
| Alpine Global Management, LLC | 3,329 | $98.0 萬 | 0.24% | +3,329 | 新進 |
| Wolverine Trading, LLC | 3,361 | $98.5 萬 | 0.03% | −2,565−43.3% | 減碼 |
| South Dakota Investment Council | 3,355 | $98.8 萬 | 0.02% | 00.0% | 不變 |
| Raymond James Trust N.A. | 3,391 | $99.9 萬 | 0.02% | −613−15.3% | 減碼 |
| Qtron Investments LLC | 3,452 | $101.7 萬 | 0.14% | +1,948+129.5% | 加碼 |
| LMCG Investments, LLC | 3,474 | $102.3 萬 | 0.06% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 3,597 | $105.9 萬 | 0.01% | −23−0.6% | 減碼 |
| Hunter Associates Investment Management LLC | 3,810 | $111.8 萬 | 0.17% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,838 | $113.0 萬 | 0.03% | +1,295+50.9% | 加碼 |
| CenterBook Partners LP | 3,930 | $115.8 萬 | 0.07% | −6,660−62.9% | 減碼 |
| Hamilton Capital Partners Inc. | 3,950 | $116.3 萬 | 0.10% | −80−2.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,976 | $116.4 萬 | 0.01% | +708+21.7% | 加碼 |
| Advisors Capital Management, LLC | 4,011 | $118.1 萬 | 0.02% | −13−0.3% | 減碼 |
| SpiderRock Advisors, LLC | 4,031 | $118.8 萬 | 0.03% | −7−0.2% | 減碼 |
| Formidable Asset Management, LLC | 4,033 | $118.8 萬 | 0.19% | −777−16.2% | 減碼 |
| Sterling Capital Management LLC | 4,066 | $119.8 萬 | 0.02% | +4,066 | 新進 |
| Norinchukin Bank, The | 4,075 | $120.0 萬 | 0.03% | +503+14.1% | 加碼 |
| iA Global Asset Management Inc. | 4,091 | $120.5 萬 | 0.02% | +4,091 | 新進 |
| Walleye Capital LLC | 4,104 | $120.9 萬 | 0.01% | −5,328−56.5% | 減碼 |
| BTG Pactual Asset Management US LLC | 4,123 | $121.4 萬 | 0.18% | +4,123 | 新進 |
| NEOS Investment Management LLC | 4,186 | $123.3 萬 | 0.04% | +812+24.1% | 加碼 |
| Quantinno Capital Management LP | 4,259 | $125.5 萬 | 0.02% | +686+19.2% | 加碼 |
| Commerce Bank | 4,295 | $126.5 萬 | 0.01% | +308+7.7% | 加碼 |
| Sanctuary Advisors, LLC | 4,026 | $126.6 萬 | 0.01% | +460+12.9% | 加碼 |
| Qsemble Capital Management, LP | 4,322 | $127.3 萬 | 0.23% | +4,322 | 新進 |
| Empowered Funds, LLC | 4,417 | $130.1 萬 | 0.02% | +120+2.8% | 加碼 |
| Illinois Municipal Retirement Fund | 4,429 | $130.4 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 4,450 | $131.1 萬 | 0.00% | +85+1.9% | 加碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $132.1 萬 | 0.40% | 00.0% | 不變 |
| DRW Securities, LLC | 4,596 | $135.4 萬 | 0.07% | +3,092+205.6% | 加碼 |
| EP Wealth Advisors, LLC | 4,637 | $136.6 萬 | 0.01% | +3,375+267.4% | 加碼 |
| La Banque Postale Asset Management SA | 4,646 | $136.8 萬 | 0.02% | −278−5.6% | 減碼 |
| Panagora Asset Management Inc | 4,665 | $137.4 萬 | 0.01% | −10.0% | 減碼 |
| Teza Capital Management LLC | 4,665 | $137.4 萬 | 0.15% | +4,665 | 新進 |
| Boston Partners | 4,682 | $137.9 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 4,696 | $138.3 萬 | 0.00% | −657−12.3% | 減碼 |
| Vinva Investment Management Ltd | 4,817 | $141.1 萬 | 0.06% | +540+12.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,920 | $144.9 萬 | 0.00% | +920+23.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 4,954 | $145.9 萬 | 0.03% | −615−11.0% | 減碼 |
| RBF Capital, LLC | 5,000 | $147.3 萬 | 0.08% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 5,000 | $147.3 萬 | 0.05% | −200−3.8% | 減碼 |
| Cornercap Investment Counsel Inc | 5,101 | $150.2 萬 | 0.44% | −3,475−40.5% | 減碼 |
| Ieq Capital, LLC | 5,105 | $150.4 萬 | 0.02% | +1,116+28.0% | 加碼 |
| Oliver Luxxe Assets LLC | 5,249 | $154.6 萬 | 0.28% | −15−0.3% | 減碼 |
| Omers Administration Corp | 5,280 | $155.5 萬 | 0.01% | +1,700+47.5% | 加碼 |
| Cresset Asset Management, LLC | 5,428 | $160.3 萬 | 0.01% | +320+6.3% | 加碼 |
| Park Avenue Securities LLC | 5,456 | $160.7 萬 | 0.02% | +903+19.8% | 加碼 |
| Securian Asset Management, Inc | 5,594 | $164.8 萬 | 0.05% | −200−3.5% | 減碼 |
| Quantbot Technologies LP | 5,620 | $165.5 萬 | 0.07% | +2,614+87.0% | 加碼 |
| Louisiana State Employees Retirement System | 5,700 | $167.9 萬 | 0.03% | −100−1.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,810 | $171.1 萬 | 0.02% | −149−2.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,843 | $172.1 萬 | 0.06% | −380−6.1% | 減碼 |
| Accretive Wealth Partners, LLC | 6,014 | $177.1 萬 | 0.74% | −136−2.2% | 減碼 |
| Metis Global Partners, LLC | 6,022 | $177.4 萬 | 0.06% | +155+2.6% | 加碼 |
| Mosaic Financial Group, LLC | 6,040 | $177.9 萬 | 1.26% | 00.0% | 不變 |
| Caitlin John, LLC | 5,770 | $182.8 萬 | 1.18% | +5,770 | 新進 |
| Assetmark, Inc | 6,222 | $183.3 萬 | 0.01% | +73+1.2% | 加碼 |
| Ossiam | 6,341 | $186.8 萬 | 0.04% | +1,621+34.3% | 加碼 |
| Ostrum Asset Management | 6,350 | $187.0 萬 | 0.15% | +78+1.2% | 加碼 |
| Hartford Investment Management Co | 6,453 | $190.1 萬 | 0.06% | −107−1.6% | 減碼 |
| Live Oak Private Wealth LLC | 6,538 | $192.6 萬 | 0.31% | +19+0.3% | 加碼 |
| Point72 Hong Kong Ltd | 6,556 | $193.1 萬 | 0.14% | +6,556 | 新進 |
| Mizuho Securities USA LLC | 6,585 | $193.9 萬 | 0.04% | −1,301−16.5% | 減碼 |
| Resources Investment Advisors, LLC. | 6,644 | $195.7 萬 | 0.02% | +2,775+71.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 6,664 | $196.3 萬 | 0.05% | +7+0.1% | 加碼 |
| Blair William & Co | 6,673 | $196.6 萬 | 0.01% | +78+1.2% | 加碼 |
| Diversified Trust Co | 6,720 | $197.9 萬 | 0.05% | +4+0.1% | 加碼 |
| Brevan Howard Capital Management LP | 6,859 | $202.0 萬 | 0.10% | −917−11.8% | 減碼 |
| Kentucky Retirement Systems | 7,075 | $208.4 萬 | 0.06% | −629−8.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 7,157 | $210.8 萬 | 0.00% | +107+1.5% | 加碼 |
| Neuberger Berman Group LLC | 7,442 | $219.2 萬 | 0.00% | −130−1.7% | 減碼 |
| Cary Street Partners Asset Management LLC | 7,507 | $221.1 萬 | 0.29% | −368−4.7% | 減碼 |
| Pacer Advisors, Inc. | 7,525 | $221.6 萬 | 0.00% | −5−0.1% | 減碼 |
| CI Private Wealth, LLC | 7,531 | $221.8 萬 | 0.00% | +1,532+25.5% | 加碼 |
| Aquatic Capital Management LLC | 7,720 | $227.4 萬 | 0.06% | −120−1.5% | 減碼 |
| Swiss Life Asset Management Ltd | 7,758 | $228.4 萬 | 0.03% | +3,845+98.3% | 加碼 |
| Pathstone Holdings, LLC | 7,757 | $228.6 萬 | 0.01% | +270+3.6% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 7,768 | $228.8 萬 | 0.02% | −541−6.5% | 減碼 |
| Brinker Capital Investments, LLC | 7,884 | $232.2 萬 | 0.02% | +752+10.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 7,884 | $232.2 萬 | 0.02% | +752+10.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 7,902 | $232.8 萬 | 0.05% | +4,054+105.4% | 加碼 |
| Nisa Investment Advisors, LLC | 7,959 | $235.2 萬 | 0.01% | −1,130−12.4% | 減碼 |
| Point72 Europe (London) LLP | 7,997 | $235.5 萬 | 0.20% | −22,000−73.3% | 減碼 |
| Atom Investors LP | 8,014 | $236.0 萬 | 0.25% | +3,126+64.0% | 加碼 |
| Jump Financial, LLC | 8,070 | $237.7 萬 | 0.05% | −14,033−63.5% | 減碼 |
| Achmea Investment Management B.V. | 8,195 | $241.4 萬 | 0.04% | −2,045−20.0% | 減碼 |