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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 2,138 | $63.0 萬 | 0.01% | +2,138 | 新進 |
| Vestcor Inc | 2,099 | $61.8 萬 | 0.02% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 2,353 | $61.7 萬 | 0.01% | +472+25.1% | 加碼 |
| Stephens Inc | 2,087 | $61.5 萬 | 0.01% | −234−10.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 2,082 | $61.3 萬 | 0.17% | −153−6.8% | 減碼 |
| Kestra Advisory Services, LLC | 2,008 | $59.1 萬 | 0.00% | +105+5.5% | 加碼 |
| Integrated Wealth Concepts LLC | 2,007 | $59.1 萬 | 0.01% | −117−5.5% | 減碼 |
| GAMMA Investing LLC | 2,000 | $58.9 萬 | 0.06% | +773+63.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,966 | $57.9 萬 | 0.02% | +51+2.7% | 加碼 |
| Oak Thistle LLC | 1,956 | $57.6 萬 | 0.19% | +1,956 | 新進 |
| Quarry LP | 1,940 | $57.1 萬 | 0.17% | +1,595+462.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,932 | $56.9 萬 | 0.02% | +86+4.7% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 1,921 | $56.6 萬 | 0.15% | +1+0.1% | 加碼 |
| Saxon Interests, Inc. | 1,831 | $53.9 萬 | 0.25% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,806 | $53.2 萬 | 0.04% | +1,806 | 新進 |
| Washington Capital Management Inc | 1,800 | $53.0 萬 | 0.41% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,792 | $52.8 萬 | 0.00% | −70−3.8% | 減碼 |
| RSM US Wealth Management LLC | 1,732 | $52.2 萬 | 0.01% | +3+0.2% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,750 | $51.5 萬 | 0.20% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,745 | $51.4 萬 | 0.01% | −31,226−94.7% | 減碼 |
| Empower Advisory Group, LLC | 1,719 | $50.6 萬 | 0.00% | −14−0.8% | 減碼 |
| Family Firm, Inc. | 1,704 | $50.2 萬 | 0.11% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 1,699 | $50.0 萬 | 0.00% | +34+2.0% | 加碼 |
| James Hambro & Partners | 1,678 | $49.4 萬 | 0.02% | −150−8.2% | 減碼 |
| Profund Advisors LLC | 1,677 | $49.4 萬 | 0.02% | +192+12.9% | 加碼 |
| Rathbone Brothers plc | 1,666 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 1,665 | $49.0 萬 | 0.02% | +1,665 | 新進 |
| Snowden Capital Advisors LLC | 1,632 | $48.2 萬 | 0.01% | +65+4.1% | 加碼 |
| Harbour Capital Advisors, LLC | 1,615 | $48.1 萬 | 0.11% | +785+94.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,632 | $48.1 萬 | 0.00% | −60−3.5% | 減碼 |
| Pekin Hardy Strauss, Inc. | 1,613 | $47.5 萬 | 0.06% | −38−2.3% | 減碼 |
| First Horizon Advisors, Inc. | 1,582 | $46.6 萬 | 0.01% | +10+0.6% | 加碼 |
| TownSquare Capital, LLC | 1,569 | $46.2 萬 | 0.01% | +609+63.4% | 加碼 |
| Fonville Wealth Management LLC | 1,555 | $45.8 萬 | 0.16% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,549 | $45.6 萬 | 0.04% | −608−28.2% | 減碼 |
| DoubleLine ETF Adviser LP | 1,545 | $45.5 萬 | 0.11% | −145−8.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,542 | $45.4 萬 | 0.00% | +353+29.7% | 加碼 |
| Inceptionr LLC | 1,531 | $45.1 萬 | 0.11% | +1,531 | 新進 |
| Colony Group, LLC | 1,524 | $44.9 萬 | 0.00% | +1,524 | 新進 |
| Cladis Investment Advisory, LLC | 1,510 | $44.5 萬 | 0.31% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 1,493 | $44.0 萬 | 0.10% | −2,664−64.1% | 減碼 |
| Epoch Investment Partners, Inc. | 1,488 | $43.8 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,480 | $43.6 萬 | 0.00% | +66+4.7% | 加碼 |
| Fielder Capital Group LLC | 1,456 | $42.9 萬 | 0.14% | −135−8.5% | 減碼 |
| First Manhattan Co | 1,446 | $42.7 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 1,624 | $42.6 萬 | 0.01% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $42.3 萬 | 0.11% | 00.0% | 不變 |
| Glenmede Trust Co NA | 1,419 | $41.8 萬 | 0.00% | +42+3.1% | 加碼 |
| Benjamin Edwards Inc | 1,403 | $41.3 萬 | 0.01% | +1,403 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,400 | $41.2 萬 | 0.00% | +175+14.3% | 加碼 |
| Capital Analysts, LLC | 1,392 | $41.0 萬 | 0.02% | −15−1.1% | 減碼 |
| Davenport & Co LLC | 1,385 | $40.8 萬 | 0.00% | −3−0.2% | 減碼 |
| Federated Hermes, Inc. | 1,385 | $40.8 萬 | 0.00% | +160+13.1% | 加碼 |
| Horizon Investments, LLC | 1,377 | $40.6 萬 | 0.01% | −57−4.0% | 減碼 |
| Vident Advisory, LLC | 1,367 | $40.3 萬 | 0.01% | −833−37.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 1,354 | $39.9 萬 | 0.01% | −76−5.3% | 減碼 |
| Raub Brock Capital Management LP | 1,350 | $39.8 萬 | 0.08% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 1,326 | $39.7 萬 | 0.02% | +96+7.8% | 加碼 |
| Proficio Capital Partners LLC | 1,345 | $39.6 萬 | 0.04% | −81−5.7% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 1,320 | $38.9 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 1,310 | $38.6 萬 | 0.00% | +55+4.4% | 加碼 |
| Brighton Jones LLC | 1,307 | $38.5 萬 | 0.01% | −263−16.8% | 減碼 |
| Lido Advisors, LLC | 1,293 | $38.1 萬 | 0.00% | +95+7.9% | 加碼 |
| Callan Family Office, LLC | 1,285 | $37.8 萬 | 0.06% | +7+0.5% | 加碼 |
| Rockland Trust Co | 1,266 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 1,258 | $37.2 萬 | 0.01% | +233+22.7% | 加碼 |
| Alhambra Investment Partners LLC | 1,260 | $37.1 萬 | 0.19% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 1,255 | $37.0 萬 | 0.05% | +1,255 | 新進 |
| Chicago Partners Investment Group LLC | 1,256 | $36.7 萬 | 0.01% | −17−1.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,236 | $36.4 萬 | 0.02% | −136−9.9% | 減碼 |
| Trust Asset Management LLC | 1,227 | $36.1 萬 | 0.03% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 1,224 | $36.0 萬 | 0.00% | +94+8.3% | 加碼 |
| Fidelis Capital Partners, LLC | 1,223 | $35.7 萬 | 0.04% | +37+3.1% | 加碼 |
| Regions Financial Corp | 1,209 | $35.6 萬 | 0.00% | −31−2.5% | 減碼 |
| Private Advisor Group, LLC | 1,199 | $35.3 萬 | 0.00% | −54−4.3% | 減碼 |
| MBB Public Markets I LLC | 1,170 | $34.5 萬 | 0.03% | −5,616−82.8% | 減碼 |
| Cohen & Steers, Inc. | 1,167 | $34.4 萬 | 0.00% | +164+16.4% | 加碼 |
| Forum Financial Management, LP | 1,153 | $34.0 萬 | 0.01% | +3+0.3% | 加碼 |
| Dark Forest Capital Management LP | 1,140 | $33.6 萬 | 0.04% | +1,140 | 新進 |
| Mayflower Financial Advisors, LLC | 1,123 | $33.1 萬 | 0.05% | −98−8.0% | 減碼 |
| GTS Securities LLC | 1,121 | $33.0 萬 | 0.01% | −917−45.0% | 減碼 |
| ORG Partners LLC | 1,112 | $32.8 萬 | 0.05% | 00.0% | 不變 |
| Csenge Advisory Group | 1,125 | $32.6 萬 | 0.02% | +129+13.0% | 加碼 |
| Marshall Wace, LLP | 1,100 | $32.4 萬 | 0.00% | −84,449−98.7% | 減碼 |
| Siemens Fonds Invest GmbH | 1,098 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 1,082 | $31.9 萬 | 0.02% | −18−1.6% | 減碼 |
| Financial Freedom, LLC | 1,077 | $31.7 萬 | 0.17% | +4+0.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 1,067 | $31.4 萬 | 0.01% | +128+13.6% | 加碼 |
| Cigna Investments Inc | 1,045 | $30.8 萬 | 0.05% | −55−5.0% | 減碼 |
| Act Two Investors LLC | 1,029 | $30.3 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,013 | $30.1 萬 | 0.01% | +148+17.1% | 加碼 |
| Schechter Investment Advisors, LLC | 1,020 | $30.1 萬 | 0.02% | −1,937−65.5% | 減碼 |
| Wetherby Asset Management Inc | 1,020 | $30.0 萬 | 0.01% | −79−7.2% | 減碼 |
| Nebula Research & Development LLC | 1,019 | $30.0 萬 | 0.04% | −8,473−89.3% | 減碼 |
| Vise Technologies, Inc. | 1,014 | $29.9 萬 | 0.04% | +61+6.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,000 | $29.5 萬 | 0.00% | −100−9.1% | 減碼 |
| Catalyst Funds Management Pty Ltd | 1,000 | $29.5 萬 | 0.06% | +1,000 | 新進 |
| Syon Capital LLC | 994 | $29.3 萬 | 0.03% | +20+2.1% | 加碼 |
| GWM Advisors LLC | 990 | $29.2 萬 | 0.00% | −7−0.7% | 減碼 |
| Brown Brothers Harriman & Co | 983 | $29.0 萬 | 0.00% | +27+2.8% | 加碼 |