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 4 季 13F 持有人
Willis Towers Watson PLC 在 2024/12/31 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
- 709
- 較 2024 年第 3 季 +47 家
- 持有股數
- 9,436 萬
- 較 2024 年第 3 季 +102.4 萬 (+1.1%)
- 總市值
- $295.6 億
- 較 2024 年第 3 季 +$20.7 億 (+7.5%)
- 新進機構
- 110
- 另有 253 家加碼
- 清倉機構
- 63
- 另有 238 家減碼
另有 10 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Greenleaf Trust | 854 | $26.8 萬 | 0.00% | +11+1.3% | 加碼 |
| Checchi Capital Advisers, LLC | 886 | $27.8 萬 | 0.02% | −5−0.6% | 減碼 |
| Financial Freedom, LLC | 888 | $27.8 萬 | 0.15% | −189−17.5% | 減碼 |
| Bessemer Group Inc | 891 | $27.9 萬 | 0.00% | −3−0.3% | 減碼 |
| Graypoint LLC | 897 | $28.1 萬 | 0.02% | −2−0.2% | 減碼 |
| Private Advisor Group, LLC | 902 | $28.2 萬 | 0.00% | −297−24.8% | 減碼 |
| Sage Mountain Advisors LLC | 905 | $28.3 萬 | 0.02% | +189+26.4% | 加碼 |
| Cassaday & Co Wealth Management LLC | 922 | $28.9 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 942 | $29.5 萬 | 0.02% | +133+16.4% | 加碼 |
| DRW Securities, LLC | 948 | $29.7 萬 | 0.02% | −3,648−79.4% | 減碼 |
| Alliance Wealth Advisors, LLC | 955 | $29.9 萬 | 0.08% | +955 | 新進 |
| Warren Averett Asset Management, LLC | 965 | $30.2 萬 | 0.00% | +965 | 新進 |
| Seed Wealth Management, Inc. | 970 | $30.4 萬 | 0.25% | 00.0% | 不變 |
| Csenge Advisory Group | 976 | $30.6 萬 | 0.02% | −149−13.2% | 減碼 |
| Wetherby Asset Management Inc | 981 | $30.7 萬 | 0.01% | −39−3.8% | 減碼 |
| Gibbs Wealth Management | 1,021 | $32.0 萬 | 0.09% | +1,021 | 新進 |
| Cohen & Steers, Inc. | 1,022 | $32.0 萬 | 0.00% | −145−12.4% | 減碼 |
| Westpac Banking Corp | 1,026 | $32.1 萬 | 0.02% | +530+106.9% | 加碼 |
| Act Two Investors LLC | 1,029 | $32.2 萬 | 0.06% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 1,040 | $32.6 萬 | 0.02% | +20+2.0% | 加碼 |
| Centiva Capital, LP | 1,042 | $32.6 萬 | 0.01% | −623−37.4% | 減碼 |
| Keybank National Association | 1,044 | $32.7 萬 | 0.00% | +130+14.2% | 加碼 |
| Cigna Investments Inc | 1,045 | $32.8 萬 | 0.06% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 1,063 | $33.3 萬 | 0.01% | +1,063 | 新進 |
| Connecticut Wealth Management, LLC | 1,069 | $33.5 萬 | 0.02% | −13−1.2% | 減碼 |
| Syon Capital LLC | 1,079 | $33.8 萬 | 0.03% | +85+8.6% | 加碼 |
| Siemens Fonds Invest GmbH | 1,098 | $34.4 萬 | 0.04% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,104 | $34.6 萬 | 0.01% | +91+9.0% | 加碼 |
| ORG Partners LLC | 1,112 | $34.8 萬 | 0.05% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 1,117 | $35.0 萬 | 0.01% | +50+4.7% | 加碼 |
| MAI Capital Management | 1,135 | $35.6 萬 | 0.00% | +1,135 | 新進 |
| Mayflower Financial Advisors, LLC | 1,136 | $35.6 萬 | 0.05% | +13+1.2% | 加碼 |
| Optimize Financial Inc | 1,149 | $36.0 萬 | 0.27% | +1,149 | 新進 |
| Chicago Partners Investment Group LLC | 1,190 | $37.4 萬 | 0.01% | −66−5.3% | 減碼 |
| Forum Financial Management, LP | 1,197 | $37.5 萬 | 0.01% | +44+3.8% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $37.6 萬 | 0.01% | −120−9.1% | 減碼 |
| Vise Technologies, Inc. | 1,220 | $38.2 萬 | 0.03% | +206+20.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,221 | $38.2 萬 | 0.02% | −15−1.2% | 減碼 |
| Trust Asset Management LLC | 1,227 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Alhambra Investment Partners LLC | 1,260 | $39.5 萬 | 0.20% | 00.0% | 不變 |
| Rockland Trust Co | 1,266 | $39.7 萬 | 0.02% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,270 | $39.8 萬 | 0.00% | +287+29.2% | 加碼 |
| Global Retirement Partners, LLC | 1,273 | $39.9 萬 | 0.01% | +340+36.4% | 加碼 |
| Scientech Research LLC | 1,294 | $40.5 萬 | 0.11% | +1,294 | 新進 |
| Fidelis Capital Partners, LLC | 1,228 | $40.6 萬 | 0.04% | +5+0.4% | 加碼 |
| Numerai GP LLC | 1,341 | $42.0 萬 | 0.12% | +559+71.5% | 加碼 |
| Raub Brock Capital Management LP | 1,350 | $42.3 萬 | 0.09% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,347 | $42.3 萬 | 0.00% | +54+4.2% | 加碼 |
| HighPoint Advisor Group LLC | 1,329 | $42.4 萬 | 0.02% | +3+0.2% | 加碼 |
| Brighton Jones LLC | 1,368 | $42.9 萬 | 0.01% | +61+4.7% | 加碼 |
| Kestra Private Wealth Services, LLC | 1,372 | $43.0 萬 | 0.01% | +18+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 1,372 | $43.0 萬 | 0.00% | −108−7.3% | 減碼 |
| Davenport & Co LLC | 1,385 | $43.4 萬 | 0.00% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,385 | $43.4 萬 | 0.02% | −7−0.5% | 減碼 |
| Horizon Investments, LLC | 1,388 | $43.5 萬 | 0.01% | +11+0.8% | 加碼 |
| Vident Advisory, LLC | 1,405 | $44.0 萬 | 0.01% | +38+2.8% | 加碼 |
| Fielder Capital Group LLC | 1,408 | $44.1 萬 | 0.14% | −48−3.3% | 減碼 |
| Cresset Asset Management, LLC | 1,406 | $44.2 萬 | 0.00% | −4,022−74.1% | 減碼 |
| Avantra Family Wealth, Inc. | 1,410 | $44.2 萬 | 0.41% | +1,410 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $45.0 萬 | 0.12% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,463 | $45.8 萬 | 0.04% | +118+8.8% | 加碼 |
| CAPROCK Group, Inc. | 1,464 | $46.0 萬 | 0.02% | +206+16.4% | 加碼 |
| Benjamin Edwards Inc | 1,475 | $46.2 萬 | 0.01% | +72+5.1% | 加碼 |
| Harbour Capital Advisors, LLC | 1,495 | $46.2 萬 | 0.10% | −120−7.4% | 減碼 |
| Family Firm, Inc. | 1,476 | $46.2 萬 | 0.10% | −228−13.4% | 減碼 |
| Profund Advisors LLC | 1,481 | $46.4 萬 | 0.02% | −196−11.7% | 減碼 |
| MUFG Securities Americas Inc. | 1,487 | $46.6 萬 | 0.06% | +1,487 | 新進 |
| Cladis Investment Advisory, LLC | 1,510 | $47.3 萬 | 0.34% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 1,539 | $48.2 萬 | 0.00% | −3−0.2% | 減碼 |
| Quarry LP | 1,539 | $48.2 萬 | 0.09% | −401−20.7% | 減碼 |
| Fonville Wealth Management LLC | 1,555 | $48.7 萬 | 0.16% | 00.0% | 不變 |
| Causeway Capital Management LLC | 1,563 | $49.0 萬 | 0.01% | +1,563 | 新進 |
| Evanson Asset Management, LLC | 1,576 | $49.4 萬 | 0.03% | −230−12.7% | 減碼 |
| First Horizon Advisors, Inc. | 1,586 | $49.7 萬 | 0.01% | +4+0.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 1,613 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 1,626 | $51.0 萬 | 0.01% | −106−6.1% | 減碼 |
| Ronald Blue Trust, Inc. | 1,650 | $51.7 萬 | 0.01% | −703−29.9% | 減碼 |
| Stephens Inc | 1,663 | $52.1 萬 | 0.01% | −424−20.3% | 減碼 |
| Rathbone Brothers plc | 1,666 | $52.2 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 1,665 | $52.2 萬 | 0.00% | −85,110−98.1% | 減碼 |
| James Hambro & Partners | 1,678 | $52.6 萬 | 0.02% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 1,743 | $54.6 萬 | 0.00% | +24+1.4% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 1,746 | $54.7 萬 | 0.00% | +114+7.0% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,750 | $54.8 萬 | 0.21% | 00.0% | 不變 |
| Monument Group Wealth Advisors, LLC | 1,783 | $55.9 萬 | 0.40% | −586−24.7% | 減碼 |
| Sheets Smith Wealth Management | 1,790 | $56.1 萬 | 0.07% | +535+42.6% | 加碼 |
| Washington Capital Management Inc | 1,800 | $56.4 萬 | 0.44% | 00.0% | 不變 |
| Saxon Interests, Inc. | 1,831 | $57.4 萬 | 0.25% | 00.0% | 不變 |
| Alyeska Investment Group, L.P. | 1,887 | $59.1 萬 | 0.00% | −176,230−98.9% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,898 | $59.5 萬 | 0.01% | +199+11.7% | 加碼 |
| United Asset Strategies, Inc. | 1,921 | $60.2 萬 | 0.06% | −600−23.8% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,922 | $60.2 萬 | 0.16% | +1+0.1% | 加碼 |
| GTS Securities LLC | 1,951 | $61.1 萬 | 0.03% | +830+74.0% | 加碼 |
| Dynamic Advisor Solutions LLC | 1,983 | $62.1 萬 | 0.03% | +51+2.6% | 加碼 |
| Colony Group, LLC | 1,984 | $62.1 萬 | 0.00% | +460+30.2% | 加碼 |
| Board of the Pension Protection Fund | 2,000 | $62.6 萬 | 0.72% | +2,000 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,013 | $63.1 萬 | 0.02% | +47+2.4% | 加碼 |
| Integrated Wealth Concepts LLC | 2,018 | $63.2 萬 | 0.01% | +11+0.5% | 加碼 |
| Brueske Advisory Services, LLC | 2,022 | $63.3 萬 | 0.56% | +2,022 | 新進 |
| Capstone Investment Advisors, LLC | 2,050 | $64.2 萬 | 0.01% | −96−4.5% | 減碼 |