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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 2,053 | $64.3 萬 | 0.01% | −2,364−53.5% | 減碼 |
| Lester Murray Antman dba SimplyRich | 2,082 | $65.2 萬 | 0.19% | 00.0% | 不變 |
| Vestcor Inc | 2,096 | $65.7 萬 | 0.02% | −3−0.1% | 減碼 |
| V-Square Quantitative Management LLC | 2,105 | $65.9 萬 | 0.09% | −51−2.4% | 減碼 |
| Kestra Advisory Services, LLC | 2,108 | $66.0 萬 | 0.00% | +100+5.0% | 加碼 |
| Walleye Trading LLC | 2,139 | $67.0 萬 | 0.01% | +2,139 | 新進 |
| Busey Wealth Management | 2,147 | $67.3 萬 | 0.02% | −359−14.3% | 減碼 |
| Oppenheimer Asset Management Inc. | 2,204 | $69.0 萬 | 0.01% | −97−4.2% | 減碼 |
| First Manhattan Co | 2,201 | $69.1 萬 | 0.00% | +755+52.2% | 加碼 |
| Snowden Capital Advisors LLC | 2,202 | $69.2 萬 | 0.02% | +570+34.9% | 加碼 |
| Legal Advantage Investments, Inc. | 2,215 | $69.4 萬 | 0.37% | 00.0% | 不變 |
| Captrust Financial Advisors | 2,242 | $70.2 萬 | 0.00% | +450+25.1% | 加碼 |
| Gateway Investment Advisers LLC | 2,257 | $70.7 萬 | 0.01% | −1,340−37.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,299 | $72.0 萬 | 0.03% | +2,299 | 新進 |
| Gabelli Funds LLC | 2,300 | $72.0 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 2,406 | $75.4 萬 | 0.00% | +1,416+143.0% | 加碼 |
| Evelyn Partners Investment Management LLP | 2,412 | $75.6 萬 | 0.02% | +2,412 | 新進 |
| S.E.E.D. Planning Group LLC | 2,463 | $77.2 萬 | 0.26% | 00.0% | 不變 |
| Guggenheim Capital LLC | 2,471 | $77.4 萬 | 0.01% | +295+13.6% | 加碼 |
| Chapman Financial Group, LLC | 2,452 | $77.7 萬 | 0.62% | +2,452 | 新進 |
| GAMMA Investing LLC | 2,482 | $77.7 萬 | 0.07% | +482+24.1% | 加碼 |
| Janney Montgomery Scott LLC | 2,487 | $77.9 萬 | 0.00% | +70+2.9% | 加碼 |
| Legacy Wealth Asset Management, LLC | 2,490 | $78.0 萬 | 0.21% | −32−1.3% | 減碼 |
| Machina Capital S.A.S. | 2,560 | $80.2 萬 | 0.34% | +2,560 | 新進 |
| Clearstead Advisors, LLC | 2,573 | $80.6 萬 | 0.01% | −6−0.2% | 減碼 |
| Bleakley Financial Group, LLC | 2,589 | $81.1 萬 | 0.02% | +114+4.6% | 加碼 |
| Qtron Investments LLC | 2,590 | $81.1 萬 | 0.11% | −862−25.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,609 | $81.7 萬 | 0.14% | −61−2.3% | 減碼 |
| Intrust Bank NA | 2,619 | $82.0 萬 | 0.08% | +165+6.7% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,626 | $82.3 萬 | 0.03% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 2,653 | $83.1 萬 | 0.02% | −34−1.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,679 | $83.9 萬 | 0.02% | −2,275−45.9% | 減碼 |
| Nicholas Investment Partners, LP | 2,700 | $84.6 萬 | 0.07% | 00.0% | 不變 |
| CenterBook Partners LP | 2,769 | $86.7 萬 | 0.05% | −1,161−29.5% | 減碼 |
| Atria Investments LLC | 2,786 | $87.3 萬 | 0.01% | −267−8.7% | 減碼 |
| Intact Investment Management Inc. | 2,800 | $87.7 萬 | 0.03% | −350−11.1% | 減碼 |
| Neville Rodie & Shaw Inc | 2,832 | $88.7 萬 | 0.06% | +2,832 | 新進 |
| Pettyjohn, Wood & White, Inc | 2,880 | $90.2 萬 | 0.17% | 00.0% | 不變 |
| 44 Wealth Management LLC | 2,911 | $91.2 萬 | 0.35% | −218−7.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,979 | $93.3 萬 | 0.06% | +10.0% | 加碼 |
| Exchange Traded Concepts, LLC | 2,979 | $93.3 萬 | 0.02% | +315+11.8% | 加碼 |
| HB Wealth Management, LLC | 3,043 | $95.3 萬 | 0.01% | +130+4.5% | 加碼 |
| First Hawaiian Bank | 3,050 | $95.5 萬 | 0.03% | +3,050 | 新進 |
| CWM, LLC | 3,096 | $97.0 萬 | 0.00% | +149+5.1% | 加碼 |
| Everence Capital Management Inc | 3,170 | $99.3 萬 | 0.06% | +3,170 | 新進 |
| Vontobel Holding Ltd. | 3,203 | $100.3 萬 | 0.00% | +1,893+144.5% | 加碼 |
| Allstate Corp | 3,219 | $100.8 萬 | 0.03% | +3,219 | 新進 |
| MML Investors Services, LLC | 3,238 | $101.4 萬 | 0.00% | +142+4.6% | 加碼 |
| AlTi Global, Inc. | 3,273 | $102.8 萬 | 0.02% | +10.0% | 加碼 |
| Confluence Investment Management LLC | 3,308 | $103.6 萬 | 0.01% | +8+0.2% | 加碼 |
| Nomura Holdings Inc | 3,321 | $104.0 萬 | 0.01% | +3,321 | 新進 |
| Callan Family Office, LLC | 3,352 | $105.0 萬 | 0.07% | +2,067+160.9% | 加碼 |
| South Dakota Investment Council | 3,355 | $105.1 萬 | 0.02% | 00.0% | 不變 |
| Principal Securities, Inc. | 3,361 | $105.3 萬 | 0.02% | −477−12.4% | 減碼 |
| LMCG Investments, LLC | 3,395 | $106.3 萬 | 0.07% | −79−2.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,601 | $112.8 萬 | 0.00% | +2,201+157.2% | 加碼 |
| Assenagon Asset Management S.A. | 3,672 | $115.0 萬 | 0.00% | +400+12.2% | 加碼 |
| Formidable Asset Management, LLC | 3,685 | $115.4 萬 | 0.19% | −348−8.6% | 減碼 |
| Vinva Investment Management Ltd | 3,708 | $116.1 萬 | 0.05% | −1,109−23.0% | 減碼 |
| Hunter Associates Investment Management LLC | 3,830 | $119.6 萬 | 0.18% | +20+0.5% | 加碼 |
| Glenmede Trust Co NA | 3,888 | $121.8 萬 | 0.01% | +2,469+174.0% | 加碼 |
| WBI Investments | 3,926 | $123.0 萬 | 0.31% | +3,926 | 新進 |
| Mesirow Financial Investment Management, Inc. | 3,951 | $123.8 萬 | 0.02% | −3,951−50.0% | 減碼 |
| Hamilton Capital Partners Inc. | 3,979 | $124.6 萬 | 0.09% | +29+0.7% | 加碼 |
| Squarepoint Ops LLC | 4,019 | $125.9 萬 | 0.00% | −34,462−89.6% | 減碼 |
| Advisors Capital Management, LLC | 4,021 | $126.0 萬 | 0.02% | +10+0.2% | 加碼 |
| Sheets Smith Investment Management | 4,203 | $131.7 萬 | 1.12% | +4,203 | 新進 |
| Commerce Bank | 4,294 | $134.5 萬 | 0.01% | −10.0% | 減碼 |
| Omers Administration Corp | 4,301 | $134.7 萬 | 0.01% | −979−18.5% | 減碼 |
| Norinchukin Bank, The | 4,301 | $134.7 萬 | 0.03% | +226+5.5% | 加碼 |
| Sanctuary Advisors, LLC | 4,135 | $136.4 萬 | 0.01% | +109+2.7% | 加碼 |
| Fifth Third Bancorp | 4,370 | $136.9 萬 | 0.00% | −80−1.8% | 減碼 |
| EP Wealth Advisors, LLC | 4,456 | $139.6 萬 | 0.01% | −181−3.9% | 減碼 |
| Williamson Legacy Group, LLC | 4,463 | $139.8 萬 | 0.93% | +1,402+45.8% | 加碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $140.5 萬 | 0.42% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 4,632 | $145.1 萬 | 0.00% | −134,993−96.7% | 減碼 |
| Boston Partners | 4,682 | $146.7 萬 | 0.00% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 4,800 | $150.4 萬 | 0.05% | −200−4.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 4,894 | $153.3 萬 | 0.01% | +918+23.1% | 加碼 |
| Cornercap Investment Counsel Inc | 4,906 | $153.7 萬 | 0.50% | −195−3.8% | 減碼 |
| Oliver Luxxe Assets LLC | 5,249 | $154.6 萬 | 0.28% | 00.0% | 不變 |
| RBF Capital, LLC | 5,000 | $156.6 萬 | 0.08% | 00.0% | 不變 |
| Capitolis Liquid Global Markets LLC | 5,100 | $159.8 萬 | 0.02% | −4,500−46.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,196 | $162.8 萬 | 0.00% | +276+5.6% | 加碼 |
| Ieq Capital, LLC | 5,223 | $163.6 萬 | 0.02% | +118+2.3% | 加碼 |
| Atom Investors LP | 5,275 | $165.2 萬 | 0.21% | −2,739−34.2% | 減碼 |
| Resources Investment Advisors, LLC. | 5,281 | $165.4 萬 | 0.02% | −1,363−20.5% | 減碼 |
| BTG Pactual Asset Management US LLC | 5,300 | $166.0 萬 | 0.21% | +1,177+28.5% | 加碼 |
| Securian Asset Management, Inc | 5,361 | $167.9 萬 | 0.05% | −233−4.2% | 減碼 |
| Louisiana State Employees Retirement System | 5,400 | $169.1 萬 | 0.03% | −300−5.3% | 減碼 |
| NEOS Investment Management LLC | 5,429 | $170.1 萬 | 0.04% | +1,243+29.7% | 加碼 |
| Paradigm Asset Management Co LLC | 5,500 | $172.3 萬 | 0.47% | +3,000+120.0% | 加碼 |
| Plato Investment Management Ltd | 5,660 | $177.9 萬 | 0.13% | −4,472−44.1% | 減碼 |
| Quantinno Capital Management LP | 5,728 | $179.4 萬 | 0.02% | +1,469+34.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,787 | $181.3 萬 | 0.06% | −56−1.0% | 減碼 |
| Diversified Trust Co | 5,787 | $181.3 萬 | 0.04% | −933−13.9% | 減碼 |
| XTX Topco Ltd | 5,877 | $184.1 萬 | 0.15% | −3,220−35.4% | 減碼 |
| Caitlin John, LLC | 5,941 | $186.1 萬 | 1.26% | +171+3.0% | 加碼 |
| Accretive Wealth Partners, LLC | 5,966 | $186.9 萬 | 0.79% | −48−0.8% | 減碼 |
| Ostrum Asset Management | 6,099 | $191.0 萬 | 0.17% | −251−4.0% | 減碼 |