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。
2025 年第 1 季 13F 持有人
Willis Towers Watson PLC 在 2025/3/31 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
- 760
- 較 2024 年第 4 季 +61 家
- 持有股數
- 9,342 萬
- 較 2024 年第 4 季 −32.4 萬 (−0.3%)
- 總市值
- $315.6 億
- 較 2024 年第 4 季 +$22.0 億 (+7.5%)
- 新進機構
- 113
- 另有 253 家加碼
- 清倉機構
- 52
- 另有 278 家減碼
另有 10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 1,615 | $54.7 萬 | 0.01% | −11−0.7% | 減碼 |
| United Asset Strategies, Inc. | 1,621 | $54.8 萬 | 0.05% | −300−15.6% | 減碼 |
| CenterBook Partners LP | 1,646 | $55.6 萬 | 0.04% | −1,123−40.6% | 減碼 |
| CAPROCK Group, Inc. | 1,651 | $56.0 萬 | 0.02% | +187+12.8% | 加碼 |
| Rathbone Brothers plc | 1,666 | $56.3 萬 | 0.00% | 00.0% | 不變 |
| James Hambro & Partners | 1,678 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Voleon Capital Management LP | 1,690 | $57.1 萬 | 0.04% | −6,161−78.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,725 | $58.3 萬 | 0.08% | +1,725 | 新進 |
| Empower Advisory Group, LLC | 1,731 | $58.5 萬 | 0.00% | −12−0.7% | 減碼 |
| Gibbs Wealth Management | 1,736 | $58.7 萬 | 0.14% | +715+70.0% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,750 | $59.1 萬 | 0.24% | 00.0% | 不變 |
| Colony Group, LLC | 1,752 | $59.2 萬 | 0.00% | −232−11.7% | 減碼 |
| MUFG Securities Americas Inc. | 1,767 | $59.7 萬 | 0.07% | +280+18.8% | 加碼 |
| Sheets Smith Wealth Management | 1,790 | $60.5 萬 | 0.08% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,797 | $60.7 萬 | 0.01% | +147+8.9% | 加碼 |
| Vinva Investment Management Ltd | 1,802 | $60.8 萬 | 0.02% | −1,906−51.4% | 減碼 |
| Washington Capital Management Inc | 1,800 | $60.8 萬 | 0.49% | 00.0% | 不變 |
| Saxon Interests, Inc. | 1,831 | $61.9 萬 | 0.29% | 00.0% | 不變 |
| Stephens Inc | 1,852 | $62.6 萬 | 0.01% | +189+11.4% | 加碼 |
| Vident Advisory, LLC | 1,915 | $64.7 萬 | 0.01% | +510+36.3% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 1,934 | $65.4 萬 | 0.16% | +12+0.6% | 加碼 |
| Savant Capital, LLC | 1,941 | $65.6 萬 | 0.01% | −10,460−84.3% | 減碼 |
| Busey Wealth Management | 1,964 | $66.4 萬 | 0.02% | −183−8.5% | 減碼 |
| Vestcor Inc | 1,976 | $66.8 萬 | 0.02% | −120−5.7% | 減碼 |
| Caitlin John, LLC | 1,977 | $66.8 萬 | 0.65% | −3,964−66.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,996 | $67.5 萬 | 0.01% | +98+5.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,002 | $67.7 萬 | 0.03% | −11−0.5% | 減碼 |
| Jain Global LLC | 2,009 | $67.9 萬 | 0.01% | +2,009 | 新進 |
| Farringdon Capital, Ltd. | 2,012 | $68.0 萬 | 0.34% | +2,012 | 新進 |
| Dynamic Advisor Solutions LLC | 2,018 | $68.2 萬 | 0.02% | +35+1.8% | 加碼 |
| Brueske Advisory Services, LLC | 2,022 | $68.3 萬 | 0.65% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 2,082 | $70.3 萬 | 0.20% | 00.0% | 不變 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,099 | $70.9 萬 | 0.19% | +2,099 | 新進 |
| United Services Automobile Association | 2,137 | $72.1 萬 | 0.02% | +2,137 | 新進 |
| Harbour Capital Advisors, LLC | 2,175 | $72.3 萬 | 0.18% | +680+45.5% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,156 | $73.1 萬 | 0.19% | +2,156 | 新進 |
| Legal Advantage Investments, Inc. | 2,165 | $73.2 萬 | 0.39% | −50−2.3% | 減碼 |
| London Co of Virginia | 2,191 | $74.0 萬 | 0.00% | +2,191 | 新進 |
| V-Square Quantitative Management LLC | 2,199 | $74.3 萬 | 0.11% | +94+4.5% | 加碼 |
| First Manhattan Co | 2,201 | $74.6 萬 | 0.00% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,249 | $76.0 萬 | 0.01% | −8−0.4% | 減碼 |
| Guggenheim Capital LLC | 2,251 | $76.1 萬 | 0.01% | −220−8.9% | 減碼 |
| Gabelli Funds LLC | 2,300 | $77.7 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 2,347 | $79.5 萬 | 0.03% | +145+6.6% | 加碼 |
| GTS Securities LLC | 2,362 | $79.8 萬 | 0.03% | +411+21.1% | 加碼 |
| Everence Capital Management Inc | 2,380 | $80.4 萬 | 0.05% | −790−24.9% | 減碼 |
| Aigen Investment Management, LP | 2,381 | $80.5 萬 | 0.13% | +2,381 | 新進 |
| S.E.E.D. Planning Group LLC | 2,399 | $81.1 萬 | 0.27% | −64−2.6% | 減碼 |
| Empowered Funds, LLC | 2,400 | $81.1 萬 | 0.01% | +347+16.9% | 加碼 |
| Evelyn Partners Investment Management LLP | 2,412 | $81.5 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 2,484 | $83.9 萬 | 0.01% | −195−7.3% | 減碼 |
| Groupama Asset Managment | 2,500 | $84.3 萬 | 0.02% | −4,131−62.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,503 | $84.6 萬 | 0.15% | −106−4.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,531 | $85.5 萬 | 0.05% | −448−15.0% | 減碼 |
| Janney Montgomery Scott LLC | 2,541 | $85.9 萬 | 0.00% | +54+2.2% | 加碼 |
| GWM Advisors LLC | 2,588 | $87.5 萬 | 0.01% | +182+7.6% | 加碼 |
| Qtron Investments LLC | 2,590 | $87.5 萬 | 0.13% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,592 | $87.6 萬 | 0.01% | +19+0.7% | 加碼 |
| Atria Investments LLC | 2,595 | $87.7 萬 | 0.01% | −191−6.9% | 減碼 |
| Captrust Financial Advisors | 2,615 | $88.4 萬 | 0.00% | +373+16.6% | 加碼 |
| Intrust Bank NA | 2,634 | $89.0 萬 | 0.09% | +15+0.6% | 加碼 |
| Quarry LP | 2,659 | $89.9 萬 | 0.23% | +1,120+72.8% | 加碼 |
| Vontobel Holding Ltd. | 2,697 | $91.1 萬 | 0.00% | −506−15.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 2,913 | $92.7 萬 | 0.05% | +614+26.7% | 加碼 |
| TD Private Client Wealth LLC | 2,747 | $92.8 萬 | 0.03% | +94+3.5% | 加碼 |
| Numerai GP LLC | 2,757 | $93.2 萬 | 0.18% | +1,416+105.6% | 加碼 |
| Quantbot Technologies LP | 2,790 | $94.3 萬 | 0.03% | +2,790 | 新進 |
| Concentric Capital Strategies, LP | 2,800 | $94.6 萬 | 0.09% | −25,997−90.3% | 減碼 |
| Scientech Research LLC | 2,814 | $95.1 萬 | 0.25% | +1,520+117.5% | 加碼 |
| Neville Rodie & Shaw Inc | 2,832 | $95.7 萬 | 0.07% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 2,820 | $95.8 萬 | 0.18% | +2,034+258.8% | 加碼 |
| Investment Management Corp of Ontario | 2,850 | $96.3 萬 | 0.02% | −9,561−77.0% | 減碼 |
| Kestra Advisory Services, LLC | 2,857 | $96.6 萬 | 0.00% | +749+35.5% | 加碼 |
| 44 Wealth Management LLC | 2,896 | $97.9 萬 | 0.37% | −15−0.5% | 減碼 |
| MML Investors Services, LLC | 2,906 | $98.2 萬 | 0.00% | −332−10.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,928 | $99.0 萬 | 0.07% | +2,928 | 新進 |
| Two Sigma Securities, LLC | 2,970 | $100.4 萬 | 0.15% | +2,970 | 新進 |
| Diversified Trust Co | 2,980 | $100.7 萬 | 0.02% | −2,807−48.5% | 減碼 |
| GAMMA Investing LLC | 2,981 | $100.7 萬 | 0.08% | +499+20.1% | 加碼 |
| Boston Partners | 2,989 | $101.0 萬 | 0.00% | −1,693−36.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 2,992 | $101.1 萬 | 0.04% | +366+13.9% | 加碼 |
| Principal Securities, Inc. | 3,361 | $105.3 萬 | 0.02% | 00.0% | 不變 |
| Penserra Capital Management LLC | 3,124 | $105.5 萬 | 0.02% | +2,392+326.8% | 加碼 |
| Nomura Holdings Inc | 3,142 | $106.2 萬 | 0.01% | −179−5.4% | 減碼 |
| CWM, LLC | 3,190 | $107.8 萬 | 0.00% | +94+3.0% | 加碼 |
| AlTi Global, Inc. | 3,254 | $110.3 萬 | 0.03% | −19−0.6% | 減碼 |
| HB Wealth Management, LLC | 3,265 | $110.3 萬 | 0.01% | +222+7.3% | 加碼 |
| LMCG Investments, LLC | 3,300 | $111.5 萬 | 0.07% | −95−2.8% | 減碼 |
| Confluence Investment Management LLC | 3,323 | $112.3 萬 | 0.02% | +15+0.5% | 加碼 |
| South Dakota Investment Council | 3,355 | $113.4 萬 | 0.02% | 00.0% | 不變 |
| USA Financial Portformulas Corp | 3,373 | $114.0 萬 | 0.19% | +3,373 | 新進 |
| Callan Family Office, LLC | 3,406 | $115.1 萬 | 0.09% | +54+1.6% | 加碼 |
| Machina Capital S.A.S. | 3,436 | $116.1 萬 | 0.34% | +876+34.2% | 加碼 |
| Formidable Asset Management, LLC | 3,452 | $116.7 萬 | 0.20% | −233−6.3% | 減碼 |
| Plato Investment Management Ltd | 3,481 | $118.9 萬 | 0.10% | −2,179−38.5% | 減碼 |
| Allstate Corp | 3,561 | $120.3 萬 | 0.04% | +342+10.6% | 加碼 |
| Assenagon Asset Management S.A. | 3,604 | $121.8 萬 | 0.00% | −68−1.9% | 減碼 |
| Sanctuary Advisors, LLC | 3,622 | $122.4 萬 | 0.01% | −513−12.4% | 減碼 |
| Omers Administration Corp | 3,690 | $124.7 萬 | 0.01% | −611−14.2% | 減碼 |
| Glenmede Trust Co NA | 3,711 | $125.4 萬 | 0.01% | −177−4.6% | 減碼 |