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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 7,408 | $250.4 萬 | 0.00% | −1,836−19.9% | 減碼 |
| Neuberger Berman Group LLC | 7,400 | $250.1 萬 | 0.00% | +159+2.2% | 加碼 |
| Point72 Hong Kong Ltd | 7,389 | $249.7 萬 | 0.18% | +7,389 | 新進 |
| Portfolio Design Labs, LLC | 7,374 | $249.2 萬 | 0.51% | +7,374 | 新進 |
| QRG Capital Management, Inc. | 7,055 | $238.4 萬 | 0.02% | −978−12.2% | 減碼 |
| Metis Global Partners, LLC | 7,007 | $236.8 萬 | 0.07% | +760+12.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 6,951 | $234.9 萬 | 0.04% | −147−2.1% | 減碼 |
| Illinois Municipal Retirement Fund | 6,902 | $233.3 萬 | 0.03% | 00.0% | 不變 |
| Kentucky Retirement Systems | 6,875 | $232.3 萬 | 0.07% | −104−1.5% | 減碼 |
| Jefferies Financial Group Inc. | 6,811 | $230.2 萬 | 0.04% | +6,811 | 新進 |
| Cetera Investment Advisers | 6,741 | $227.8 萬 | 0.00% | −3,766−35.8% | 減碼 |
| NEOS Investment Management LLC | 6,682 | $225.8 萬 | 0.04% | +1,253+23.1% | 加碼 |
| Assetmark, Inc | 6,617 | $223.6 萬 | 0.01% | +129+2.0% | 加碼 |
| Ossiam | 6,584 | $222.5 萬 | 0.03% | −390−5.6% | 減碼 |
| CI Private Wealth, LLC | 6,561 | $221.8 萬 | 0.00% | +461+7.6% | 加碼 |
| Blair William & Co | 6,549 | $221.3 萬 | 0.01% | −80−1.2% | 減碼 |
| Andra AP-fonden | 6,540 | $221.0 萬 | 0.04% | +6,540 | 新進 |
| Avanza Fonder AB | 6,522 | $220.1 萬 | 0.07% | +6,522 | 新進 |
| Aquatic Capital Management LLC | 6,475 | $218.8 萬 | 0.06% | +6,475 | 新進 |
| Thrivent Financial for Lutherans | 6,450 | $218.0 萬 | 0.00% | −40−0.6% | 減碼 |
| Live Oak Private Wealth LLC | 6,360 | $214.9 萬 | 0.35% | −57−0.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 6,283 | $212.3 萬 | 0.00% | +2,682+74.5% | 加碼 |
| Ascent Group, LLC | 6,242 | $210.9 萬 | 0.09% | +6,242 | 新進 |
| Hartford Investment Management Co | 6,176 | $208.7 萬 | 0.07% | −64−1.0% | 減碼 |
| STRS Ohio | 6,111 | $206.5 萬 | 0.01% | +6,111 | 新進 |
| CIBC Private Wealth Group, LLC | 6,785 | $204.9 萬 | 0.00% | −24−0.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,045 | $204.3 萬 | 0.02% | +1,151+23.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,011 | $203.1 萬 | 0.00% | +815+15.7% | 加碼 |
| Williamson Legacy Group, LLC | 6,005 | $202.9 萬 | 1.93% | +1,542+34.6% | 加碼 |
| Accretive Wealth Partners, LLC | 6,502 | $200.0 萬 | 0.71% | +536+9.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 5,832 | $197.1 萬 | 0.00% | −1,292−18.1% | 減碼 |
| Sterling Capital Management LLC | 5,798 | $195.9 萬 | 0.03% | −363−5.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 5,730 | $193.6 萬 | 0.07% | −2,588−31.1% | 減碼 |
| Paradigm Asset Management Co LLC | 5,500 | $185.9 萬 | 0.49% | 00.0% | 不變 |
| Louisiana State Employees Retirement System | 5,400 | $182.5 萬 | 0.04% | 00.0% | 不變 |
| Securian Asset Management, Inc | 5,261 | $177.8 萬 | 0.05% | −100−1.9% | 減碼 |
| Resources Investment Advisors, LLC. | 5,207 | $176.0 萬 | 0.02% | −74−1.4% | 減碼 |
| RBF Capital, LLC | 5,000 | $169.0 萬 | 0.11% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 4,982 | $168.4 萬 | 0.05% | −2,053−29.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,941 | $167.0 萬 | 0.02% | +2,737+124.2% | 加碼 |
| Norinchukin Bank, The | 4,891 | $165.3 萬 | 0.03% | +590+13.7% | 加碼 |
| Cornercap Investment Counsel Inc | 4,846 | $163.8 萬 | 0.86% | −60−1.2% | 減碼 |
| Ieq Capital, LLC | 4,835 | $163.4 萬 | 0.01% | −388−7.4% | 減碼 |
| Ameritas Investment Partners, Inc. | 4,813 | $162.6 萬 | 0.06% | −974−16.8% | 減碼 |
| New Mexico Educational Retirement Board | 4,700 | $158.8 萬 | 0.06% | −100−2.1% | 減碼 |
| Fifth Third Bancorp | 4,625 | $156.3 萬 | 0.01% | +255+5.8% | 加碼 |
| WBI Investments | 4,610 | $155.8 萬 | 0.41% | +684+17.4% | 加碼 |
| Capitolis Liquid Global Markets LLC | 4,550 | $153.8 萬 | 0.01% | −550−10.8% | 減碼 |
| Ostrum Asset Management | 4,510 | $152.4 萬 | 0.08% | −1,589−26.1% | 減碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $151.6 萬 | 0.47% | 00.0% | 不變 |
| Commerce Bank | 4,304 | $145.5 萬 | 0.01% | +10+0.2% | 加碼 |
| EP Wealth Advisors, LLC | 4,229 | $142.9 萬 | 0.01% | −227−5.1% | 減碼 |
| Sheets Smith Investment Management | 4,188 | $141.5 萬 | 1.41% | −15−0.4% | 減碼 |
| Hamilton Capital Partners Inc. | 4,155 | $140.4 萬 | 0.09% | +176+4.4% | 加碼 |
| Advisors Capital Management, LLC | 4,101 | $138.6 萬 | 0.02% | +80+2.0% | 加碼 |
| BTG Pactual Asset Management US LLC | 4,010 | $135.5 萬 | 0.18% | −1,290−24.3% | 減碼 |
| Atom Investors LP | 3,963 | $133.9 萬 | 0.16% | −1,312−24.9% | 減碼 |
| ISAM Funds (UK) Ltd | 3,867 | $130.7 萬 | 0.65% | +3,107+408.8% | 加碼 |
| Hunter Associates Investment Management LLC | 3,830 | $129.6 萬 | 0.20% | 00.0% | 不變 |
| Virtu Financial LLC | 3,821 | $129.1 萬 | 0.07% | +3,821 | 新進 |
| Glenmede Trust Co NA | 3,711 | $125.4 萬 | 0.01% | −177−4.6% | 減碼 |
| Omers Administration Corp | 3,690 | $124.7 萬 | 0.01% | −611−14.2% | 減碼 |
| Sanctuary Advisors, LLC | 3,622 | $122.4 萬 | 0.01% | −513−12.4% | 減碼 |
| Assenagon Asset Management S.A. | 3,604 | $121.8 萬 | 0.00% | −68−1.9% | 減碼 |
| Allstate Corp | 3,561 | $120.3 萬 | 0.04% | +342+10.6% | 加碼 |
| Plato Investment Management Ltd | 3,481 | $118.9 萬 | 0.10% | −2,179−38.5% | 減碼 |
| Formidable Asset Management, LLC | 3,452 | $116.7 萬 | 0.20% | −233−6.3% | 減碼 |
| Machina Capital S.A.S. | 3,436 | $116.1 萬 | 0.34% | +876+34.2% | 加碼 |
| Callan Family Office, LLC | 3,406 | $115.1 萬 | 0.09% | +54+1.6% | 加碼 |
| USA Financial Portformulas Corp | 3,373 | $114.0 萬 | 0.19% | +3,373 | 新進 |
| South Dakota Investment Council | 3,355 | $113.4 萬 | 0.02% | 00.0% | 不變 |
| Confluence Investment Management LLC | 3,323 | $112.3 萬 | 0.02% | +15+0.5% | 加碼 |
| LMCG Investments, LLC | 3,300 | $111.5 萬 | 0.07% | −95−2.8% | 減碼 |
| HB Wealth Management, LLC | 3,265 | $110.3 萬 | 0.01% | +222+7.3% | 加碼 |
| AlTi Global, Inc. | 3,254 | $110.3 萬 | 0.03% | −19−0.6% | 減碼 |
| CWM, LLC | 3,190 | $107.8 萬 | 0.00% | +94+3.0% | 加碼 |
| Nomura Holdings Inc | 3,142 | $106.2 萬 | 0.01% | −179−5.4% | 減碼 |
| Penserra Capital Management LLC | 3,124 | $105.5 萬 | 0.02% | +2,392+326.8% | 加碼 |
| Principal Securities, Inc. | 3,361 | $105.3 萬 | 0.02% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 2,992 | $101.1 萬 | 0.04% | +366+13.9% | 加碼 |
| Boston Partners | 2,989 | $101.0 萬 | 0.00% | −1,693−36.2% | 減碼 |
| GAMMA Investing LLC | 2,981 | $100.7 萬 | 0.08% | +499+20.1% | 加碼 |
| Diversified Trust Co | 2,980 | $100.7 萬 | 0.02% | −2,807−48.5% | 減碼 |
| Two Sigma Securities, LLC | 2,970 | $100.4 萬 | 0.15% | +2,970 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,928 | $99.0 萬 | 0.07% | +2,928 | 新進 |
| MML Investors Services, LLC | 2,906 | $98.2 萬 | 0.00% | −332−10.3% | 減碼 |
| 44 Wealth Management LLC | 2,896 | $97.9 萬 | 0.37% | −15−0.5% | 減碼 |
| Kestra Advisory Services, LLC | 2,857 | $96.6 萬 | 0.00% | +749+35.5% | 加碼 |
| Investment Management Corp of Ontario | 2,850 | $96.3 萬 | 0.02% | −9,561−77.0% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 2,820 | $95.8 萬 | 0.18% | +2,034+258.8% | 加碼 |
| Neville Rodie & Shaw Inc | 2,832 | $95.7 萬 | 0.07% | 00.0% | 不變 |
| Scientech Research LLC | 2,814 | $95.1 萬 | 0.25% | +1,520+117.5% | 加碼 |
| Concentric Capital Strategies, LP | 2,800 | $94.6 萬 | 0.09% | −25,997−90.3% | 減碼 |
| Quantbot Technologies LP | 2,790 | $94.3 萬 | 0.03% | +2,790 | 新進 |
| Numerai GP LLC | 2,757 | $93.2 萬 | 0.18% | +1,416+105.6% | 加碼 |
| TD Private Client Wealth LLC | 2,747 | $92.8 萬 | 0.03% | +94+3.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,913 | $92.7 萬 | 0.05% | +614+26.7% | 加碼 |
| Vontobel Holding Ltd. | 2,697 | $91.1 萬 | 0.00% | −506−15.8% | 減碼 |
| Quarry LP | 2,659 | $89.9 萬 | 0.23% | +1,120+72.8% | 加碼 |
| Intrust Bank NA | 2,634 | $89.0 萬 | 0.09% | +15+0.6% | 加碼 |