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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 2,615 | $88.4 萬 | 0.00% | +373+16.6% | 加碼 |
| Atria Investments LLC | 2,595 | $87.7 萬 | 0.01% | −191−6.9% | 減碼 |
| Clearstead Advisors, LLC | 2,592 | $87.6 萬 | 0.01% | +19+0.7% | 加碼 |
| Qtron Investments LLC | 2,590 | $87.5 萬 | 0.13% | 00.0% | 不變 |
| GWM Advisors LLC | 2,588 | $87.5 萬 | 0.01% | +182+7.6% | 加碼 |
| Janney Montgomery Scott LLC | 2,541 | $85.9 萬 | 0.00% | +54+2.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,531 | $85.5 萬 | 0.05% | −448−15.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,503 | $84.6 萬 | 0.15% | −106−4.1% | 減碼 |
| Groupama Asset Managment | 2,500 | $84.3 萬 | 0.02% | −4,131−62.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,484 | $83.9 萬 | 0.01% | −195−7.3% | 減碼 |
| Evelyn Partners Investment Management LLP | 2,412 | $81.5 萬 | 0.03% | 00.0% | 不變 |
| Empowered Funds, LLC | 2,400 | $81.1 萬 | 0.01% | +347+16.9% | 加碼 |
| S.E.E.D. Planning Group LLC | 2,399 | $81.1 萬 | 0.27% | −64−2.6% | 減碼 |
| Aigen Investment Management, LP | 2,381 | $80.5 萬 | 0.13% | +2,381 | 新進 |
| Everence Capital Management Inc | 2,380 | $80.4 萬 | 0.05% | −790−24.9% | 減碼 |
| GTS Securities LLC | 2,362 | $79.8 萬 | 0.03% | +411+21.1% | 加碼 |
| Snowden Capital Advisors LLC | 2,347 | $79.5 萬 | 0.03% | +145+6.6% | 加碼 |
| Gabelli Funds LLC | 2,300 | $77.7 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 2,251 | $76.1 萬 | 0.01% | −220−8.9% | 減碼 |
| Gateway Investment Advisers LLC | 2,249 | $76.0 萬 | 0.01% | −8−0.4% | 減碼 |
| First Manhattan Co | 2,201 | $74.6 萬 | 0.00% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,199 | $74.3 萬 | 0.11% | +94+4.5% | 加碼 |
| London Co of Virginia | 2,191 | $74.0 萬 | 0.00% | +2,191 | 新進 |
| Legal Advantage Investments, Inc. | 2,165 | $73.2 萬 | 0.39% | −50−2.3% | 減碼 |
| 3Chopt Investment Partners, LLC | 2,156 | $73.1 萬 | 0.19% | +2,156 | 新進 |
| Harbour Capital Advisors, LLC | 2,175 | $72.3 萬 | 0.18% | +680+45.5% | 加碼 |
| United Services Automobile Association | 2,137 | $72.1 萬 | 0.02% | +2,137 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 2,099 | $70.9 萬 | 0.19% | +2,099 | 新進 |
| Lester Murray Antman dba SimplyRich | 2,082 | $70.3 萬 | 0.20% | 00.0% | 不變 |
| Brueske Advisory Services, LLC | 2,022 | $68.3 萬 | 0.65% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,018 | $68.2 萬 | 0.02% | +35+1.8% | 加碼 |
| Farringdon Capital, Ltd. | 2,012 | $68.0 萬 | 0.34% | +2,012 | 新進 |
| Jain Global LLC | 2,009 | $67.9 萬 | 0.01% | +2,009 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 2,002 | $67.7 萬 | 0.03% | −11−0.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,996 | $67.5 萬 | 0.01% | +98+5.2% | 加碼 |
| Caitlin John, LLC | 1,977 | $66.8 萬 | 0.65% | −3,964−66.7% | 減碼 |
| Vestcor Inc | 1,976 | $66.8 萬 | 0.02% | −120−5.7% | 減碼 |
| Busey Wealth Management | 1,964 | $66.4 萬 | 0.02% | −183−8.5% | 減碼 |
| Savant Capital, LLC | 1,941 | $65.6 萬 | 0.01% | −10,460−84.3% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,934 | $65.4 萬 | 0.16% | +12+0.6% | 加碼 |
| Vident Advisory, LLC | 1,915 | $64.7 萬 | 0.01% | +510+36.3% | 加碼 |
| Stephens Inc | 1,852 | $62.6 萬 | 0.01% | +189+11.4% | 加碼 |
| Saxon Interests, Inc. | 1,831 | $61.9 萬 | 0.29% | 00.0% | 不變 |
| Washington Capital Management Inc | 1,800 | $60.8 萬 | 0.49% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 1,802 | $60.8 萬 | 0.02% | −1,906−51.4% | 減碼 |
| Ronald Blue Trust, Inc. | 1,797 | $60.7 萬 | 0.01% | +147+8.9% | 加碼 |
| Sheets Smith Wealth Management | 1,790 | $60.5 萬 | 0.08% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 1,767 | $59.7 萬 | 0.07% | +280+18.8% | 加碼 |
| Colony Group, LLC | 1,752 | $59.2 萬 | 0.00% | −232−11.7% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 1,750 | $59.1 萬 | 0.24% | 00.0% | 不變 |
| Gibbs Wealth Management | 1,736 | $58.7 萬 | 0.14% | +715+70.0% | 加碼 |
| Empower Advisory Group, LLC | 1,731 | $58.5 萬 | 0.00% | −12−0.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 1,725 | $58.3 萬 | 0.08% | +1,725 | 新進 |
| Voleon Capital Management LP | 1,690 | $57.1 萬 | 0.04% | −6,161−78.5% | 減碼 |
| James Hambro & Partners | 1,678 | $56.7 萬 | 0.02% | 00.0% | 不變 |
| Rathbone Brothers plc | 1,666 | $56.3 萬 | 0.00% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 1,651 | $56.0 萬 | 0.02% | +187+12.8% | 加碼 |
| CenterBook Partners LP | 1,646 | $55.6 萬 | 0.04% | −1,123−40.6% | 減碼 |
| United Asset Strategies, Inc. | 1,621 | $54.8 萬 | 0.05% | −300−15.6% | 減碼 |
| RSM US Wealth Management LLC | 1,615 | $54.7 萬 | 0.01% | −11−0.7% | 減碼 |
| First Horizon Advisors, Inc. | 1,602 | $54.1 萬 | 0.02% | +16+1.0% | 加碼 |
| Evanson Asset Management, LLC | 1,576 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 1,565 | $52.9 萬 | 0.00% | +26+1.7% | 加碼 |
| Fonville Wealth Management LLC | 1,555 | $52.6 萬 | 0.15% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 1,537 | $52.0 萬 | 0.01% | −481−23.8% | 減碼 |
| Advisor Group Holdings, Inc. | 1,530 | $51.9 萬 | 0.00% | −9,780−86.5% | 減碼 |
| Cladis Investment Advisory, LLC | 1,510 | $51.0 萬 | 0.37% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,509 | $51.0 萬 | 0.06% | −104−6.4% | 減碼 |
| Proficio Capital Partners LLC | 1,486 | $50.2 萬 | 0.04% | +23+1.6% | 加碼 |
| Family Firm, Inc. | 1,476 | $49.9 萬 | 0.11% | 00.0% | 不變 |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $48.5 萬 | 0.13% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,433 | $48.4 萬 | 0.01% | +45+3.2% | 加碼 |
| Coldstream Capital Management Inc | 1,425 | $48.2 萬 | 0.01% | +321+29.1% | 加碼 |
| Brighton Jones LLC | 1,408 | $47.6 萬 | 0.02% | +40+2.9% | 加碼 |
| 111 Capital | 1,407 | $47.5 萬 | 0.09% | +1,407 | 新進 |
| Davenport & Co LLC | 1,396 | $47.2 萬 | 0.00% | +11+0.8% | 加碼 |
| Profund Advisors LLC | 1,394 | $47.1 萬 | 0.02% | −87−5.9% | 減碼 |
| Avantra Family Wealth, Inc. | 1,393 | $47.1 萬 | 0.45% | −17−1.2% | 減碼 |
| Fox Run Management, L.L.C. | 1,388 | $46.9 萬 | 0.07% | +1,388 | 新進 |
| Capital Analysts, LLC | 1,385 | $46.8 萬 | 0.02% | 00.0% | 不變 |
| MQS Management LLC | 1,382 | $46.7 萬 | 0.27% | +1,382 | 新進 |
| Cresset Asset Management, LLC | 1,353 | $45.9 萬 | 0.00% | −53−3.8% | 減碼 |
| D.A. Davidson & Co. | 1,356 | $45.8 萬 | 0.00% | +1,356 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 1,353 | $45.7 萬 | 0.00% | −393−22.5% | 減碼 |
| Raub Brock Capital Management LP | 1,350 | $45.6 萬 | 0.10% | 00.0% | 不變 |
| Benjamin Edwards Inc | 1,335 | $45.1 萬 | 0.01% | −140−9.5% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,334 | $45.1 萬 | 0.02% | +113+9.3% | 加碼 |
| Quadrature Capital Ltd | 1,273 | $43.0 萬 | 0.01% | −8,381−86.8% | 減碼 |
| Rockland Trust Co | 1,266 | $42.8 萬 | 0.02% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 1,262 | $42.8 萬 | 0.01% | +422+50.2% | 加碼 |
| Fielder Capital Group LLC | 1,240 | $41.9 萬 | 0.12% | −168−11.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,241 | $41.9 萬 | 0.00% | −131−9.5% | 減碼 |
| Monument Group Wealth Advisors, LLC | 1,218 | $41.2 萬 | 0.29% | −565−31.7% | 減碼 |
| HighPoint Advisor Group LLC | 1,358 | $41.1 萬 | 0.02% | +29+2.2% | 加碼 |
| Bessemer Group Inc | 1,208 | $40.8 萬 | 0.00% | +317+35.6% | 加碼 |
| Ritholtz Wealth Management | 1,202 | $40.6 萬 | 0.01% | +1,202 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $40.6 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 1,196 | $40.4 萬 | 0.01% | −1−0.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,190 | $40.2 萬 | 0.00% | +1,190 | 新進 |
| Quadrant Capital Group LLC | 1,186 | $40.1 萬 | 0.01% | +890+300.7% | 加碼 |