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 2 季 13F 持有人
Willis Towers Watson PLC 在 2025/6/30 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
- 724
- 較 2025 年第 1 季 −27 家
- 持有股數
- 9,426 萬
- 較 2025 年第 1 季 +91.1 萬 (+1.0%)
- 總市值
- $285.3 億
- 較 2025 年第 1 季 −$30.0 億 (−9.5%)
- 新進機構
- 78
- 另有 249 家加碼
- 清倉機構
- 105
- 另有 273 家減碼
另有 9 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 1,615 | $49.5 萬 | 0.01% | +190+13.3% | 加碼 |
| Busey Wealth Management | 1,618 | $49.6 萬 | 0.02% | −346−17.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 1,627 | $49.9 萬 | 0.00% | +62+4.0% | 加碼 |
| S-Bank Fund Management Ltd | 1,630 | $50.0 萬 | 0.07% | +1,630 | 新進 |
| Stephens Inc | 1,636 | $50.1 萬 | 0.01% | −216−11.7% | 減碼 |
| Snowden Capital Advisors LLC | 1,657 | $50.9 萬 | 0.02% | −690−29.4% | 減碼 |
| First Horizon Advisors, Inc. | 1,675 | $51.4 萬 | 0.01% | +73+4.6% | 加碼 |
| Neville Rodie & Shaw Inc | 1,698 | $52.0 萬 | 0.04% | −1,134−40.0% | 減碼 |
| Colony Group, LLC | 1,708 | $52.3 萬 | 0.00% | −44−2.5% | 減碼 |
| Aquatic Capital Management LLC | 1,710 | $52.4 萬 | 0.01% | −4,765−73.6% | 減碼 |
| Empower Advisory Group, LLC | 1,733 | $53.1 萬 | 0.00% | +2+0.1% | 加碼 |
| Everence Capital Management Inc | 1,780 | $54.6 萬 | 0.04% | −600−25.2% | 減碼 |
| Ronald Blue Trust, Inc. | 1,805 | $55.3 萬 | 0.01% | +8+0.4% | 加碼 |
| Achmea Investment Management B.V. | 1,859 | $56.9 萬 | 0.01% | −6,976−79.0% | 減碼 |
| Benjamin Edwards Inc | 1,929 | $59.1 萬 | 0.01% | +594+44.5% | 加碼 |
| Vestcor Inc | 1,963 | $60.2 萬 | 0.02% | −13−0.7% | 減碼 |
| Entropy Technologies, LP | 1,996 | $61.2 萬 | 0.05% | +1,996 | 新進 |
| Merit Financial Group, LLC | 2,000 | $61.3 萬 | 0.01% | +913+84.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,003 | $61.4 萬 | 0.00% | +7+0.4% | 加碼 |
| Lester Murray Antman dba SimplyRich | 2,015 | $61.7 萬 | 0.17% | −67−3.2% | 減碼 |
| Saxon Interests, Inc. | 1,831 | $61.9 萬 | 0.29% | 00.0% | 不變 |
| Brueske Advisory Services, LLC | 2,022 | $62.0 萬 | 0.42% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,028 | $62.2 萬 | 0.02% | +10+0.5% | 加碼 |
| Chicago Partners Investment Group LLC | 2,007 | $62.3 萬 | 0.02% | +747+59.3% | 加碼 |
| Harbour Capital Advisors, LLC | 2,058 | $62.7 萬 | 0.13% | −117−5.4% | 減碼 |
| Integrated Wealth Concepts LLC | 2,068 | $63.4 萬 | 0.01% | +531+34.5% | 加碼 |
| Jefferies Financial Group Inc. | 2,081 | $63.8 萬 | 0.01% | −4,730−69.4% | 減碼 |
| Vise Technologies, Inc. | 2,108 | $64.6 萬 | 0.03% | +2,108 | 新進 |
| 3Chopt Investment Partners, LLC | 2,105 | $64.7 萬 | 0.16% | −51−2.4% | 減碼 |
| Legal Advantage Investments, Inc. | 2,115 | $64.8 萬 | 0.30% | −50−2.3% | 減碼 |
| Gibbs Wealth Management | 2,119 | $65.0 萬 | 0.13% | +383+22.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 2,145 | $65.7 萬 | 0.05% | −386−15.3% | 減碼 |
| Brighton Jones LLC | 2,151 | $65.9 萬 | 0.02% | +743+52.8% | 加碼 |
| MUFG Securities Americas Inc. | 2,197 | $67.3 萬 | 0.06% | +430+24.3% | 加碼 |
| Ground Swell Capital, LLC | 2,201 | $67.5 萬 | 1.10% | +2,201 | 新進 |
| Savant Capital, LLC | 2,212 | $67.8 萬 | 0.00% | +271+14.0% | 加碼 |
| Gateway Investment Advisers LLC | 2,246 | $68.8 萬 | 0.01% | −3−0.1% | 減碼 |
| First Manhattan Co | 2,241 | $68.9 萬 | 0.00% | +40+1.8% | 加碼 |
| V-Square Quantitative Management LLC | 2,252 | $69.0 萬 | 0.09% | +53+2.4% | 加碼 |
| Two Sigma Investments, LP | 2,300 | $70.5 萬 | 0.00% | −14,189−86.1% | 減碼 |
| Gabelli Funds LLC | 2,300 | $70.5 萬 | 0.01% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 2,367 | $72.5 萬 | 0.23% | −32−1.3% | 減碼 |
| RSM US Wealth Management LLC | 2,361 | $72.6 萬 | 0.01% | +746+46.2% | 加碼 |
| D.A. Davidson & Co. | 2,392 | $73.3 萬 | 0.01% | +1,036+76.4% | 加碼 |
| Evelyn Partners Investment Management LLP | 2,412 | $73.9 萬 | 0.02% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 2,450 | $75.1 萬 | 0.01% | −400−14.0% | 減碼 |
| Rathbone Brothers plc | 2,519 | $77.2 萬 | 0.00% | +853+51.2% | 加碼 |
| GWM Advisors LLC | 2,539 | $77.8 萬 | 0.00% | −49−1.9% | 減碼 |
| Vontobel Holding Ltd. | 2,549 | $78.1 萬 | 0.00% | −148−5.5% | 減碼 |
| Empowered Funds, LLC | 2,573 | $78.9 萬 | 0.01% | +173+7.2% | 加碼 |
| Inceptionr LLC | 2,610 | $80.0 萬 | 0.19% | +2,610 | 新進 |
| CenterBook Partners LP | 2,620 | $80.3 萬 | 0.04% | +974+59.2% | 加碼 |
| Intrust Bank NA | 2,629 | $80.6 萬 | 0.07% | −5−0.2% | 減碼 |
| Two Sigma Advisers, LP | 2,700 | $82.8 萬 | 0.00% | +2,000+285.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,738 | $83.9 萬 | 0.06% | −190−6.5% | 減碼 |
| TD Private Client Wealth LLC | 2,743 | $84.1 萬 | 0.02% | −4−0.1% | 減碼 |
| Clearstead Advisors, LLC | 2,794 | $85.6 萬 | 0.01% | +202+7.8% | 加碼 |
| GAMMA Investing LLC | 2,810 | $86.1 萬 | 0.05% | −171−5.7% | 減碼 |
| Kestra Advisory Services, LLC | 2,846 | $87.2 萬 | 0.00% | −11−0.4% | 減碼 |
| LMCG Investments, LLC | 2,871 | $88.0 萬 | 0.06% | −429−13.0% | 減碼 |
| 44 Wealth Management LLC | 2,879 | $88.2 萬 | 0.31% | −17−0.6% | 減碼 |
| Horizon Investments, LLC | 2,902 | $88.9 萬 | 0.01% | +1,469+102.5% | 加碼 |
| Soundwatch Capital LLC | 890,015 | $89.3 萬 | 0.19% | +890,015 | 新進 |
| HB Wealth Management, LLC | 2,947 | $90.3 萬 | 0.01% | −318−9.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,948 | $90.3 萬 | 0.14% | +2,948 | 新進 |
| Harvest Fund Management Co., Ltd | 2,915 | $92.8 萬 | 0.04% | +2+0.1% | 加碼 |
| Balyasny Asset Management LLC | 3,159 | $96.8 萬 | 0.00% | −196,618−98.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,233 | $99.1 萬 | 0.04% | +241+8.1% | 加碼 |
| AlTi Global, Inc. | 3,260 | $100.2 萬 | 0.03% | +6+0.2% | 加碼 |
| Nomura Holdings Inc | 3,333 | $102.2 萬 | 0.01% | +191+6.1% | 加碼 |
| South Dakota Investment Council | 3,355 | $102.8 萬 | 0.02% | 00.0% | 不變 |
| Confluence Investment Management LLC | 3,388 | $103.8 萬 | 0.01% | +65+2.0% | 加碼 |
| Assenagon Asset Management S.A. | 3,532 | $108.3 萬 | 0.00% | −72−2.0% | 減碼 |
| iA Global Asset Management Inc. | 3,577 | $109.6 萬 | 0.02% | +2,605+268.0% | 加碼 |
| Captrust Financial Advisors | 3,658 | $112.1 萬 | 0.00% | +1,043+39.9% | 加碼 |
| London Co of Virginia | 3,685 | $112.9 萬 | 0.01% | +1,494+68.2% | 加碼 |
| Omers Administration Corp | 3,690 | $113.1 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,723 | $114.1 萬 | 0.03% | −1,259−25.3% | 減碼 |
| Sanctuary Advisors, LLC | 3,757 | $115.2 萬 | 0.01% | +135+3.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 3,780 | $116.2 萬 | 0.03% | +3,780 | 新進 |
| Verition Fund Management LLC | 3,801 | $116.5 萬 | 0.01% | −16,652−81.4% | 減碼 |
| Formidable Asset Management, LLC | 3,452 | $116.7 萬 | 0.20% | 00.0% | 不變 |
| Numerai GP LLC | 3,831 | $117.4 萬 | 0.17% | +1,074+39.0% | 加碼 |
| Hunter Associates Investment Management LLC | 3,830 | $117.7 萬 | 0.17% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 3,863 | $118.4 萬 | 0.00% | +1,322+52.0% | 加碼 |
| Allianz Asset Management GmbH | 3,869 | $118.6 萬 | 0.00% | −3,853−49.9% | 減碼 |
| SG Americas Securities, LLC | 4,060 | $124.4 萬 | 0.01% | −4,997−55.2% | 減碼 |
| Advisors Capital Management, LLC | 4,111 | $126.0 萬 | 0.02% | +10+0.2% | 加碼 |
| Advisor Group Holdings, Inc. | 4,110 | $127.5 萬 | 0.00% | +2,580+168.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 4,212 | $129.1 萬 | 0.03% | −3,914−48.2% | 減碼 |
| EP Wealth Advisors, LLC | 4,256 | $130.4 萬 | 0.01% | +27+0.6% | 加碼 |
| Commerce Bank | 4,277 | $131.1 萬 | 0.01% | −27−0.6% | 減碼 |
| Hamilton Capital Partners Inc. | 4,315 | $132.3 萬 | 0.07% | +160+3.9% | 加碼 |
| Ostrum Asset Management | 4,383 | $134.3 萬 | 0.06% | −127−2.8% | 減碼 |
| Rocky Mountain Advisers, LLC | 4,486 | $137.5 萬 | 0.42% | 00.0% | 不變 |
| WBI Investments | 4,542 | $139.2 萬 | 0.36% | −68−1.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 4,589 | $140.7 萬 | 0.02% | −352−7.1% | 減碼 |
| Fifth Third Bancorp | 4,595 | $140.8 萬 | 0.00% | −30−0.6% | 減碼 |
| Allspring Global Investments Holdings, LLC | 4,629 | $142.4 萬 | 0.00% | −34,877−88.3% | 減碼 |
| New Mexico Educational Retirement Board | 4,700 | $144.1 萬 | 0.05% | 00.0% | 不變 |