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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 2,007 | $62.3 萬 | 0.02% | +747+59.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 2,028 | $62.2 萬 | 0.02% | +10+0.5% | 加碼 |
| Brueske Advisory Services, LLC | 2,022 | $62.0 萬 | 0.42% | 00.0% | 不變 |
| Saxon Interests, Inc. | 1,831 | $61.9 萬 | 0.29% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 2,015 | $61.7 萬 | 0.17% | −67−3.2% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,003 | $61.4 萬 | 0.00% | +7+0.4% | 加碼 |
| Merit Financial Group, LLC | 2,000 | $61.3 萬 | 0.01% | +913+84.0% | 加碼 |
| Entropy Technologies, LP | 1,996 | $61.2 萬 | 0.05% | +1,996 | 新進 |
| Vestcor Inc | 1,963 | $60.2 萬 | 0.02% | −13−0.7% | 減碼 |
| Benjamin Edwards Inc | 1,929 | $59.1 萬 | 0.01% | +594+44.5% | 加碼 |
| Achmea Investment Management B.V. | 1,859 | $56.9 萬 | 0.01% | −6,976−79.0% | 減碼 |
| Ronald Blue Trust, Inc. | 1,805 | $55.3 萬 | 0.01% | +8+0.4% | 加碼 |
| Everence Capital Management Inc | 1,780 | $54.6 萬 | 0.04% | −600−25.2% | 減碼 |
| Empower Advisory Group, LLC | 1,733 | $53.1 萬 | 0.00% | +2+0.1% | 加碼 |
| Aquatic Capital Management LLC | 1,710 | $52.4 萬 | 0.01% | −4,765−73.6% | 減碼 |
| Colony Group, LLC | 1,708 | $52.3 萬 | 0.00% | −44−2.5% | 減碼 |
| Neville Rodie & Shaw Inc | 1,698 | $52.0 萬 | 0.04% | −1,134−40.0% | 減碼 |
| First Horizon Advisors, Inc. | 1,675 | $51.4 萬 | 0.01% | +73+4.6% | 加碼 |
| Snowden Capital Advisors LLC | 1,657 | $50.9 萬 | 0.02% | −690−29.4% | 減碼 |
| Stephens Inc | 1,636 | $50.1 萬 | 0.01% | −216−11.7% | 減碼 |
| S-Bank Fund Management Ltd | 1,630 | $50.0 萬 | 0.07% | +1,630 | 新進 |
| Sequoia Financial Advisors, LLC | 1,627 | $49.9 萬 | 0.00% | +62+4.0% | 加碼 |
| Busey Wealth Management | 1,618 | $49.6 萬 | 0.02% | −346−17.6% | 減碼 |
| Coldstream Capital Management Inc | 1,615 | $49.5 萬 | 0.01% | +190+13.3% | 加碼 |
| Park Avenue Securities LLC | 1,579 | $48.4 萬 | 0.00% | +1,579 | 新進 |
| Evanson Asset Management, LLC | 1,576 | $48.3 萬 | 0.03% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 1,571 | $48.1 萬 | 0.04% | −50−3.1% | 減碼 |
| Fonville Wealth Management LLC | 1,555 | $47.7 萬 | 0.12% | 00.0% | 不變 |
| Lido Advisors, LLC | 1,538 | $47.3 萬 | 0.00% | +398+34.9% | 加碼 |
| Proficio Capital Partners LLC | 1,541 | $47.2 萬 | 0.03% | +55+3.7% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,535 | $47.0 萬 | 0.17% | −215−12.3% | 減碼 |
| Fortress Private Ledger, LLC | 1,535 | $47.0 萬 | 0.21% | +434+39.4% | 加碼 |
| Aptus Capital Advisors, LLC | 1,535 | $47.0 萬 | 0.00% | +882+135.1% | 加碼 |
| Cladis Investment Advisory, LLC | 1,510 | $46.3 萬 | 0.29% | 00.0% | 不變 |
| Syon Capital LLC | 1,466 | $44.9 萬 | 0.03% | +306+26.4% | 加碼 |
| R Squared Ltd | 1,464 | $44.9 萬 | 0.25% | +364+33.1% | 加碼 |
| Qtron Investments LLC | 1,450 | $44.4 萬 | 0.06% | −1,140−44.0% | 減碼 |
| Glenmede Investment Management, LP | 1,448 | $44.4 萬 | 0.00% | +1,448 | 新進 |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $44.0 萬 | 0.10% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 1,435 | $44.0 萬 | 0.02% | +77+5.7% | 加碼 |
| Siemens Fonds Invest GmbH | 1,430 | $43.8 萬 | 0.03% | +248+21.0% | 加碼 |
| Avantra Family Wealth, Inc. | 1,421 | $43.6 萬 | 0.36% | +28+2.0% | 加碼 |
| MQS Management LLC | 1,406 | $43.1 萬 | 0.24% | +24+1.7% | 加碼 |
| Capital Analysts, LLC | 1,385 | $42.5 萬 | 0.01% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 1,383 | $42.4 萬 | 0.05% | −126−8.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 1,380 | $42.3 萬 | 0.01% | −1,104−44.4% | 減碼 |
| Davenport & Co LLC | 1,379 | $42.3 萬 | 0.00% | −17−1.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,362 | $41.8 萬 | 0.00% | +121+9.8% | 加碼 |
| Plato Investment Management Ltd | 1,359 | $41.5 萬 | 0.03% | −2,122−61.0% | 減碼 |
| Quadrant Capital Group LLC | 1,349 | $41.3 萬 | 0.01% | +163+13.7% | 加碼 |
| Maridea Wealth Management LLC | 1,348 | $41.3 萬 | 0.11% | +541+67.0% | 加碼 |
| Fidelis Capital Partners, LLC | 1,204 | $39.2 萬 | 0.04% | −30−2.4% | 減碼 |
| Rockland Trust Co | 1,266 | $38.8 萬 | 0.02% | 00.0% | 不變 |
| TD Waterhouse Canada Inc. | 1,258 | $38.7 萬 | 0.00% | +1,154+1,109.6% | 加碼 |
| Hanlon Investment Management, Inc. | 1,259 | $38.6 萬 | 0.28% | +1,259 | 新進 |
| Profund Advisors LLC | 1,246 | $38.2 萬 | 0.01% | −148−10.6% | 減碼 |
| Transcend Wealth Collective, LLC | 1,215 | $37.2 萬 | 0.03% | +579+91.0% | 加碼 |
| Ritholtz Wealth Management | 1,210 | $37.1 萬 | 0.01% | +8+0.7% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 1,200 | $36.8 萬 | 0.01% | 00.0% | 不變 |
| Forum Financial Management, LP | 1,196 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 1,172 | $36.0 萬 | 0.00% | +232+24.7% | 加碼 |
| MAI Capital Management | 1,171 | $35.9 萬 | 0.00% | +82+7.5% | 加碼 |
| Trust Asset Management LLC | 1,166 | $35.7 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 1,157 | $35.5 萬 | 0.01% | −177−13.3% | 減碼 |
| Brown Brothers Harriman & Co | 1,155 | $35.4 萬 | 0.00% | +150+14.9% | 加碼 |
| Alhambra Investment Partners LLC | 1,147 | $35.1 萬 | 0.17% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,138 | $34.9 萬 | 0.01% | −17−1.5% | 減碼 |
| Buckingham Strategic Partners | 1,139 | $34.9 萬 | 0.00% | +409+56.0% | 加碼 |
| Advisory Services Network, LLC | 1,103 | $34.8 萬 | 0.01% | +302+37.7% | 加碼 |
| Cresset Asset Management, LLC | 1,132 | $34.8 萬 | 0.00% | −221−16.3% | 減碼 |
| ORG Partners LLC | 1,118 | $34.4 萬 | 0.07% | +6+0.5% | 加碼 |
| Optimize Financial Inc | 1,118 | $34.3 萬 | 0.21% | −8−0.7% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,113 | $34.1 萬 | 0.08% | −39−3.4% | 減碼 |
| Point72 (DIFC) Ltd | 1,108 | $34.0 萬 | 0.03% | +1,108 | 新進 |
| Quarry LP | 1,106 | $33.9 萬 | 0.08% | −1,553−58.4% | 減碼 |
| Fielder Capital Group LLC | 1,101 | $33.8 萬 | 0.09% | −139−11.2% | 減碼 |
| Raub Brock Capital Management LP | 1,100 | $33.7 萬 | 0.07% | −250−18.5% | 減碼 |
| SCS Capital Management LLC | 1,094 | $33.6 萬 | 0.00% | +1,094 | 新進 |
| Bessemer Group Inc | 1,091 | $33.4 萬 | 0.00% | −117−9.7% | 減碼 |
| Fiduciary Trust Co | 1,088 | $33.4 萬 | 0.00% | +159+17.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,074 | $32.9 萬 | 0.05% | −2−0.2% | 減碼 |
| Connecticut Wealth Management, LLC | 1,069 | $32.8 萬 | 0.02% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 1,060 | $32.5 萬 | 0.05% | −120−10.2% | 減碼 |
| Monument Group Wealth Advisors, LLC | 1,034 | $31.7 萬 | 0.20% | −184−15.1% | 減碼 |
| Act Two Investors LLC | 1,029 | $31.5 萬 | 0.06% | 00.0% | 不變 |
| Tectonic Advisors LLC | 1,029 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Ascent Group, LLC | 1,004 | $30.8 萬 | 0.01% | −5,238−83.9% | 減碼 |
| Wetherby Asset Management Inc | 1,004 | $30.8 萬 | 0.01% | +1,004 | 新進 |
| Cigna Investments Inc | 993 | $30.5 萬 | 0.05% | −17−1.7% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 990 | $30.4 萬 | 0.00% | −363−26.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 989 | $30.3 萬 | 0.01% | +411+71.1% | 加碼 |
| Westpac Banking Corp | 988 | $30.3 萬 | 0.02% | −9−0.9% | 減碼 |
| Seed Wealth Management, Inc. | 970 | $29.7 萬 | 0.22% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 962 | $29.5 萬 | 0.01% | +962 | 新進 |
| Scott Marsh Financial, LLC | 950 | $29.1 萬 | 0.11% | +950 | 新進 |
| Cassaday & Co Wealth Management LLC | 950 | $29.1 萬 | 0.01% | +28+3.0% | 加碼 |
| Resonant Capital Advisors, LLC | 933 | $28.7 萬 | 0.02% | +106+12.8% | 加碼 |
| Eagle Rock Investment Company, LLC | 924 | $28.3 萬 | 0.04% | 00.0% | 不變 |
| Keybank National Association | 908 | $27.8 萬 | 0.00% | +23+2.6% | 加碼 |
| Integrated Investment Consultants, LLC | 908 | $27.8 萬 | 0.05% | +908 | 新進 |