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 4 季 13F 持有人
Willis Towers Watson PLC 在 2025/12/31 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
- 751
- 較 2025 年第 3 季 +34 家
- 持有股數
- 9,420 萬
- 較 2025 年第 3 季 +346.8 萬 (+3.8%)
- 總市值
- $309.5 億
- 較 2025 年第 3 季 −$3.81 億 (−1.2%)
- 新進機構
- 114
- 另有 234 家加碼
- 清倉機構
- 80
- 另有 279 家減碼
另有 13 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 1,281 | $42.1 萬 | 0.02% | −135−9.5% | 減碼 |
| State of Wyoming | 1,284 | $42.2 萬 | 0.05% | +1,284 | 新進 |
| S-Bank Fund Management Ltd | 1,286 | $42.3 萬 | 0.05% | −323−20.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 1,299 | $42.7 萬 | 0.00% | −400−23.5% | 減碼 |
| Oppenheimer Asset Management Inc. | 1,316 | $43.2 萬 | 0.01% | −3,126−70.4% | 減碼 |
| United Asset Strategies, Inc. | 1,320 | $43.4 萬 | 0.03% | −100−7.0% | 減碼 |
| Bessemer Group Inc | 1,354 | $44.5 萬 | 0.00% | +261+23.9% | 加碼 |
| Plato Investment Management Ltd | 1,359 | $44.9 萬 | 0.03% | 00.0% | 不變 |
| Arq Wealth Advisors, LLC | 1,367 | $44.9 萬 | 0.12% | −250−15.5% | 減碼 |
| GTS Securities LLC | 1,381 | $45.4 萬 | 0.02% | −361−20.7% | 減碼 |
| Hilton Head Capital Partners, LLC | 1,381 | $45.4 萬 | 0.27% | +1,381 | 新進 |
| Optimize Financial Inc | 1,384 | $45.5 萬 | 0.23% | +16+1.2% | 加碼 |
| Cresset Asset Management, LLC | 1,405 | $46.3 萬 | 0.00% | +168+13.6% | 加碼 |
| Machina Capital S.A.S. | 1,415 | $46.5 萬 | 0.09% | +1,415 | 新進 |
| Davenport & Co LLC | 1,418 | $46.6 萬 | 0.00% | +86+6.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,422 | $46.8 萬 | 0.00% | +71+5.3% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,436 | $47.2 萬 | 0.10% | 00.0% | 不變 |
| TCW Group Inc | 1,445 | $47.5 萬 | 0.00% | +1,445 | 新進 |
| Central Pacific Bank - Trust Division | 1,450 | $47.6 萬 | 0.06% | +675+87.1% | 加碼 |
| Brown Brothers Harriman & Co | 1,460 | $48.0 萬 | 0.00% | +53+3.8% | 加碼 |
| Mirabella Financial Services LLP | 1,479 | $48.6 萬 | 0.05% | +1,479 | 新進 |
| Quadrant Capital Group LLC | 1,481 | $48.7 萬 | 0.01% | +347+30.6% | 加碼 |
| Avantra Family Wealth, Inc. | 1,484 | $48.8 萬 | 0.35% | +42+2.9% | 加碼 |
| Snowden Capital Advisors LLC | 1,499 | $49.4 萬 | 0.01% | −106−6.6% | 減碼 |
| Cladis Investment Advisory, LLC | 1,510 | $49.6 萬 | 0.27% | 00.0% | 不變 |
| Burney Co | 1,531 | $50.3 萬 | 0.02% | +1,531 | 新進 |
| Global Retirement Partners, LLC | 1,534 | $50.4 萬 | 0.01% | +703+84.6% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,535 | $50.4 萬 | 0.17% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 1,535 | $50.4 萬 | 0.01% | +13+0.9% | 加碼 |
| Fonville Wealth Management LLC | 1,554 | $51.1 萬 | 0.10% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 1,581 | $52.0 萬 | 0.01% | +802+103.0% | 加碼 |
| Siemens Fonds Invest GmbH | 1,566 | $52.2 萬 | 0.03% | +182+13.2% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,600 | $52.6 萬 | 0.05% | −26,474−94.3% | 減碼 |
| Westerkirk Capital Inc. | 1,624 | $53.4 萬 | 0.05% | +1,624 | 新進 |
| Robeco Institutional Asset Management B.V. | 1,647 | $54.1 萬 | 0.00% | −3,133−65.5% | 減碼 |
| Atlantic Union Bankshares Corp | 1,679 | $55.2 萬 | 0.01% | +7+0.4% | 加碼 |
| Neville Rodie & Shaw Inc | 1,698 | $55.8 萬 | 0.04% | 00.0% | 不變 |
| Harbour Capital Advisors, LLC | 1,743 | $56.9 萬 | 0.12% | −255−12.8% | 減碼 |
| Empower Advisory Group, LLC | 1,740 | $57.2 萬 | 0.00% | +3+0.2% | 加碼 |
| Stephens Inc | 1,743 | $57.3 萬 | 0.01% | −116−6.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 1,742 | $57.4 萬 | 0.13% | −48−2.7% | 減碼 |
| Bell Investment Advisors, Inc | 1,756 | $57.7 萬 | 0.09% | −3−0.2% | 減碼 |
| Glenmede Trust Co NA | 1,778 | $58.4 萬 | 0.00% | +1,778 | 新進 |
| Ronald Blue Trust, Inc. | 1,785 | $58.7 萬 | 0.01% | −105−5.6% | 減碼 |
| Woodline Partners LP | 1,785 | $58.7 萬 | 0.00% | +1,785 | 新進 |
| Traphagen Investment Advisors LLC | 1,786 | $58.7 萬 | 0.05% | +1,786 | 新進 |
| Saxon Interests, Inc. | 1,831 | $60.2 萬 | 0.21% | 00.0% | 不變 |
| Syon Capital LLC | 1,854 | $60.9 萬 | 0.03% | +198+12.0% | 加碼 |
| Achmea Investment Management B.V. | 1,859 | $61.1 萬 | 0.02% | +1,859 | 新進 |
| Coldstream Capital Management Inc | 1,869 | $61.4 萬 | 0.01% | −92−4.7% | 減碼 |
| Aaron Wealth Advisors | 1,892 | $62.2 萬 | 0.03% | +411+27.8% | 加碼 |
| DRW Securities, LLC | 1,900 | $62.4 萬 | 0.05% | −219−10.3% | 減碼 |
| Formidable Asset Management, LLC | 1,832 | $63.3 萬 | 0.09% | −1,332−42.1% | 減碼 |
| Laird Norton Trust Company, LLC | 1,927 | $63.5 萬 | 0.01% | +1,927 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,949 | $64.0 萬 | 0.00% | −76−3.8% | 減碼 |
| Transcend Wealth Collective, LLC | 1,961 | $64.4 萬 | 0.05% | +218+12.5% | 加碼 |
| Vestcor Inc | 1,963 | $64.5 萬 | 0.02% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,012 | $64.9 萬 | 0.02% | +11+0.5% | 加碼 |
| Occudo Quantitative Strategies LP | 2,003 | $65.8 萬 | 0.04% | +2,003 | 新進 |
| Lester Murray Antman dba SimplyRich | 2,015 | $66.2 萬 | 0.17% | 00.0% | 不變 |
| Legal Advantage Investments, Inc. | 2,015 | $66.2 萬 | 0.31% | −100−4.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,043 | $67.1 萬 | 0.01% | +1,462+251.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,059 | $67.7 萬 | 0.09% | −165−7.4% | 減碼 |
| CAPROCK Group, Inc. | 2,057 | $67.8 萬 | 0.01% | +571+38.4% | 加碼 |
| Kestra Advisory Services, LLC | 2,130 | $70.0 萬 | 0.00% | −695−24.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,147 | $70.5 萬 | 0.04% | +10.0% | 加碼 |
| Storgate, LLC | 2,179 | $71.6 萬 | 0.59% | +2,179 | 新進 |
| Merit Financial Group, LLC | 2,204 | $72.4 萬 | 0.01% | +223+11.3% | 加碼 |
| First Manhattan Co | 2,204 | $72.6 萬 | 0.00% | +3+0.1% | 加碼 |
| First Horizon Corp | 2,235 | $73.4 萬 | 0.03% | +350+18.6% | 加碼 |
| Keybank National Association | 2,268 | $74.5 萬 | 0.00% | +373+19.7% | 加碼 |
| SRS Capital Advisors, Inc. | 2,269 | $74.6 萬 | 0.02% | −2,946−56.5% | 減碼 |
| Prudential PLC | 2,321 | $76.3 萬 | 0.01% | −11,985−83.8% | 減碼 |
| S.E.E.D. Planning Group LLC | 2,334 | $76.7 萬 | 0.22% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 2,380 | $78.2 萬 | 0.08% | +2,380 | 新進 |
| Evelyn Partners Investment Management LLP | 2,412 | $79.3 萬 | 0.02% | 00.0% | 不變 |
| Lido Advisors, LLC | 2,360 | $80.6 萬 | 0.00% | +88+3.9% | 加碼 |
| Savant Capital, LLC | 2,460 | $80.9 萬 | 0.00% | +221+9.9% | 加碼 |
| QRG Capital Management, Inc. | 2,467 | $81.1 萬 | 0.01% | +224+10.0% | 加碼 |
| Engineers Gate Manager LP | 2,467 | $81.1 萬 | 0.01% | +2,467 | 新進 |
| Aso Group Ltd | 2,469 | $81.1 萬 | 0.32% | +2,469 | 新進 |
| Mesirow Financial Investment Management, Inc. | 2,505 | $82.3 萬 | 0.02% | −1,772−41.4% | 減碼 |
| Rathbone Brothers plc | 2,519 | $82.8 萬 | 0.00% | 00.0% | 不變 |
| AlphaGrep UK Ltd | 2,558 | $84.1 萬 | 0.28% | +2,558 | 新進 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $84.6 萬 | 0.05% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 2,580 | $84.8 萬 | 0.05% | −51−1.9% | 減碼 |
| Gabelli Funds LLC | 2,600 | $85.4 萬 | 0.01% | +300+13.0% | 加碼 |
| Securian Asset Management, Inc | 2,604 | $85.6 萬 | 0.03% | −2,116−44.8% | 減碼 |
| Intrust Bank NA | 2,641 | $86.8 萬 | 0.07% | +53+2.0% | 加碼 |
| Fortress Private Ledger, LLC | 2,675 | $87.9 萬 | 0.29% | +816+43.9% | 加碼 |
| South Dakota Investment Council | 2,695 | $88.6 萬 | 0.02% | −160−5.6% | 減碼 |
| Vise Technologies, Inc. | 2,706 | $88.9 萬 | 0.02% | +533+24.5% | 加碼 |
| Everence Capital Management Inc | 2,726 | $89.6 萬 | 0.05% | +946+53.1% | 加碼 |
| LMCG Investments, LLC | 2,755 | $90.5 萬 | 0.05% | 00.0% | 不變 |
| Two Sigma Investments, LP | 2,800 | $92.0 萬 | 0.00% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,915 | $92.8 萬 | 0.03% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 2,909 | $95.6 萬 | 0.00% | −1,346−31.6% | 減碼 |
| 44 Wealth Management LLC | 2,939 | $96.6 萬 | 0.32% | +39+1.3% | 加碼 |
| Capitolis Liquid Global Markets LLC | 2,950 | $96.9 萬 | 0.01% | 00.0% | 不變 |
| Ossiam | 2,973 | $97.7 萬 | 0.02% | −1,741−36.9% | 減碼 |