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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 17,271 | $567.5 萬 | 0.01% | −569−3.2% | 減碼 |
| Callahan Advisors, LLC | 17,270 | $567.5 萬 | 0.47% | −420−2.4% | 減碼 |
| Foyston, Gordon, & Payne Inc | 17,184 | $564.7 萬 | 1.23% | −2,675−13.5% | 減碼 |
| Sendero Wealth Management, LLC | 17,111 | $562.3 萬 | 0.62% | −672−3.8% | 減碼 |
| Marathon Capital Management | 16,580 | $544.8 萬 | 1.17% | −83−0.5% | 減碼 |
| Bank of Nova Scotia | 16,264 | $534.4 萬 | 0.01% | +3,729+29.7% | 加碼 |
| USS Investment Management Ltd | 16,188 | $532.1 萬 | 0.03% | +63+0.4% | 加碼 |
| Utah Retirement Systems | 16,049 | $527.4 萬 | 0.05% | −162−1.0% | 減碼 |
| STRS Ohio | 15,793 | $519.0 萬 | 0.02% | −46−0.3% | 減碼 |
| Heartland Advisors Inc | 15,600 | $512.6 萬 | 0.28% | −8,359−34.9% | 減碼 |
| CIBC World Markets Corp | 15,382 | $505.5 萬 | 0.03% | +15,382 | 新進 |
| HighTower Advisors, LLC | 15,212 | $499.9 萬 | 0.01% | −13,286−46.6% | 減碼 |
| Olstein Capital Management, L.P. | 15,200 | $499.5 萬 | 1.02% | 00.0% | 不變 |
| Heights Point Management, LP | 14,676 | $482.3 萬 | 4.11% | +14,676 | 新進 |
| D.A. Davidson & Co. | 14,672 | $482.1 萬 | 0.03% | +7,170+95.6% | 加碼 |
| Louisbourg Investments Inc. | 18,693 | $481.8 萬 | 0.96% | +1,022+5.8% | 加碼 |
| NEOS Investment Management LLC | 14,641 | $481.1 萬 | 0.03% | +2,478+20.4% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 14,539 | $477.8 萬 | 0.04% | −1,329−8.4% | 減碼 |
| Man Group plc | 14,232 | $467.7 萬 | 0.01% | +7,307+105.5% | 加碼 |
| Swedbank AB | 14,124 | $464.1 萬 | 0.00% | −5,676−28.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 14,088 | $462.9 萬 | 0.01% | −700−4.7% | 減碼 |
| Creative Planning | 14,086 | $462.9 萬 | 0.00% | +1,696+13.7% | 加碼 |
| Boothbay Fund Management, LLC | 14,071 | $462.4 萬 | 0.12% | −3,751−21.0% | 減碼 |
| Ethic Inc. | 13,967 | $459.0 萬 | 0.07% | −83−0.6% | 減碼 |
| Yousif Capital Management, LLC | 13,590 | $437.3 萬 | 0.05% | −949−6.5% | 減碼 |
| JustInvest LLC | 12,832 | $421.7 萬 | 0.04% | −96−0.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,802 | $420.7 萬 | 0.03% | +215+1.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 12,207 | $401.1 萬 | 0.05% | +12,207 | 新進 |
| IFC Advisors LLC | 12,135 | $398.8 萬 | 0.58% | 00.0% | 不變 |
| US Bancorp | 11,726 | $385.3 萬 | 0.00% | −685−5.5% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 11,339 | $377.7 萬 | 0.01% | +11,339 | 新進 |
| Elo Mutual Pension Insurance Co | 11,330 | $372.3 萬 | 0.06% | −1,710−13.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 11,117 | $365.3 萬 | 0.01% | −2,045−15.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 10,955 | $360.0 萬 | 0.05% | −122−1.1% | 減碼 |
| Murphy Pohlad Asset Management LLC | 10,870 | $357.2 萬 | 1.37% | −1,150−9.6% | 減碼 |
| Pacer Advisors, Inc. | 10,623 | $349.1 萬 | 0.01% | +2,775+35.4% | 加碼 |
| London Co of Virginia | 10,483 | $344.5 萬 | 0.02% | +14+0.1% | 加碼 |
| Mutual of America Capital Management LLC | 10,282 | $337.9 萬 | 0.04% | −293−2.8% | 減碼 |
| Nordea Investment Management AB | 10,117 | $335.0 萬 | 0.00% | +534+5.6% | 加碼 |
| Prudential Financial Inc | 10,085 | $331.4 萬 | 0.00% | −5,741−36.3% | 減碼 |
| Nisa Investment Advisors, LLC | 9,953 | $328.0 萬 | 0.01% | +1,171+13.3% | 加碼 |
| Pathstone Holdings, LLC | 9,760 | $320.9 萬 | 0.01% | +971+11.0% | 加碼 |
| Neuberger Berman Group LLC | 9,704 | $318.9 萬 | 0.00% | +120+1.3% | 加碼 |
| Agf Management Ltd | 9,690 | $318.4 萬 | 0.01% | +381+4.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 9,523 | $312.9 萬 | 0.01% | 00.0% | 不變 |
| Employees Retirement System of Texas | 9,505 | $312.3 萬 | 0.03% | −7,463−44.0% | 減碼 |
| State of Alaska, Department of Revenue | 9,494 | $311.9 萬 | 0.03% | −915−8.8% | 減碼 |
| Banque Cantonale Vaudoise | 9,387 | $308.4 萬 | 0.11% | +323+3.6% | 加碼 |
| ASR Vermogensbeheer N.V. | 9,302 | $305.7 萬 | 0.04% | −70−0.7% | 減碼 |
| AMG National Trust Bank | 9,168 | $301.3 萬 | 0.07% | −101−1.1% | 減碼 |
| Tocqueville Asset Management L.P. | 9,164 | $301.1 萬 | 0.04% | +12+0.1% | 加碼 |
| Avanza Fonder AB | 9,128 | $299.9 萬 | 0.08% | +2,606+40.0% | 加碼 |
| Summit Trail Advisors, LLC | 9,032 | $297.6 萬 | 0.05% | −18−0.2% | 減碼 |
| Osmosis Investment Management UK Ltd | 8,883 | $292.7 萬 | 0.07% | +8,883 | 新進 |
| Mercer Global Advisors Inc | 8,845 | $290.6 萬 | 0.00% | +537+6.5% | 加碼 |
| Baird Financial Group, Inc. | 8,763 | $288.0 萬 | 0.00% | −180−2.0% | 減碼 |
| Truist Financial Corp | 8,701 | $285.9 萬 | 0.00% | −2,031−18.9% | 減碼 |
| M&T Bank Corp | 8,609 | $282.9 萬 | 0.01% | +797+10.2% | 加碼 |
| Cary Street Partners Financial LLC | 8,578 | $281.9 萬 | 0.07% | −146−1.7% | 減碼 |
| Montag A & Associates Inc | 8,536 | $281.1 萬 | 0.13% | −276−3.1% | 減碼 |
| Generali Asset Management SPA SGR | 8,370 | $275.0 萬 | 0.06% | −1,129−11.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 8,182 | $268.9 萬 | 0.01% | +621+8.2% | 加碼 |
| South Shore Capital Advisors | 8,076 | $265.4 萬 | 1.94% | +8,076 | 新進 |
| Allstate Corp | 7,947 | $261.1 萬 | 0.04% | +4,112+107.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 7,878 | $258.9 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 7,800 | $256.3 萬 | 0.03% | −1,512−16.2% | 減碼 |
| Brinker Capital Investments, LLC | 7,748 | $254.6 萬 | 0.02% | −2,518−24.5% | 減碼 |
| Live Oak Private Wealth LLC | 7,152 | $235.0 萬 | 0.32% | +569+8.6% | 加碼 |
| iA Global Asset Management Inc. | 7,147 | $234.9 萬 | 0.03% | +7,147 | 新進 |
| Assetmark, Inc | 7,101 | $233.3 萬 | 0.00% | +242+3.5% | 加碼 |
| CI Private Wealth, LLC | 7,035 | $231.4 萬 | 0.00% | +758+12.1% | 加碼 |
| Mizuho Securities USA LLC | 6,972 | $223.8 萬 | 0.04% | −133−1.9% | 減碼 |
| Dynamic Advisor Solutions LLC | 6,713 | $220.6 萬 | 0.07% | +4,657+226.5% | 加碼 |
| Accretive Wealth Partners, LLC | 6,702 | $220.2 萬 | 0.65% | +24+0.4% | 加碼 |
| Investment Management Corp of Ontario | 6,590 | $216.5 萬 | 0.03% | +1,940+41.7% | 加碼 |
| Metis Global Partners, LLC | 6,538 | $214.8 萬 | 0.05% | +233+3.7% | 加碼 |
| Blair William & Co | 6,316 | $207.5 萬 | 0.01% | −625−9.0% | 減碼 |
| Teamwork Financial Advisors, LLC | 6,293 | $206.8 萬 | 0.22% | −28,462−81.9% | 減碼 |
| Game Creek Capital, LP | 6,225 | $204.6 萬 | 0.78% | −1,225−16.4% | 減碼 |
| EP Wealth Advisors, LLC | 6,166 | $202.6 萬 | 0.01% | +6,166 | 新進 |
| Kentucky Retirement Systems | 6,141 | $201.8 萬 | 0.05% | 00.0% | 不變 |
| Sterling Capital Management LLC | 5,891 | $193.6 萬 | 0.03% | −418−6.6% | 減碼 |
| Winton Group Ltd | 5,884 | $193.3 萬 | 0.07% | +5,884 | 新進 |
| Figure 8 Investment Strategies LLC | 5,587 | $183.6 萬 | 1.63% | −83−1.5% | 減碼 |
| Hartford Investment Management Co | 5,554 | $182.5 萬 | 0.05% | −191−3.3% | 減碼 |
| Mariner, LLC | 5,552 | $182.4 萬 | 0.00% | −8,684−61.0% | 減碼 |
| Ostrum Asset Management | 5,451 | $179.1 萬 | 0.09% | −1,808−24.9% | 減碼 |
| Norinchukin Bank, The | 5,422 | $178.2 萬 | 0.02% | +172+3.3% | 加碼 |
| Lighthouse Investment Partners, LLC | 5,402 | $177.5 萬 | 0.06% | +2,172+67.2% | 加碼 |
| Fifth Third Bancorp | 5,396 | $177.3 萬 | 0.01% | +737+15.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 5,368 | $176.4 萬 | 0.02% | +1,944+56.8% | 加碼 |
| SummitTX Capital, L.P. | 5,296 | $174.0 萬 | 0.05% | +5,296 | 新進 |
| Jane Street Group, LLC | 5,271 | $173.2 萬 | 0.00% | +744+16.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,113 | $168.0 萬 | 0.00% | +214+4.4% | 加碼 |
| Hantz Financial Services, Inc. | 5,088 | $167.2 萬 | 0.02% | −1,135−18.2% | 減碼 |
| MML Investors Services, LLC | 5,083 | $167.0 萬 | 0.00% | −11,611−69.6% | 減碼 |
| Empowered Funds, LLC | 5,080 | $166.9 萬 | 0.03% | +302+6.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 5,002 | $164.4 萬 | 0.00% | −514−9.3% | 減碼 |
| RBF Capital, LLC | 5,000 | $164.3 萬 | 0.07% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 4,934 | $162.1 萬 | 0.00% | 00.0% | 不變 |