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。
2026 年第 1 季 13F 持有人
Willis Towers Watson PLC 在 2026/3/31 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
- 724
- 較 2025 年第 4 季 −14 家
- 持有股數
- 9,050 萬
- 較 2025 年第 4 季 +944.6 萬 (+11.7%)
- 總市值
- $271.9 億
- 較 2025 年第 4 季 +$5.56 億 (+2.1%)
- 新進機構
- 99
- 另有 241 家加碼
- 清倉機構
- 113
- 另有 280 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | 1,700 | $49.4 萬 | 0.05% | −2,441−58.9% | 減碼 |
| Harbour Capital Advisors, LLC | 1,713 | $49.9 萬 | 0.10% | −30−1.7% | 減碼 |
| Polymer Capital Management (US) LLC | 1,742 | $50.6 萬 | 0.08% | +1,742 | 新進 |
| Bell Investment Advisors, Inc | 1,756 | $51.0 萬 | 0.08% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 1,762 | $51.4 萬 | 0.01% | −295−14.3% | 減碼 |
| Traphagen Investment Advisors LLC | 1,786 | $51.9 萬 | 0.04% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,788 | $51.9 萬 | 0.01% | +3+0.2% | 加碼 |
| Formidable Asset Management, LLC | 1,588 | $52.2 萬 | 0.08% | −244−13.3% | 減碼 |
| Stephens Inc | 1,821 | $52.9 萬 | 0.01% | +78+4.5% | 加碼 |
| Laird Norton Trust Company, LLC | 1,822 | $53.1 萬 | 0.01% | −105−5.4% | 減碼 |
| Kestra Advisory Services, LLC | 1,831 | $53.2 萬 | 0.00% | −299−14.0% | 減碼 |
| Saxon Interests, Inc. | 1,842 | $53.5 萬 | 0.18% | +11+0.6% | 加碼 |
| Coldstream Capital Management Inc | 1,876 | $54.5 萬 | 0.01% | +7+0.4% | 加碼 |
| Headlands Technologies LLC | 1,951 | $56.7 萬 | 0.06% | +1,951 | 新進 |
| Atlantic Union Bankshares Corp | 1,963 | $57.1 萬 | 0.01% | +284+16.9% | 加碼 |
| Vestcor Inc | 1,963 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 1,973 | $57.3 萬 | 0.15% | −42−2.1% | 減碼 |
| SummitTX Capital, L.P. | 1,990 | $57.8 萬 | 0.02% | −3,306−62.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 1,999 | $58.1 萬 | 0.08% | −60−2.9% | 減碼 |
| FWL Investment Management, LLC | 2,045 | $59.4 萬 | 0.13% | +2,045 | 新進 |
| Cresset Asset Management, LLC | 2,075 | $60.5 萬 | 0.00% | +670+47.7% | 加碼 |
| Chicago Partners Investment Group LLC | 2,087 | $60.8 萬 | 0.01% | +75+3.7% | 加碼 |
| QRG Capital Management, Inc. | 2,127 | $61.8 萬 | 0.01% | −340−13.8% | 減碼 |
| Lazard Asset Management LLC | 2,143 | $62.3 萬 | 0.00% | −23,063−91.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 2,149 | $62.4 萬 | 0.04% | +2+0.1% | 加碼 |
| Vontobel Holding Ltd. | 2,153 | $62.6 萬 | 0.00% | +1,065+97.9% | 加碼 |
| First Manhattan Co | 2,189 | $63.8 萬 | 0.00% | −15−0.7% | 減碼 |
| denkapparat Operations GmbH | 2,234 | $64.9 萬 | 0.27% | +2,234 | 新進 |
| Brighton Jones LLC | 2,237 | $65.0 萬 | 0.01% | +2,237 | 新進 |
| Storgate, LLC | 2,241 | $65.1 萬 | 0.51% | +62+2.8% | 加碼 |
| Merit Financial Group, LLC | 2,262 | $65.7 萬 | 0.00% | +58+2.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 2,282 | $66.3 萬 | 0.00% | +1,516+197.9% | 加碼 |
| First Horizon Corp | 2,287 | $66.5 萬 | 0.03% | +52+2.3% | 加碼 |
| STRS Ohio | 2,289 | $66.5 萬 | 0.00% | −13,504−85.5% | 減碼 |
| Concurrent Investment Advisors, LLC | 2,298 | $66.8 萬 | 0.01% | +255+12.5% | 加碼 |
| Prudential PLC | 2,321 | $67.5 萬 | 0.01% | 00.0% | 不變 |
| S.E.E.D. Planning Group LLC | 2,324 | $67.6 萬 | 0.20% | −10−0.4% | 減碼 |
| Integrated Wealth Concepts LLC | 2,353 | $68.4 萬 | 0.01% | +2,353 | 新進 |
| Rathbone Brothers plc | 2,361 | $68.6 萬 | 0.00% | −158−6.3% | 減碼 |
| Clearstead Advisors, LLC | 2,383 | $69.3 萬 | 0.01% | −679−22.2% | 減碼 |
| Plato Investment Management Ltd | 2,391 | $69.5 萬 | 0.05% | +1,032+75.9% | 加碼 |
| Transcend Wealth Collective, LLC | 2,400 | $69.8 萬 | 0.06% | +439+22.4% | 加碼 |
| Sanctuary Advisors, LLC | 2,401 | $69.8 萬 | 0.00% | −1,631−40.5% | 減碼 |
| Washington Capital Management Inc | 2,405 | $69.9 萬 | 0.59% | +2,405 | 新進 |
| V-Square Quantitative Management LLC | 2,429 | $70.6 萬 | 0.07% | +49+2.1% | 加碼 |
| Capitolis Liquid Global Markets LLC | 2,450 | $71.2 萬 | 0.00% | +2,450 | 新進 |
| Aso Group Ltd | 2,469 | $71.8 萬 | 0.30% | 00.0% | 不變 |
| Keybank National Association | 2,473 | $71.9 萬 | 0.00% | +205+9.0% | 加碼 |
| Gateway Investment Advisers LLC | 2,479 | $72.1 萬 | 0.01% | −1,567−38.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 2,561 | $74.4 萬 | 0.01% | −2,807−52.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 2,574 | $74.8 萬 | 0.05% | 00.0% | 不變 |
| Savant Capital, LLC | 2,603 | $75.7 萬 | 0.00% | +143+5.8% | 加碼 |
| Securian Asset Management, Inc | 2,604 | $75.7 萬 | 0.03% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 2,631 | $76.5 萬 | 0.05% | +51+2.0% | 加碼 |
| GAMMA Investing LLC | 2,649 | $77.0 萬 | 0.04% | −778−22.7% | 減碼 |
| Evelyn Partners Investment Management LLP | 2,653 | $77.1 萬 | 0.02% | +241+10.0% | 加碼 |
| Benjamin Edwards Inc | 2,660 | $77.3 萬 | 0.01% | −1,447−35.2% | 減碼 |
| South Dakota Investment Council | 2,695 | $78.3 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 2,740 | $79.7 萬 | 0.02% | −312−10.2% | 減碼 |
| LMCG Investments, LLC | 2,755 | $80.1 萬 | 0.05% | 00.0% | 不變 |
| North Dakota State Investment Board | 2,767 | $80.4 萬 | 0.03% | −587−17.5% | 減碼 |
| Two Sigma Investments, LP | 2,800 | $81.4 萬 | 0.00% | 00.0% | 不變 |
| Gabelli Funds LLC | 2,800 | $81.4 萬 | 0.01% | +200+7.7% | 加碼 |
| RSM US Wealth Management LLC | 2,862 | $83.5 萬 | 0.01% | −83−2.8% | 減碼 |
| Mediolanum International Funds Ltd | 2,907 | $84.2 萬 | 0.01% | +2,907 | 新進 |
| Fortress Private Ledger, LLC | 2,902 | $84.4 萬 | 0.26% | +227+8.5% | 加碼 |
| Fox Run Management, L.L.C. | 2,943 | $85.3 萬 | 0.15% | +2,943 | 新進 |
| Calder Financial LLC | 2,991 | $86.0 萬 | 0.85% | 00.0% | 不變 |
| Intrust Bank NA | 2,962 | $86.1 萬 | 0.07% | +321+12.2% | 加碼 |
| Occudo Quantitative Strategies LP | 3,371 | $86.4 萬 | 0.05% | +1,368+68.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,026 | $88.0 萬 | 0.01% | −44−1.4% | 減碼 |
| Vise Technologies, Inc. | 2,706 | $88.9 萬 | 0.02% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 3,085 | $89.7 萬 | 0.01% | +580+23.2% | 加碼 |
| Portside Wealth Group, LLC | 3,153 | $91.7 萬 | 0.12% | +3,153 | 新進 |
| Tempo Wealth, LLC | 3,178 | $92.4 萬 | 0.16% | 00.0% | 不變 |
| Horizon Investments, LLC | 3,206 | $93.2 萬 | 0.01% | +68+2.2% | 加碼 |
| Dynamic Technology Lab Private Ltd | 3,223 | $93.7 萬 | 0.15% | +3,223 | 新進 |
| Tokio Marine Asset Management Co Ltd | 3,233 | $94.0 萬 | 0.03% | 00.0% | 不變 |
| HB Wealth Management, LLC | 3,243 | $94.3 萬 | 0.01% | +74+2.3% | 加碼 |
| AlTi Global, Inc. | 3,299 | $96.2 萬 | 0.02% | −3−0.1% | 減碼 |
| Axq Capital, LP | 3,321 | $96.5 萬 | 0.12% | +3,321 | 新進 |
| Sterling Capital Management LLC | 3,421 | $99.4 萬 | 0.02% | −2,470−41.9% | 減碼 |
| Advisor Group Holdings, Inc. | 3,430 | $99.8 萬 | 0.00% | +112+3.4% | 加碼 |
| Hamilton Capital Partners Inc. | 3,469 | $100.8 萬 | 0.03% | +2,538+272.6% | 加碼 |
| Ossiam | 3,490 | $101.5 萬 | 0.02% | +517+17.4% | 加碼 |
| Panagora Asset Management Inc | 3,527 | $102.5 萬 | 0.00% | −30−0.8% | 減碼 |
| Saudi Central Bank | 3,534 | $102.7 萬 | 0.02% | +3,534 | 新進 |
| Captrust Financial Advisors | 3,625 | $105.4 萬 | 0.00% | −23−0.6% | 減碼 |
| Everence Capital Management Inc | 3,661 | $106.4 萬 | 0.06% | +935+34.3% | 加碼 |
| Norden Group LLC | 3,665 | $106.5 萬 | 0.10% | +3,665 | 新進 |
| Sequoia Financial Advisors, LLC | 3,666 | $106.6 萬 | 0.01% | +16+0.4% | 加碼 |
| Assenagon Asset Management S.A. | 3,674 | $106.8 萬 | 0.00% | −134−3.5% | 減碼 |
| Game Creek Capital, LP | 3,750 | $109.0 萬 | 0.42% | −2,475−39.8% | 減碼 |
| Hunter Associates Investment Management LLC | 3,830 | $111.3 萬 | 0.15% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 3,842 | $111.7 萬 | 0.06% | +3,842 | 新進 |
| Andra AP-fonden | 3,876 | $112.7 萬 | 0.01% | +3,876 | 新進 |
| MUFG Securities EMEA plc | 3,898 | $113.3 萬 | 0.02% | −27−0.7% | 減碼 |
| Legacy Financial Advisors, Inc. | 3,925 | $114.1 萬 | 0.16% | +112+2.9% | 加碼 |
| Resources Investment Advisors, LLC. | 3,928 | $114.2 萬 | 0.01% | +601+18.1% | 加碼 |
| Commerce Bank | 3,959 | $115.1 萬 | 0.01% | −56−1.4% | 減碼 |