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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2,143 | $62.3 萬 | 0.00% | −23,063−91.5% | 減碼 |
| QRG Capital Management, Inc. | 2,127 | $61.8 萬 | 0.01% | −340−13.8% | 減碼 |
| Chicago Partners Investment Group LLC | 2,087 | $60.8 萬 | 0.01% | +75+3.7% | 加碼 |
| Cresset Asset Management, LLC | 2,075 | $60.5 萬 | 0.00% | +670+47.7% | 加碼 |
| FWL Investment Management, LLC | 2,045 | $59.4 萬 | 0.13% | +2,045 | 新進 |
| Ironwood Investment Counsel, LLC | 1,999 | $58.1 萬 | 0.08% | −60−2.9% | 減碼 |
| SummitTX Capital, L.P. | 1,990 | $57.8 萬 | 0.02% | −3,306−62.4% | 減碼 |
| Lester Murray Antman dba SimplyRich | 1,973 | $57.3 萬 | 0.15% | −42−2.1% | 減碼 |
| Vestcor Inc | 1,963 | $57.1 萬 | 0.02% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 1,963 | $57.1 萬 | 0.01% | +284+16.9% | 加碼 |
| Headlands Technologies LLC | 1,951 | $56.7 萬 | 0.06% | +1,951 | 新進 |
| Coldstream Capital Management Inc | 1,876 | $54.5 萬 | 0.01% | +7+0.4% | 加碼 |
| Saxon Interests, Inc. | 1,842 | $53.5 萬 | 0.18% | +11+0.6% | 加碼 |
| Kestra Advisory Services, LLC | 1,831 | $53.2 萬 | 0.00% | −299−14.0% | 減碼 |
| Laird Norton Trust Company, LLC | 1,822 | $53.1 萬 | 0.01% | −105−5.4% | 減碼 |
| Stephens Inc | 1,821 | $52.9 萬 | 0.01% | +78+4.5% | 加碼 |
| Formidable Asset Management, LLC | 1,588 | $52.2 萬 | 0.08% | −244−13.3% | 減碼 |
| Ronald Blue Trust, Inc. | 1,788 | $51.9 萬 | 0.01% | +3+0.2% | 加碼 |
| Traphagen Investment Advisors LLC | 1,786 | $51.9 萬 | 0.04% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 1,762 | $51.4 萬 | 0.01% | −295−14.3% | 減碼 |
| Bell Investment Advisors, Inc | 1,756 | $51.0 萬 | 0.08% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 1,742 | $50.6 萬 | 0.08% | +1,742 | 新進 |
| Harbour Capital Advisors, LLC | 1,713 | $49.9 萬 | 0.10% | −30−1.7% | 減碼 |
| Marks Group Wealth Management, Inc | 1,700 | $49.4 萬 | 0.05% | −2,441−58.9% | 減碼 |
| Skopos Labs, Inc. | 1,654 | $48.1 萬 | 0.02% | +569+52.4% | 加碼 |
| GTS Securities LLC | 1,648 | $47.9 萬 | 0.02% | +267+19.3% | 加碼 |
| Gibbs Wealth Management | 1,647 | $47.9 萬 | 0.06% | +815+98.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,638 | $47.6 萬 | 0.00% | −9−0.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 1,637 | $47.6 萬 | 0.00% | −312−16.0% | 減碼 |
| Bessemer Group Inc | 1,640 | $47.6 萬 | 0.00% | +286+21.1% | 加碼 |
| Lido Advisors, LLC | 1,631 | $47.6 萬 | 0.00% | −729−30.9% | 減碼 |
| MAI Capital Management | 1,633 | $47.5 萬 | 0.00% | +513+45.8% | 加碼 |
| Riverpoint Wealth Management Holdings, LLC | 1,630 | $47.4 萬 | 0.10% | +194+13.5% | 加碼 |
| Westerkirk Capital Inc. | 1,624 | $47.2 萬 | 0.05% | 00.0% | 不變 |
| Ticino Wealth | 1,406 | $46.8 萬 | 0.16% | +548+63.9% | 加碼 |
| Neville Rodie & Shaw Inc | 1,598 | $46.5 萬 | 0.03% | −100−5.9% | 減碼 |
| Syon Capital LLC | 1,595 | $46.4 萬 | 0.02% | −259−14.0% | 減碼 |
| Fonville Wealth Management LLC | 1,557 | $45.3 萬 | 0.09% | +3+0.2% | 加碼 |
| Siemens Fonds Invest GmbH | 1,550 | $45.1 萬 | 0.03% | −16−1.0% | 減碼 |
| Guggenheim Capital LLC | 1,537 | $44.7 萬 | 0.00% | +1,537 | 新進 |
| Rothschild Investment LLC | 1,535 | $44.6 萬 | 0.02% | +367+31.4% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 1,535 | $44.6 萬 | 0.15% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 1,528 | $44.6 萬 | 0.10% | −214−12.3% | 減碼 |
| TCW Group Inc | 1,518 | $44.1 萬 | 0.00% | +73+5.1% | 加碼 |
| Cladis Investment Advisory, LLC | 1,510 | $43.9 萬 | 0.24% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 1,505 | $43.7 萬 | 0.00% | +206+15.9% | 加碼 |
| Pensionmark Financial Group, LLC | 1,471 | $42.8 萬 | 0.01% | −110−7.0% | 減碼 |
| Janney Montgomery Scott LLC | 1,468 | $42.7 萬 | 0.00% | −1,521−50.9% | 減碼 |
| Quadrant Capital Group LLC | 1,450 | $42.2 萬 | 0.01% | −31−2.1% | 減碼 |
| Central Pacific Bank - Trust Division | 1,450 | $42.2 萬 | 0.05% | 00.0% | 不變 |
| DRW Securities, LLC | 1,427 | $41.5 萬 | 0.02% | −473−24.9% | 減碼 |
| Ritholtz Wealth Management | 1,403 | $40.8 萬 | 0.01% | +134+10.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,384 | $40.3 萬 | 0.01% | +580+72.1% | 加碼 |
| Baader Bank INC | 1,385 | $40.3 萬 | 0.04% | +1,385 | 新進 |
| Hilton Head Capital Partners, LLC | 1,380 | $40.1 萬 | 0.23% | −1−0.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 1,366 | $39.7 萬 | 0.04% | −234−14.6% | 減碼 |
| Inceptionr LLC | 1,363 | $39.6 萬 | 0.10% | +1,363 | 新進 |
| EverSource Wealth Advisors, LLC | 1,336 | $38.9 萬 | 0.01% | +401+42.9% | 加碼 |
| IMC-Chicago, LLC | 1,326 | $38.5 萬 | 0.01% | +1,326 | 新進 |
| United Asset Strategies, Inc. | 1,320 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Davenport & Co LLC | 1,309 | $38.1 萬 | 0.00% | −109−7.7% | 減碼 |
| TownSquare Capital, LLC | 1,308 | $38.0 萬 | 0.09% | +1,308 | 新進 |
| Beacon Pointe Advisors, LLC | 1,280 | $37.2 萬 | 0.00% | +188+17.2% | 加碼 |
| MQS Management LLC | 1,271 | $36.9 萬 | 0.25% | +1,271 | 新進 |
| Journey Retirement Planning & Investment Management LLC | 1,271 | $36.9 萬 | 0.33% | +1,271 | 新進 |
| Rockland Trust Co | 1,266 | $36.8 萬 | 0.01% | −12−0.9% | 減碼 |
| Oak Thistle LLC | 1,248 | $36.3 萬 | 0.04% | −2,647−68.0% | 減碼 |
| S-Bank Fund Management Ltd | 1,240 | $36.0 萬 | 0.05% | −46−3.6% | 減碼 |
| Fidelis Capital Partners, LLC | 1,232 | $35.8 萬 | 0.03% | +27+2.2% | 加碼 |
| Busey Wealth Management | 1,223 | $35.6 萬 | 0.01% | −44−3.5% | 減碼 |
| Voleon Capital Management LP | 1,223 | $35.6 萬 | 0.01% | +1,223 | 新進 |
| JM2 Capital Inc. | 1,197 | $34.8 萬 | 0.29% | 00.0% | 不變 |
| PW Nova Financial Services LLC | 1,196 | $34.8 萬 | 0.09% | +1,196 | 新進 |
| R Squared Ltd | 1,182 | $34.4 萬 | 0.19% | +1,182 | 新進 |
| Evanson Asset Management, LLC | 1,176 | $34.2 萬 | 0.02% | −19−1.6% | 減碼 |
| Alhambra Investment Partners LLC | 1,147 | $33.3 萬 | 0.15% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 1,134 | $33.0 萬 | 0.02% | −3−0.3% | 減碼 |
| Warren Averett Asset Management, LLC | 1,127 | $32.7 萬 | 0.00% | −44−3.8% | 減碼 |
| Trust Asset Management LLC | 1,122 | $32.6 萬 | 0.02% | 00.0% | 不變 |
| Golden State Equity Partners | 1,122 | $32.6 萬 | 0.02% | +1,122 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,118 | $32.5 萬 | 0.01% | +3+0.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 1,116 | $32.4 萬 | 0.04% | +21+1.9% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,108 | $32.2 萬 | 0.01% | +2+0.2% | 加碼 |
| Focus Financial Network, Inc. | 1,108 | $32.2 萬 | 0.01% | +1,108 | 新進 |
| Carlson Capital L P | 1,100 | $32.0 萬 | 0.13% | +1,100 | 新進 |
| Jump Financial, LLC | 1,098 | $31.9 萬 | 0.00% | +1,098 | 新進 |
| Assetmark, Inc | 1,095 | $31.8 萬 | 0.00% | −6,006−84.6% | 減碼 |
| Virtu Financial LLC | 1,075 | $31.2 萬 | 0.01% | +1,075 | 新進 |
| Fielder Capital Group LLC | 1,072 | $31.1 萬 | 0.07% | +40+3.9% | 加碼 |
| Connecticut Wealth Management, LLC | 1,069 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 1,040 | $30.2 萬 | 0.01% | −160−13.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,023 | $29.7 萬 | 0.00% | −399−28.1% | 減碼 |
| Applied Finance Capital Management, LLC | 1,010 | $29.4 萬 | 0.02% | +1,010 | 新進 |
| Aaron Wealth Advisors | 1,002 | $29.1 萬 | 0.02% | −890−47.0% | 減碼 |
| Greenleaf Trust | 974 | $28.3 萬 | 0.00% | −33−3.3% | 減碼 |
| Seed Wealth Management, Inc. | 970 | $28.2 萬 | 0.19% | 00.0% | 不變 |
| OpenArc Corporate Advisory, LLC | 969 | $28.2 萬 | 0.00% | +72+8.0% | 加碼 |
| Summitry LLC | 962 | $28.0 萬 | 0.01% | +97+11.2% | 加碼 |
| Checchi Capital Advisers, LLC | 946 | $27.5 萬 | 0.02% | +224+31.0% | 加碼 |
| Farther Finance Advisors, LLC | 954 | $27.4 萬 | 0.00% | +262+37.9% | 加碼 |