NASDAQ · Finance

WILLIS TOWERS WATSON PLC LTD WTW

Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. The company operates through two segments: Health, Wealth & Career and Risk & Broking.

Specialty Insurers

Company profile

Business mix

  • The company operates through two segments: Health, Wealth & Career and Risk & Broking.
  • The company also provides advice, data, software, and products to address clients’ total rewards and talent issues.
  • In addition, it offers software and technology, risk and capital management, products and product pricing, financial and regulatory reporting, financial and capital modeling, M&A, outsourcing, and business management services.
  • The company was formerly known as Willis Group Holdings Public Limited Company and changed its name to Willis Towers Watson Public Limited Company in January 2016.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in insurance brokers?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 15.41 FCF 6.3% Buyback 3.46%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 2.3% $1.7B 2026-03-31
First Eagle legacy Jean-Marie Eveillard 1.7% $1.3B 2026-03-31
Abrams Capital Management David Abrams 4.5% $209.5M 2026-03-31
Baupost Group Seth Klarman 5.1% $259,632 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 4 Last 2 13F filing periods
Net reducers 2 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $533.1M Estimated from net added shares
Reduction amount $94.3M Estimated from net reduced shares
Net share change / base shares +12.5% +1,349,481 / 10,778,872
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 17.6% 13F value change +$3.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.8% 13F value change -$8.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 95,232 Last 2 periods +2,384 (+2.5%) Total shares 97,616 Value $28.4M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 30.7% 13F value change +$360.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.2% 13F value change -$95.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,294,607 Last 2 periods +1,723,075 (+40.1%) Total shares 6,017,682 Value $1.7B
Baupost Group Seth Klarman 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 24.7% 13F value change +$69,890
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -34.2% 13F value change -$186,476
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,089,065 Last 2 periods -195,939 (-18.0%) Total shares 893,126 Value $259,632
Abrams Capital Management David Abrams 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 720,779 Last 2 periods +0 (0.0%) Total shares 720,779 Value $209.5M
First Eagle legacy Jean-Marie Eveillard 2 filing periods
13F 2025-12-31 Filed 2026-02-04
Minor reduction Shares -0.3% 13F value change -$76.6M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 2.1% 13F value change -$135.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 4,265,114 Last 2 periods +74,247 (+1.7%) Total shares 4,339,361 Value $1.3B
Polen Capital Management 2 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -30.0% 13F value change -$20.3M
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -87.5% 13F value change -$66.9M
Settlement As of 13F 2025-12-31 · Filed 2026-02-12
Base shares 314,075 Last 2 periods -286,650 (-91.3%) Total shares 27,425 Value $9.0M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$46.0M
13F 2025-06-30 Filed 2025-08-13
Major reduction Shares -76.2% 13F value change -$36.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-13
Base shares 0 Last 2 periods +32,364 (New) Total shares 32,364 Value $9.9M

Recent mentions

No public mentions.