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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.

Sources StockAnalysis company profile stockanalysis.com
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 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $747.2M Estimated from net added shares
Reduction amount $26.9M Estimated from net reduced shares
Net share change / base shares +17.9% +1,840,531 / 10,287,822
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 38.8% 13F value change +$4.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 28.2% 13F value change +$10.1M
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 53,499 Last 4 periods +44,117 (+82.5%) Total shares 97,616 Value $28.4M
Oakmark / Harris Associates Bill Nygren 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 6.5% 13F value change -$41.4M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 13.4% 13F value change +$323.1M
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 3,556,504 Last 4 periods +2,461,178 (+69.2%) Total shares 6,017,682 Value $1.7B
Baupost Group Seth Klarman 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -13.9% 13F value change -$112,802
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -17.1% 13F value change -$26,579
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 1,525,667 Last 4 periods -632,541 (-41.5%) Total shares 893,126 Value $259,632
Abrams Capital Management David Abrams 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-07
Unchanged Shares 0.0% 13F value change $0
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 4 periods +0 (0.0%) Total shares 720,779 Value $209.5M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -3.1% 13F value change -$181.6M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.7% 13F value change +$157.4M
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 4,431,373 Last 4 periods -92,012 (-2.1%) Total shares 4,339,361 Value $1.3B
Polen Capital Management 4 filing periods
13F 2025-03-31 Filed 2025-05-12
New Shares - 13F value change +$123.9M
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -14.3% 13F value change -$27.6M
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 0 Last 4 periods +27,425 (New) 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 4 periods +32,364 (New) Total shares 32,364 Value $9.9M

Recent mentions

No public mentions.