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What smart money is saying about Willis Towers WatsonUnited Kingdom flag

WTW · Financial Services · Insurance - Brokers · Market cap $32.75B

2 funds in our archive have pitched Willis Towers Watson — most recently Polen Global Growth in March 2025.

Company profile

Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments, Health, Wealth and Career; and Risk and Broking. The company offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management consulting, broking, and administration services for health and group benefit programs; and benefits outsourcing services. It also provides advice, data, software, and products to address clients' total rewards and talent issues. In addition, the company offers risk advice, insurance brokerage, and consulting services in the areas of property and casualty, aerospace, construction, and marine. Further, it offers investment consulting and discretionary management services to insurance and reinsurance companies; insurance consulting and technology, risk and capital management, pricing and predictive modeling, financial and regulatory reporting, financial and capital modeling, merger and acquisition, outsourcing, and business management services; wholesale insurance broking services to retail and wholesale brokers; and underwriting and capital management, capital market, and advisory and brokerage services. Additionally, the company provides primary medical and ancillary benefit exchange, and outsourcing services to active employees and retirees in the group and individual markets, as well as delivers healthcare and reimbursement accounts, including health savings accounts, health reimbursement arrangements, flexible spending accounts, and other consumer-directed accounts. 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. Willis Towers Watson Public Limited Company was founded in 1828 and is based in London, the United Kingdom.

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Summarize with Warren AI
3
Reported positions
1
Bought
0
Sold
5
Letters

Position history

Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Willis Towers Watson1 opened or added to the position.

Fund letters reporting a position in Willis Towers Watson, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261100
Q1 20262000
Q1 20250001
Q4 20240001

Fund activity · 3 positions · 1 move

  • AddedThe London Company International Equity
    June 2026
    Increased: Willis Towers Watson, PLC (WTW) – We view the company’s shares as attractively valued, offering a favorable risk/reward.
    Read the letterWillis Towers Watson
  • HoldsBrown Advisory U.S. Value Fund
    March 2026
    Companies such as Expedia Group, Inc (EXPE), Willis Towers Watson (WTW), ICON Plc (ICLR), Fidelity Information Services (FIS), and CBRE Group, Inc (CBRE) all sold off during the first quarter on the potential long-term risks of artificial intelligence’s impact on the business models.
    Read the letterWillis Towers Watson
  • HoldsBrown Advisory Large-Cap Sustainable Value
    March 2026
    Companies such as Expedia Group, Inc (EXPE), Willis Towers Watson (WTW), ICON Plc (ICLR), Fidelity Information Services (FIS), and CBRE Group, Inc (CBRE) all sold off during the first quarter on the potential long-term risks of artificial intelligence’s impact on the business models.
    Read the letterWillis Towers Watson

Fund coverage · 2 theses

  • Polen Global Growth
    March 2025

    Willis Towers Watson is a company poised for accelerated revenue growth and margin expansion due to strong customer relationships, effective capital allocation, and robust buyback strategies in a durable market.

    Read the full thesis
  • Polen International Growth
    December 2024

    Willis Towers Watson is a UK-based global leader in advisory and insurance broking, benefiting from strong customer relationships and operational improvements that support revenue growth and margin expansion.

    Read the full thesis

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