Willis Towers Watson Public Limited Company· WTW

🇺🇸 US · LargeSP500NASDAQ

Financial Services Insurance - Brokers Website

Price: $309.98
Day: -0.32%
Mkt Cap: $28.79B
52W Range: $240.61 – $352.79
Volume: 1.83M
Beta: 0.42

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 707 institutions hold; 316 added, 284 reduced
Insiders Q3 2026: no purchases, 1 sale ($250.2K)

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Willis Towers Watson Public Limited Company

WTW|Financial Services|Insurance - Brokers

Current price: $310

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.2x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 1.3 avg per quarter

Institutional net breadth · Q2 2026

396 adding vs 393 reducing

Institutional ownership · Q2 2026

97.6%

707 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

5.5M

-5.2%

BLACKROCK, INC.

8.3M

+3.8%

DODGE & COX

8.0M

+10.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.2M

+1.4%

HARRIS ASSOCIATES L P

5.9M

-0.6%

ARTISAN PARTNERS LIMITED PARTNERSHIP

5.5M

+48.2%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

41 buying99 unchanged40 selling

175 funds held WTW in Q2 2026, holding 49.1M shares between them, down 3.0% on the quarter.

Largest fund holders

Columbia Funds Variable Series Trust II29.2K sh

TOUCHSTONE FUNDS GROUP TRUST25.7K sh

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST20.5K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 8

Hess Carl Aaron

$1.9M

Sale · Feb 28

Gebauer Julie Jarecke

$1.1M

Purchase · Feb 13

Clarke Lucy

$996.9K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore WTW on stockoscope.com→

Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

WTW Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

Fund Flow

10% weight

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for WTW

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

1 sale totaling $250.2K (730 shares)

Share volume is well below the historical pace (0.2x average), insiders are holding more

Buying seen in 2 of 15 quarters

Net insider flow has deteriorated over recent quarters

0.2x

Selling pace

quarter in progress, filings still arriving

0.16%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 0.8 avg per quarter

Q2 2026

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, WTW

Top 8 highest-value insider trades from the last 8 quarters

Hess Carl Aaron

CEO

Sell

6,062 shares at $308.78

≈6.3% of their stake at the time

May 8, 2025$1.87M

Gebauer Julie Jarecke

Pres.-Health, Wealth & Career

Sell

3,384 shares at $335.77

≈4.3% of their stake at the time

Feb 28, 2025$1.14M

Clarke Lucy

President of Risk & Broking

Buy

3,500 shares at $284.84

≈18.2% of their stake after buying

Feb 13, 2026$996.93K

Furman Matthew

General Counsel

Sell

3,000 shares at $304.00

≈7.3% of their stake at the time

Mar 3, 2026$912.01K

Hess Carl Aaron

CEO

Sell

2,891 shares at $309.67

≈3.2% of their stake at the time

May 8, 2025$895.26K

Gebauer Julie Jarecke

Pres.-Health, Wealth & Career

Sell

1,616 shares at $338.74

≈2.2% of their stake at the time

Mar 3, 2025$547.40K

Hess Carl Aaron

CEO

Buy

2,000 shares at $255.08

≈1.7% of their stake after buying

May 4, 2026$510.16K

Krasner Andrew Jay

CFO

Sell

1,600 shares at $315.75

≈11.8% of their stake at the time

Jun 3, 2025$505.20K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for WTW

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

97.6% institutional ownership

Balanced activity: 396 adding vs 393 reducing

13F shares increased by 1.4%, a modest change

Net breadth

396 adding vs 393 reducing

Balanced

1.01

Add / reduce ratio

in Q2 2026

-29

New − closed

80 initiated, 109 exited

8 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+396 growing-393 shrinkingNet: +3

316

284

109

New (80)

Increased (316)

Reduced (284)

Closed (109)

Top Institutional Holders, WTW

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

8.3M

$2.2B

Ownership

8.84%

+3.8%

DODGE & COX

8.0M

$2.1B

Ownership

8.54%

+10.8%

VANGUARD CAPITAL MANAGEMENT LLC

6.2M

$1.6B

Ownership

6.57%

+1.4%

HARRIS ASSOCIATES L P

5.9M

$1.5B

Ownership

6.29%

-0.6%

ARTISAN PARTNERS LIMITED PARTNERSHIP

5.5M

$1.4B

Ownership

5.89%

+48.2%

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

5.5M

$2.3B

Ownership

5.84%

-5.2%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

4.5M

$1.2B

Ownership

4.76%

+4.5%

FIRST EAGLE INVESTMENT MANAGEMENT, LLC

4.5M

$1.2B

Ownership

4.70%

+3.1%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 180 ETFs and mutual funds reporting

41 buying40 sellingNet: +1

Buying (41)

Unchanged (99)

Selling (40)

In total, funds bought 930.6K shares and sold 2.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

180 ETFs and mutual funds reporting

41 buying vs 40 selling (balanced)

Top Fund Holders, WTW

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Columbia Funds Variable Series Trust II

29.2K

Weight

0.01%

Jun 30, 2026No change

TOUCHSTONE FUNDS GROUP TRUST

25.7K

Weight

0.07%

Jun 30, 2026Decreased

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST

20.5K

Weight

0.04%

Jun 30, 2026Decreased

TOUCHSTONE STRATEGIC TRUST

18.3K

Weight

0.00%

Jun 30, 2026No change

MML SERIES INVESTMENT FUND

17.5K

Weight

0.24%

Jun 30, 2026No change

Absolute Shares Trust

8.1K

Weight

2.18%

Jun 30, 2026No change

FRANK FUNDS

7.0K

Weight

0.79%

Jun 30, 2026No change

Northern Lights Fund Trust

5.2K

Weight

0.01%

Jul 31, 2026No change

Willis Towers Watson Public Limited Company· WTW

Holdings Analysis

Insider Trading Activity

1.3Transaction History56Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings168Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History56Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings168Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights