Polen Capital Management
WTW icon

Polen Capital Management’s Willis Towers Watson WTW Stock Holding History

Polen Capital Management’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.35M Sell
12,833
-6,543
-34% -$1.75M 0.03% 83
2026
Q1 		$5.63M Sell
19,376
-8,049
-29% -$2.47M 0.04% 56
2025
Q4 		$9.01M Sell
27,425
-192,359
-88% -$63M 0.04% 44
2025
Q3 		$75.9M Sell
219,784
-94,291
-30% -$30.5M 0.25% 34
2025
Q2 		$96.3M Sell
314,075
-52,464
-14% -$16.3M 0.3% 28
2025
Q1 		$124M Buy
366,539
+237,953
+185% +$77.6M 0.39% 29
2024
Q4 		$40.3M Buy
+128,586
New +$39.4M 0.11% 36

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management's WTW Position: Q2 2026 in Review

Polen Capital Management reduced its Willis Towers Watson (WTW) stake by 34% in Q2 2026, selling an estimated $1.75M and leaving 12,833 shares worth $3.35M. The position accounts for 0.03% of the portfolio, ranked #83.

Polen Capital Management first reported a position in WTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $124M in Q1 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Polen Capital Management held 12,833 shares of Willis Towers Watson worth $3.35M as of Q2 2026.
  • Polen Capital Management sold 6,543 Willis Towers Watson shares in Q2 2026, an estimated $1.75M.
  • Willis Towers Watson made up 0.03% of Polen Capital Management's portfolio in Q2 2026, its #83 holding.
  • Polen Capital Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 7 quarters since.
  • Polen Capital Management's Willis Towers Watson position peaked at $124M in Q1 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.