§ INSURANCE
USD · Insurance

WTW

WILLIS TOWERS WATSON PLC
· USDSector · InsuranceMarket cap · $27374.82TBeta · 0.59
LAST · MARKET CLOSE
341.15
+5.69 ▲ 1.70%PREV CLOSE · $335.46
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 335.46HIGH 342.76LOW 333.98VOL 0AVG VOL 52W 275.60 — 352.79
EVENTSAUG 12 · FA SELL
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

WTW reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
341 increased/new, 281 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$250K
1 txn · 90d
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E17.3P/S
EV/EBITDAP/B3.94
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend1.11%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for WTW. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Dodge & Cox7.3M1.2%+6%
VANGUARD CAPITAL MANAGEMENT LLC6.2M0.0%
VANGUARD CAPITAL MANAGEMENT LLC6.2M0.0%
HARRIS ASSOCIATES L P5.9M2.3%+7%
State Street4.2M0.0%−0%
First Eagle Investment Management, LLC4.2M0.9%+104%
AC INTELLIGENCE

Top institutional owners for WTW as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER31.2% · 544 holders
DEEP VALUE23.5% · 5 holders
QUALITY / COMPOUNDER21.8% · 41 holders
PASSIVE / INDEX15.6% · 11 holders
DEALER / BANK12.2% · 62 holders
INCOME / DEFENSIVE1.9% · 40 holders
TACTICAL / MACRO1.0% · 4 holders
SYSTEMATIC / QUANT0.9% · 13 holders
GROWTH / MOMENTUM0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
AUG 12Faber AlexisSELL730−$250K
MAY 06Clarke LucyBUY2K+$499K
MAY 05Hess Carl AaronBUY2K+$510K
MAR 05Furman MatthewSELL3K−$912K
FEB 17Clarke LucyBUY4K+$997K
FEB 13Hammond Michael P.BUY241+$67K
AC INTELLIGENCE

4 insider buys, 2 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES

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