Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Willis Towers Watson plc Ltd (WTW)

712 + Investors. Track Smart Money conviction in WTW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -27
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — WTW

Based on 718 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WTW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
718 hedge funds hold WTW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding WTW is almost the same as a year ago (-26 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

338 buying406 selling
Last quarter: 406 funds reduced or exited vs 338 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 83 → 91 → 121 → 99. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 16% new
461 out of 718 hedge funds have held WTW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

115 → 83 → 91 → 121 → 99 new funds/Q
New funds entering each quarter: 83 → 91 → 121 → 99. A growing number of institutions are discovering WTW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 728 holders: 494 (68%) are 2+ year veterans, 79 entered 1–2 years ago, and 155 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
67 of 716 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in WTW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WTW

In 2026 Q1, 338 hedge funds were net buyers of WTW (99 opened a new position, 239 added to an existing one), while 406 reduced or exited (280 trimmed, 126 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 60% of total institutional value in WTW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -27 funds (more exits than new entries). Total institutional holders: 718.

Hedge Fund Ownership: WTW

How many hedge funds hold WTW — quarterly history vs. share price
Quarterly hedge fund ownership of WTW vs. share price

Market Analysis: WTW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTW

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Willis Towers Watson plc Ltd (WTW) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WTW has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
WTW
+26.9%
XLF
+8.5%

WTW outperformed XLF by +18.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
WTW
+0.0%
XLF
+0.0%

Since the filing became public, WTW outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 3 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: WTW
2026 Q2 Stats Unlock in 3 days 712 + Investors

Track Smart Money conviction in WTW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 712 744 -4.3%
13F Shares 90M 93M -3.38%
Total Value $26.09B $30.35B -14.04%
New Positions 96 121 -25
Increased Positions 236 218 +18
Closed Positions 128 88 +40
Reduced Positions 276 283 -7
Total Calls 6 6 -
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: WTW

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

712 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WTW. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 WTW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Westport Asset Management Inc 7.39% 69,234 $18.1M
2 Cortland Associates Inc/Mo 6.59% 174,446 $45.6M
3 Altrinsic Global Advisors LLC 5.73% 596,575 $155.9M
4 Abrams Capital Management, L.P. 3.44% 720,779 $188.4M
5 Artisan Partners Limited Partnership 2.30% 5,541,048 $1.45B
6 Harris Associates L P 2.05% 5,908,033 $1.54B
7 First Eagle Investment Management, LLC 1.95% 4,475,860 $1.17B
8 Crawford Investment Counsel Inc 1.43% 329,438 $86.1M
9 Prana Capital Management, LP 1.37% 172,242 $45.0M
10 South Shore Capital Advisors 1.36% 7,773 $2.0M
11 Foyston, Gordon & Payne Inc 1.28% 22,772 $6.0M
12 New South Capital Management Inc 1.12% 97,401 $25.5M
13 Dodge & Cox 1.10% 8,025,392 $2.10B
14 Figure 8 Investment Strategies LLC 1.09% 4,944 $1.3M
15 River Road Asset Management, LLC 1.08% 371,893 $97.2M
16 Timber Creek Capital Management LLC 1.05% 19,692 $5.1M
17 Murphy Pohlad Asset Management LLC 0.98% 10,765 $2.8M
18 Louisbourg Investments INC. 0.92% 24,991 $5.0M
19 Marathon Capital Management 0.87% 16,415 $4.3M
20 Calder Financial LLC 0.74% 2,991 $782K
21 Cidel Asset Management Inc 0.73% 58,359 $15.3M
22 Massachusetts Financial Services Co /Ma/ 0.72% 5,491,383 $2.26B
23 Brandes Investment Partners, LP 0.56% 307,861 $80.5M
24 Stance Capital LLC 0.52% 6,534 $1.7M
25 Sone Capital Management, LLC 0.51% 25,646 $6.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Willis Towers Watson plc Ltd (WTW)

What does the Smart Money Trend signal show for WTW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WTW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WTW?

More sellers than buyers — 45% buying: Last quarter: 406 funds reduced or exited vs 338 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WTW holders?

Elite ownership — 60% AUM from top-100 funds: 67 of 716 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in WTW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WTW?

64% of holders stayed for 2+ years: 461 out of 718 hedge funds have held WTW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Willis Towers Watson plc Ltd (WTW) following the 2026 Q2 hedge fund 13F filings?

As of today, WTW has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), WTW has gained +26.9% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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