Here’s Why Polen Global Growth Strategy Sold Its Stake in Willis Towers Watson Public Limited Company (WTW)

2 hours ago 1

Soumya Eswaran

Tue, March 10, 2026 astatine 8:13 AM CDT 3 min read

Polen Capital, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Polen Global Growth Strategy”. A transcript of the missive tin beryllium downloaded here. The 4th fourth of 2025 seemed to beryllium similar the full year. The banal marketplace experienced a terrible 5% sell-off successful the 4th fourth but rapidly recovered to all-time highs, mirroring the V-shaped betterment from April lows. In this environment, the Fund’s quality-heavy portfolio faced comparative show headwinds. The portfolio’s bundle holdings trailed the broader marketplace gains contempt gross and net growth. The Portfolio returned -2.5% gross of fees (-2.7% nett of fees) successful Q4 2025, lagging 3.3% summation for the MSCI All Country World Index (the “Index”). Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Polen Global Growth Strategy highlighted stocks similar Willis Towers Watson Public Limited Company (NASDAQ:WTW). Willis Towers Watson Public Limited Company (NASDAQ:WTW) is simply a London-based advisory, broking, and solutions institution that operates done Health, Wealth & Career, and Risk & Broking segments. On March 09, 2026, Willis Towers Watson Public Limited Company (NASDAQ:WTW) banal closed astatine $294.67 per share. One-month instrumentality of Willis Towers Watson Public Limited Company (NASDAQ:WTW) was 1.69%, and its shares mislaid 9.75% implicit the past 52 weeks. Willis Towers Watson Public Limited Company (NASDAQ:WTW) has a marketplace capitalization of $28.214 billion.

Polen Global Growth Strategy stated the pursuing regarding Willis Towers Watson Public Limited Company (NASDAQ:WTW) successful its 4th fourth 2025 capitalist letter:

"Additionally, we exited our presumption successful Willis Towers Watson Public Limited Company (NASDAQ:WTW). While we judge the institution is performing good from an operational standpoint, we couldn’t warrant owning 2 security brokers with the anticipation of the security manufacture entering a "soft market" play for the adjacent fewer years. Should our presumption connected the manufacture crook much affirmative we tin adhd to our existent presumption successful Aon, the marketplace person and a institution that has historically navigated softer marketplace periods well."

Mizuho Adjusts Willis Towers Watson (WTW) Target While Keeping Bullish Rating

Willis Towers Watson Public Limited Company (NASDAQ:WTW) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 37 hedge money portfolios held Willis Towers Watson Public Limited Company (NASDAQ:WTW) astatine the extremity of the 4th quarter, compared to 39 successful the erstwhile quarter. While we admit the imaginable of Willis Towers Watson Public Limited Company (NASDAQ:WTW) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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