Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Willis Towers Watson Public Ltd. Co. (WTW)
← All WTW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 19,376 0.04 Reduce 29.35% 0.01 $275.60–344.99 · VW $307.46i $5,632,577 SEC
2025   Q4 27,425 0.04 Reduce 87.52% 0.22 $308.22–352.79 · VW $323.80i $9,011,880 SEC
2025   Q3 219,784 0.25 Reduce 30.02% 0.09 $298.43–346.27 · VW $323.82i $75,924,342 SEC
2025   Q2 314,075 0.30 Reduce 14.31% 0.06 $292.97–340.96 · VW $310.70i $96,263,915 SEC
2025   Q1 366,539 0.39 Add 185.05% 0.25 $303.15–344.14 · VW $328.32i $123,871,729 SEC
2024   Q4 128,586 0.11 Buy 0.11 $286.35–334.99 · VW $311.15i $40,278,152 SEC
Price snapshot:
Current price$295.55
Avg. buy price$329.28
+/- since buy-10.24%
52-week low$239.74
52-week high$349.38