Joel Greenblatt's WTW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 95,232 shares of Willis Towers Watson Public Limited Company (WTW) worth $32.9 M, representing 0.14% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in WTW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2019, adding 35,694 shares. Largest reduction occurred in Q3 2019, reducing 31,206 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Willis Towers Watson Public Limited Company (WTW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Willis Towers Watson Public Limited Company (WTW) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2017 | +6,083 | New Buy | 6,083 | $145.49 |
| Q3 2017 | -2,855 | Reduce 46.93% | 3,228 | $154.28 |
| Q4 2017 | -3,228 | Sold Out | 3,228 | $0.00 |
| Q1 2019 | +3,240 | New Buy | 3,240 | $175.62 |
| Q2 2019 | +35,694 | Add 1101.67% | 38,934 | $191.53 |
| Q3 2019 | -31,206 | Reduce 80.15% | 7,728 | $192.93 |
| Q4 2019 | -7,728 | Sold Out | 7,728 | $0.00 |
| Q2 2020 | +15,149 | New Buy | 15,149 | $196.98 |
| Q3 2020 | -15,149 | Sold Out | 15,149 | $0.00 |
| Q2 2021 | +9,955 | New Buy | 9,955 | $230.04 |
| Q3 2021 | -7,085 | Reduce 71.17% | 2,870 | $232.40 |
| Q4 2021 | +3,529 | Add 122.96% | 6,399 | $237.54 |
| Q1 2022 | -6,399 | Sold Out | 6,399 | $0.00 |
| Q2 2022 | +14,436 | New Buy | 14,436 | $197.42 |
| Q3 2022 | -3,045 | Reduce 21.09% | 11,391 | $200.95 |
| Q4 2022 | -1,820 | Reduce 15.98% | 9,571 | $244.58 |
| Q1 2023 | +24,989 | Add 261.09% | 34,560 | $232.38 |
| Q2 2023 | +7,806 | Add 22.59% | 42,366 | $235.50 |
| Q3 2023 | -19,019 | Reduce 44.89% | 23,347 | $208.96 |
| Q4 2023 | +9,803 | Add 41.99% | 33,150 | $241.20 |
| Q1 2024 | +7,534 | Add 22.73% | 40,684 | $275.00 |
| Q2 2024 | +11,541 | Add 28.37% | 52,225 | $262.14 |
| Q3 2024 | +3,765 | Add 7.21% | 55,990 | $294.53 |
| Q4 2024 | -9,410 | Reduce 16.81% | 46,580 | $313.24 |
| Q1 2025 | +6,919 | Add 14.85% | 53,499 | $337.95 |
| Q2 2025 | +20,757 | Add 38.80% | 74,256 | $306.50 |
| Q3 2025 | +20,976 | Add 28.25% | 95,232 | $345.45 |
Joel Greenblatt's Willis Towers Watson Public Limited Company Investment FAQs
Joel Greenblatt first purchased Willis Towers Watson Public Limited Company (WTW) in Q2 2017, acquiring 6,083 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Willis Towers Watson Public Limited Company (WTW) for 34 quarters since Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Willis Towers Watson Public Limited Company (WTW) was in Q2 2019, adding 38,934 shares worth $7.46 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 95,232 shares of Willis Towers Watson Public Limited Company (WTW), valued at approximately $32.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Willis Towers Watson Public Limited Company (WTW) represents approximately 0.14% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Willis Towers Watson Public Limited Company (WTW) was 95,232 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.