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Joel Greenblatt’s WTW Holdings & Trades

First Buy
Q2 2017
Duration Held
28 Quarters
Largest Add
Q2 2019
+35,694 Shares
Current Position
111,958 Shares
$36.79 M Value

Joel Greenblatt's WTW Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 111,958 shares of Willis Towers Watson Public Limited Company (WTW) worth $36.79 M, representing 0.13% of the portfolio. First purchased in 2017-Q2, this long-term strategic position has been held for 28 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +16,726 Add 17.56% 111,958 $328.60
Q3 2025 +20,976 Add 28.25% 95,232 $345.45
Q2 2025 +20,757 Add 38.80% 74,256 $306.50
Q1 2025 +6,919 Add 14.85% 53,499 $337.95
Q4 2024 -9,410 Reduce 16.81% 46,580 $313.24
Q3 2024 +3,765 Add 7.21% 55,990 $294.53
Q2 2024 +11,541 Add 28.37% 52,225 $262.14
Q1 2024 +7,534 Add 22.73% 40,684 $275.00
Q4 2023 +9,803 Add 41.99% 33,150 $241.20
Q3 2023 -19,019 Reduce 44.89% 23,347 $208.96
Q2 2023 +7,806 Add 22.59% 42,366 $235.50
Q1 2023 +24,989 Add 261.09% 34,560 $232.38
Q4 2022 -1,820 Reduce 15.98% 9,571 $244.58
Q3 2022 -3,045 Reduce 21.09% 11,391 $200.95
Q2 2022 +14,436 New Buy 14,436 $197.42
Q1 2022 -6,399 Sold Out 0 $0.00
Q4 2021 +3,529 Add 122.96% 6,399 $237.54
Q3 2021 -7,085 Reduce 71.17% 2,870 $232.40
Q2 2021 +9,955 New Buy 9,955 $230.04
Q3 2020 -15,149 Sold Out 0 $0.00
Q2 2020 +15,149 New Buy 15,149 $196.98
Q4 2019 -7,728 Sold Out 0 $0.00
Q3 2019 -31,206 Reduce 80.15% 7,728 $192.93
Q2 2019 +35,694 Add 1101.67% 38,934 $191.53
Q1 2019 +3,240 New Buy 3,240 $175.62
Q4 2017 -3,228 Sold Out 0 $0.00
Q3 2017 -2,855 Reduce 46.93% 3,228 $154.28
Q2 2017 +6,083 New Buy 6,083 $145.49

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 28 quarters since Q2 2017.

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.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 111,958 shares of Willis Towers Watson Public Limited Company (WTW), valued at approximately $36.79 M.

As of the Q4 2025 filing, Willis Towers Watson Public Limited Company (WTW) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Willis Towers Watson Public Limited Company (WTW) was 111,958 shares, as reported at the end of Q4 2025.