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 plc (WTW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 19,376 0.04 Reduce 29.35% 0.01 $290.70 $5,632,577 SEC
2025   Q4 27,425 0.04 Reduce 87.52% 0.22 $328.60 $9,011,880 SEC
2025   Q3 219,784 0.25 Reduce 30.02% 0.09 $345.45 $75,924,342 SEC
2025   Q2 314,075 0.30 Reduce 14.31% 0.06 $306.50 $96,263,915 SEC
2025   Q1 366,539 0.39 Add 185.05% 0.25 $337.95 $123,871,729 SEC
2024   Q4 128,586 0.11 Buy 0.11 $313.24 $40,278,152 SEC