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

Group 1 - Polen Capital's fourth-quarter 2025 investor letter indicates a challenging market environment with a 5% sell-off followed by a recovery to all-time highs, resulting in a portfolio return of -2.5% gross of fees, underperforming the MSCI All Country World Index which gained 3.3% [1] - The portfolio's software holdings did not keep pace with broader market gains despite showing revenue and earnings growth [1] - The letter highlights the exit from the position in Willis Towers Watson Public Limited Company (NASDAQ:WTW) due to concerns about the insurance industry potentially entering a "soft market" period [3] Group 2 - Willis Towers Watson Public Limited Company (NASDAQ:WTW) closed at $294.67 per share on March 09, 2026, with a one-month return of 1.69% and a 52-week loss of 9.75%, having a market capitalization of $28.214 billion [2] - At the end of the fourth quarter, 37 hedge fund portfolios held Willis Towers Watson, a decrease from 39 in the previous quarter, indicating a decline in popularity among hedge funds [4] - Mizuho maintains a bullish rating on Willis Towers Watson but suggests that certain AI stocks may offer greater upside potential and less downside risk [4]