Financials · Insurance Agents, Brokers & Service · Nasdaq · CIK 1140536 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $341.99 · Day +0.25% · Mkt cap $31.8B · P/E (FY) 21.0× · 1Y +2.3% · Off 52W high −3.1% · Vol (1Y) 29.8% Price2023-08-21 → 2026-08-21 WTW close: $201 on 2023-08-21 to $342 on 2026-08-21. Split-adj closes · 240 of 1,029 · price returnⓘ At a glance | Short interest3.8% of sh out | | Days to cover5.9d | | 13F net flow (QoQ)−4.43% | | Top-10 13F concentration58.0% | | Next report (est.)2026-10-29 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)21.0× | | Sales (TTM)$10.10B | | Earnings (TTM)$1.56B | | ROE20.2% | | Net margin16.5% | | ROIC16.5% | | Debt / equity0.79× | | EPS growth 3Y21.9% | | Sales growth 3Y3.1% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+4.4% | | 1Y+2.3% | | 3Y+76.2% | | Since incept. (ann.)+16.2% |
Total return · from 2022-07-13ⓘ Risk | Ann. volatility (1Y)29.8% | | Ann. volatility (3Y)23.8% | | Sharpe (1Y)0.24 | | Sharpe (3Y)0.92 | | Max drawdown (1Y)−30.4% | | Max drawdown (3Y)−30.4% | | Beta (3Y vs SPY)−0.02 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.9M | $2.6B | 6.21% | −1.8% | | BlackRock, Inc. | 8.1M | $2.4B | 8.58% | −4.2% | | Dodge & Cox | 7.3M | $2.1B | 7.76% | +5.9% | | VANGUARD CAPITAL MANAGEMENT LLC | 6.2M | $1.8B | 6.52% | new | | HARRIS ASSOCIATES L P | 6.0M | $1.7B | 6.36% | +7.2% | | First Eagle Investment Management, LLC | 4.3M | $1.3B | 4.59% | +2.1% | | STATE STREET CORP | 4.2M | $1.2B | 4.46% | −0.2% | | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $1.2B | 4.29% | new |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-30 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-30 | $2.43 | −26.8% | $2.47B | +9.1% | | 2026-03-31 | 2026-04-30 | $3.10 | +33.0% | $2.41B | +8.5% | | 2025-12-31 | 2026-02-03 | $7.50 | −39.0% | $2.94B | −3.3% | | 2025-09-30 | 2025-10-30 | $3.11 | — | $2.29B | −0.0% |
As-reported XBRL · next 2026-10-29 est.ⓘ Segment mixFY2025 (ended Dec 2025) Health Wealth And Career 55% · Risk And Broking 45% · Corporate 0% business · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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