Evanson Asset Management’s Willis Towers Watson WTW Stock Holding History

Evanson Asset Management’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$342K	Sell	1,176 -19	-2%	-$5.83K	0.02%	238
2025 Q4	$393K	Buy	1,195 +19	+2%	+$6.22K	0.02%	229
2025 Q3	$406K	Sell	1,176 -400	-25%	-$130K	0.02%	224
2025 Q2	$483K	Hold	1,576	–	–	0.03%	206
2025 Q1	$533K	Hold	1,576	–	–	0.04%	171
2024 Q4	$494K	Sell	1,576 -230	-13%	-$70.5K	0.03%	178
2024 Q3	$532K	Buy	+1,806	New	+$505K	0.04%	169
2022 Q1	–	Sell	-2,906	Closed	-$690K	–	309
2021 Q4	$690K	Hold	2,906	–	–	0.06%	141
2021 Q3	$675K	Hold	2,906	–	–	0.07%	138
2021 Q2	$668K	Sell	2,906 -400	-12%	-$99.5K	0.07%	139
2021 Q1	$757K	Sell	3,306 -500	-13%	-$109K	0.11%	119
2020 Q4	$802K	Sell	3,806 -45	-1%	-$9.27K	0.13%	98
2020 Q3	$804K	Sell	3,851 -2,000	-34%	-$408K	0.15%	88
2020 Q2	$1.15M	Sell	5,851 -500	-8%	-$95.7K	0.23%	64
2020 Q1	$1.08M	Sell	6,351 -1,030	-14%	-$203K	0.26%	60
2019 Q4	$1.49M	Hold	7,381	–	–	0.29%	58
2019 Q3	$1.42M	Sell	7,381 -500	-6%	-$97.7K	0.29%	58
2019 Q2	$1.51M	Sell	7,881 -1,000	-11%	-$181K	0.31%	56
2019 Q1	$1.56M	Sell	8,881 -500	-5%	-$83K	0.32%	51
2018 Q4	$1.43M	Hold	9,381	–	–	0.33%	56
2018 Q3	$1.32M	Hold	9,381	–	–	0.27%	59
2018 Q2	$1.42M	Hold	9,381	–	–	0.28%	59
2018 Q1	$1.43M	Hold	9,381	–	–	0.29%	57
2017 Q4	$1.41M	Sell	9,381 -50	-0.5%	-$7.9K	0.29%	60
2017 Q3	$1.46M	Hold	9,431	–	–	0.31%	55
2017 Q2	$1.37M	Sell	9,431 -1,000	-10%	-$140K	0.32%	58
2017 Q1	$1.36M	Hold	10,431	–	–	0.34%	56
2016 Q4	$1.28M	Hold	10,431	–	–	0.36%	54
2016 Q3	$1.39M	Sell	10,431 -1,596	-13%	-$199K	0.39%	48
2016 Q2	$1.5M	Buy	12,027 +46	+0.4%	+$5.68K	0.45%	44
2016 Q1	$1.42M	Buy	+11,981	New	+$1.38M	0.49%	42

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evanson Asset Management's WTW Position: Q1 2026 in Review

Evanson Asset Management reduced its Willis Towers Watson (WTW) stake by 1.6% in Q1 2026, selling an estimated $5.83K and leaving 1,176 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #238.

Evanson Asset Management first reported a position in WTW in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.56M in Q1 2019. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Evanson Asset Management held 1,176 shares of Willis Towers Watson worth $342K as of Q1 2026.
Evanson Asset Management sold 19 Willis Towers Watson shares in Q1 2026, an estimated $5.83K.
Willis Towers Watson made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #238 holding.
Evanson Asset Management first reported a position in Willis Towers Watson in Q1 2016 and has held it in 31 quarters since.
Evanson Asset Management's Willis Towers Watson position peaked at $1.56M in Q1 2019.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.