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Evelyn Partners Investment Management’s Willis Towers Watson WTW Stock Holding History

Evelyn Partners Investment 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 		$771K Buy
2,653
+241
+10% +$73.9K 0.02% 138
2025
Q4 		$793K Hold
2,412
– – 0.02% 142
2025
Q3 		$833K Hold
2,412
– – 0.02% 141
2025
Q2 		$739K Hold
2,412
– – 0.02% 143
2025
Q1 		$815K Hold
2,412
– – 0.03% 134
2024
Q4 		$756K Buy
+2,412
New +$740K 0.02% 137

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn Partners Investment Management's WTW Position: Q1 2026 in Review

Evelyn Partners Investment Management increased its Willis Towers Watson (WTW) stake by 10% in Q1 2026, buying an estimated $73.9K and bringing the position to 2,653 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #138.

Evelyn Partners Investment Management first reported a position in WTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $833K in Q3 2025. 718 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Evelyn Partners Investment Management held 2,653 shares of Willis Towers Watson worth $771K as of Q1 2026.
  • Evelyn Partners Investment Management bought 241 Willis Towers Watson shares in Q1 2026, an estimated $73.9K.
  • Willis Towers Watson made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #138 holding.
  • Evelyn Partners Investment Management first reported a position in Willis Towers Watson in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Willis Towers Watson position peaked at $833K in Q3 2025.
  • 718 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.