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Evelyn Partners’s Willis Towers Watson WTW Stock Holding History

Evelyn Partners’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
Q2 		$630K Buy
+2,412
New +$645K ﹤0.01% 201

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Massachusetts Financial Services
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BlackRock
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evelyn Partners's WTW Position: Q2 2026 in Review

Evelyn Partners opened a new position in Willis Towers Watson (WTW) in Q2 2026: 2,412 shares worth $630K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings.

655 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Evelyn Partners held 2,412 shares of Willis Towers Watson worth $630K as of Q2 2026.
  • Willis Towers Watson was a new Evelyn Partners position in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #201 holding.
  • 655 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.