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Everhart Financial Group’s Willis Towers Watson WTW Stock Holding History

Everhart Financial Group’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
Q3 		$207K Buy
+717
New +$227K 0.01% 461
2026
Q1 		– Sell
-1,060
Closed -$348K – 490
2025
Q4 		$348K Buy
+1,060
New +$347K 0.03% 304

Other funds holding WTW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Everhart Financial Group's WTW Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Willis Towers Watson (WTW) in Q3 2026: 717 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #461 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in WTW as recently as Q4 2025.

Everhart Financial Group first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. The position peaked at $348K in Q4 2025. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Everhart Financial Group held 717 shares of Willis Towers Watson worth $207K as of Q3 2026.
  • Willis Towers Watson was a new Everhart Financial Group position in Q3 2026.
  • Willis Towers Watson made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #461 holding.
  • Everhart Financial Group first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • Everhart Financial Group's Willis Towers Watson position peaked at $348K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.