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Farther Finance Advisors’s Willis Towers Watson WTW Stock Holding History

Farther Finance Advisors’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 		$268K Buy
1,022
+68
+7% +$18.2K ﹤0.01% 2026
2026
Q1 		$274K Buy
954
+262
+38% +$80.4K ﹤0.01% 1790
2025
Q4 		$227K Sell
692
-270
-28% -$88.4K ﹤0.01% 1827
2025
Q3 		$332K Buy
962
+502
+109% +$163K 0.01% 1326
2025
Q2 		$141K Sell
460
-31
-6% -$9.61K ﹤0.01% 1577
2025
Q1 		$165K Buy
491
+167
+52% +$54.4K ﹤0.01% 1307
2024
Q4 		$102K Buy
324
+87
+37% +$26.7K ﹤0.01% 1308
2024
Q3 		$69.9K Buy
237
+43
+22% +$12K ﹤0.01% 1471
2024
Q2 		$50.4K Buy
194
+24
+14% +$6.2K ﹤0.01% 1414
2024
Q1 		$46.4K Buy
170
+22
+15% +$5.79K ﹤0.01% 1217
2023
Q4 		$35.7K Buy
148
+11
+8% +$2.54K ﹤0.01% 1149
2023
Q3 		$28.6K Buy
137
+41
+43% +$8.75K ﹤0.01% 981
2023
Q2 		$22.6K Buy
96
+15
+19% +$3.46K ﹤0.01% 958
2023
Q1 		$18.8K Sell
81
-70
-46% -$16.9K 0.01% 926
2022
Q4 		$36.9K Buy
+151
New +$34.5K 0.01% 561

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $60.8B AUM 26.63% 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

Farther Finance Advisors's WTW Position: Q2 2026 in Review

Farther Finance Advisors increased its Willis Towers Watson (WTW) stake by 7.1% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,022 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #2026.

Farther Finance Advisors first reported a position in WTW in Q4 2022 and has held it in 15 quarters since. The position peaked at $332K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Farther Finance Advisors held 1,022 shares of Willis Towers Watson worth $268K as of Q2 2026.
  • Farther Finance Advisors bought 68 Willis Towers Watson shares in Q2 2026, an estimated $18.2K.
  • Willis Towers Watson made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2026 holding.
  • Farther Finance Advisors first reported a position in Willis Towers Watson in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Willis Towers Watson position peaked at $332K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.