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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
Q3 		$304K Buy
1,056
+34
+3% +$10.7K ﹤0.01% 1969
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

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's WTW Position: Q3 2026 in Review

Farther Finance Advisors increased its Willis Towers Watson (WTW) stake by 3.3% in Q3 2026, buying an estimated $10.7K and bringing the position to 1,056 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Farther Finance Advisors first reported a position in WTW in Q4 2022 and has held it in 16 quarters since. The position peaked at $332K in Q3 2025. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Farther Finance Advisors held 1,056 shares of Willis Towers Watson worth $304K as of Q3 2026.
  • Farther Finance Advisors bought 34 Willis Towers Watson shares in Q3 2026, an estimated $10.7K.
  • Willis Towers Watson made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1969 holding.
  • Farther Finance Advisors first reported a position in Willis Towers Watson in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Willis Towers Watson position peaked at $332K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.