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Millstone Evans Group’s Willis Towers Watson WTW Stock Holding History

Millstone Evans 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
Q2 		$11K Sell
42
-12
-22% -$3.21K 0.01% 579
2026
Q1 		$15.7K Sell
54
-2
-4% -$614 0.01% 511
2025
Q4 		$18.4K Hold
56
– – 0.01% 479
2025
Q3 		$19.3K Sell
56
-2
-3% -$648 0.01% 458
2025
Q2 		$17.8K Sell
58
-11
-16% -$3.41K 0.01% 461
2025
Q1 		$23.3K Buy
69
+23
+50% +$7.5K 0.02% 431
2024
Q4 		$14.4K Buy
+46
New +$14.1K 0.01% 456

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

Millstone Evans Group's WTW Position: Q2 2026 in Review

Millstone Evans Group reduced its Willis Towers Watson (WTW) stake by 22% in Q2 2026, selling an estimated $3.21K and leaving 42 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #579.

Millstone Evans Group first reported a position in WTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $23.3K in Q1 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Millstone Evans Group held 42 shares of Willis Towers Watson worth $11K as of Q2 2026.
  • Millstone Evans Group sold 12 Willis Towers Watson shares in Q2 2026, an estimated $3.21K.
  • Willis Towers Watson made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #579 holding.
  • Millstone Evans Group first reported a position in Willis Towers Watson in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Willis Towers Watson position peaked at $23.3K in Q1 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.