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 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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millstone Evans Group's WTW Position: Q1 2026 in Review

Millstone Evans Group reduced its Willis Towers Watson (WTW) stake by 3.6% in Q1 2026, selling an estimated $614 and leaving 54 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #511.

Millstone Evans Group first reported a position in WTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.3K in Q1 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Millstone Evans Group held 54 shares of Willis Towers Watson worth $15.7K as of Q1 2026.
Millstone Evans Group sold 2 Willis Towers Watson shares in Q1 2026, an estimated $614.
Willis Towers Watson made up 0.01% of Millstone Evans Group's portfolio in Q1 2026, its #511 holding.
Millstone Evans Group first reported a position in Willis Towers Watson in Q4 2024 and has held it in 6 quarters since.
Millstone Evans Group's Willis Towers Watson position peaked at $23.3K in Q1 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.