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Polaris Financial Partners’s Willis Towers Watson WTW Stock Holding History

Polaris Financial Partners’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 		$1K Buy
+2
New +$632 ﹤0.01% 356

Other funds holding WTW

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Polaris Financial Partners's WTW Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Willis Towers Watson (WTW) in Q3 2026: 2 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

5 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Polaris Financial Partners held 2 shares of Willis Towers Watson worth $1K as of Q3 2026.
  • Willis Towers Watson was a new Polaris Financial Partners position in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #356 holding.
  • 5 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.