Schear Investment Advisers’s Willis Towers Watson WTW Stock Holding History

Schear Investment Advisers’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	$859K	Buy	+2,982	New	+$942K	0.1%	120

Other funds holding WTW

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Schear Investment Advisers's WTW Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in Willis Towers Watson (WTW) in Q3 2026: 2,982 shares worth $859K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings.

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

Schear Investment Advisers held 2,982 shares of Willis Towers Watson worth $859K as of Q3 2026.
Willis Towers Watson was a new Schear Investment Advisers position in Q3 2026.
Willis Towers Watson made up 0.1% of Schear Investment Advisers's portfolio in Q3 2026, its #120 holding.
61 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.