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Toth Financial Advisory’s Willis Towers Watson WTW Stock Holding History

Toth Financial Advisory’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 		$2.02K Buy
+7
New +$2.21K ﹤0.01% 796
2026
Q1 		– Sell
-2
Closed -$658 – 1030
2025
Q4 		$658 Buy
+2
New +$655 ﹤0.01% 801

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Toth Financial Advisory's WTW Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Willis Towers Watson (WTW) in Q3 2026: 7 shares worth $2.02K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in WTW as recently as Q4 2025.

Toth Financial Advisory first reported a position in WTW in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Toth Financial Advisory held 7 shares of Willis Towers Watson worth $2.02K as of Q3 2026.
  • Willis Towers Watson was a new Toth Financial Advisory position in Q3 2026.
  • Willis Towers Watson made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #796 holding.
  • Toth Financial Advisory first reported a position in Willis Towers Watson in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.