Evelyn Partners Group Ltd’s Willis Towers Watson WTW Stock Holding History

Evelyn Partners Group Ltd’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	$630K	Buy	+2,412	New	+$645K	﹤0.01%	201

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Evelyn Partners Group Ltd's WTW Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Willis Towers Watson (WTW) in Q2 2026: 2,412 shares worth $630K. The stake represents ﹤0.01% of the portfolio and ranks #201 among its holdings.

346 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Evelyn Partners Group Ltd held 2,412 shares of Willis Towers Watson worth $630K as of Q2 2026.
Willis Towers Watson was a new Evelyn Partners Group Ltd position in Q2 2026.
Willis Towers Watson made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #201 holding.
346 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.