Evelyn Partners Investment Management LLP
Position in WTW — Willis Towers Watson PLC
CIK 2065206
London, X0
Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$771,227
-$21,356 QoQ
Shares Held
2,653
+10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $3,909,900 across 4 Insurance Brokers names. WTW ranks #2 (19.7% of the industry book) .
All Filings in WTW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $771,227 | 2,653 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $792,583 | 2,412 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $833,225 | 2,412 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $739,278 | 2,412 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $815,135 | 2,412 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $755,534 | 2,412 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||