Burns Wealth Management »

Willis Towers Watson shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Willis Towers Watson (WTW) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Willis Towers Watson

Tip: Access up to 7 years of quarterly data

All positions including Willis Towers Watson held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Willis Towers Watson by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $12M 58k 208.96
2023-06-30 $8.6M 37k 235.50
2023-03-31 $8.4M 36k 232.38
2022-12-31 $8.9M 36k 244.58

More positions owned by Burns Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Value Etf (VTV)
Amazon (AMZN)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
UnitedHealth (UNH)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Activision Blizzard
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)

View all positions for Burns Wealth Management

Top funds holding Willis Towers Watson

Vanguard Group
Massachusetts Financial Services
First Eagle Investment Management
Artisan Partners Limited Partnership
Harris Associates L.P
Victory Capital Management
Bank of New York Mellon
Norges Bank Investment Management
Barrow, Hanley, Mewhinney & Strauss
Altrinsic Global Advisors
Legal & General Group
Abrams Capital Management
Southpoint Capital Advisors
Alliancebernstein
Clarkston Capital Partners

View all funds holding Willis Towers Watson