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Willis Towers Watson shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors investment in Willis Towers Watson

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

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Quarterly reported holdings in Willis Towers Watson by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $118k 405 290.70
2025-12-31 $42k 127 328.60
2025-09-30 $44k 127 345.45
2025-06-30 $47k 154 306.50
2025-03-31 $52k 154 337.95
2024-12-31 $48k 154 313.24
2024-09-30 $45k 154 294.53
2024-06-30 $40k 154 262.14
2024-03-31 $42k 154 275.00
2023-12-31 $40k 167 241.20
2023-09-30 $32k 154 208.96
2023-06-30 $36k 154 235.50
2023-03-31 $30k 127 232.38
2022-12-31 $34k 139 244.58
2022-09-30 $28k 139 200.94
2022-06-30 $27k 139 194.24
2022-03-31 $33k 139 237.41
2021-12-31 $33k 139 237.49
2021-09-30 $32k 139 232.46
2021-06-30 $32k 139 230.02
2021-03-31 $43k 189 228.88
2020-12-31 $29k 139 208.63
2020-09-30 $27k 127 208.82
2020-06-30 $25k 485 51.55
2020-03-31 $73k 427 169.85
2019-12-31 $86k 427 201.94
2019-09-30 $82k 427 192.04
2019-06-30 $82k 427 191.54
2019-03-31 $75k 427 175.65
2018-12-31 $64k 427 149.88
2018-09-30 $60k 427 140.52
2016-06-30 $215k 1.7k 124.13
2016-03-31 $206k 1.7k 118.94