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
Tip: Access up to 7 years of quarterly data
All positions including Willis Towers Watson held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |