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Willis Towers Watson shares owned by Legacy Financial Advisors

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

Historical chart of Legacy Financial Advisors investment in Willis Towers Watson

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

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Quarterly reported holdings in Willis Towers Watson by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 3.3k 345.42
2025-06-30 $903k 2.9k 306.46
2019-03-31 $50k 284 176.06
2018-12-31 $32k 212 150.94
2018-09-30 $27k 192 140.62
2018-06-30 $30k 192 156.25
2018-03-31 $28k 192 145.83
2017-12-31 $28k 192 145.83