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Willis Towers Watson shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in Willis Towers Watson

Tip: Access up to 7 years of quarterly data

All positions including Willis Towers Watson held by Monument Group 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $559k 1.8k 313.28
2024-09-30 $698k 2.4k 294.56
2024-06-30 $791k 3.0k 262.16
2024-03-31 $1.0M 3.7k 275.02
2023-12-31 $600k 2.5k 241.18

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Small-cap Etf Etf (VB)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Vanguard Short-term Bond Etf Etf (BSV)
Avantis U.s. Equity Etf Etf (AVUS)
Coca Cola Stock (KO)

View all positions for Monument Group Wealth Advisors

Top funds holding Willis Towers Watson

Vanguard Group
BlackRock
Mizuho Securities USA
Massachusetts Financial Services
First Eagle Investment Management
State Street Corporation
Harris Associates L.P
Artisan Partners Limited Partnership
Geode Capital Management
FMR
Victory Capital Management
Invesco
Baupost Group
T. Rowe Price Investment Management
Bank of New York Mellon

View all funds holding Willis Towers Watson