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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
2024-03-31 $1.0M 3.7k 275.02
2023-12-31 $600k 2.5k 241.18

More positions owned by Monument Group Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Willis Towers Watson SHS (WTW)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Microsoft Corporation (MSFT)

View all positions for Monument Group Wealth Advisors

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