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Willis Towers Watson shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail Advisors investment in Willis Towers Watson

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

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Quarterly reported holdings in Willis Towers Watson by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 9.0k 329.52
2025-09-30 $3.1M 9.1k 346.37
2025-06-30 $2.8M 9.0k 307.42
2025-03-31 $428k 1.3k 338.87
2024-12-31 $264k 840 314.12
2024-03-31 $314k 1.1k 275.88
2023-12-31 $207k 857 242.04
2022-06-30 $227k 1.1k 198.25
2018-12-31 $969k 6.4k 151.90
2018-09-30 $924k 6.6k 140.90
2018-06-30 $967k 6.4k 151.59
2018-03-31 $46k 46k 1.00
2017-12-31 $44k 274 160.58