Evanson Asset Management, LLC Willis Towers Watson PLC Transaction History

Evanson Asset Management, LLC

$1.57 Billion
Q3 2025

A detailed history of Evanson Asset Management, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Evanson Asset Management, LLC holds 1,176 shares of WTW stock, worth $388,573. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,176

Previous 1,576 25.38%

Holding current value

$388,573

Previous $483,000 15.94%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$301.83 - $345.45 $120,732 - $138,180	-400 Reduced 25.38%	1,176 $406,000
Q4 2024 Jan 16, 2025	SELL	$287.99 - $332.53 $66,237 - $76,481	-230 Reduced 12.74%	1,576 $491,000
Q3 2024 Oct 07, 2024	BUY	$257.34 - $294.53 $464,756 - $531,921	1,806 New	1,806 $531,000
Q1 2022 Apr 11, 2022	SELL	$216.82 - $243.39 $630,078 - $707,291	-2,906 Closed	0 $0
Q2 2021 Jul 14, 2021	SELL	$225.2 - $270.07 $90,080 - $108,028	-400 Reduced 12.1%	2,906 $668,000
Q1 2021 Apr 23, 2021	SELL	$199.23 - $234.6 $99,615 - $117,300	-500 Reduced 13.14%	3,306 $757,000
Q4 2020 Jan 22, 2021	SELL	$179.57 - $217.03 $8,080 - $9,766	-45 Reduced 1.17%	3,806 $802,000
Q3 2020 Oct 13, 2020	SELL	$194.6 - $216.17 $389,200 - $432,340	-2,000 Reduced 34.18%	3,851 $804,000
Q2 2020 Jul 13, 2020	SELL	$156.19 - $206.81 $78,095 - $103,405	-500 Reduced 7.87%	5,851 $1.15 Million
Q1 2020 Apr 24, 2020	SELL	$147.56 - $220.06 $151,986 - $226,661	-1,030 Reduced 13.95%	6,351 $1.08 Million
Q3 2019 Oct 11, 2019	SELL	$188.71 - $199.36 $94,355 - $99,680	-500 Reduced 6.34%	7,381 $1.42 Million
Q2 2019 Jul 11, 2019	SELL	$173.7 - $192.31 $173,700 - $192,310	-1,000 Reduced 11.26%	7,881 $1.51 Million
Q1 2019 Apr 09, 2019	SELL	$146.54 - $182.04 $73,270 - $91,020	-500 Reduced 5.33%	8,881 $1.56 Million
Q4 2017 Feb 05, 2018	SELL	$150.69 - $164.02 $7,534 - $8,201	-50 Reduced 0.53%	9,381 $1.41 Million
Q3 2017 Nov 14, 2017	BUY	$147.47 - $155.83 $1.39 Million - $1.47 Million	9,431	9,431 $1.46 Million

Others Institutions Holding WTW

# of Institutions

811

Shares Held

92M

Call Options Held

379K

Put Options Held

76K

View Full List

About WILLIS TOWERS WATSON PLC

Ticker WTW
Exchange NASDAQ
Sector Financial Services
Industry Insurance Brokers
Shares Outstandng 108,238,000
Market Cap $35.8B
Description
Willis Towers Watson Public Limited Company operates as an advisory, broking, and solutions company worldwide. It operates through two segments, Health, Wealth and Career; and Risk and Broking. The company offers actuarial support, plan design, and administrative services for traditional pension and retirement savings plans; plan management cons...

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Evanson Asset Management, LLC Willis Towers Watson PLC Transaction History