Montag A & Associates Inc Willis Towers Watson PLC Transaction History

Montag A & Associates Inc

$2.14 Billion
Q3 2025

A detailed history of Montag A & Associates Inc transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Montag A & Associates Inc holds 8,812 shares of WTW stock, worth $2.84 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,812

Previous 8,536 3.23%

Holding current value

$2.84 Million

Previous $2.62 Million 16.36%

% of portfolio

0.14%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$301.83 - $345.45 $83,305 - $95,344	276 Added 3.23%	8,812 $3.04 Million
Q2 2025 Aug 07, 2025	SELL	$295.96 - $337.43 $133,773 - $152,518	-452 Reduced 5.03%	8,536 $2.62 Million
Q3 2024 Nov 05, 2024	SELL	$257.34 - $294.53 $5,661 - $6,479	-22 Reduced 0.24%	8,988 $2.65 Million
Q2 2024 Jul 31, 2024	SELL	$249.68 - $273.44 $37,701 - $41,289	-151 Reduced 1.65%	9,010 $2.36 Million
Q1 2024 May 07, 2024	SELL	$238.87 - $277.57 $1,433 - $1,665	-6 Reduced 0.07%	9,161 $2.52 Million

Q4 2023 Feb 07, 2024	SELL	$203.53 - $247.6 $23,405 - $28,474	-115 Reduced 1.24%	9,167 $2.21 Million
Q3 2023 Nov 09, 2023	SELL	$196.4 - $235.08 $48,510 - $58,064	-247 Reduced 2.59%	9,282 $1.94 Million
Q2 2023 Aug 09, 2023	SELL	$218.85 - $241.49 $71,126 - $78,484	-325 Reduced 3.3%	9,529 $2.24 Million
Q2 2022 Aug 10, 2022	SELL	$190.83 - $242.73 $95,224 - $121,122	-499 Reduced 4.82%	9,854 $1.95 Million
Q1 2022 May 02, 2022	SELL	$216.82 - $243.39 $430,821 - $483,615	-1,987 Reduced 16.1%	10,353 $2.45 Million
Q4 2021 Feb 09, 2022	SELL	$225.84 - $248.52 $148,828 - $163,774	-659 Reduced 5.07%	12,340 $2.93 Million
Q3 2021 Nov 08, 2021	SELL	$201.6 - $236.75 $153,619 - $180,403	-762 Reduced 5.54%	12,999 $3.02 Million
Q2 2021 Aug 03, 2021	SELL	$225.2 - $270.07 $102,691 - $123,151	-456 Reduced 3.21%	13,761 $3.17 Million
Q1 2021 May 14, 2021	SELL	$199.23 - $234.6 $200,226 - $235,773	-1,005 Reduced 6.6%	14,217 $3.25 Million
Q4 2020 Feb 12, 2021	BUY	$179.57 - $217.03 $20,470 - $24,741	114 Added 0.75%	15,222 $3.21 Million
Q2 2020 Aug 04, 2020	SELL	$156.19 - $206.81 $25,771 - $34,123	-165 Reduced 1.08%	15,108 $2.98 Million
Q1 2020 May 06, 2020	SELL	$147.56 - $220.06 $33,348 - $49,733	-226 Reduced 1.46%	15,273 $2.59 Million
Q4 2019 Feb 05, 2020	SELL	$183.38 - $205.64 $117,546 - $131,815	-641 Reduced 3.97%	15,499 $3.13 Million
Q1 2019 May 01, 2019	SELL	$146.54 - $182.04 $66,382 - $82,464	-453 Reduced 2.73%	16,140 $2.84 Million
Q1 2018 May 07, 2018	SELL	$146.99 - $164.14 $180,209 - $201,235	-1,226 Reduced 6.88%	16,593 $2.53 Million
Q4 2017 Feb 09, 2018	SELL	$150.69 - $164.02 $42,645 - $46,417	-283 Reduced 1.56%	17,819 $2.69 Million
Q3 2017 Nov 06, 2017	BUY	$147.47 - $155.83 $2.67 Million - $2.82 Million	18,102	18,102 $2.79 Million

Others Institutions Holding WTW

# of Institutions

807

Shares Held

90M

Call Options Held

104K

Put Options Held

122K

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 $34.9B
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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Montag A & Associates Inc Willis Towers Watson PLC Transaction History