A detailed history of Optimize Financial Inc transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Optimize Financial Inc holds 1,368 shares of WTW stock, worth $440,673. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,368
Previous 1,118 22.36%
Holding current value
$440,673
Previous $343 Million 37.91%
% of portfolio
0.25%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$301.83 - $345.45 $75,457 - $86,362
250 Added 22.36%
1,368 $473 Million
Q2 2025

Aug 13, 2025

SELL
$295.96 - $337.43 $2,367 - $2,699
-8 Reduced 0.71%
1,118 $343 Million
Q1 2025

May 16, 2025

BUY
$306.61 - $340.78 $345,242 - $383,718
1,126 New
1,126 $381 Million
Q4 2024

Feb 13, 2025

BUY
$287.99 - $332.53 $330,900 - $382,076
1,149 New
1,149 $360 Million

Others Institutions Holding WTW

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...
More about WTW
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