A detailed history of Summit Trail Advisors, LLC transactions in Willis Towers Watson PLC stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 1,139 shares of WTW stock, worth $298,577. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,139
Previous 857 32.91%
Holding current value
$298,577
Previous $206,000 51.94%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$238.87 - $277.57 $67,361 - $78,274
282 Added 32.91%
1,139 $313,000
Q4 2023

Feb 06, 2024

BUY
$203.53 - $247.6 $174,425 - $212,193
857 New
857 $206,000
Q2 2022

Aug 09, 2022

BUY
$190.83 - $242.73 $218,500 - $277,925
1,145 New
1,145 $227,000
Q1 2019

May 16, 2019

SELL
$146.54 - $182.04 $934,778 - $1.16 Million
-6,379 Closed
0 $0
Q4 2018

Feb 13, 2019

SELL
$134.84 - $161.14 $24,136 - $28,844
-179 Reduced 2.73%
6,379 $969,000
Q3 2018

Nov 14, 2018

BUY
$140.79 - $163.04 $25,201 - $29,184
179 Added 2.81%
6,558 $924,000
Q2 2018

Aug 10, 2018

SELL
$146.0 - $158.13 $5.77 Million - $6.25 Million
-39,529 Reduced 86.1%
6,379 $967,000
Q1 2018

May 21, 2018

BUY
$146.99 - $164.14 $6.71 Million - $7.49 Million
45,634 Added 16654.74%
45,908 $46,000
Q4 2017

Feb 14, 2018

BUY
$150.69 - $164.02 $41,289 - $44,941
274
274 $44,000

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 $28.4B
  • 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
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.