Bank of Montreal’s Willis Towers Watson WTW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244M | Buy |
933,387
+36,368
| +4% | +$9.73M | 0.08% | 191 |
|
|
2026
Q1 | $261M | Sell |
897,019
-44,618
| -5% | -$13.7M | 0.1% | 174 |
|
|
2025
Q4 | $309M | Buy |
941,637
+817,301
| +657% | +$268M | 0.11% | 148 |
|
|
2025
Q3 | $43M | Sell |
124,336
-36,849
| -23% | -$11.9M | 0.02% | 540 |
|
|
2025
Q2 | $49.4M | Buy |
161,185
+16,014
| +11% | +$4.97M | 0.02% | 435 |
|
|
2025
Q1 | $49.1M | Sell |
145,171
-2,386
| -2% | -$778K | 0.02% | 434 |
|
|
2024
Q4 | $46.2M | Sell |
147,557
-53,805
| -27% | -$16.5M | 0.02% | 479 |
|
|
2024
Q3 | $59M | Sell |
201,362
-21,403
| -10% | -$5.99M | 0.03% | 421 |
|
|
2024
Q2 | $59.4M | Buy |
222,765
+94,599
| +74% | +$24.4M | 0.02% | 416 |
|
|
2024
Q1 | $35.4M | Sell |
128,166
-33,540
| -21% | -$8.82M | 0.01% | 547 |
|
|
2023
Q4 | $39.1M | Buy |
161,706
+50,579
| +46% | +$11.7M | 0.01% | 561 |
|
|
2023
Q3 | $22.8M | Buy |
111,127
+2,870
| +3% | +$612K | 0.01% | 677 |
|
|
2023
Q2 | $25.6M | Sell |
108,257
-6,474
| -6% | -$1.49M | 0.01% | 642 |
|
|
2023
Q1 | $26.7M | Sell |
114,731
-5,329
| -4% | -$1.29M | 0.01% | 581 |
|
|
2022
Q4 | $29.4M | Buy |
120,060
+11,409
| +11% | +$2.61M | 0.01% | 567 |
|
|
2022
Q3 | $22.2K | Buy |
108,651
+322
| +0.3% | +$66.4K | 0.01% | 645 |
|
|
2022
Q2 | $22.2K | Sell |
108,329
-9,459
| -8% | -$2.03M | 0.01% | 719 |
|
|
2022
Q1 | $28.3M | Sell |
117,788
-153,739
| -57% | -$35.2M | 0.01% | 662 |
|
|
2021
Q4 | $64.7M | Buy |
271,527
+98,804
| +57% | +$23.4M | 0.03% | 359 |
|
|
2021
Q3 | $39.6M | Sell |
172,723
-100,694
| -37% | -$22.4M | 0.02% | 633 |
|
|
2021
Q2 | $63.6M | Buy |
273,417
+27,603
| +11% | +$6.86M | 0.03% | 434 |
|
|
2021
Q1 | $58.3M | Sell |
245,814
-32,367
| -12% | -$7.05M | 0.04% | 373 |
|
|
2020
Q4 | $55.4M | Sell |
278,181
-1,881
| -0.7% | -$387K | 0.04% | 392 |
|
|
2020
Q3 | $58.5M | Sell |
280,062
-1,656
| -0.6% | -$338K | 0.05% | 315 |
|
|
2020
Q2 | $56.1M | Buy |
281,718
+33,476
| +13% | +$6.41M | 0.05% | 298 |
|
|
2020
Q1 | $39.3M | Buy |
248,242
+15,307
| +7% | +$3.01M | 0.05% | 325 |
|
|
2019
Q4 | $47M | Buy |
232,935
+18,758
| +9% | +$3.59M | 0.04% | 411 |
|
|
2019
Q3 | $41.3M | Buy |
214,177
+24,708
| +13% | +$4.83M | 0.04% | 408 |
|
|
2019
Q2 | $36.3M | Buy |
189,469
+11,515
| +6% | +$2.09M | 0.03% | 454 |
|
|
2019
Q1 | $31.3M | Buy |
177,954
+28,780
| +19% | +$4.78M | 0.03% | 470 |
|
|
2018
Q4 | $22.7M | Sell |
149,174
-24,618
| -14% | -$3.68M | 0.02% | 524 |
|
|
2018
Q3 | $24.5M | Buy |
173,792
+28,535
| +20% | +$4.31M | 0.02% | 580 |
|
|
2018
Q2 | $22M | Sell |
145,257
-17,689
| -11% | -$2.69M | 0.02% | 583 |
|
|
2018
Q1 | $24.8M | Sell |
162,946
-109,996
| -40% | -$17.3M | 0.02% | 541 |
|
|
2017
Q4 | $41.1M | Sell |
272,942
-23,400
| -8% | -$3.7M | 0.04% | 400 |
|
|
2017
Q3 | $45.7M | Sell |
296,342
-7,878
| -3% | -$1.18M | 0.04% | 364 |
|
|
2017
Q2 | $44.3M | Buy |
304,220
+8,818
| +3% | +$1.23M | 0.04% | 373 |
|
|
2017
Q1 | $38.7M | Buy |
295,402
+58,164
| +25% | +$7.4M | 0.04% | 381 |
|
|
2016
Q4 | $29.5M | Buy |
237,238
+67,687
| +40% | +$8.44M | 0.03% | 429 |
|
|
2016
Q3 | $22.5M | Buy |
169,551
+21,434
| +14% | +$2.67M | 0.02% | 513 |
|
|
2016
Q2 | $18.4M | Buy |
148,117
+46,532
| +46% | +$5.74M | 0.02% | 570 |
|
|
2016
Q1 | $12.1M | Buy |
101,585
+96,713
| +1,985% | +$11.1M | 0.01% | 665 |
|
|
2015
Q4 | $1.66M | Buy |
4,872
+300
| +7% | +$35.6K | ﹤0.01% | 1491 |
|
|
2015
Q3 | $496K | Sell |
4,572
-12,076
| -73% | -$1.43M | ﹤0.01% | 1857 |
|
|
2015
Q2 | $2.07M | Buy |
16,648
+873
| +6% | +$111K | ﹤0.01% | 1370 |
|
|
2015
Q1 | $2.01M | Buy |
15,775
+2,091
| +15% | +$257K | ﹤0.01% | 1361 |
|
|
2014
Q4 | $1.63M | Buy |
13,684
+2,051
| +18% | +$229K | ﹤0.01% | 1490 |
|
|
2014
Q3 | $1.27M | Buy |
11,633
+995
| +9% | +$111K | ﹤0.01% | 1655 |
|
|
2014
Q2 | $1.22M | Sell |
10,638
-15,739
| -60% | -$1.77M | ﹤0.01% | 1656 |
|
|
2014
Q1 | $3.08M | Buy |
26,377
+774
| +3% | +$88.1K | ﹤0.01% | 1133 |
|
|
2013
Q4 | $3.04M | Sell |
25,603
-3,135
| -11% | -$371K | ﹤0.01% | 1010 |
|
|
2013
Q3 | $3.3M | Buy |
28,738
+9,854
| +52% | +$1.11M | 0.01% | 941 |
|
|
2013
Q2 | $2.04M | Buy |
+18,884
| New | +$2M | ﹤0.01% | 1085 |
|
Other funds holding WTW
VCM
VPM
Bank of Montreal's WTW Position: Q2 2026 in Review
Bank of Montreal increased its Willis Towers Watson (WTW) stake by 4.1% in Q2 2026, buying an estimated $9.73M and bringing the position to 933,387 shares worth $244M. The position accounts for 0.08% of the portfolio, ranked #191.
Bank of Montreal first reported a position in WTW in Q2 2013 and has held it in 53 quarters since. The position peaked at $309M in Q4 2025. 549 funds tracked by Wall St. Rank hold WTW as of Q2 2026.
- Bank of Montreal held 933,387 shares of Willis Towers Watson worth $244M as of Q2 2026.
- Bank of Montreal bought 36,368 Willis Towers Watson shares in Q2 2026, an estimated $9.73M.
- Willis Towers Watson made up 0.08% of Bank of Montreal's portfolio in Q2 2026, its #191 holding.
- Bank of Montreal first reported a position in Willis Towers Watson in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Willis Towers Watson position peaked at $309M in Q4 2025.
- 549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.