Burgundy Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274M | Sell |
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|
2025
Q1 | $305M | Sell |
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|
2024
Q4 | $292M | Sell |
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|
2024
Q3 | $302M | Sell |
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|
2024
Q2 | $271M | Buy |
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|
2024
Q1 | $284M | Sell |
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|
2023
Q4 | $251M | Sell |
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|
2023
Q3 | $221M | Buy |
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|
2023
Q2 | $186M | Buy |
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|
2023
Q1 | $182M | Buy |
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|
2022
Q4 | $173M | Sell |
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|
2022
Q3 | $143M | Sell |
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|
2022
Q2 | $143M | Buy |
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|
2022
Q1 | $144M | Buy |
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|
2021
Q4 | $120M | Sell |
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|
2021
Q3 | $130M | Buy |
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|
2021
Q2 | $81.5M | Sell |
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|
2021
Q1 | $84.1M | Buy |
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