Bank Julius Baer & Co
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Bank Julius Baer & Co’s Willis Towers Watson WTW Stock Holding History

Bank Julius Baer & Co’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Sell
8,517
-947
-10% -$253K 0.01% 325
2026
Q1 		$2.74M Sell
9,464
-1,875
-17% -$575K 0.01% 287
2025
Q4 		$3.78M Buy
+11,339
New +$3.71M 0.01% 255
2025
Q2 		– Sell
-155
Closed -$52.3K – 640
2025
Q1 		$52.3K Buy
155
+15
+11% +$4.89K ﹤0.01% 539
2024
Q4 		$48.6K Buy
+140
New +$42.9K ﹤0.01% 549

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank Julius Baer & Co's WTW Position: Q2 2026 in Review

Bank Julius Baer & Co reduced its Willis Towers Watson (WTW) stake by 10% in Q2 2026, selling an estimated $253K and leaving 8,517 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #325.

Bank Julius Baer & Co first reported a position in WTW in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.78M in Q4 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Bank Julius Baer & Co held 8,517 shares of Willis Towers Watson worth $2.23M as of Q2 2026.
  • Bank Julius Baer & Co sold 947 Willis Towers Watson shares in Q2 2026, an estimated $253K.
  • Willis Towers Watson made up 0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #325 holding.
  • Bank Julius Baer & Co first reported a position in Willis Towers Watson in Q4 2024 and has held it in 5 quarters since.
  • Bank Julius Baer & Co's Willis Towers Watson position peaked at $3.78M in Q4 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.