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
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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank Julius Baer & Co's WTW Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Willis Towers Watson (WTW) stake by 17% in Q1 2026, selling an estimated $575K and leaving 9,464 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #287.

Bank Julius Baer & Co first reported a position in WTW in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.78M in Q4 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Bank Julius Baer & Co held 9,464 shares of Willis Towers Watson worth $2.74M as of Q1 2026.
  • Bank Julius Baer & Co sold 1,875 Willis Towers Watson shares in Q1 2026, an estimated $575K.
  • Willis Towers Watson made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #287 holding.
  • Bank Julius Baer & Co first reported a position in Willis Towers Watson in Q4 2024 and has held it in 4 quarters since.
  • Bank Julius Baer & Co's Willis Towers Watson position peaked at $3.78M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.