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J. Safra Asset Management’s Willis Towers Watson WTW Stock Holding History

J. Safra Asset Management’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 		$2.35K Buy
+9
New +$2.41K ﹤0.01% 607
2025
Q4 		– Sell
-20
Closed -$6.91K – 685
2025
Q3 		$6.91K Buy
+20
New +$6.48K ﹤0.01% 284

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

J. Safra Asset Management's WTW Position: Q2 2026 in Review

J. Safra Asset Management opened a new position in Willis Towers Watson (WTW) in Q2 2026: 9 shares worth $2.35K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: J. Safra Asset Management previously reported a position in WTW as recently as Q3 2025.

J. Safra Asset Management first reported a position in WTW in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.91K in Q3 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • J. Safra Asset Management held 9 shares of Willis Towers Watson worth $2.35K as of Q2 2026.
  • Willis Towers Watson was a new J. Safra Asset Management position in Q2 2026.
  • Willis Towers Watson made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #607 holding.
  • J. Safra Asset Management first reported a position in Willis Towers Watson in Q3 2025 and has held it in 2 quarters since.
  • J. Safra Asset Management's Willis Towers Watson position peaked at $6.91K in Q3 2025.
  • 689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.