Jefferies Financial Group
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Jefferies Financial Group’s Willis Towers Watson WTW Stock Holding History

Jefferies Financial Group’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
Q3 		$7.75M Buy
+26,893
New +$8.5M 0.06% 231
2026
Q2 		– Sell
-296
Closed -$86.1K – 2089
2026
Q1 		$86.1K Sell
296
-813
-73% -$249K ﹤0.01% 1614
2025
Q4 		$364K Sell
1,109
-8,365
-88% -$2.74M ﹤0.01% 1432
2025
Q3 		$3.27M Buy
9,474
+7,393
+355% +$2.39M 0.02% 483
2025
Q2 		$638K Sell
2,081
-4,730
-69% -$1.47M 0.01% 844
2025
Q1 		$2.3M Buy
+6,811
New +$2.22M 0.02% 521
2024
Q1 		– Sell
-867
Closed -$209K – 2085
2023
Q4 		$209K Buy
+867
New +$200K ﹤0.01% 1466
2023
Q3 		– Sell
-3,492
Closed -$822K – 2036
2023
Q2 		$822K Buy
+3,492
New +$805K 0.01% 1000

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jefferies Financial Group's WTW Position: Q3 2026 in Review

Jefferies Financial Group opened a new position in Willis Towers Watson (WTW) in Q3 2026: 26,893 shares worth $7.75M. The stake represents 0.06% of the portfolio and ranks #231 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WTW as recently as Q1 2026.

Jefferies Financial Group first reported a position in WTW in Q2 2023 and has held it in 8 quarters since. 556 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

  • Jefferies Financial Group held 26,893 shares of Willis Towers Watson worth $7.75M as of Q3 2026.
  • Willis Towers Watson was a new Jefferies Financial Group position in Q3 2026.
  • Willis Towers Watson made up 0.06% of Jefferies Financial Group's portfolio in Q3 2026, its #231 holding.
  • Jefferies Financial Group first reported a position in Willis Towers Watson in Q2 2023 and has held it in 8 quarters since.
  • 556 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.