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 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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jefferies Financial Group's WTW Position: Q2 2026 in Review

Jefferies Financial Group sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 296 shares — an estimated $86.1K sold.

Jefferies Financial Group first reported a position in WTW in Q2 2023 and held it in 7 quarters. The position peaked at $3.27M in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

Jefferies Financial Group reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
Jefferies Financial Group sold 296 Willis Towers Watson shares in Q2 2026, an estimated $86.1K.
Jefferies Financial Group first reported a position in Willis Towers Watson in Q2 2023 and held it in 7 quarters.
Jefferies Financial Group's Willis Towers Watson position peaked at $3.27M in Q3 2025.
693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.