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 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 $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's WTW Position: Q1 2026 in Review

Jefferies Financial Group reduced its Willis Towers Watson (WTW) stake by 73% in Q1 2026, selling an estimated $249K and leaving 296 shares worth $86.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Jefferies Financial Group first reported a position in WTW in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.27M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Jefferies Financial Group held 296 shares of Willis Towers Watson worth $86.1K as of Q1 2026.
Jefferies Financial Group sold 813 Willis Towers Watson shares in Q1 2026, an estimated $249K.
Willis Towers Watson made up ﹤0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #1614 holding.
Jefferies Financial Group first reported a position in Willis Towers Watson in Q2 2023 and has held it in 7 quarters since.
Jefferies Financial Group's Willis Towers Watson position peaked at $3.27M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.