Jones Financial Companies
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Jones Financial Companies’s Willis Towers Watson WTW Stock Holding History

Jones Financial Companies’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 		$14.5M Buy
51,366
+48,457
+1,666% +$14.9M 0.01% 701
2025
Q4 		$956K Sell
2,909
-1,346
-32% -$441K ﹤0.01% 1246
2025
Q3 		$1.46M Buy
4,255
+3,488
+455% +$1.13M ﹤0.01% 984
2025
Q2 		$234K Buy
767
+184
+32% +$57.1K ﹤0.01% 1600
2025
Q1 		$196K Buy
583
+63
+12% +$20.5K ﹤0.01% 1500
2024
Q4 		$163K Buy
520
+119
+30% +$36.5K ﹤0.01% 1441
2024
Q3 		$118K Buy
401
+277
+223% +$77.5K ﹤0.01% 1335
2024
Q2 		$32.5K Buy
124
+72
+138% +$18.6K ﹤0.01% 1396
2024
Q1 		$14.3K Buy
52
+42
+420% +$11K ﹤0.01% 987
2023
Q4 		$2.41K Buy
10
+6
+150% +$1.39K ﹤0.01% 887
2023
Q3 		$836 Buy
+4
New +$854 ﹤0.01% 646
2023
Q2 		– Sell
-24
Closed -$5.58K – 604
2023
Q1 		$5.58K Buy
24
+23
+2,300% +$5.56K ﹤0.01% 510
2022
Q4 		$0 Buy
+1
New +$228 ﹤0.01% 778
2013
Q4 		– Sell
-18
Closed -$2K – 547
2013
Q3 		$2K Hold
18
– – ﹤0.01% 662
2013
Q2 		$2K Buy
+18
New +$1.91K ﹤0.01% 733

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

Jones Financial Companies's WTW Position: Q1 2026 in Review

Jones Financial Companies increased its Willis Towers Watson (WTW) stake by 1,666% in Q1 2026, buying an estimated $14.9M and bringing the position to 51,366 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #701.

Jones Financial Companies first reported a position in WTW in Q2 2013 and has held it in 15 quarters since. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Jones Financial Companies held 51,366 shares of Willis Towers Watson worth $14.5M as of Q1 2026.
  • Jones Financial Companies bought 48,457 Willis Towers Watson shares in Q1 2026, an estimated $14.9M.
  • Willis Towers Watson made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #701 holding.
  • Jones Financial Companies first reported a position in Willis Towers Watson in Q2 2013 and has held it in 15 quarters since.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.