Jump Financial’s Willis Towers Watson WTW Stock Holding History

Jump Financial’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	$319K	Buy	+1,098	New	+$337K	﹤0.01%	1447
2025 Q4	–	Sell	-2,188	Closed	-$756K	–	2337
2025 Q3	$756K	Buy	+2,188	New	+$709K	0.01%	1129
2025 Q2	–	Sell	-14,845	Closed	-$5.02M	–	2228
2025 Q1	$5.02M	Buy	14,845 +14,002	+1,661%	+$4.56M	0.08%	344
2024 Q4	$264K	Sell	843 -7,227	-90%	-$2.22M	0.01%	1370
2024 Q3	$2.38M	Sell	8,070 -14,033	-63%	-$3.93M	0.05%	449
2024 Q2	$5.79M	Buy	22,103 +8,054	+57%	+$2.08M	0.12%	195
2024 Q1	$3.86M	Buy	14,049 +13,066	+1,329%	+$3.44M	0.11%	206
2023 Q4	$237K	Buy	+983	New	+$227K	0.01%	1470
2023 Q3	–	Sell	-1,153	Closed	-$272K	–	2306
2023 Q2	$272K	Buy	+1,153	New	+$266K	0.01%	1362
2022 Q4	–	Sell	-3,399	Closed	-$683K	–	2078
2022 Q3	$683K	Buy	+3,399	New	+$701K	0.03%	766
2021 Q1	–	Sell	-3,100	Closed	-$653K	–	1335
2020 Q4	$653K	Buy	+3,100	New	+$638K	0.11%	286

Other funds holding WTW

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates

Harris Associates Chicago, Illinois $74.9B 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management

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