Raymond James Financial
WTW icon

Raymond James Financial’s Willis Towers Watson WTW Stock Holding History

Raymond James 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
Q2 		$44.8M Buy
171,556
+14,047
+9% +$3.76M 0.01% 989
2026
Q1 		$45.8M Buy
157,509
+14,804
+10% +$4.54M 0.01% 910
2025
Q4 		$46.9M Sell
142,705
-32,628
-19% -$10.7M 0.01% 855
2025
Q3 		$60.6M Buy
175,333
+59,242
+51% +$19.2M 0.02% 693
2025
Q2 		$35.6M Sell
116,091
-4,692
-4% -$1.46M 0.01% 971
2025
Q1 		$40.8M Sell
120,783
-11,892
-9% -$3.88M 0.02% 823
2024
Q4 		$41.6M Buy
+132,675
New +$40.7M 0.02% 834

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Raymond James Financial's WTW Position: Q2 2026 in Review

Raymond James Financial increased its Willis Towers Watson (WTW) stake by 8.9% in Q2 2026, buying an estimated $3.76M and bringing the position to 171,556 shares worth $44.8M. The position accounts for 0.01% of the portfolio, ranked #989.

Raymond James Financial first reported a position in WTW in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.6M in Q3 2025. 693 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Raymond James Financial held 171,556 shares of Willis Towers Watson worth $44.8M as of Q2 2026.
  • Raymond James Financial bought 14,047 Willis Towers Watson shares in Q2 2026, an estimated $3.76M.
  • Willis Towers Watson made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #989 holding.
  • Raymond James Financial first reported a position in Willis Towers Watson in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Willis Towers Watson position peaked at $60.6M in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.