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 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 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

Raymond James Financial's WTW Position: Q1 2026 in Review

Raymond James Financial increased its Willis Towers Watson (WTW) stake by 10% in Q1 2026, buying an estimated $4.54M and bringing the position to 157,509 shares worth $45.8M. The position accounts for 0.01% of the portfolio, ranked #910.

Raymond James Financial first reported a position in WTW in Q4 2024 and has held it in 6 quarters since. The position peaked at $60.6M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

Raymond James Financial held 157,509 shares of Willis Towers Watson worth $45.8M as of Q1 2026.
Raymond James Financial bought 14,804 Willis Towers Watson shares in Q1 2026, an estimated $4.54M.
Willis Towers Watson made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #910 holding.
Raymond James Financial first reported a position in Willis Towers Watson in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Willis Towers Watson position peaked at $60.6M in Q3 2025.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.