Bank Julius Baer & Co. Ltd, Zurich
BankPosition in WTW — Willis Towers Watson PLC
CIK 1544599
ZURICH, V8
Position in WTW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,226,088
-$525,096 QoQ
Shares Held
8,517
-10.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#245
of 690 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $124,297,897 across 3 Insurance Brokers names. WTW ranks #3 (1.8% of the industry book) .
All Filings in WTW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,226,088 | 8,517 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,751,184 | 9,464 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,725,995 | 11,339 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $52,382 | 155 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $43,853 | 140 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||