NFJ Investment Group’s Willis Towers Watson WTW Stock Holding History

NFJ Investment Group’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
2025 Q1	–	Sell	-47,691	Closed	-$14.9M	–	304
2024 Q4	$14.9M	Sell	47,691 -5,097	-10%	-$1.56M	0.48%	72
2024 Q3	$15.5M	Buy	+52,788	New	+$14.8M	0.46%	68
2023 Q2	–	Sell	-44,320	Closed	-$10.3M	–	298
2023 Q1	$10.3M	Sell	44,320 -7,226	-14%	-$1.75M	0.28%	120
2022 Q4	$12.6M	Sell	51,546 -1,227	-2%	-$280K	0.33%	93
2022 Q3	$10.6M	Buy	52,773 +25	+0%	+$5.16K	0.28%	129
2022 Q2	$10.4M	Sell	52,748 -16	-0%	-$3.43K	0.25%	129
2022 Q1	$12.5M	Buy	52,764 +56	+0.1%	+$12.8K	0.25%	133
2021 Q4	$12.5M	Sell	52,708 -356	-0.7%	-$84.3K	0.23%	145
2021 Q3	$12.3M	Buy	53,064 +29,794	+128%	+$6.63M	0.24%	138
2021 Q2	$5.35M	Sell	23,270 -18,947	-45%	-$4.71M	0.1%	222
2021 Q1	$9.66M	Buy	+42,217	New	+$9.2M	0.19%	153

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NFJ Investment Group's WTW Position: Q1 2025 in Review

NFJ Investment Group sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 47,691 shares — an estimated $14.9M sold.

NFJ Investment Group first reported a position in WTW in Q1 2021 and held it in 11 quarters. The position peaked at $15.5M in Q3 2024. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

NFJ Investment Group reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
NFJ Investment Group sold 47,691 Willis Towers Watson shares in Q1 2025, an estimated $14.9M.
NFJ Investment Group first reported a position in Willis Towers Watson in Q1 2021 and held it in 11 quarters.
NFJ Investment Group's Willis Towers Watson position peaked at $15.5M in Q3 2024.
759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on NFJ Investment Group's 13F filing for Q1 2025, filed 15 May 2025.