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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Artisan Partners

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management

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