US970648AJ01 - Willis North America Inc Akcje - cena akcji, własność instytucjonalna, akcjonariusze

Podstawowe statystyki

Właściciele instytucjonalni	2 total, 2 long only, 0 short only, 0 long/short - change of 1,39% MRQ
Średnia alokacja portfela	0.0266 % - change of -3,13% MRQ

Akcje instytucjonalne (długie)	810 000 (ex 13D/G) - change of -0,28MM shares -25,35% MRQ
Wartość instytucjonalna (długa)	$ 756 USD ($1000)

Własność instytucjonalna i akcjonariusze

Willis North America Inc (US:US970648AJ01) posiada 2 właściciele instytucjonalni i akcjonariusze, którzy złożyli formularze 13D/G lub 13F w Komisji Papierów Wartościowych (SEC). Instytucje te posiadają łącznie 810,000 akcji. Do największych akcjonariuszy należą MXFDX - Great-West Core Bond Fund Investor Class, and DCFFX - Destinations Core Fixed Income Fund Class I .

Willis North America Inc (US970648AJ01) instytucjonalna struktura własności pokazuje aktualne pozycje w firmie według instytucji i funduszy, a także najnowsze zmiany w wielkości stanowisk. Głównymi akcjonariuszami mogą być inwestorzy indywidualni, fundusze inwestycyjne, fundusze hedgingowe lub instytucje. Załącznik 13D wskazuje, że inwestor posiada (lub posiadał) więcej niż 5% udziałów w spółce i zamierza (lub zamierzał) aktywnie dążyć do zmiany strategii biznesowej. Załącznik 13G wskazuje na inwestycję pasywną na poziomie ponad 5%.

US970648AJ01 / Willis North America Inc - 2.95% 2029-09-15 Institutional Ownership

Zgłoszenia 13F i NPORT

Szczegółowe dane dotyczące zgłoszeń 13F są bezpłatne. Szczegółowe dane dotyczące zgłoszeń NP wymagają członkostwa premium. Zielone rzędy wskazują nowe pozycje. Czerwone rzędy wskazują pozycje zamknięte. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.

Aktualizacja aby odblokować dane premium i eksportować do Excela Premium Registration Required .

Data wejścia w życie :

Data pliku	Źródło	Inwestor	Akcje	Akcje; Δ (%)	Zgłoszono Wartość ($1000)	Wartość; Δ (%)
2025-08-14	NP	BCOIX - Baird Core Plus Bond Fund Institutional			9 976	1,95
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			3	0,00
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			186	2,20
2025-07-28	NP	PFIG - Invesco Fundamental Investment Grade Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			75	0,00
2025-06-30	NP	VGCAX - Vanguard Global Credit Bond Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			79	2,60
2025-06-25	NP	SBND - Columbia Short Duration Bond ETF			56	1,85
2025-06-18	NP	GBIAX - Nationwide Bond Index Fund Class A			28	0,00
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			93	1,09
2025-08-25	NP	MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II			273	1,87
2025-08-19	NP	GSGDX - Goldman Sachs Investment Grade Credit Fund Institutional			1 130	2,08
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1 225	1,07
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			47	0,00
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			621	2,14
2025-06-26	NP	NUBD - Nuveen ESG U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			28	0,00
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			150	0,68
2025-04-29	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			148	0,00
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			93	-49,46
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			180	-1,65
2025-07-25	NP	GBF - iShares Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			23	0,00
2025-06-20	NP	BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF			70	27,78
2025-06-26	NP	IBDU - iShares iBonds Dec 2029 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3 990	15,32
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4 587	-3,51
2025-07-25	NP	EUSB - iShares ESG Advanced Total USD Bond Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			87	-9,47
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3 692	0,79
2025-04-28	NP	DCFFX - Destinations Core Fixed Income Fund Class I	310 000	-47,46	287	-47,23
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10 815	-3,01
2025-03-25	NP	AOBLX - Pioneer Balanced ESG Fund : Class A			36	0,00
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			3 949	3,79
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			372	-31,99
2025-06-18	NP	NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6			186	2,20
2025-08-26	NP	NOBOX - Northern Bond Index Fund			471	1,95
2025-07-29	NP	VTC - Vanguard Total Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			186
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1 245	-15,13
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			61	1,67
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares			578
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			141	3,68
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			245	2,09
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			414	2,22
2025-05-27	NP	ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio			807	-37,78
2025-08-14	NP	BAGIX - Baird Aggregate Bond Fund Institutional			7 059	1,95
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB			508	2,22
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1			52	2,00
2025-08-14	NP	BIMIX - Baird Intermediate Bond Fund Institutional			1 882	1,95
2025-08-19	NP	GSFIX - Goldman Sachs Core Fixed Income Fund Institutional			659	2,02
2025-08-27	NP	VCPAX - Vanguard Core-Plus Bond Fund Admiral Shares			851	2,04
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			14 628	19,25
2025-08-21	NP	TSIAX - Thornburg Strategic Income Fund - Class A			2 824	2,06
2025-07-28	NP	TIIUX - Core Fixed Income Fund			23	0,00
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class			61	1,67
2025-08-25	NP	MWLIX - Metropolitan West Low Duration Bond Fund Class I			33	0,00
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			118	1,74
2025-08-27	NP	VPLS - Vanguard Core-Plus Bond ETF ETF Shares			14	7,69
2025-08-18	NP	PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P			71	1,45
2025-08-22	NP	Variable Insurance Products Fund V - Bond Index Portfolio Initial Class			235	2,17
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			847	2,05
2025-07-24	NP	FIFZX - Fidelity Series Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2 794	0,68
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			476	2,15
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4 474	2,05
2025-08-27	NP	JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I)			1 412	1,95
2025-08-26	NP	GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service			24	0,00
2025-05-30	NP	GMCOX - GuideMark(R) Core Fixed Income Fund Service Shares			106	-31,17
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares			47	2,17
2025-08-21	NP	MXFDX - Great-West Core Bond Fund Investor Class	500 000	-27,54	471	-26,10
2025-06-27	NP	PCBCX - Victory Pioneer Balanced Fund Class C			37
2025-07-25	NP	PNIIX - Bond Market Index Fund Institutional Class			47	0,00
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			581	11,73
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			419	2,20
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			7 660	2,07
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			15	0,00
2025-06-26	NP	HCRB - Hartford Core Bond ETF			157	1,95
2025-07-24	NP	FNDSX - Fidelity Sustainability Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			87	0,00
2025-06-26	NP	DFSD - Dimensional Short-Duration Fixed Income ETF			400
2025-06-24	NP	SKOR - FlexShares Credit-Scored US Corporate Bond Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			329	2,17