US970648AJ01 - Willis North America Inc Aktier - Aktiekurs, institutionellt ägande, aktieägare

Grundläggande statistik
Institutionella ägare 2 total, 2 long only, 0 short only, 0 long/short - change of 1,39% MRQ
Genomsnittlig portföljallokering 0.0266 % - change of −3,13% MRQ
Institutionella aktier (lång) 810 000 (ex 13D/G) - change of −0,28MM shares −25,35% MRQ
Institutionellt värde (lång) $ 756 USD ($1000)
Institutionellt ägande och aktieägare

Willis North America Inc (US:US970648AJ01) har 2 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 810,000 aktier. Största aktieägare inkluderar MXFDX - Great-West Core Bond Fund Investor Class, and DCFFX - Destinations Core Fixed Income Fund Class I .

Willis North America Inc (US970648AJ01) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

US970648AJ01 / Willis North America Inc - 2.95% 2029-09-15 Institutional Ownership
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
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
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