First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. Class A shares of the fund returned 7.23% in the second quarter of 2025. All regions contributed to the overall performance. North America and developed Europe were the top contributors, whereas Japan and developed Asia, excluding Japan, lagged. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, First Eagle Global Fund highlighted stocks such as Willis Towers Watson Public Limited Company (NASDAQ:WTW). Headquartered in London, the United Kingdom, Willis Towers Watson Public Limited Company (NASDAQ:WTW) is an advisory, broking, and solutions company. The one-month return of Willis Towers Watson Public Limited Company (NASDAQ:WTW) was 3.49%, and its shares gained 11.99% of their value over the last 52 weeks. On August 28, 2025, Willis Towers Watson Public Limited Company (NASDAQ:WTW) stock closed at $326.84 per share, with a market capitalization of $31.883 billion.
First Eagle Global Fund stated the following regarding Willis Towers Watson Public Limited Company (NASDAQ:WTW) in its second quarter 2025 investor letter:
"London-based Willis Towers Watson Public Limited Company (NASDAQ:WTW) is one of the largest global insurance brokerage and consulting companies. The company continues to execute on its turnaround plan to improve profitability. The divestiture of its direct-to-consumer insurance distribution business at the end of 2024, however, caused a decline in cash flows for its most recent quarter and weighed on its shares. We like Willis Towers Watson’s high customer retention and ability to participate in nominal economic drift, and we continue to believe that the company’s turnaround plan will help drive growth and improve returns."
Willis Towers Watson Public Limited Company (NASDAQ:WTW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 44 hedge fund portfolios held Willis Towers Watson Public Limited Company (NASDAQ:WTW) at the end of the second quarter, which was 57 in the previous quarter. While we acknowledge the potential of Willis Towers Watson Public Limited Company (NASDAQ:WTW) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Willis Towers Watson Public Limited Company (NASDAQ:WTW) and shared the list of cheap value stocks to buy according to Seth Klarman. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.