AssetMark Inc
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AssetMark Inc’s Willis Towers Watson WTW Stock Holding History

AssetMark Inc’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
2026
Q2 		$333K Buy
1,274
+179
+16% +$47.9K ﹤0.01% 1314
2026
Q1 		$318K Sell
1,095
-6,006
-85% -$1.84M ﹤0.01% 1242
2025
Q4 		$2.33M Buy
7,101
+242
+4% +$79.2K ﹤0.01% 825
2025
Q3 		$2.37M Buy
6,859
+173
+3% +$56K 0.01% 773
2025
Q2 		$2.05M Buy
6,686
+69
+1% +$21.4K ﹤0.01% 759
2025
Q1 		$2.24M Buy
6,617
+129
+2% +$42K 0.01% 690
2024
Q4 		$2.03M Buy
6,488
+266
+4% +$81.6K 0.01% 705
2024
Q3 		$1.83M Buy
6,222
+73
+1% +$20.4K 0.01% 669
2024
Q2 		$1.61M Sell
6,149
-14
-0.2% -$3.61K 0.01% 664
2024
Q1 		$1.69M Sell
6,163
-43
-0.7% -$11.3K 0.01% 616
2023
Q4 		$1.5M Buy
6,206
+16
+0.3% +$3.7K 0.01% 591
2023
Q3 		$1.29M Sell
6,190
-34
-0.5% -$7.25K 0.01% 575
2023
Q2 		$1.47M Buy
6,224
+95
+2% +$21.9K 0.01% 542
2023
Q1 		$1.42M Buy
6,129
+576
+10% +$139K 0.01% 527
2022
Q4 		$1.36M Buy
5,553
+839
+18% +$192K 0.01% 512
2022
Q3 		$947K Buy
4,714
+2,536
+116% +$523K ﹤0.01% 525
2022
Q2 		$430K Buy
2,178
+1,238
+132% +$265K ﹤0.01% 647
2022
Q1 		$222K Buy
940
+797
+557% +$182K ﹤0.01% 714
2021
Q4 		$34K Buy
+143
New +$33.8K ﹤0.01% 988
2021
Q1 		– Sell
-22
Closed -$5K – 1555
2020
Q4 		$5K Sell
22
-72
-77% -$14.8K ﹤0.01% 1042
2020
Q3 		$20K Sell
94
-1,693
-95% -$346K ﹤0.01% 838
2020
Q2 		$352K Sell
1,787
-1,365
-43% -$261K ﹤0.01% 426
2020
Q1 		$535K Sell
3,152
-216
-6% -$42.5K ﹤0.01% 375
2019
Q4 		$680K Buy
+3,368
New +$645K 0.01% 377
2018
Q2 		– Sell
-212
Closed -$32K – 1471
2018
Q1 		$32K Sell
212
-90
-30% -$14.1K ﹤0.01% 848
2017
Q4 		$46K Sell
302
-34
-10% -$5.37K ﹤0.01% 812
2017
Q3 		$52K Buy
336
+10
+3% +$1.49K ﹤0.01% 695
2017
Q2 		$47K Buy
+326
New +$45.5K ﹤0.01% 695

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AssetMark Inc's WTW Position: Q2 2026 in Review

AssetMark Inc increased its Willis Towers Watson (WTW) stake by 16% in Q2 2026, buying an estimated $47.9K and bringing the position to 1,274 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

AssetMark Inc first reported a position in WTW in Q2 2017 and has held it in 28 quarters since. The position peaked at $2.37M in Q3 2025. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • AssetMark Inc held 1,274 shares of Willis Towers Watson worth $333K as of Q2 2026.
  • AssetMark Inc bought 179 Willis Towers Watson shares in Q2 2026, an estimated $47.9K.
  • Willis Towers Watson made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1314 holding.
  • AssetMark Inc first reported a position in Willis Towers Watson in Q2 2017 and has held it in 28 quarters since.
  • AssetMark Inc's Willis Towers Watson position peaked at $2.37M in Q3 2025.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.