AssetMark Inc
WTW icon

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
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 $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AssetMark Inc's WTW Position: Q1 2026 in Review

AssetMark Inc reduced its Willis Towers Watson (WTW) stake by 85% in Q1 2026, selling an estimated $1.84M and leaving 1,095 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

AssetMark Inc first reported a position in WTW in Q2 2017 and has held it in 27 quarters since. The position peaked at $2.37M in Q3 2025. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • AssetMark Inc held 1,095 shares of Willis Towers Watson worth $318K as of Q1 2026.
  • AssetMark Inc sold 6,006 Willis Towers Watson shares in Q1 2026, an estimated $1.84M.
  • Willis Towers Watson made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1242 holding.
  • AssetMark Inc first reported a position in Willis Towers Watson in Q2 2017 and has held it in 27 quarters since.
  • AssetMark Inc's Willis Towers Watson position peaked at $2.37M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.