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Marks Group Wealth Management’s Willis Towers Watson WTW Stock Holding History

Marks Group Wealth Management’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 		$490K Buy
1,875
+175
+10% +$46.8K 0.04% 268
2026
Q1 		$494K Sell
1,700
-2,441
-59% -$749K 0.05% 245
2025
Q4 		$1.36M Buy
+4,141
New +$1.36M 0.13% 166
2021
Q3 		– Sell
-21,859
Closed -$5.03M – 300
2021
Q2 		$5.03M Buy
+21,859
New +$5.44M 0.69% 70

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

Marks Group Wealth Management's WTW Position: Q2 2026 in Review

Marks Group Wealth Management increased its Willis Towers Watson (WTW) stake by 10% in Q2 2026, buying an estimated $46.8K and bringing the position to 1,875 shares worth $490K. The position accounts for 0.04% of the portfolio, ranked #268.

Marks Group Wealth Management first reported a position in WTW in Q2 2021 and has held it in 4 quarters since. The position peaked at $5.03M in Q2 2021. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Marks Group Wealth Management held 1,875 shares of Willis Towers Watson worth $490K as of Q2 2026.
  • Marks Group Wealth Management bought 175 Willis Towers Watson shares in Q2 2026, an estimated $46.8K.
  • Willis Towers Watson made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #268 holding.
  • Marks Group Wealth Management first reported a position in Willis Towers Watson in Q2 2021 and has held it in 4 quarters since.
  • Marks Group Wealth Management's Willis Towers Watson position peaked at $5.03M in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.