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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
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 $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

Marks Group Wealth Management's WTW Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Willis Towers Watson (WTW) stake by 59% in Q1 2026, selling an estimated $749K and leaving 1,700 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #245.

Marks Group Wealth Management first reported a position in WTW in Q2 2021 and has held it in 3 quarters since. The position peaked at $5.03M in Q2 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

  • Marks Group Wealth Management held 1,700 shares of Willis Towers Watson worth $494K as of Q1 2026.
  • Marks Group Wealth Management sold 2,441 Willis Towers Watson shares in Q1 2026, an estimated $749K.
  • Willis Towers Watson made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #245 holding.
  • Marks Group Wealth Management first reported a position in Willis Towers Watson in Q2 2021 and has held it in 3 quarters since.
  • Marks Group Wealth Management's Willis Towers Watson position peaked at $5.03M in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.