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 Q3	$568K	Buy	1,969 +94	+5%	+$29.7K	0.05%	257
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

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Marks Group Wealth Management's WTW Position: Q3 2026 in Review

Marks Group Wealth Management increased its Willis Towers Watson (WTW) stake by 5% in Q3 2026, buying an estimated $29.7K and bringing the position to 1,969 shares worth $568K. The position accounts for 0.05% of the portfolio, ranked #257.

Marks Group Wealth Management first reported a position in WTW in Q2 2021 and has held it in 5 quarters since. The position peaked at $5.03M in Q2 2021. 606 funds tracked by Wall St. Rank hold WTW as of Q3 2026.

Marks Group Wealth Management held 1,969 shares of Willis Towers Watson worth $568K as of Q3 2026.
Marks Group Wealth Management bought 94 Willis Towers Watson shares in Q3 2026, an estimated $29.7K.
Willis Towers Watson made up 0.05% of Marks Group Wealth Management's portfolio in Q3 2026, its #257 holding.
Marks Group Wealth Management first reported a position in Willis Towers Watson in Q2 2021 and has held it in 5 quarters since.
Marks Group Wealth Management's Willis Towers Watson position peaked at $5.03M in Q2 2021.
606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2026.

Based on Marks Group Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.