Position in WTW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$318,316
-$2,015,072 QoQ
Shares Held
1,095
-84.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in WTW Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026ASSETMARK, INC holds $154,781,917 across 8 Insurance Brokers names. WTW ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
628,686 | $109,045,586 | |
| 2 | AON |
Aon plc
|
80,499 | $25,983,467 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
86,198 | $18,668,762 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
26,293 | $576,868 | |
| 5 | WTW |
Willis Towers Watson PLC
This page
|
1,095 | $318,316 | |
| 6 | BRO |
Brown & Brown, Inc.
|
2,628 | $171,371 | |
| 7 | ERIE |
Erie Indemnity Co
|
67 | $16,837 | |
| 8 | CRVL |
Corvel Corp
|
13 | $710 |
All Filings in WTW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,316 | 1,095 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,333,388 | 7,101 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,369,441 | 6,859 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,049,259 | 6,686 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,236,215 | 6,617 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,032,301 | 6,488 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,832,565 | 6,222 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,611,898 | 6,149 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,694,825 | 6,163 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,496,887 | 6,206 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,293,462 | 6,190 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,465,752 | 6,224 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,424,257 | 6,129 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,358,152 | 5,553 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $947,231 | 4,714 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $429,915 | 2,178 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $222,046 | 940 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $33,961 | 143 | Shares | Sole | 2022-02-14 | |
| 2020-12-31 | $4,634 | 22 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $19,629 | 94 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $351,949 | 1,787 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $535,367 | 3,152 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||