Vestmark Advisory Solutions, Inc.
Position in WTW — Willis Towers Watson PLC
CIK 1736982
Wakefield, MA
Position in WTW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,775,611
-$235,608 QoQ
Shares Held
12,988
+6.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 89.79057591623037.ToString("F0")%
Shared 10.209424083769633.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, 2026Vestmark Advisory Solutions, Inc. holds $17,871,125 across 6 Insurance Brokers names. WTW ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
46,530 | $8,070,627 | |
| 2 | WTW |
Willis Towers Watson PLC
This page
|
12,988 | $3,775,611 | |
| 3 | AON |
Aon plc
|
7,941 | $2,563,195 | |
| 4 | CRVL |
Corvel Corp
|
31,113 | $1,700,325 | |
| 5 | AJG |
Arthur J. Gallagher & Co.
|
5,244 | $1,135,743 | |
| 6 | BRO |
Brown & Brown, Inc.
|
9,594 | $625,624 |
All Filings in WTW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,775,611 | 12,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,011,219 | 12,207 | Shares | Other | 2026-02-06 | |
| 2023-06-30 | $444,153 | 1,886 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $443,381 | 1,908 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $480,355 | 1,964 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $505,565 | 2,516 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $492,488 | 2,495 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $605,195 | 2,562 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $544,802 | 2,294 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $412,151 | 1,773 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||