Marks Group Wealth Management, Inc

Position in WTW — Willis Towers Watson PLC

CIK 1802473 MINNETONKA, MN

Position in WTW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$490,068

-$4,122 QoQ

Shares Held

1,875

+10.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#390

of 688 holders

Holding Since

Jun 2021

4 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $16,898,329 across 5 Insurance Brokers names. WTW ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	25,435	$5,839,112
2	BRO	Brown & Brown, Inc.	66,209	$4,247,306
3	MRSH	Marsh & Mclennan Companies, Inc.	23,922	$3,987,078
4	AON	Aon plc	7,039	$2,334,765
5	WTW	Willis Towers Watson PLC This page	1,875	$490,068

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$490,068	1,875	+10.3%	Shares	Other	2026-07-28
2026-03-31	$494,190	1,700	-58.9%	Shares	Other	2026-05-05
2025-12-31	$1,360,732	4,141	-81.1%	Shares	Other	2026-02-11
2021-06-30	$5,028,007	21,859	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.