TGY2IT
MRSH

Timothy G. Youngquist 2020 Irrevocable Trust’s Marsh MRSH Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-173
Closed -$30K – 342
2026
Q1 		$30K Buy
+173
New +$31.1K 0.01% 268

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's MRSH Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Marsh (MRSH) in Q2 2026, closing a stake of 173 shares — an estimated $30K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MRSH in Q1 2026 and held it in 1 quarter. The position peaked at $30K in Q1 2026. 867 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Marsh position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 173 Marsh shares in Q2 2026, an estimated $30K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Marsh in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Marsh position peaked at $30K in Q1 2026.
  • 867 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.