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Timothy G. Youngquist 2020 Irrevocable Trust’s Willis Towers Watson WTW Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
Q2 		– Sell
-33
Closed -$9.59K – 488
2026
Q1 		$9.59K Buy
+33
New +$10.1K ﹤0.01% 402

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Willis Towers Watson (WTW) in Q2 2026, closing a stake of 33 shares — an estimated $9.59K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in WTW in Q1 2026 and held it in 1 quarter. The position peaked at $9.59K in Q1 2026. 346 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Willis Towers Watson position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 33 Willis Towers Watson shares in Q2 2026, an estimated $9.59K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Willis Towers Watson in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Willis Towers Watson position peaked at $9.59K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

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