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American Trust: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Trust on MRSH, newest first. How the timeline and the estimate are built.

American Trust held 11,425 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,425 shares
    Change vs previous 13F -1,348 shares

    0.15% of the 13F portfolio, value $1,904,205.

    13F-HR 0001905128-26-000005 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,773 shares
    Change vs previous 13F -2,841 shares

    0.2% of the 13F portfolio, value $2,215,477.

    13F-HR 0001905128-26-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,614 shares
    Change vs previous 13F -238 shares

    0.24% of the 13F portfolio, value $2,896,709.

    13F-HR 0001905128-26-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,852 shares
    Change vs previous 13F -286 shares

    0.27% of the 13F portfolio, value $3,194,654.

    13F-HR 0001905128-25-000010 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,138 shares
    Change vs previous 13F -19 shares

    0.33% of the 13F portfolio, value $3,528,412.

    13F-HR 0001905128-25-000007 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,157 shares
    Change vs previous 13F -5,749 shares

    0.97% of the 13F portfolio, value $3,942,793.

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,906 shares
    Change vs previous 13F -280 shares

    0.35% of the 13F portfolio, value $4,653,053.

    13F-HR 0001905128-25-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,186 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,949,475.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).