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Disclosery

Atria Investments, Inc: MRSH position timeline

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

Atria Investments, Inc held 54,548 MRSH shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,548 shares
    Change vs previous 13F -1,133 shares

    0.09% of the 13F portfolio, value $9,313,005.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,681 shares
    Change vs previous 13F -12,316 shares

    0.09% of the 13F portfolio, value $9,280,362.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 67,997 shares
    Change vs previous 13F -4,594 shares

    0.13% of the 13F portfolio, value $11,794,056.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,591 shares
    Change vs previous 13F -7,413 shares

    0.15% of the 13F portfolio, value $13,467,132.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 80,004 shares
    Change vs previous 13F +1,931 shares

    0.18% of the 13F portfolio, value $16,123,108.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 78,073 shares
    Change vs previous 13F -5,044 shares

    0.2% of the 13F portfolio, value $17,069,948.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 83,117 shares
    Change vs previous 13F -5,638 shares

    0.26% of the 13F portfolio, value $20,283,150.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 88,755 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,852,395.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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