Skip to content
Disclosery

Ballentine Partners, LLC: MRSH position timeline

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

Ballentine Partners, LLC held 6,955 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,955 shares
    Change vs previous 13F -379 shares

    0.01% of the 13F portfolio, value $1,159,157.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 7,334 shares
    Change vs previous 13F -2,302 shares

    0.02% of the 13F portfolio, value $1,272,222.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 9,636 shares
    Change vs previous 13F +256 shares

    0.03% of the 13F portfolio, value $1,787,633.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 9,380 shares
    Change vs previous 13F -475 shares

    0.03% of the 13F portfolio, value $1,890,311.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 9,855 shares
    Change vs previous 13F +316 shares

    0.03% of the 13F portfolio, value $2,154,697.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 9,539 shares
    Change vs previous 13F -242 shares

    0.04% of the 13F portfolio, value $2,327,802.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 9,781 shares
    Change vs previous 13F +574 shares

    0.04% of the 13F portfolio, value $2,077,583.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 9,207 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,053,990.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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