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Crestwood Advisors Group, LLC: MRSH position timeline

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

Crestwood Advisors Group, LLC held 93,339 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,339 shares
    Change vs previous 13F -3,397 shares

    0.23% of the 13F portfolio, value $15,556,841.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, 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 96,736 shares
    Change vs previous 13F +8 shares

    0.28% of the 13F portfolio, value $16,778,777.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, 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 96,728 shares
    Change vs previous 13F -1,558 shares

    0.3% of the 13F portfolio, value $17,945,012.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, 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 98,286 shares
    Change vs previous 13F -526 shares

    0.34% of the 13F portfolio, value $19,807,601.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, 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 98,812 shares
    Change vs previous 13F -30 shares

    0.39% of the 13F portfolio, value $21,604,250.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, 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 98,842 shares
    Change vs previous 13F -1,500 shares

    0.46% of the 13F portfolio, value $24,120,415.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, 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 100,342 shares
    Change vs previous 13F +182 shares

    0.4% of the 13F portfolio, value $21,313,665.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, 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 100,160 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $22,344,687.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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