Skip to content
Disclosery

EP Wealth Advisors, LLC: MRSH position timeline

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

EP Wealth Advisors, LLC held 40,569 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,569 shares
    Change vs previous 13F +28,264 shares

    0.03% of the 13F portfolio, value $6,761,695.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 12,305 shares
    Change vs previous 13F +2,967 shares

    0.01% of the 13F portfolio, value $2,134,314.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 9,338 shares
    Change vs previous 13F +1,001 shares

    0.01% of the 13F portfolio, value $1,732,410.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,337 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $1,822,738.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 8,268 shares
    Change vs previous 13F +4,687 shares

    0.02% of the 13F portfolio, value $2,017,596.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,581 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $760,721.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,238 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $722,344.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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