JGP Wealth Management, LLC: MRSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JGP Wealth Management, LLC on MRSH, newest first. How the timeline and the estimate are built.
JGP Wealth Management, LLC held 6,302 MRSH shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 6,302 sharesChange vs previous 13F +505 shares
0.1% of the 13F portfolio, value $1,075,944.
13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
Accepted , ingested - period ended2026-06-3013F 5,797 sharesChange vs previous 13F +395 shares
0.09% of the 13F portfolio, value $966,194.
13F-HR 0001748278-26-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,402 sharesChange vs previous 13F -146 shares
0.1% of the 13F portfolio, value $936,961.
13F-HR 0001748278-26-000003 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,548 sharesChange vs previous 13F +388 shares
0.11% of the 13F portfolio, value $1,029,224.
13F-HR 0001748278-26-000002 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,160 sharesChange vs previous 13F +126 shares
0.11% of the 13F portfolio, value $1,029,713.
13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,034 sharesChange vs previous 13F +68 shares
0.13% of the 13F portfolio, value $1,100,536.
13F-HR 0001085146-25-004190 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,966 sharesChange vs previous 13F +65 shares
0.16% of the 13F portfolio, value $1,211,966.
13F-HR 0001085146-25-001945 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,901 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $1,041,102.
13F-HR 0001085146-25-000202 filed by JGP Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).