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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

  1. period ended2026-09-30
    13F 6,302 shares
    Change 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

  2. period ended2026-06-30
    13F 5,797 shares
    Change 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), ingested

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

  3. period ended2026-03-31
    13F 5,402 shares
    Change 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), ingested

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

  4. period ended2025-12-31
    13F 5,548 shares
    Change 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), ingested

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

  5. period ended2025-09-30
    13F 5,160 shares
    Change 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), ingested

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

  6. period ended2025-06-30
    13F 5,034 shares
    Change 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), ingested

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

  7. period ended2025-03-31
    13F 4,966 shares
    Change 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), ingested

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

  8. period ended2024-12-31
    13F 4,901 shares
    Change 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), ingested

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