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Disclosery

KELLEHER FINANCIAL ADVISORS: MRSH position timeline

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

KELLEHER FINANCIAL ADVISORS held 4,779 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,779 shares
    Change vs previous 13F +3,074 shares

    0.11% of the 13F portfolio, value $796,550.

    13F-HR 0001999371-26-017142 filed by KELLEHER FINANCIAL ADVISORS
    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 1,705 shares
    Change vs previous 13F -75 shares

    0.08% of the 13F portfolio, value $301,782.

    13F-HR 0001999371-26-010268 filed by KELLEHER FINANCIAL ADVISORS
    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 1,780 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $330,137.

    13F-HR 0001999371-26-001248 filed by KELLEHER FINANCIAL ADVISORS
    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 1,778 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $358,355.

    13F-HR 0001999371-25-017935 filed by KELLEHER FINANCIAL ADVISORS
    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 1,777 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $388,524.

    13F-HR 0001172661-25-002961 filed by KELLEHER FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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