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Schear Investment Advisers, LLC: MRSH position timeline

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

Schear Investment Advisers, LLC held 1,904 MRSH shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,904 shares
    Change vs previous 13F +1,904 shares

    0.04% of the 13F portfolio, value $324,998.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,256 shares

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 3,256 shares
    Change vs previous 13F -65 shares

    0.29% of the 13F portfolio, value $656,182.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 3,321 shares
    Change vs previous 13F +78 shares

    0.36% of the 13F portfolio, value $726,103.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 3,243 shares
    Change vs previous 13F +1,144 shares

    0.46% of the 13F portfolio, value $791,389.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 2,099 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $445,849.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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