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Segment Wealth Management, LLC: MRSH position timeline

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

Segment Wealth Management, LLC held 85,875 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,875 shares
    Change vs previous 13F +2,727 shares

    0.74% of the 13F portfolio, value $14,312,727.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 83,148 shares
    Change vs previous 13F +5,413 shares

    0.85% of the 13F portfolio, value $14,421,959.

    13F-HR 0001575581-26-000002 filed by Segment 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 ended2025-12-31
    13F 77,735 shares
    Change vs previous 13F -1,233 shares

    0.84% of the 13F portfolio, value $14,421,331.

    13F-HR 0001575581-26-000001 filed by Segment 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 ended2025-09-30
    13F 78,968 shares
    Change vs previous 13F +932 shares

    0.95% of the 13F portfolio, value $15,914,442.

    13F-HR 0001575581-25-000003 filed by Segment 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 ended2025-06-30
    13F 78,036 shares
    Change vs previous 13F -1,003 shares

    1.08% of the 13F portfolio, value $17,061,776.

    13F-HR 0001085146-25-003996 filed by Segment 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 ended2025-03-31
    13F 79,039 shares
    Change vs previous 13F -667 shares

    1.3% of the 13F portfolio, value $19,287,876.

    13F-HR 0001085146-25-002215 filed by Segment 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 ended2024-12-31
    13F 79,706 shares
    Change vs previous 13F +437 shares

    1.15% of the 13F portfolio, value $16,930,352.

    13F-HR 0001085146-25-000297 filed by Segment 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 ended2024-09-30
    13F 79,269 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $17,684,121.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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