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Disclosery

Stonegate Investment Group, LLC: MRSH position timeline

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

Stonegate Investment Group, LLC held 24,250 MRSH shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 24,250 shares
    Change vs previous 13F +154 shares

    0.11% of the 13F portfolio, value $4,887,063.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 24,096 shares
    Change vs previous 13F -1,048 shares

    0.13% of the 13F portfolio, value $5,268,434.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 25,144 shares
    Change vs previous 13F -56 shares

    0.16% of the 13F portfolio, value $6,135,817.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 25,200 shares
    Change vs previous 13F -2,344 shares

    0.14% of the 13F portfolio, value $5,352,643.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 27,544 shares
    Change vs previous 13F -2,823 shares

    0.16% of the 13F portfolio, value $6,144,732.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 30,367 shares
    Change vs previous 13F -124 shares

    0.19% of the 13F portfolio, value $6,398,841.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 30,491 shares
    Change vs previous 13F -943 shares

    0.2% of the 13F portfolio, value $6,280,633.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 31,434 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,955,761.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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