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CARY STREET PARTNERS ASSET MANAGEMENT LLC: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on MRSH, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 25,368 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,368 shares
    Change vs previous 13F +576 shares

    0.08% of the 13F portfolio, value $4,228,046.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,863 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,505 shares

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

  2. period ended2026-03-31
    13F 24,792 shares
    Change vs previous 13F -274 shares

    0.1% of the 13F portfolio, value $4,300,193.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,000 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,792 shares

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

  3. period ended2025-12-31
    13F 25,066 shares
    Change vs previous 13F -2,755 shares

    0.11% of the 13F portfolio, value $4,650,241.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 20,267 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,799 shares

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

  4. period ended2025-09-30
    13F 27,821 shares
    Change vs previous 13F -173 shares

    0.14% of the 13F portfolio, value $5,606,868.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 23,038 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,783 shares

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

  5. period ended2025-06-30
    13F 27,994 shares
    Change vs previous 13F -978 shares

    0.16% of the 13F portfolio, value $6,120,487.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,081 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,913 shares

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

  6. period ended2025-03-31
    13F 28,972 shares
    Change vs previous 13F -2,319 shares

    0.21% of the 13F portfolio, value $7,070,013.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 25,189 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,783 shares

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

  7. period ended2024-12-31
    13F 31,291 shares
    Change vs previous 13F -700 shares

    0.21% of the 13F portfolio, value $6,646,645.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 27,930 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,361 shares

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

  8. period ended2024-09-30
    13F 31,991 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,136,986.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 31,991 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 9,227 shares (included in another member's report, not added)

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