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Chevy Chase Trust Holdings, LLC: MRSH position timeline

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

Chevy Chase Trust Holdings, LLC held 233,308 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,308 shares
    Change vs previous 13F -5,844 shares

    0.1% of the 13F portfolio, value $38,885,445.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 239,152 shares
    Change vs previous 13F -10,083 shares

    0.12% of the 13F portfolio, value $41,480,914.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 249,235 shares
    Change vs previous 13F -2,364 shares

    0.12% of the 13F portfolio, value $46,238,077.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 251,599 shares
    Change vs previous 13F -9,555 shares

    0.14% of the 13F portfolio, value $50,704,747.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 261,154 shares
    Change vs previous 13F +2,798 shares

    0.17% of the 13F portfolio, value $57,098,711.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 258,356 shares
    Change vs previous 13F -74 shares

    0.2% of the 13F portfolio, value $63,046,615.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 258,430 shares
    Change vs previous 13F -5,971 shares

    0.17% of the 13F portfolio, value $54,893,116.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 264,401 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $58,985,220.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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