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Disclosery

Concord Wealth Partners: MRSH position timeline

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

Concord Wealth Partners held 11,392 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,392 shares
    Change vs previous 13F -349 shares

    0.12% of the 13F portfolio, value $1,898,635.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,096 shares
    • Concord Asset Management, LLC/VA: 5,296 shares

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

  2. period ended2026-03-31
    13F 11,741 shares
    Change vs previous 13F +373 shares

    0.15% of the 13F portfolio, value $2,036,497.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,268 shares
    • Concord Asset Management, LLC/VA: 5,473 shares

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

  3. period ended2025-12-31
    13F 11,368 shares
    Change vs previous 13F -698 shares

    0.16% of the 13F portfolio, value $2,108,992.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,684 shares
    • Concord Asset Management, LLC/VA: 5,684 shares

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

  4. period ended2025-09-30
    13F 12,066 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,431,660.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,033 shares
    • Concord Asset Management, LLC/VA: 6,033 shares

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

  5. period ended2025-06-30
    13F 12,066 shares
    Change vs previous 13F -15 shares

    0.2% of the 13F portfolio, value $2,638,110.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,033 shares
    • Concord Asset Management, LLC/VA: 6,033 shares

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

  6. period ended2025-03-31
    13F 12,081 shares
    Change vs previous 13F -122 shares

    0.26% of the 13F portfolio, value $2,797,361.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,048 shares
    • Concord Asset Management, LLC/VA: 6,033 shares

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

  7. period ended2024-12-31
    13F 12,203 shares
    Change vs previous 13F +162 shares

    0.24% of the 13F portfolio, value $2,592,064.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,155 shares
    • Concord Asset Management, LLC/VA: 6,048 shares

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

  8. period ended2024-09-30
    13F 12,041 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,686,166.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,077 shares
    • Concord Asset Management, LLC/VA: 5,964 shares

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