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Disclosery

Corient Private Wealth LP: MRSH position timeline

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

Corient Private Wealth LP held 304,876 MRSH shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 304,876 shares
    Change vs previous 13F +82,194 shares

    0.07% of the 13F portfolio, value $50,813,890.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 222,682 shares
    Change vs previous 13F -8,923 shares

    0.06% of the 13F portfolio, value $38,519,882.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 231,605 shares
    Change vs previous 13F -138,854 shares

    0.06% of the 13F portfolio, value $42,967,503.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 370,459 shares
    Change vs previous 13F -34,526 shares

    0.12% of the 13F portfolio, value $74,658,842.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 370,459 shares
    • Corient IA LP: 0 shares

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

  5. period ended2025-06-30
    13F/A 404,985 shares
    Change vs previous 13F +41,714 shares

    0.12% of the 13F portfolio, value $88,545,986.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 403,125 shares
    • Corient IA LP: 1,860 shares

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

  6. period ended2025-03-31
    13F 363,271 shares
    Change vs previous 13F +2,229 shares

    0.14% of the 13F portfolio, value $88,649,954.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 361,411 shares
    • Corient IA LP: 1,860 shares

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

  7. period ended2024-12-31
    13F 361,042 shares
    Change vs previous 13F -60,686 shares

    0.13% of the 13F portfolio, value $76,689,398.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 421,728 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $94,083,224.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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