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Focus Partners Wealth: MRSH position timeline

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

Focus Partners Wealth held 156,475 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,475 shares
    Change vs previous 13F -77,734 shares

    0.02% of the 13F portfolio, value $26,080,132.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 143,558 shares
    • Focus Partners Advisor Solutions, LLC: 12,917 shares

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

  2. period ended2026-03-31
    13F 234,209 shares
    Change vs previous 13F +84,163 shares

    0.04% of the 13F portfolio, value $40,631,769.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 214,552 shares
    • Focus Partners Advisor Solutions, LLC: 19,657 shares

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

  3. period ended2025-12-31
    13F 150,046 shares
    Change vs previous 13F +69,747 shares

    0.03% of the 13F portfolio, value $27,836,778.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 140,191 shares
    • Focus Partners Advisor Solutions, LLC: 9,855 shares

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

  4. period ended2025-09-30
    13F 80,299 shares
    Change vs previous 13F +43,851 shares

    0.02% of the 13F portfolio, value $15,952,936.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 68,252 shares
    • Focus Partners Advisor Solutions, LLC: 12,047 shares

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

  5. period ended2025-06-30
    13F 36,448 shares
    Change vs previous 13F -636 shares

    0.01% of the 13F portfolio, value $7,968,698.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,398 shares
    • Focus Partners Advisor Solutions, LLC: 6,050 shares

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

  6. period ended2025-03-31
    13F/A 37,084 shares
    Change vs previous 13F +1,810 shares

    0.02% of the 13F portfolio, value $9,049,959.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,138 shares
    • Focus Partners Advisor Solutions, LLC: 7,946 shares

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

  7. period ended2024-12-31
    13F/A 35,274 shares
    Change vs previous 13F +7,132 shares

    0.02% of the 13F portfolio, value $7,493,193.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 28,317 shares
    • Focus Partners Advisor Solutions, LLC: 6,957 shares

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

  8. period ended2024-09-30
    13F 28,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,278,511.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 22,327 shares
    • Focus Partners Advisor Solutions, LLC: 5,815 shares

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