Morningstar shares owned by Mercer Global Advisors
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Mercer Global Advisors
from 13F filings
Historical chart of Mercer Global Advisors investment in Morningstar
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Quarterly reported holdings in Morningstar by Mercer Global Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 10k | 217.31 |
| 2025-09-30 | $923k | 4.0k | 231.99 |
| 2025-06-30 | $702k | 2.2k | 313.84 |
| 2025-03-31 | $209k | 698 | 298.65 |
| 2024-09-30 | $403k | 1.3k | 316.54 |
| 2024-06-30 | $283k | 956 | 295.88 |
| 2024-03-31 | $310k | 1.0k | 310.00 |
| 2023-12-31 | $305k | 1.1k | 286.12 |
| 2023-09-30 | $229k | 977 | 234.39 |
| 2022-06-30 | $201k | 832 | 241.59 |