LSV ASSET MANAGEMENT MRBK MERCANTILE BANKSHARES CORP COM

Ownership history in LSV ASSET MANAGEMENT  ·  22 quarters on record

AI Ownership Summary

LSV ASSET MANAGEMENT reported MERCANTILE BANKSHARES CORP COM (MRBK) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MRBK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MRBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LSV ASSET MANAGEMENT's position in MERCANTILE BANKSHARES CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MRBK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LSV ASSET MANAGEMENT held MRBK — position size vs. price
% of Fund (quarterly)    MRBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 67,256 -800 -1.2% 0.00% $1K 2026-05-11 $17.53
2025 Q4 UNCHANGED 68,056 0% 0.00% $1.2M 2026-02-06 $20.42
2025 Q3 UNCHANGED 68,056 0% 0.00% $1.1M 2025-11-06 $14.23
2025 Q2 UNCHANGED 68,056 0% 0.00% $877K 2025-08-11 $13.91
2025 Q1 REDUCED 10.4% -9.6% 68,056 -7,900 -10.4% 0.00% $980K 2025-05-09 $12.94
2024 Q4 REDUCED 16.5% +5.8% 75,956 -15,000 -16.5% 0.00% $1.0M 2025-02-13 $16.21
2024 Q3 REDUCED 90,956 -400 -0.4% 0.00% $1.1M 2024-11-12 $13.20
2024 Q2 REDUCED 91,356 -1,466 -1.6% 0.00% $961K 2024-08-06 $10.51
2024 Q1 UNCHANGED 92,822 0% 0.00% $921K 2024-05-06 $8.24
2023 Q4 ADDED 92,822 +3,114 +3.5% 0.00% $1.3M 2024-02-06 $9.96
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LSV ASSET MANAGEMENT and MRBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has LSV ASSET MANAGEMENT reported owning MRBK?

LSV ASSET MANAGEMENT reported MRBK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MRBK position in LSV ASSET MANAGEMENT's portfolio?

The largest reported portfolio weight for MRBK was 0.00% in 2023 Q4.

What is the latest reported MRBK position on this page?

The most recent filing on this page is 2026 Q1, when LSV ASSET MANAGEMENT reported 67,256 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this MRBK ownership page compare?

The chart compares LSV ASSET MANAGEMENT's quarterly MRBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LSV ASSET MANAGEMENT time their MRBK position?

Based on 13F filing dates vs. subsequent MRBK price moves, LSV ASSET MANAGEMENT correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on MRBK relative to SPY over the holding period was -8.1%.

← Back to LSV ASSET MANAGEMENT Holdings