Position in MRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,996
-$1,737 QoQ
Shares Held
27,181
+2.4% QoQ
Ownership
0.344%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 8 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MRM Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026UBS Group AG holds $226,971,913 across 12 Personal Services names. MRM ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
1,820,770 | $75,998,938 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
755,359 | $53,539,843 | |
| 3 | SCI |
Service Corp International
|
543,699 | $41,299,375 | |
| 4 | HRB |
H&R Block Inc
|
908,285 | $34,587,492 | |
| 5 | ANDG |
Andersen Group Inc.
|
310,065 | $11,695,650 | |
| 6 | FTDR |
Frontdoor, Inc.
|
109,704 | $8,511,931 | |
| 7 | CSV |
Carriage Services Inc
|
19,949 | $764,844 | |
| 8 | MED |
Medifast Inc
|
50,223 | $532,865 |
All Filings in MRM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,996 | 27,181 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,733 | 26,548 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,014 | 3,616 | Shares | Defined | 2026-01-29 | |
| 2025-06-30 | $47,257 | 33,280 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $36,167 | 98,284 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $46,529 | 45,174 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $54,111 | 18,037 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $117 | 30 | Shares | Sole | 2024-08-14 | |
| 2023-03-31 | $24 | 4 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,744 | 1,939 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $12,777 | 2,112 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,587 | 2,105 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $87,589 | 11,917 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $77,702 | 12,837 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,112 | 600 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $20,944 | 1,835 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $34,574 | 2,401 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||