Capital Advisors Inc’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $449K | Sell |
2,693
-6
| -0.2% | -$1K | 0.01% | 249 |
|
|
2026
Q1 | $468K | Buy |
2,699
+42
| +2% | +$7.55K | 0.01% | 231 |
|
|
2025
Q4 | $493K | Buy |
2,657
+8
| +0.3% | +$1.5K | 0.01% | 216 |
|
|
2025
Q3 | $534K | Sell |
2,649
-18
| -0.7% | -$3.7K | 0.01% | 197 |
|
|
2025
Q2 | $583K | Buy |
2,667
+24
| +0.9% | +$5.42K | 0.01% | 191 |
|
|
2025
Q1 | $645K | Sell |
2,643
-12
| -0.5% | -$2.72K | 0.01% | 175 |
|
|
2024
Q4 | $564K | Hold |
2,655
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $592K | Sell |
2,655
-27
| -1% | -$5.99K | 0.01% | 183 |
|
|
2024
Q2 | $565K | Buy |
2,682
+70
| +3% | +$14.4K | 0.01% | 186 |
|
|
2024
Q1 | $538K | Hold |
2,612
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $495K | Sell |
2,612
-10
| -0.4% | -$1.93K | 0.01% | 200 |
|
|
2023
Q3 | $499K | Sell |
2,622
-2
| -0.1% | -$383 | 0.01% | 170 |
|
|
2023
Q2 | $494K | Buy |
2,624
+22
| +0.8% | +$3.9K | 0.01% | 176 |
|
|
2023
Q1 | $433K | Buy |
2,602
+2
| +0.1% | +$333 | 0.01% | 178 |
|
|
2022
Q4 | $430K | Hold |
2,600
| – | – | 0.01% | 176 |
|
|
2022
Q3 | $395K | Hold |
2,600
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $404K | Hold |
2,600
| – | – | 0.01% | 177 |
|
|
2022
Q1 | $443K | Hold |
2,600
| – | – | 0.01% | 175 |
|
|
2021
Q4 | $452K | Sell |
2,600
-404
| -13% | -$67.1K | 0.01% | 175 |
|
|
2021
Q3 | $455K | Hold |
3,004
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $423K | Hold |
3,004
| – | – | 0.01% | 175 |
|
|
2021
Q1 | $366K | Hold |
3,004
| – | – | 0.01% | 174 |
|
|
2020
Q4 | $351K | Sell |
3,004
-102
| -3% | -$11.6K | 0.01% | 161 |
|
|
2020
Q3 | $356K | Buy |
3,106
+102
| +3% | +$11.7K | 0.01% | 149 |
|
|
2020
Q2 | $357K | Hold |
3,004
| – | – | 0.01% | 142 |
|
|
2020
Q1 | $260K | Sell |
3,004
-9
| -0.3% | -$960 | 0.01% | 141 |
|
|
2019
Q4 | $336K | Buy |
3,013
+9
| +0.3% | +$940 | 0.01% | 148 |
|
|
2019
Q3 | $300K | Hold |
3,004
| – | – | 0.01% | 152 |
|
|
2019
Q2 | $300K | Buy |
+3,004
| New | +$287K | 0.01% | 152 |
|
|
2019
Q1 | – | Sell |
-3,404
| Closed | -$271K | – | 163 |
|
|
2018
Q4 | $271K | Hold |
3,404
| – | – | 0.02% | 156 |
|
|
2018
Q3 | $282K | Hold |
3,404
| – | – | 0.02% | 153 |
|
|
2018
Q2 | $279K | Hold |
3,404
| – | – | 0.02% | 155 |
|
|
2018
Q1 | $281K | Sell |
3,404
-36
| -1% | -$2.98K | 0.02% | 156 |
|
|
2017
Q4 | $280K | Buy |
3,440
+36
| +1% | +$2.99K | 0.02% | 168 |
|
|
2017
Q3 | $285K | Hold |
3,404
| – | – | 0.02% | 157 |
|
|
2017
Q2 | $265K | Hold |
3,404
| – | – | 0.02% | 167 |
|
|
2017
Q1 | $252K | Buy |
3,404
+404
| +13% | +$28.9K | 0.02% | 167 |
|
|
2016
Q4 | $203K | Hold |
3,000
| – | – | 0.01% | 174 |
|
|
2016
Q3 | $202K | Hold |
3,000
| – | – | 0.03% | 118 |
|
|
2016
Q2 | $205K | Buy |
+3,000
| New | +$193K | 0.03% | 117 |
|
Other funds holding MRSH
Capital Advisors Inc's MRSH Position: Q2 2026 in Review
Capital Advisors Inc reduced its Marsh (MRSH) stake by 0.22% in Q2 2026, selling an estimated $1K and leaving 2,693 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #249.
Capital Advisors Inc first reported a position in MRSH in Q2 2016 and has held it in 40 quarters since. The position peaked at $645K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Capital Advisors Inc held 2,693 shares of Marsh worth $449K as of Q2 2026.
- Capital Advisors Inc sold 6 Marsh shares in Q2 2026, an estimated $1K.
- Marsh made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #249 holding.
- Capital Advisors Inc first reported a position in Marsh in Q2 2016 and has held it in 40 quarters since.
- Capital Advisors Inc's Marsh position peaked at $645K in Q1 2025.
- 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.