CAL
MRSH

Capital Advisors Ltd’s Marsh MRSH Stock Holding History

Capital Advisors Ltd’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27K Buy
162
+99
+157% +$16.5K ﹤0.01% 633
2026
Q1 		$11K Buy
63
+28
+80% +$5.03K ﹤0.01% 811
2025
Q4 		$6K Sell
35
-147
-81% -$27.5K ﹤0.01% 914
2025
Q3 		$37K Sell
182
-50
-22% -$10.3K ﹤0.01% 537
2025
Q2 		$51K Buy
232
+10
+5% +$2.26K 0.01% 466
2025
Q1 		$54K Buy
222
+27
+14% +$6.13K 0.01% 442
2024
Q4 		$41K Sell
195
-2
-1% -$444 0.01% 493
2024
Q3 		$44K Hold
197
– – 0.01% 478
2024
Q2 		$42K Sell
197
-1
-0.5% -$205 0.01% 475
2024
Q1 		$41K Buy
198
+7
+4% +$1.4K 0.01% 470
2023
Q4 		$36K Hold
191
– – 0.01% 475
2023
Q3 		$36K Hold
191
– – 0.01% 459
2023
Q2 		$36K Buy
+191
New +$33.9K 0.01% 476
2023
Q1 		– Sell
-135
Closed -$22K – 1413
2022
Q4 		$22K Buy
135
+76
+129% +$12.4K ﹤0.01% 454
2022
Q3 		$9K Buy
59
+26
+79% +$4.17K ﹤0.01% 551
2022
Q2 		$5K Buy
33
+14
+74% +$2.24K ﹤0.01% 578
2022
Q1 		$3K Buy
19
+14
+280% +$2.21K ﹤0.01% 614
2021
Q4 		$1K Buy
+5
New +$831 ﹤0.01% 714
2019
Q3 		– Sell
-309
Closed -$31K – 434
2019
Q2 		$31K Buy
+309
New +$29.6K 0.01% 309

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Advisors Ltd's MRSH Position: Q2 2026 in Review

Capital Advisors Ltd increased its Marsh (MRSH) stake by 157% in Q2 2026, buying an estimated $16.5K and bringing the position to 162 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Capital Advisors Ltd first reported a position in MRSH in Q2 2019 and has held it in 19 quarters since. The position peaked at $54K in Q1 2025. 1,498 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Capital Advisors Ltd held 162 shares of Marsh worth $27K as of Q2 2026.
  • Capital Advisors Ltd bought 99 Marsh shares in Q2 2026, an estimated $16.5K.
  • Marsh made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #633 holding.
  • Capital Advisors Ltd first reported a position in Marsh in Q2 2019 and has held it in 19 quarters since.
  • Capital Advisors Ltd's Marsh position peaked at $54K in Q1 2025.
  • 1,498 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.