CAL
MRSH

Capital Analysts LLC’s Marsh MRSH Stock Holding History

Capital Analysts LLC’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
Q1 		$40K Buy
227
+56
+33% +$10.1K ﹤0.01% 985
2025
Q4 		$32K Hold
171
– – ﹤0.01% 1013
2025
Q3 		$34K Buy
171
+1
+0.6% +$206 ﹤0.01% 956
2025
Q2 		$38K Buy
170
+1
+0.6% +$226 ﹤0.01% 878
2025
Q1 		$41K Buy
169
+64
+61% +$14.5K ﹤0.01% 836
2024
Q4 		$22K Sell
105
-46
-30% -$10.2K ﹤0.01% 921
2024
Q3 		$34K Sell
151
-9
-6% -$2K ﹤0.01% 804
2024
Q2 		$34K Sell
160
-72
-31% -$14.8K ﹤0.01% 781
2024
Q1 		$47K Buy
232
+80
+53% +$15.9K ﹤0.01% 674
2023
Q4 		$29K Sell
152
-18
-11% -$3.48K ﹤0.01% 754
2023
Q3 		$32K Buy
170
+39
+30% +$7.47K ﹤0.01% 701
2023
Q2 		$25K Buy
131
+8
+7% +$1.42K ﹤0.01% 692
2023
Q1 		$20K Sell
123
-7
-5% -$1.17K ﹤0.01% 733
2022
Q4 		$21K Sell
130
-3
-2% -$491 ﹤0.01% 753
2022
Q3 		$20K Buy
133
+16
+14% +$2.57K ﹤0.01% 719
2022
Q2 		$18K Buy
117
+16
+16% +$2.56K ﹤0.01% 718
2022
Q1 		$17K Hold
101
– – ﹤0.01% 691
2021
Q4 		$18K Hold
101
– – ﹤0.01% 732
2021
Q3 		$15K Buy
101
+1
+1% +$151 ﹤0.01% 741
2021
Q2 		$14K Hold
100
– – ﹤0.01% 704
2021
Q1 		$12K Buy
+100
New +$11.5K ﹤0.01% 770

Other funds holding MRSH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Analysts LLC's MRSH Position: Q1 2026 in Review

Capital Analysts LLC increased its Marsh (MRSH) stake by 33% in Q1 2026, buying an estimated $10.1K and bringing the position to 227 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Capital Analysts LLC first reported a position in MRSH in Q1 2021 and has held it in 21 quarters since. The position peaked at $47K in Q1 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Capital Analysts LLC held 227 shares of Marsh worth $40K as of Q1 2026.
  • Capital Analysts LLC bought 56 Marsh shares in Q1 2026, an estimated $10.1K.
  • Marsh made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #985 holding.
  • Capital Analysts LLC first reported a position in Marsh in Q1 2021 and has held it in 21 quarters since.
  • Capital Analysts LLC's Marsh position peaked at $47K in Q1 2024.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.