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
Q2 		$52K Buy
312
+85
+37% +$14.2K ﹤0.01% 987
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 $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 Analysts LLC's MRSH Position: Q2 2026 in Review

Capital Analysts LLC increased its Marsh (MRSH) stake by 37% in Q2 2026, buying an estimated $14.2K and bringing the position to 312 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Capital Analysts LLC first reported a position in MRSH in Q1 2021 and has held it in 22 quarters since. 1,501 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.

  • Capital Analysts LLC held 312 shares of Marsh worth $52K as of Q2 2026.
  • Capital Analysts LLC bought 85 Marsh shares in Q2 2026, an estimated $14.2K.
  • Marsh made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #987 holding.
  • Capital Analysts LLC first reported a position in Marsh in Q1 2021 and has held it in 22 quarters since.
  • 1,501 funds tracked by Wall St. Rank held Marsh as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.