Capital Asset Advisory Services’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.63M | Buy |
9,317
+449
| +5% | +$80.7K | 0.06% | 127 |
|
|
2025
Q4 | $1.65M | Buy |
8,868
+1,175
| +15% | +$220K | 0.07% | 120 |
|
|
2025
Q3 | $1.55M | Buy |
7,693
+2,357
| +44% | +$485K | 0.07% | 125 |
|
|
2025
Q2 | $1.16M | Sell |
5,336
-1,260
| -19% | -$284K | 0.05% | 128 |
|
|
2025
Q1 | $1.61M | Sell |
6,596
-3,530
| -35% | -$801K | 0.08% | 118 |
|
|
2024
Q4 | $2.14M | Buy |
10,126
+89
| +0.9% | +$19.7K | 0.11% | 110 |
|
|
2024
Q3 | $2.25M | Sell |
10,037
-187
| -2% | -$41.5K | 0.11% | 109 |
|
|
2024
Q2 | $2.17M | Sell |
10,224
-1,419
| -12% | -$291K | 0.12% | 104 |
|
|
2024
Q1 | $2.39M | Buy |
11,643
+878
| +8% | +$175K | 0.14% | 94 |
|
|
2023
Q4 | $2.04M | Buy |
10,765
+304
| +3% | +$58.7K | 0.13% | 102 |
|
|
2023
Q3 | $2.02M | Buy |
10,461
+1,408
| +16% | +$270K | 0.14% | 87 |
|
|
2023
Q2 | $1.69M | Buy |
9,053
+284
| +3% | +$50.4K | 0.12% | 92 |
|
|
2023
Q1 | $1.46M | Buy |
8,769
+3
| +0% | +$500 | 0.11% | 98 |
|
|
2022
Q4 | $1.46M | Buy |
8,766
+608
| +7% | +$99.4K | 0.12% | 96 |
|
|
2022
Q3 | $1.22M | Buy |
8,158
+234
| +3% | +$37.5K | 0.16% | 74 |
|
|
2022
Q2 | $1.23M | Sell |
7,924
-610
| -7% | -$97.8K | 0.14% | 100 |
|
|
2022
Q1 | $1.45M | Buy |
8,534
+1,934
| +29% | +$305K | 0.15% | 87 |
|
|
2021
Q4 | $1.15M | Buy |
6,600
+1,430
| +28% | +$238K | 0.12% | 124 |
|
|
2021
Q3 | $783K | Buy |
5,170
+1,802
| +54% | +$273K | 0.09% | 175 |
|
|
2021
Q2 | $474K | Sell |
3,368
-620
| -16% | -$83.1K | 0.05% | 269 |
|
|
2021
Q1 | $486K | Sell |
3,988
-290
| -7% | -$33.4K | 0.07% | 258 |
|
|
2020
Q4 | $501K | Buy |
4,278
+128
| +3% | +$14.5K | 0.09% | 201 |
|
|
2020
Q3 | $476K | Buy |
4,150
+55
| +1% | +$6.3K | 0.1% | 168 |
|
|
2020
Q2 | $481K | Buy |
4,095
+94
| +2% | +$9.52K | 0.1% | 175 |
|
|
2020
Q1 | $422K | Sell |
4,001
-126
| -3% | -$13.4K | 0.11% | 152 |
|
|
2019
Q4 | $489K | Sell |
4,127
-855
| -17% | -$89.3K | 0.11% | 171 |
|
|
2019
Q3 | $498K | Sell |
4,982
-40
| -0.8% | -$4K | 0.33% | 55 |
|
|
2019
Q2 | $501K | Buy |
5,022
+208
| +4% | +$19.9K | 0.39% | 49 |
|
|
2019
Q1 | $452K | Sell |
4,814
-343
| -7% | -$30.3K | 0.59% | 28 |
|
|
2018
Q4 | $411K | Sell |
5,157
-85
| -2% | -$7.09K | 0.39% | 58 |
|
|
2018
Q3 | $434K | Sell |
5,242
-105
| -2% | -$8.89K | 0.37% | 60 |
|
|
2018
Q2 | $438K | Sell |
5,347
-120
| -2% | -$9.8K | 0.39% | 55 |
|
|
2018
Q1 | $452K | Sell |
5,467
-30
| -0.5% | -$2.48K | 0.42% | 62 |
|
|
2017
Q4 | $447K | Sell |
5,497
-90
| -2% | -$7.48K | 0.41% | 64 |
|
|
2017
Q3 | $468K | Buy |
5,587
+50
| +0.9% | +$3.96K | 0.42% | 61 |
|
|
2017
Q2 | $430K | Buy |
+5,537
| New | +$418K | 0.28% | 84 |
|
|
2016
Q2 | – | Sell |
-5,982
| Closed | -$364K | – | 76 |
|
|
2016
Q1 | $364K | Buy |
+5,982
| New | +$335K | 0.4% | 49 |
|
Other funds holding MRSH
VCM
VPM
Capital Asset Advisory Services's MRSH Position: Q1 2026 in Review
Capital Asset Advisory Services increased its Marsh (MRSH) stake by 5.1% in Q1 2026, buying an estimated $80.7K and bringing the position to 9,317 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #127.
Capital Asset Advisory Services first reported a position in MRSH in Q1 2016 and has held it in 37 quarters since. The position peaked at $2.39M in Q1 2024. 1,535 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- Capital Asset Advisory Services held 9,317 shares of Marsh worth $1.63M as of Q1 2026.
- Capital Asset Advisory Services bought 449 Marsh shares in Q1 2026, an estimated $80.7K.
- Marsh made up 0.06% of Capital Asset Advisory Services's portfolio in Q1 2026, its #127 holding.
- Capital Asset Advisory Services first reported a position in Marsh in Q1 2016 and has held it in 37 quarters since.
- Capital Asset Advisory Services's Marsh position peaked at $2.39M in Q1 2024.
- 1,535 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.