CIA
MRSH

Capital Investment Advisors’s Marsh MRSH Stock Holding History

Capital Investment Advisors’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 		$43.2M Buy
248,947
+89,285
+56% +$16.1M 0.63% 48
2025
Q4 		$29.6M Sell
159,662
-7,601
-5% -$1.42M 0.45% 58
2025
Q3 		$33.7M Buy
167,263
+42,521
+34% +$8.75M 0.55% 52
2025
Q2 		$27.3M Buy
124,742
+11,364
+10% +$2.57M 0.49% 60
2025
Q1 		$27.7M Buy
113,378
+110,333
+3,623% +$25M 0.54% 53
2024
Q4 		$647K Sell
3,045
-79
-3% -$17.5K 0.01% 383
2024
Q3 		$697K Sell
3,124
-147
-4% -$32.6K 0.01% 354
2024
Q2 		$689K Sell
3,271
-1,215
-27% -$250K 0.02% 347
2024
Q1 		$924K Sell
4,486
-128
-3% -$25.5K 0.02% 300
2023
Q4 		$874K Sell
4,614
-29
-0.6% -$5.6K 0.02% 288
2023
Q3 		$884K Buy
+4,643
New +$890K 0.02% 278
2023
Q2 		– Sell
-5,540
Closed -$923K – 586
2023
Q1 		$923K Buy
5,540
+181
+3% +$30.2K 0.03% 257
2022
Q4 		$887K Sell
5,359
-260
-5% -$42.5K 0.03% 261
2022
Q3 		$839K Sell
5,619
-94
-2% -$15.1K 0.03% 264
2022
Q2 		$887K Sell
5,713
-771
-12% -$124K 0.03% 260
2022
Q1 		$1.1M Buy
6,484
+1,486
+30% +$234K 0.03% 253
2021
Q4 		$869K Sell
4,998
-1,194
-19% -$198K 0.03% 293
2021
Q3 		$938K Buy
6,192
+12
+0.2% +$1.81K 0.03% 278
2021
Q2 		$869K Sell
6,180
-306
-5% -$41K 0.03% 296
2021
Q1 		$790K Buy
6,486
+3
+0% +$346 0.03% 294
2020
Q4 		$758K Sell
6,483
-700
-10% -$79.5K 0.03% 282
2020
Q3 		$824K Sell
7,183
-67
-0.9% -$7.68K 0.04% 252
2020
Q2 		$778K Buy
7,250
+12
+0.2% +$1.22K 0.04% 252
2020
Q1 		$626K Buy
+7,238
New +$772K 0.04% 253

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 Investment Advisors's MRSH Position: Q1 2026 in Review

Capital Investment Advisors increased its Marsh (MRSH) stake by 56% in Q1 2026, buying an estimated $16.1M and bringing the position to 248,947 shares worth $43.2M. The position accounts for 0.63% of the portfolio, ranked #48.

Capital Investment Advisors first reported a position in MRSH in Q1 2020 and has held it in 24 quarters since. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Capital Investment Advisors held 248,947 shares of Marsh worth $43.2M as of Q1 2026.
  • Capital Investment Advisors bought 89,285 Marsh shares in Q1 2026, an estimated $16.1M.
  • Marsh made up 0.63% of Capital Investment Advisors's portfolio in Q1 2026, its #48 holding.
  • Capital Investment Advisors first reported a position in Marsh in Q1 2020 and has held it in 24 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.