Capstone Investment Advisors
MRSH

Capstone Investment Advisors’s Marsh MRSH Stock Holding History

Capstone 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 		– Sell
-7,156
Closed -$1.29M – 1761
2025
Q4 		$1.33M Buy
7,156
+4,719
+194% +$882K ﹤0.01% 758
2025
Q3 		$491K Buy
2,437
+433
+22% +$89.1K ﹤0.01% 1390
2025
Q2 		$438K Buy
+2,004
New +$452K ﹤0.01% 1197
2025
Q1 		– Sell
-10,275
Closed -$2.33M – 1698
2024
Q4 		$2.18M Buy
10,275
+10,005
+3,706% +$2.22M 0.01% 822
2024
Q3 		$60.2K Sell
270
-1,396
-84% -$310K ﹤0.01% 1784
2024
Q2 		$351K Sell
1,666
-2,023
-55% -$416K ﹤0.01% 1500
2024
Q1 		$760K Buy
+3,689
New +$735K ﹤0.01% 1307
2023
Q4 		– Sell
-5,419
Closed -$1.05M – 2283
2023
Q3 		$1.03M Buy
5,419
+5,342
+6,938% +$1.02M ﹤0.01% 981
2023
Q2 		$14.5K Sell
77
-268
-78% -$47.6K ﹤0.01% 1812
2023
Q1 		$57.5K Sell
345
-112
-25% -$18.7K ﹤0.01% 1411
2022
Q4 		$75.6K Buy
+457
New +$74.7K ﹤0.01% 1429
2021
Q4 		– Sell
-106
Closed -$17.6K – 1998
2021
Q3 		$16K Buy
+106
New +$16K ﹤0.01% 1911
2019
Q1 		– Sell
-848
Closed -$68K – 1335
2018
Q4 		$68K Sell
848
-160
-16% -$13.3K ﹤0.01% 1167
2018
Q3 		$83K Buy
1,008
+486
+93% +$41.2K ﹤0.01% 1159
2018
Q2 		$43K Buy
+522
New +$42.6K ﹤0.01% 657
2017
Q3 		– Sell
-4,700
Closed -$366K – 668
2017
Q2 		$366K Buy
+4,700
New +$355K 0.01% 457
2016
Q4 		– Sell
-4,500
Closed -$302K – 1041
2016
Q3 		$302K Buy
+4,500
New +$301K 0.01% 603
2016
Q2 		– Sell
-21,301
Closed -$1.29M – 795
2016
Q1 		$1.29M Buy
+21,301
New +$1.19M 0.04% 260

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $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

Capstone Investment Advisors's MRSH Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Marsh (MRSH) in Q1 2026, closing a stake of 7,156 shares — an estimated $1.29M sold.

Capstone Investment Advisors first reported a position in MRSH in Q1 2016 and held it in 18 quarters. The position peaked at $2.18M in Q4 2024. 1,541 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Marsh position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,156 Marsh shares in Q1 2026, an estimated $1.29M.
  • Capstone Investment Advisors first reported a position in Marsh in Q1 2016 and held it in 18 quarters.
  • Capstone Investment Advisors's Marsh position peaked at $2.18M in Q4 2024.
  • 1,541 funds tracked by Wall St. Rank held Marsh as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.