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 		$1.58M Buy
+9,100
New +$1.64M ﹤0.01% 705
2025
Q2 		– Sell
-1,400
Closed -$342K – 1684
2025
Q1 		$342K Sell
1,400
-2,600
-65% -$590K ﹤0.01% 1162
2024
Q4 		$850K Sell
4,000
-10,700
-73% -$2.37M ﹤0.01% 1127
2024
Q3 		$3.28M Buy
14,700
+2,500
+20% +$555K 0.01% 576
2024
Q2 		$2.57M Buy
12,200
+700
+6% +$144K 0.01% 633
2024
Q1 		$2.37M Buy
11,500
+900
+8% +$179K 0.01% 712
2023
Q4 		$2.01M Buy
10,600
+9,500
+864% +$1.84M 0.01% 797
2023
Q3 		$209K Hold
1,100
– – ﹤0.01% 1793
2023
Q2 		$207K Buy
+1,100
New +$195K ﹤0.01% 1540
2023
Q1 		– Sell
-1,000
Closed -$165K – 1639
2022
Q4 		$165K Hold
1,000
– – ﹤0.01% 1334
2022
Q3 		$149K Buy
+1,000
New +$160K ﹤0.01% 1519
2022
Q2 		– Sell
-9,300
Closed -$1.58M – 2009
2022
Q1 		$1.58M Sell
9,300
-8,300
-47% -$1.31M ﹤0.01% 1159
2021
Q4 		$3.06M Sell
17,600
-3,500
-17% -$581K 0.01% 972
2021
Q3 		$3.19M Buy
21,100
+15,900
+306% +$2.4M 0.01% 1014
2021
Q2 		$732K Sell
5,200
-4,400
-46% -$590K ﹤0.01% 1313
2021
Q1 		$1.17M Buy
9,600
+2,000
+26% +$230K ﹤0.01% 1067
2020
Q4 		$889K Sell
7,600
-27,100
-78% -$3.08M ﹤0.01% 1111
2020
Q3 		$3.98M Buy
34,700
+25,600
+281% +$2.93M 0.02% 578
2020
Q2 		$977K Buy
+9,100
New +$921K 0.01% 925
2020
Q1 		– Sell
-16,100
Closed -$1.79M – 1301
2019
Q4 		$1.79M Buy
16,100
+3,500
+28% +$366K 0.01% 863
2019
Q3 		$1.26M Buy
12,600
+10,200
+425% +$1.02M 0.01% 860
2019
Q2 		$239K Buy
+2,400
New +$230K ﹤0.01% 1236
2019
Q1 		– Sell
-3,200
Closed -$255K – 1334
2018
Q4 		$255K Buy
3,200
+1,000
+45% +$83.4K ﹤0.01% 977
2018
Q3 		$182K Buy
+2,200
New +$186K ﹤0.01% 1039

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

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. 1,536 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.
  • 1,536 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.