Capstone Investment Advisors’s Marsh MRSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.82M | Buy |
22,900
+200
| +0.9% | +$33.4K | 0.01% | 564 |
|
|
2026
Q1 | $3.94M | Buy |
22,700
+21,600
| +1,964% | +$3.88M | 0.01% | 468 |
|
|
2025
Q4 | $204K | Sell |
1,100
-1,700
| -61% | -$318K | ﹤0.01% | 1497 |
|
|
2025
Q3 | $564K | Sell |
2,800
-800
| -22% | -$165K | ﹤0.01% | 1306 |
|
|
2025
Q2 | $787K | Sell |
3,600
-3,000
| -45% | -$677K | ﹤0.01% | 939 |
|
|
2025
Q1 | $1.61M | Buy |
6,600
+2,400
| +57% | +$545K | ﹤0.01% | 746 |
|
|
2024
Q4 | $892K | Sell |
4,200
-28,100
| -87% | -$6.23M | ﹤0.01% | 1108 |
|
|
2024
Q3 | $7.21M | Buy |
32,300
+1,000
| +3% | +$222K | 0.02% | 371 |
|
|
2024
Q2 | $6.6M | Sell |
31,300
-1,800
| -5% | -$370K | 0.02% | 390 |
|
|
2024
Q1 | $6.82M | Buy |
33,100
+300
| +0.9% | +$59.8K | 0.02% | 348 |
|
|
2023
Q4 | $6.21M | Buy |
32,800
+24,200
| +281% | +$4.68M | 0.02% | 460 |
|
|
2023
Q3 | $1.64M | Buy |
8,600
+1,900
| +28% | +$364K | 0.01% | 798 |
|
|
2023
Q2 | $1.26M | Buy |
6,700
+5,400
| +415% | +$958K | 0.01% | 789 |
|
|
2023
Q1 | $217K | Sell |
1,300
-2,000
| -61% | -$333K | ﹤0.01% | 1254 |
|
|
2022
Q4 | $546K | Hold |
3,300
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q3 | $493K | Buy |
3,300
+1,900
| +136% | +$305K | ﹤0.01% | 1271 |
|
|
2022
Q2 | $217K | Sell |
1,400
-31,600
| -96% | -$5.06M | ﹤0.01% | 1403 |
|
|
2022
Q1 | $5.62M | Sell |
33,000
-105,800
| -76% | -$16.7M | 0.02% | 659 |
|
|
2021
Q4 | $24.1M | Sell |
138,800
-50,900
| -27% | -$8.46M | 0.04% | 382 |
|
|
2021
Q3 | $28.7M | Buy |
189,700
+170,000
| +863% | +$25.7M | 0.06% | 319 |
|
|
2021
Q2 | $2.77M | Sell |
19,700
-5,000
| -20% | -$670K | 0.01% | 917 |
|
|
2021
Q1 | $3.01M | Sell |
24,700
-28,900
| -54% | -$3.33M | 0.01% | 794 |
|
|
2020
Q4 | $6.27M | Sell |
53,600
-8,400
| -14% | -$954K | 0.02% | 525 |
|
|
2020
Q3 | $7.11M | Buy |
62,000
+32,400
| +109% | +$3.71M | 0.04% | 408 |
|
|
2020
Q2 | $3.18M | Buy |
+29,600
| New | +$3M | 0.02% | 563 |
|
|
2020
Q1 | – | Sell |
-7,000
| Closed | -$780K | – | 1302 |
|
|
2019
Q4 | $780K | Sell |
7,000
-100
| -1% | -$10.4K | ﹤0.01% | 1058 |
|
|
2019
Q3 | $710K | Buy |
7,100
+4,700
| +196% | +$470K | ﹤0.01% | 1011 |
|
|
2019
Q2 | $239K | Buy |
+2,400
| New | +$230K | ﹤0.01% | 1237 |
|
|
2019
Q1 | – | Sell |
-5,600
| Closed | -$447K | – | 1336 |
|
|
2018
Q4 | $447K | Hold |
5,600
| – | – | 0.01% | 844 |
|
|
2018
Q3 | $463K | Buy |
5,600
+3,200
| +133% | +$271K | 0.01% | 820 |
|
|
2018
Q2 | $197K | Buy |
+2,400
| New | +$196K | ﹤0.01% | 579 |
|
Other funds holding MRSH
Capstone Investment Advisors's MRSH Position: Q2 2026 in Review
Capstone Investment Advisors opened a new position in Marsh (MRSH) in Q2 2026: 3,366 shares worth $561K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in MRSH as recently as Q4 2025.
Capstone Investment Advisors first reported a position in MRSH in Q1 2016 and has held it in 19 quarters since. The position peaked at $2.18M in Q4 2024. 1,505 funds tracked by Wall St. Rank hold MRSH as of Q2 2026.
- Capstone Investment Advisors held 3,366 shares of Marsh worth $561K as of Q2 2026.
- Marsh was a new Capstone Investment Advisors position in Q2 2026.
- Marsh made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1184 holding.
- Capstone Investment Advisors first reported a position in Marsh in Q1 2016 and has held it in 19 quarters since.
- Capstone Investment Advisors's Marsh position peaked at $2.18M in Q4 2024.
- 1,505 funds tracked by Wall St. Rank held Marsh as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.