CAPTRUST Financial 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
Q1 | $10.7M | Buy |
61,566
+11,544
| +23% | +$2.08M | 0.02% | 528 |
|
|
2025
Q4 | $9.28M | Buy |
50,022
+1,471
| +3% | +$275K | 0.02% | 502 |
|
|
2025
Q3 | $9.78M | Sell |
48,551
-2,908
| -6% | -$598K | 0.02% | 476 |
|
|
2025
Q2 | $11.3M | Sell |
51,459
-50,187
| -49% | -$11.3M | 0.03% | 434 |
|
|
2025
Q1 | $24.8M | Sell |
101,646
-28,035
| -22% | -$6.36M | 0.06% | 250 |
|
|
2024
Q4 | $27.5M | Buy |
129,681
+16,851
| +15% | +$3.74M | 0.08% | 186 |
|
|
2024
Q3 | $25.2M | Buy |
112,830
+5,002
| +5% | +$1.11M | 0.07% | 199 |
|
|
2024
Q2 | $22.7M | Buy |
107,828
+12,871
| +14% | +$2.64M | 0.07% | 199 |
|
|
2024
Q1 | $19.6M | Sell |
94,957
-7,719
| -8% | -$1.54M | 0.07% | 224 |
|
|
2023
Q4 | $19.5M | Buy |
102,676
+7,052
| +7% | +$1.36M | 0.07% | 242 |
|
|
2023
Q3 | $18.2M | Buy |
95,624
+5,000
| +6% | +$958K | 0.07% | 226 |
|
|
2023
Q2 | $17M | Buy |
90,624
+4,040
| +5% | +$717K | 0.07% | 226 |
|
|
2023
Q1 | $14.4M | Buy |
86,584
+16,187
| +23% | +$2.7M | 0.06% | 224 |
|
|
2022
Q4 | $11.6M | Buy |
70,397
+44,419
| +171% | +$7.26M | 0.06% | 263 |
|
|
2022
Q3 | $3.88M | Buy |
25,978
+584
| +2% | +$93.7K | 0.02% | 470 |
|
|
2022
Q2 | $3.94M | Buy |
25,394
+7,207
| +40% | +$1.15M | 0.03% | 430 |
|
|
2022
Q1 | $3.1M | Buy |
18,187
+6,811
| +60% | +$1.07M | 0.02% | 482 |
|
|
2021
Q4 | $1.98M | Buy |
11,376
+73
| +0.6% | +$12.1K | 0.01% | 567 |
|
|
2021
Q3 | $1.71M | Buy |
11,303
+1,468
| +15% | +$222K | 0.01% | 563 |
|
|
2021
Q2 | $1.38M | Sell |
9,835
-2,329
| -19% | -$312K | 0.01% | 608 |
|
|
2021
Q1 | $1.48M | Buy |
12,164
+3,477
| +40% | +$400K | 0.02% | 547 |
|
|
2020
Q4 | $1.02M | Buy |
8,687
+382
| +5% | +$43.4K | 0.01% | 604 |
|
|
2020
Q3 | $949K | Buy |
8,305
+2,224
| +37% | +$255K | 0.02% | 525 |
|
|
2020
Q2 | $654K | Buy |
6,081
+1,391
| +30% | +$141K | 0.01% | 621 |
|
|
2020
Q1 | $385K | Sell |
4,690
-67
| -1% | -$7.14K | 0.01% | 649 |
|
|
2019
Q4 | $533K | Buy |
4,757
+2,315
| +95% | +$242K | 0.01% | 667 |
|
|
2019
Q3 | $244K | Sell |
2,442
-247
| -9% | -$24.7K | 0.01% | 534 |
|
|
2019
Q2 | $268K | Sell |
2,689
-84
| -3% | -$8.04K | 0.01% | 504 |
|
|
2019
Q1 | $260K | Buy |
2,773
+51
| +2% | +$4.51K | 0.01% | 469 |
|
|
2018
Q4 | $217K | Buy |
2,722
+469
| +21% | +$39.1K | 0.01% | 419 |
|
|
2018
Q3 | $186K | Sell |
2,253
-515
| -19% | -$43.6K | 0.01% | 456 |
|
|
2018
Q2 | $227K | Buy |
2,768
+998
| +56% | +$81.5K | 0.01% | 340 |
|
|
2018
Q1 | $143K | Sell |
1,770
-714
| -29% | -$59.1K | 0.01% | 370 |
|
|
2017
Q4 | $202K | Buy |
2,484
+2,433
| +4,771% | +$202K | 0.01% | 316 |
|
|
2017
Q3 | $4K | Buy |
+51
| New | +$4.04K | ﹤0.01% | 501 |
|
Other funds holding MRSH
VCM
VPM
CAPTRUST Financial Advisors's MRSH Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Marsh (MRSH) stake by 23% in Q1 2026, buying an estimated $2.08M and bringing the position to 61,566 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #528.
CAPTRUST Financial Advisors first reported a position in MRSH in Q3 2017 and has held it in 35 quarters since. The position peaked at $27.5M in Q4 2024. 1,534 funds tracked by Wall St. Rank hold MRSH as of Q1 2026.
- CAPTRUST Financial Advisors held 61,566 shares of Marsh worth $10.7M as of Q1 2026.
- CAPTRUST Financial Advisors bought 11,544 Marsh shares in Q1 2026, an estimated $2.08M.
- Marsh made up 0.02% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #528 holding.
- CAPTRUST Financial Advisors first reported a position in Marsh in Q3 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Marsh position peaked at $27.5M in Q4 2024.
- 1,534 funds tracked by Wall St. Rank held Marsh as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.