CAPTRUST FINANCIAL ADVISORS
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1512024
RALEIGH, NC
Position in MRSH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$10,678,622
+$1,398,541 QoQ
Shares Held
61,566
+23.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 37.56294058408862.ToString("F0")%
Shared 0.ToString("F0")%
None 62.43705941591138.ToString("F0")%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $64,751,948 across 8 Insurance Brokers names. MRSH ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
442,729 | $28,870,358 | |
| 2 | AON |
Aon plc
|
38,482 | $12,421,219 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
61,566 | $10,678,622 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
|
39,193 | $8,488,419 | |
| 5 | SLQT |
SelectQuote, Inc.
|
2,287,226 | $1,440,952 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
59,046 | $1,295,469 | |
| 7 | WTW |
Willis Towers Watson PLC
|
3,625 | $1,053,787 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,002 | $503,122 |
All Filings in MRSH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,678,622 | 61,566 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,280,081 | 50,022 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,784,483 | 48,551 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $11,250,995 | 51,459 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $24,804,673 | 101,646 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,545,541 | 129,681 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,171,244 | 112,830 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,721,516 | 107,828 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $19,559,242 | 94,957 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,454,021 | 102,676 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $18,197,247 | 95,624 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $17,044,561 | 90,624 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $14,420,565 | 86,584 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,649,295 | 70,397 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,878,255 | 25,978 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,942,418 | 25,394 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $3,099,428 | 18,187 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,977,376 | 11,376 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,711,613 | 11,303 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,383,587 | 9,835 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,481,575 | 12,164 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,016,379 | 8,687 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $952,583 | 8,305 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $652,916 | 6,081 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $405,497 | 4,690 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||