Capital Investment Advisors, LLC

Position in MRSH — Marsh & Mclennan Companies, Inc.

CIK 1582732 ATLANTA, GA

Position in MRSH

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$42,144,842

-$1,035,015 QoQ

Shares Held

252,864

+1.6% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#143

of 1,495 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Capital Investment Advisors, LLC holds $43,891,490 across 4 Insurance Brokers names. MRSH ranks #1 (96.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc. This page	252,864	$42,144,842
2	BRO	Brown & Brown, Inc.	12,284	$788,018
3	AON	Aon plc	2,270	$752,936
4	AJG	Arthur J. Gallagher & Co.	896	$205,694

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$42,144,842	252,864	+1.6%	Shares	Sole	2026-08-06
2026-03-31	$43,179,857	248,947	+55.9%	Shares	Sole	2026-04-17
2025-12-31	$29,620,494	159,662	-4.5%	Shares	Sole	2026-01-13
2025-09-30	$33,708,512	167,263	+34.1%	Shares	Sole	2025-10-23
2025-06-30	$27,273,590	124,742	+10.0%	Shares	Sole	2025-07-17
2025-03-31	$27,667,633	113,378	+3623.4%	Shares	Sole	2025-04-14
2024-12-31	$646,788	3,045	-2.5%	Shares	Sole	2025-01-13
2024-09-30	$696,933	3,124	-4.5%	Shares	Sole	2024-10-17
2024-06-30	$689,265	3,271	-27.1%	Shares	Sole	2024-07-12
2024-03-31	$924,026	4,486	-2.8%	Shares	Sole	2024-04-15
2023-12-31	$874,214	4,614	-0.6%	Shares	Sole	2024-01-05
2023-09-30	$883,562	4,643	-16.2%	Shares	Sole	2023-10-16
2023-03-31	$922,687	5,540	+3.4%	Shares	Sole	2023-04-10
2022-12-31	$886,807	5,359	-4.6%	Shares	Sole	2023-01-05
2022-09-30	$838,860	5,619	-1.6%	Shares	Sole	2022-10-05
2022-06-30	$886,943	5,713	-11.9%	Shares	Sole	2022-07-06
2022-03-31	$1,105,003	6,484	+29.7%	Shares	Sole	2022-04-13
2021-12-31	$868,752	4,998	-19.3%	Shares	Sole	2022-01-10
2021-09-30	$937,654	6,192	+0.2%	Shares	Sole	2021-10-13
2021-06-30	$869,402	6,180	-4.7%	Shares	Sole	2021-07-14
2021-03-31	$789,994	6,486	+0.0%	Shares	Sole	2021-04-27
2020-12-31	$758,511	6,483	-9.7%	Shares	Sole	2021-01-21
2020-09-30	$823,890	7,183	-0.9%	Shares	Sole	2020-10-29
2020-06-30	$778,432	7,250	+0.2%	Shares	Sole	2020-07-20
2020-03-31	$625,797	7,238	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.