Capital Advisors, Ltd. LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1597878
SHAKER HEIGHTS, OH
Position in MRSH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,000
+$16,073 QoQ
Shares Held
162
+157.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,334
of 1,495 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $155,008 across 9 Insurance Brokers names. MRSH ranks #4 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
148 | $49,090 | |
| 2 | WTW |
Willis Towers Watson PLC
|
118 | $30,841 | |
| 3 | BRO |
Brown & Brown, Inc.
|
466 | $29,893 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
This page
|
162 | $27,000 | |
| 5 | ERIE |
Erie Indemnity Co
|
51 | $12,227 | |
| 6 | AJG |
Arthur J. Gallagher & Co.
|
15 | $3,443 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
49 | $2,376 | |
| 8 | CRD-A |
Crawford & Co
|
12 | $135 |
All Filings in MRSH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,000 | 162 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $10,927 | 63 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,493 | 35 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $36,678 | 182 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $50,724 | 232 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $54,174 | 222 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $41,419 | 195 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,948 | 197 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $41,511 | 197 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $40,784 | 198 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $36,188 | 191 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $36,347 | 191 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $35,923 | 191 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $22,339 | 135 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $8,808 | 59 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,123 | 33 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,237 | 19 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $869 | 5 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||