Capital Analysts, LLC
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1624758
FORT WASHINGTON, PA
Position in MRSH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$52,000
+$12,628 QoQ
Shares Held
312
+37.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,274
of 1,495 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MRSH Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $184,519 across 3 Insurance Brokers names. MRSH ranks #2 (28.2% of the industry book) .
All Filings in MRSH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,000 | 312 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $39,372 | 227 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,099 | 76 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $34,461 | 171 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,168 | 170 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $41,240 | 169 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $22,303 | 105 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,685 | 151 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $33,714 | 160 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $47,786 | 232 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $28,799 | 152 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $32,351 | 170 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24,638 | 131 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $20,485 | 123 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $21,512 | 130 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $19,855 | 133 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,164 | 117 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,212 | 101 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $17,555 | 101 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $15,294 | 101 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $14,068 | 100 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $12,180 | 100 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||