Cape Investment Advisory, Inc.
Position in MRSH — Marsh & Mclennan Companies, Inc.
CIK 1944437
MCDONOUGH, GA
Position in MRSH
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,166
-$14,942 QoQ
Shares Held
25
-75.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,432
of 1,500 holders
Holding Since
Mar 2023
7 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, 2026Cape Investment Advisory, Inc. holds $1,065,003 across 6 Insurance Brokers names. MRSH ranks #3 (0.4% of the industry book) .
All Filings in MRSH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,166 | 25 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $19,108 | 103 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,530 | 7 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,708 | 7 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,699 | 8 | Shares | Sole | 2025-02-05 | |
| 2023-12-31 | $1,136 | 6 | Shares | Sole | 2024-02-12 | |
| 2023-03-31 | $5,829 | 35 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||