Back to MRSH
Capital Investment Advisors, LLC → MRSH
Capital Investment Advisors, LLC MRSH Position History
Marsh & McLennan Companies, Inc. • Insurance
Quarters held
6
Latest value
$44.5M
Q3 2026
Peak value
$44.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $29.6M |
| Q1 2026 | $43.2M |
| Q1 2026 | $43.2M |
| Q2 2026 | $42.1M |
| Q3 2026 | $44.5M |
| Q3 2026 | $44.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.5M | 260.4K | — | — |
| Q3 2026 | $44.5M | 260.4K | — | — |
| Q2 2026 | $42.1M | 252.9K | — | — |
| Q1 2026 | $43.2M | 248.9K | — | — |
| Q1 2026 | $43.2M | 248.9K | — | — |
| Q4 2025 | $29.6M | 159.7K | — | — |
Other funds holding MRSH
$10.5B
$9.6B
$8.4B
$7.7B
$5.2B
$4.7B
$4.7B
$4.5B