SEC 13F Intelligence

Capital Investment Advisors, LLC / MRSH

Capital Investment Advisors, LLC’s Marsh & Mclennan Cos Inc Position

Does Capital Investment Advisors, LLC own Marsh & Mclennan Cos Inc (MRSH)? Yes248.9K shares worth $43M (+0.63% of its 13F portfolio) as of Q1 2026, up from 159.7K shares the prior filed quarter.

Position Value
$43M
Q1 2026
Shares
248.9K
% of Portfolio
+0.63%
Quarters Held
24
currently held

Position History MRSH

Reported value by quarter
Q1 ’20: $626,000Q1 ’20Q2 ’20: $778,000Q3 ’20: $824,000Q4 ’20: $758,000Q4 ’20Q1 ’21: $790,000Q2 ’21: $869,000Q3 ’21: $938,000Q3 ’21Q4 ’21: $869,000Q1 ’22: $1MQ2 ’22: $887,000Q2 ’22Q3 ’22: $839,000Q4 ’22: $887Q1 ’23: $922,762Q1 ’23Q3 ’23: $883,587Q4 ’23: $874,129Q1 ’24: $924,115Q1 ’24Q2 ’24: $689,335Q3 ’24: $696,855Q4 ’24: $646,798Q4 ’24Q1 ’25: $28MQ2 ’25: $27MQ3 ’25: $34MQ3 ’25Q4 ’25: $30MQ1 ’26: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026248.9K$43M+0.63%
Q4 2025159.7K$30M+0.45%
Q3 2025167.3K$34M+0.55%
Q2 2025124.7K$27M+0.48%
Q1 2025113.4K$28M+0.54%
Q4 20243.0K$646,798+0.01%
Q3 20243.1K$696,855+0.01%
Q2 20243.3K$689,335+0.02%
Q1 20244.5K$924,115+0.02%
Q4 20234.6K$874,129+0.02%
Q3 20234.6K$883,587+0.02%
Q1 20235.5K$922,762+0.03%
Q4 20225.4K$887+0.03%
Q3 20225.6K$839,000+0.03%
Q2 20225.7K$887,000+0.03%
Q1 20226.5K$1M+0.03%
Q4 20215.0K$869,000+0.03%
Q3 20216.2K$938,000+0.03%
Q2 20216.2K$869,000+0.03%
Q1 20216.5K$790,000+0.03%
Q4 20206.5K$758,000+0.03%
Q3 20207.2K$824,000+0.04%
Q2 20207.3K$778,000+0.04%
Q1 20207.2K$626,000+0.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of MRSH.