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CAPTRUST FINANCIAL ADVISORS: MRSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on MRSH, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 68,177 MRSH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,177 shares
    Change vs previous 13F +6,611 shares

    0.02% of the 13F portfolio, value $11,363,130.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 61,566 shares
    Change vs previous 13F +11,544 shares

    0.02% of the 13F portfolio, value $10,679,072.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,022 shares
    Change vs previous 13F +1,471 shares

    0.02% of the 13F portfolio, value $9,280,132.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,551 shares
    Change vs previous 13F -2,908 shares

    0.02% of the 13F portfolio, value $9,784,466.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 51,459 shares
    Change vs previous 13F -50,187 shares

    0.03% of the 13F portfolio, value $11,250,933.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,646 shares
    Change vs previous 13F -28,035 shares

    0.06% of the 13F portfolio, value $24,804,554.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 129,681 shares
    Change vs previous 13F +16,851 shares

    0.08% of the 13F portfolio, value $27,545,527.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,830 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $25,171,268.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).