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Livermore
Livermore
ZHEN

Capital Analysts, LLC

SEC CIK
0001624758
Latest filing
Aug 5, 2026

MRSH holding history

Marsh & McLennan Companies, Inc. in every 13F filed by Capital Analysts, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings

Shares (Q2 2026)
312
Value
$52.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MRSH by Capital Analysts, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026312$52.0K<0.1%+85+37.4%AddedHolders
Q1 2026227$40.0K<0.1%+56+32.7%AddedHolders
Q4 2025171$32.0K<0.1%00.0%UnchangedHolders
Q3 2025171$34.0K<0.1%+1+0.6%AddedHolders
Q2 2025170$38.0K<0.1%+1+0.6%AddedHolders
Q1 2025169$41.0K<0.1%+64+61.0%AddedHolders
Q4 2024105$22.0K<0.1%−46−30.5%ReducedHolders
Q3 2024151$34.0K<0.1%−9−5.6%ReducedHolders
Q2 2024160$34.0K<0.1%−72−31.0%ReducedHolders
Q1 2024232$47.0K<0.1%+80+52.6%AddedHolders
Q4 2023152$29.0K<0.1%−18−10.6%ReducedHolders
Q3 2023170$32.0K<0.1%+39+29.8%AddedHolders
Q2 2023131$25.0K<0.1%+8+6.5%AddedHolders
Q1 2023123$20.0K<0.1%−7−5.4%ReducedHolders
Q4 2022130$21.0K<0.1%−3−2.3%ReducedHolders
Q3 2022133$20.0K<0.1%+16+13.7%AddedHolders
Q2 2022117$18.0K<0.1%+16+15.8%AddedHolders
Q1 2022101$17.0K<0.1%00.0%UnchangedHolders
Q4 2021101$18.0K<0.1%00.0%UnchangedHolders
Q3 2021101$15.0K<0.1%+1+1.0%AddedHolders
Q2 2021100$14.0K<0.1%00.0%UnchangedHolders
Q1 2021100$12.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.