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Marsh & McLennan Companies, Inc.

MRSH
Exchange
NYSE
Industry
Insurance Agents, Brokers & Service
SEC CIK
0000062709

In the last 90 days, Marsh & McLennan Companies, Inc. insiders filed 0 open-market purchases and 6 sales; 1,506 institutions reported holding it in 13F filings for Q2 2026, worth $73.1B in total; superinvestors Harris Associates (Oakmark) and Markel Group hold it.

13F holders, Q1 2026

Institutional positions in Marsh & McLennan Companies, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,548
−24 vs. Q4 2025
Shares held
438.9M
+59.3M (+15.6%) vs. Q4 2025
Total value
$76.1B
+$5.70B (+8.1%) vs. Q4 2025
New holders
142
614 more added
Sold out
166
579 more reduced

22 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 1,548 institutions
Q1 2021: 979 institutionsQ2 2021: 1,007 institutionsQ3 2021: 1,078 institutionsQ4 2021: 1,170 institutionsQ1 2022: 1,151 institutionsQ2 2022: 1,150 institutionsQ3 2022: 1,159 institutionsQ4 2022: 1,223 institutionsQ1 2023: 1,228 institutionsQ2 2023: 1,258 institutionsQ3 2023: 1,294 institutionsQ4 2023: 1,376 institutionsQ1 2024: 1,444 institutionsQ2 2024: 1,476 institutionsQ3 2024: 1,531 institutionsQ4 2024: 1,578 institutionsQ1 2025: 1,627 institutionsQ2 2025: 1,610 institutionsQ3 2025: 1,576 institutionsQ4 2025: 1,594 institutionsQ1 2026: 1,548 institutionsQ2 2026: 1,506 institutions
Value heldQ1 2026: $76.1B
Q1 2021: $54.7BQ2 2021: $63.6BQ3 2021: $68.0BQ4 2021: $77.6BQ1 2022: $75.2BQ2 2022: $68.6BQ3 2022: $65.5BQ4 2022: $72.3BQ1 2023: $72.1BQ2 2023: $81.5BQ3 2023: $82.0BQ4 2023: $82.4BQ1 2024: $89.9BQ2 2024: $92.3BQ3 2024: $97.1BQ4 2024: $94.2BQ1 2025: $108.0BQ2 2025: $97.3BQ3 2025: $87.2BQ4 2025: $80.9BQ1 2026: $76.1BQ2 2026: $73.1B
Institutions holding MRSH and their total value by quarter
QuarterHoldersValue
Q2 20261,506$73.1B
Q1 20261,548$76.1B
Q4 20251,594$80.9B
Q3 20251,576$87.2B
Q2 20251,610$97.3B
Q1 20251,627$108.0B
Q4 20241,578$94.2B
Q3 20241,531$97.1B
Q2 20241,476$92.3B
Q1 20241,444$89.9B
Q4 20231,376$82.4B
Q3 20231,294$82.0B
Q2 20231,258$81.5B
Q1 20231,228$72.1B
Q4 20221,223$72.3B
Q3 20221,159$65.5B
Q2 20221,150$68.6B
Q1 20221,151$75.2B
Q4 20211,170$77.6B
Q3 20211,078$68.0B
Q2 20211,007$63.6B
Q1 2021979$54.7B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q4 2025.

Institutions holding MRSH in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd309$1690.00%−44−12.5%Reduced
3 Factor Indexing, LLC1$1740.00%+1New
Elevated Capital Advisors, LLC2$3470.00%00.0%Unchanged
Strategic Investment Solutions, Inc.2$3470.00%+2New
Tidemark, LLC2$3470.00%+2New
Estabrook Capital Management3$5200.00%+3New
Curio Wealth, LLC3$5200.00%+3New
Breakwater Investment Management3$5210.00%−3−50.0%Reduced
West Branch Capital LLC4$6940.00%00.0%Unchanged
Davis Capital Management5$8670.00%−1−16.7%Reduced
Benson Wealth Management INC5$8670.00%00.0%Unchanged
Seneschal Advisors, LLC5$8680.00%00.0%Unchanged
DecisionPoint Financial, LLC6$1.04K0.00%00.0%Unchanged
Anfield Capital Management, LLC6$1.04K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC6$1.04K0.00%+6New
Beaird Harris Wealth Management, LLC6$1.04K0.00%+6New
Caitong International Asset Management Co., Ltd6$1.04K0.00%+6New
HFM Investment Advisors, LLC7$1.21K0.00%+2+40.0%Added
TopTier Wealth Management, LLC7$1.21K0.00%+7New
Clark Wealth Partners7$1.22K0.00%−17−70.8%Reduced
Napier Financial, LLC8$1.39K0.00%+8New
Rakuten Securities, Inc.9$1.56K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC9$1.56K0.00%00.0%Unchanged
Godfrey Financial Associates, Inc.9$1.56K0.00%00.0%Unchanged
Monetary Solutions, Ltd9$1.56K0.00%00.0%Unchanged
Marquette Asset Management, LLC11$1.91K0.00%+4+57.1%Added
North Star Investment Management Corp.12$2.08K0.00%−54−81.8%Reduced
Asset Planning,Inc12$2.08K0.00%00.0%Unchanged
NVWM, LLC13$2.25K0.00%00.0%Unchanged
MTM Investment Management, LLC13$2.25K0.00%00.0%Unchanged
American Capital Advisory, LLC13$2.25K0.00%+1+8.3%Added
Creative Financial Designs Inc15$2.60K0.00%−8−34.8%Reduced
Quaker Wealth Management, LLC15$2.60K0.00%+7+87.5%Added
WestEnd Advisors, LLC16$2.77K0.00%00.0%Unchanged
Archer Investment Corp16$2.77K0.00%00.0%Unchanged
PayPay Securities Corp16$2.92K0.10%−7−30.4%Reduced
Key Capital Management, INC17$2.95K0.00%+17New
Intentional Wealth Strategies, LLC17$2.95K0.00%+17New
Strive Financial Group ,LLC20$3.00K0.00%00.0%Unchanged
Main Street Group, LTD17$3.00K0.00%+17New
Vermillion Wealth Management, Inc.18$3.12K0.00%+18New
United Community Bank19$3.30K0.00%−71−78.9%Reduced
YANKCOM Partnership19$3.30K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC19$3.30K0.00%00.0%Unchanged
Global Wealth Strategies & Associates19$3.34K0.00%00.0%Unchanged
Corsicana & Co.14$3.42K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$3.47K0.00%00.0%Unchanged
Pacifica Partners Inc.20$3.47K0.00%00.0%Unchanged
Salem Investment Counselors Inc20$3.47K0.00%+20New
Prudent Man Investment Management, Inc.19$3.52K0.00%00.0%Unchanged
Sunrise Financial Services, LLC22$3.82K0.00%00.0%Unchanged
Dogwood Wealth Management LLC23$3.99K0.00%−11−32.4%Reduced
Torren Management, LLC23$3.99K0.00%00.0%Unchanged
True Link Financial Advisors, LLC23$3.99K0.00%+23New
Provenance Wealth Advisors, LLC24$4.16K0.00%00.0%Unchanged
Private Wealth Management Group, LLC24$4.16K0.00%+1+4.3%Added
Evermay Wealth Management LLC24$4.16K0.00%+24New
POM Investment Strategies, LLC24$4.18K0.01%+14+140.0%Added
Valued Wealth Advisors LLC24$4.23K0.00%−2−7.7%Reduced
Sunbelt Securities, Inc.25$4.34K0.00%−16−39.0%Reduced
Toth Financial Advisory Corp25$4.34K0.00%−7−21.9%Reduced
Cornerstone Financial Management LLC26$4.51K0.00%−7−21.2%Reduced
Principia Wealth Advisory, LLC26$4.51K0.00%−3−10.3%Reduced
Networth Advisors, LLC26$4.51K0.00%+19+271.4%Added
DiNuzzo Private Wealth, Inc.28$4.86K0.00%−1−3.4%Reduced
Valley National Advisers Inc32$5.00K0.00%+32New
McIlrath & Eck, LLC29$5.03K0.00%00.0%Unchanged
TFC Financial Management29$5.03K0.00%−5−14.7%Reduced
Tradewinds Capital Management, LLC29$5.03K0.00%00.0%Unchanged
Atomic Invest LLC29$5.05K0.00%−1−3.3%Reduced
Burk Holdings LLC30$5.20K0.00%+30New
Cedar Mountain Advisors, LLC31$5.38K0.00%+4+14.8%Added
Old Point Trust & Financial Services N A32$5.55K0.00%00.0%Unchanged
Measured Wealth Private Client Group, LLC32$5.55K0.00%00.0%Unchanged
Evolution Wealth Management Inc.32$5.55K0.00%+29+966.7%Added
Retiremitten Financial LLC32$5.55K0.00%+32New
IMG Wealth Management, Inc.34$5.90K0.00%−40−54.1%Reduced
TSFG, LLC35$6.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC36$6.24K0.00%+4+12.5%Added
Portus Wealth Advisors, LLC36$6.24K0.01%+36New
Flagship Wealth Advisors, LLC30$6.56K0.00%+30New
Loomis Sayles & Co L P38$6.59K0.00%−164−81.2%Reduced
Westend Capital Management, LLC38$6.59K0.00%−2−5.0%Reduced
Bullock Wealth Management Group39$6.70K0.00%00.0%Unchanged
Hughes Financial Services, LLC39$6.76K0.00%−16−29.1%Reduced
Crews Bank & Trust39$6.76K0.00%00.0%Unchanged
Atwood & Palmer Inc42$7.29K0.00%00.0%Unchanged
Vision Retirement, LLC43$7.39K0.00%+1+2.4%Added
Red Tortoise LLC43$7.46K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC45$7.80K0.00%−156−77.6%Reduced
Investors Research Corp45$7.80K0.00%00.0%Unchanged
Evelyn Partners Asset Management Ltd45$7.80K0.00%00.0%Unchanged
Guinness Atkinson Asset Management Inc44$8.04K0.00%00.0%Unchanged
American National Bank50$8.67K0.00%−17−25.4%Reduced
Cherry Tree Wealth Management, LLC53$9.19K0.00%00.0%Unchanged
Miller Global Investments, LLC53$9.19K0.01%00.0%Unchanged
Bare Financial Services, Inc54$9.37K0.00%+35+184.2%Added
RHL Group, LLC54$9.41K0.01%+54New
Avion Wealth63$10.0K0.00%−10−13.7%Reduced
McGuire Capital Advisors Inc58$10.1K0.01%−31−34.8%Reduced