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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,506 | $73.1B |
| Q1 2026 | 1,548 | $76.1B |
| Q4 2025 | 1,594 | $80.9B |
| Q3 2025 | 1,576 | $87.2B |
| Q2 2025 | 1,610 | $97.3B |
| Q1 2025 | 1,627 | $108.0B |
| Q4 2024 | 1,578 | $94.2B |
| Q3 2024 | 1,531 | $97.1B |
| Q2 2024 | 1,476 | $92.3B |
| Q1 2024 | 1,444 | $89.9B |
| Q4 2023 | 1,376 | $82.4B |
| Q3 2023 | 1,294 | $82.0B |
| Q2 2023 | 1,258 | $81.5B |
| Q1 2023 | 1,228 | $72.1B |
| Q4 2022 | 1,223 | $72.3B |
| Q3 2022 | 1,159 | $65.5B |
| Q2 2022 | 1,150 | $68.6B |
| Q1 2022 | 1,151 | $75.2B |
| Q4 2021 | 1,170 | $77.6B |
| Q3 2021 | 1,078 | $68.0B |
| Q2 2021 | 1,007 | $63.6B |
| Q1 2021 | 979 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 7,525 | $1.31M | 0.03% | −1,538−17.0% | Reduced |
| Mission Wealth Management, LP | 7,538 | $1.31M | 0.03% | −906−10.7% | Reduced |
| Chilton Investment Co LLC | 7,709 | $1.34M | 0.03% | +2,703+54.0% | Added |
| Essex Financial Services, Inc. | 7,716 | $1.34M | 0.08% | +731+10.5% | Added |
| Boyd Watterson Asset Management LLC | 7,736 | $1.34M | 0.41% | +945+13.9% | Added |
| Landscape Capital Management, L.L.C. | 7,763 | $1.35M | 0.09% | −18,851−70.8% | Reduced |
| Lantz Financial LLC | 7,784 | $1.35M | 0.28% | +21+0.3% | Added |
| Fiduciary Trust Co | 7,800 | $1.35M | 0.02% | −2,101−21.2% | Reduced |
| Kestra Advisory Services, LLC | 7,896 | $1.37M | 0.01% | −2,295−22.5% | Reduced |
| Rockland Trust Co | 7,937 | $1.38M | 0.06% | −3,246−29.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,950 | $1.38M | 0.09% | −6,468−44.9% | Reduced |
| Principal Securities, Inc. | 7,973 | $1.38M | 0.02% | +756+10.5% | Added |
| Stance Capital LLC | 8,022 | $1.39M | 0.68% | +412+5.4% | Added |
| Evercore Wealth Management, LLC | 8,044 | $1.40M | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,072 | $1.40M | 0.07% | +2,539+45.9% | Added |
| Dumont & Blake Investment Advisors LLC | 8,098 | $1.40M | 0.35% | −99−1.2% | Reduced |
| Polymer Capital Management (US) LLC | 8,133 | $1.41M | 0.21% | +1,924+31.0% | Added |
| Greenleaf Trust | 8,228 | $1.43M | 0.01% | −1,185−12.6% | Reduced |
| Shelton Capital Management | 8,339 | $1.45M | 0.03% | −75−0.9% | Reduced |
| Delap Wealth Advisory, LLC | 8,349 | $1.45M | 0.54% | 00.0% | Unchanged |
| Equitable Trust Co | 8,427 | $1.46M | 0.07% | +887+11.8% | Added |
| Farther Finance Advisors, LLC | 8,552 | $1.47M | 0.01% | +392+4.8% | Added |
| Summit Financial, LLC | 8,490 | $1.47M | 0.02% | −2,084−19.7% | Reduced |
| Storen Legacy Partners, LLC | 8,507 | $1.48M | 0.46% | +8+0.1% | Added |
| Bokf, NA | 8,529 | $1.48M | 0.02% | −70−0.8% | Reduced |
| Harbor Capital Advisors, Inc. | 8,582 | $1.49M | 0.12% | +8,582 | New |
| Moody National Bank Trust Division | 8,596 | $1.49M | 0.14% | +22+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 8,601 | $1.49M | 0.10% | +2,700+45.8% | Added |
| Bowen Hanes & Co Inc | 8,636 | $1.50M | 0.04% | −275−3.1% | Reduced |
| Clearstead Advisors, LLC | 8,647 | $1.50M | 0.01% | −1,361−13.6% | Reduced |
| Smartleaf Asset Management LLC | 8,641 | $1.51M | 0.05% | +73+0.9% | Added |
| ExodusPoint Capital Management, LP | 8,718 | $1.51M | 0.02% | −174,903−95.3% | Reduced |
| Tounjian Advisory Partners, LLC | 8,756 | $1.52M | 0.55% | −322−3.5% | Reduced |
| Grimes & Company, Inc. | 8,758 | $1.52M | 0.04% | −125−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,768 | $1.52M | 0.00% | −5,543−38.7% | Reduced |
| Longfellow Investment Management Co LLC | 8,803 | $1.53M | 0.32% | +2,860+48.1% | Added |
| EverSource Wealth Advisors, LLC | 8,809 | $1.53M | 0.05% | +2,545+40.6% | Added |
| Mitchell Sinkler & Starr | 8,811 | $1.53M | 0.71% | +8,811 | New |
| WSFS Capital Management, LLC | 8,819 | $1.53M | 0.07% | −16−0.2% | Reduced |
| Impact Capital Partners LLC | 8,870 | $1.54M | 0.47% | −20−0.2% | Reduced |
| Ledyard National Bank | 8,888 | $1.54M | 0.13% | +527+6.3% | Added |
| Tealwood Asset Management Inc | 8,924 | $1.55M | 0.70% | +69+0.8% | Added |
| RMR Wealth Builders | 9,024 | $1.57M | 0.12% | −89−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 9,054 | $1.57M | 2.06% | −495−5.2% | Reduced |
| Front Row Advisors LLC | 9,065 | $1.57M | 0.53% | 00.0% | Unchanged |
| Regions Financial Corp | 9,076 | $1.57M | 0.01% | +261+3.0% | Added |
| Wealth Alliance | 9,088 | $1.58M | 0.16% | −914−9.1% | Reduced |
| Tema ETFs LLC | 9,159 | $1.59M | 0.11% | +42+0.5% | Added |
| Allworth Financial LP | 9,252 | $1.60M | 0.01% | +3,202+52.9% | Added |
| HBK Sorce Advisory LLC | 9,843 | $1.61M | 0.03% | −1,484−13.1% | Reduced |
| Capital Asset Advisory Services LLC | 9,317 | $1.63M | 0.06% | +449+5.1% | Added |
| River Wealth Advisors LLC | 9,446 | $1.64M | 0.19% | −517−5.2% | Reduced |
| Skopos Labs, Inc. | 9,520 | $1.65M | 0.05% | +2,111+28.5% | Added |
| Sciencast Management LP | 9,613 | $1.67M | 0.21% | +9,613 | New |
| Accurate Wealth Management, LLC | 10,128 | $1.70M | 0.21% | −3,554−26.0% | Reduced |
| Venture Visionary Partners LLC | 9,879 | $1.71M | 0.06% | +212+2.2% | Added |
| Vestcor Inc | 9,880 | $1.71M | 0.05% | −18,008−64.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 10,166 | $1.72M | 0.02% | −6−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 9,785 | $1.72M | 0.04% | +5,626+135.3% | Added |
| V-Square Quantitative Management LLC | 9,938 | $1.72M | 0.18% | +545+5.8% | Added |
| Tower View Investment Management & Research LLC | 9,981 | $1.73M | 0.89% | −17,008−63.0% | Reduced |
| Savant Capital, LLC | 9,990 | $1.73M | 0.01% | +1,368+15.9% | Added |
| Cohen Klingenstein LLC | 10,000 | $1.73M | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 10,030 | $1.74M | 0.07% | −22−0.2% | Reduced |
| PFG Advisors | 10,067 | $1.75M | 0.09% | +2,114+26.6% | Added |
| GAM Holding AG | 10,157 | $1.76M | 0.15% | +10,157 | New |
| Wealthcare Advisory Partners LLC | 10,207 | $1.77M | 0.03% | +189+1.9% | Added |
| Pensionmark Financial Group, LLC | 10,226 | $1.77M | 0.03% | −6,486−38.8% | Reduced |
| We Are One Seven, LLC | 10,330 | $1.79M | 0.04% | +1,454+16.4% | Added |
| Ritholtz Wealth Management | 10,550 | $1.83M | 0.03% | +707+7.2% | Added |
| Bull Harbor Capital LLC | 10,560 | $1.83M | 0.49% | +10,560 | New |
| Cincinnati Indemnity Co | 10,596 | $1.84M | 4.57% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 10,636 | $1.84M | 0.04% | +141+1.3% | Added |
| Meeder Advisory Services, Inc. | 10,701 | $1.86M | 0.08% | +654+6.5% | Added |
| SRS Capital Advisors, Inc. | 10,901 | $1.89M | 0.05% | +6,090+126.6% | Added |
| Transcend Wealth Collective, LLC | 10,911 | $1.89M | 0.15% | −4,065−27.1% | Reduced |
| Citizens Financial Group Inc | 11,001 | $1.91M | 0.03% | +1,817+19.8% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,058 | $1.92M | 0.01% | +11,058 | New |
| Spire Wealth Management | 11,171 | $1.94M | 0.07% | +10,340+1,244.3% | Added |
| Syon Capital LLC | 11,171 | $1.94M | 0.10% | +1,212+12.2% | Added |
| Howland Capital Management LLC | 11,482 | $1.99M | 0.08% | −212−1.8% | Reduced |
| Two Sigma Securities, LLC | 11,574 | $2.01M | 0.23% | +11,574 | New |
| South Dakota Investment Council | 11,652 | $2.02M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,830 | $2.05M | 0.03% | +245+2.1% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,849 | $2.06M | 0.10% | −249−2.1% | Reduced |
| Phoenix Holdings Ltd. | 12,025 | $2.10M | 0.02% | −4,412−26.8% | Reduced |
| Private Advisor Group, LLC | 12,236 | $2.12M | 0.01% | −39−0.3% | Reduced |
| EP Wealth Advisors, LLC | 12,305 | $2.13M | 0.01% | +2,967+31.8% | Added |
| RSM US Wealth Management LLC | 12,360 | $2.14M | 0.03% | −7−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 12,392 | $2.15M | 0.00% | −637−4.9% | Reduced |
| Coldstream Capital Management Inc | 12,394 | $2.15M | 0.03% | −170−1.4% | Reduced |
| CAPROCK Group, Inc. | 12,406 | $2.15M | 0.05% | −554−4.3% | Reduced |
| Balyasny Asset Management LLC | 12,488 | $2.17M | 0.00% | −29,590−70.3% | Reduced |
| Kimelman & Baird, LLC | 12,630 | $2.19M | 0.18% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 45,308 | $2.19M | 0.16% | +14,321+46.2% | Added |
| Argent Trust Co | 12,664 | $2.20M | 0.07% | +398+3.2% | Added |
| Mechanics Bank Trust Department | 12,722 | $2.21M | 0.31% | −2,311−15.4% | Reduced |
| American Trust | 12,773 | $2.22M | 0.20% | −2,841−18.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $2.25M | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 12,998 | $2.25M | 0.44% | −8,018−38.2% | Reduced |