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 |
|---|---|---|---|---|---|
| Sunstone Asset Management, L.P. | 13,132 | $2.28M | 2.68% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 13,133 | $2.28M | 0.09% | −188−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,145 | $2.28M | 0.11% | −10,082−43.4% | Reduced |
| Brevan Howard Capital Management LP | 13,210 | $2.29M | 0.02% | −24,760−65.2% | Reduced |
| TCW Group Inc | 13,271 | $2.30M | 0.02% | +1,388+11.7% | Added |
| Ostrum Asset Management | 13,305 | $2.31M | 0.13% | +5,018+60.6% | Added |
| Strategic Investment Advisors | 13,368 | $2.32M | 0.16% | +733+5.8% | Added |
| MUFG Securities Americas Inc. | 13,396 | $2.32M | 0.15% | +198+1.5% | Added |
| Miracle Mile Advisors, LLC | 13,398 | $2.32M | 0.03% | −491−3.5% | Reduced |
| Everence Capital Management Inc | 13,432 | $2.33M | 0.14% | −776−5.5% | Reduced |
| Ashton Thomas Securities, LLC | 13,429 | $2.33M | 0.29% | +886+7.1% | Added |
| 1832 Asset Management L.P. | 13,599 | $2.36M | 0.00% | −15,301−52.9% | Reduced |
| Pinnacle Associates Ltd | 13,839 | $2.40M | 0.03% | +2,906+26.6% | Added |
| Palouse Capital Management, Inc. | 13,866 | $2.41M | 1.59% | +1,009+7.8% | Added |
| Ronald Blue Trust, Inc. | 13,875 | $2.41M | 0.03% | −2,346−14.5% | Reduced |
| Quadrant Capital Group LLC | 13,908 | $2.41M | 0.07% | +768+5.8% | Added |
| Park Avenue Securities LLC | 14,013 | $2.43M | 0.02% | −2,194−13.5% | Reduced |
| Union Heritage Capital, LLC | 14,064 | $2.44M | 0.91% | 00.0% | Unchanged |
| Zurich Insurance Group Ltd | 14,200 | $2.46M | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,247 | $2.47M | 0.01% | +1,175+9.0% | Added |
| North Dakota State Investment Board | 14,297 | $2.48M | 0.11% | −2,631−15.5% | Reduced |
| Freestone Capital Holdings, LLC | 14,300 | $2.48M | 0.08% | +231+1.6% | Added |
| Kinneret Advisory, LLC | 14,306 | $2.48M | 0.24% | −634−4.2% | Reduced |
| Nomura Holdings Inc | 14,312 | $2.48M | 0.02% | +2,074+16.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,355 | $2.49M | 0.01% | +2,468+20.8% | Added |
| Farringdon Capital, Ltd. | 14,403 | $2.50M | 0.55% | +10,333+253.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,429 | $2.50M | 0.10% | −2,385−14.2% | Reduced |
| WBI Investments | 14,488 | $2.51M | 0.69% | +9,369+183.0% | Added |
| Millington Securities, LLC | 14,488 | $2.51M | 0.69% | +14,488 | New |
| Hennessy Advisors Inc | 14,700 | $2.55M | 0.09% | +14,700 | New |
| United Capital Financial Advisers, LLC | 14,861 | $2.58M | 0.02% | +632+4.4% | Added |
| Evelyn Partners Investment Management LLP | 14,966 | $2.60M | 0.07% | −2,529−14.5% | Reduced |
| Warren Averett Asset Management, LLC | 15,035 | $2.61M | 0.02% | +2,652+21.4% | Added |
| Resources Investment Advisors, LLC. | 15,067 | $2.61M | 0.03% | −399−2.6% | Reduced |
| Ascent Group, LLC | 15,302 | $2.65M | 0.09% | +641+4.4% | Added |
| MAI Capital Management | 15,377 | $2.67M | 0.02% | +3,150+25.8% | Added |
| NBT Bank N A | 15,462 | $2.68M | 0.18% | −5,752−27.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,491 | $2.69M | 0.04% | −162−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 15,496 | $2.69M | 0.03% | +807+5.5% | Added |
| Zions Bancorporation, National Association | 15,545 | $2.70M | 0.17% | −11,154−41.8% | Reduced |
| Summit Trail Advisors, LLC | 15,674 | $2.72M | 0.04% | +5,148+48.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,911 | $2.76M | 0.02% | +378+2.4% | Added |
| Dakota Wealth Management | 16,259 | $2.82M | 0.06% | −1,095−6.3% | Reduced |
| Commerzbank Aktiengesellschaft | 16,364 | $2.84M | 0.06% | +4,326+35.9% | Added |
| Founders Financial Securities LLC | 16,432 | $2.85M | 0.16% | +3,050+22.8% | Added |
| Dean Investment Associates, LLC | 16,443 | $2.85M | 0.40% | +16,443 | New |
| Heritage Trust Co | 16,606 | $2.88M | 0.29% | +257+1.6% | Added |
| Empirical Finance, LLC | 16,650 | $2.89M | 0.14% | −29−0.2% | Reduced |
| Essex LLC | 16,665 | $2.89M | 0.51% | −948−5.4% | Reduced |
| Relyea Zuckerberg Hanson LLC | 16,875 | $2.93M | 0.29% | +10,330+157.8% | Added |
| Hancock Whitney Corp | 16,960 | $2.94M | 0.05% | +90+0.5% | Added |
| Becker Capital Management Inc | 16,967 | $2.94M | 0.09% | −144−0.8% | Reduced |
| Viking Fund Management LLC | 17,000 | $2.95M | 0.30% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,001 | $2.95M | 0.11% | +714+4.4% | Added |
| E. Ohman J:or Asset Management AB | 17,021 | $2.95M | 0.08% | 00.0% | Unchanged |
| New Vernon Investment Management LLC | 17,221 | $2.99M | 3.17% | −17,221−50.0% | Reduced |
| Plato Investment Management Ltd | 17,248 | $2.99M | 0.20% | +469+2.8% | Added |
| Burling Wealth Partners, LLC | 17,292 | $3.00M | 0.49% | −2,876−14.3% | Reduced |
| Laird Norton Trust Company, LLC | 17,329 | $3.01M | 0.07% | −1,639−8.6% | Reduced |
| Integrated Wealth Concepts LLC | 17,387 | $3.02M | 0.02% | +13,884+396.3% | Added |
| Capital International Ltd | 17,485 | $3.03M | 0.11% | −4,588−20.8% | Reduced |
| Univest Financial Corp | 17,731 | $3.08M | 0.17% | +3,063+20.9% | Added |
| Saudi Central Bank | 18,083 | $3.14M | 0.07% | +18,083 | New |
| HB Wealth Management, LLC | 18,142 | $3.15M | 0.02% | +3,653+25.2% | Added |
| Equitable Holdings, Inc. | 17,091 | $3.15M | 0.02% | +7,518+78.5% | Added |
| Boston Private Wealth LLC | 18,369 | $3.19M | 0.21% | −5,427−22.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 18,661 | $3.24M | 0.05% | −3,679−16.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 18,700 | $3.24M | 0.00% | −1,211−6.1% | Reduced |
| Suncoast Equity Management | 19,038 | $3.30M | 0.40% | −182−0.9% | Reduced |
| Vise Technologies, Inc. | 17,805 | $3.30M | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 19,058 | $3.31M | 0.02% | +1,973+11.5% | Added |
| Woodline Partners LP | 19,110 | $3.31M | 0.01% | −64,516−77.1% | Reduced |
| Brentview Investment Management LLC | 19,133 | $3.32M | 1.43% | +770+4.2% | Added |
| Lafayette Investments, Inc. | 19,247 | $3.34M | 0.68% | −100−0.5% | Reduced |
| Yacktman Asset Management LP | 19,380 | $3.36M | 0.04% | +100+0.5% | Added |
| Gamco Investors, Inc. Et Al | 19,650 | $3.41M | 0.03% | +303+1.6% | Added |
| Buckingham Strategic Partners | 19,657 | $3.41M | 0.03% | +9,802+99.5% | Added |
| Tower Research Capital LLC (TRC) | 19,790 | $3.43M | 0.09% | −968−4.7% | Reduced |
| MUFG Securities EMEA plc | 19,847 | $3.44M | 0.05% | −55,237−73.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 19,946 | $3.46M | 0.16% | +264+1.3% | Added |
| Cary Street Partners Financial LLC | 20,000 | $3.47M | 0.09% | −267−1.3% | Reduced |
| RBF Capital, LLC | 20,000 | $3.47M | 0.17% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 20,056 | $3.48M | 0.03% | +3,806+23.4% | Added |
| Allstate Corp | 20,076 | $3.48M | 0.04% | −17,621−46.7% | Reduced |
| Bessemer Group Inc | 20,150 | $3.50M | 0.01% | +1,908+10.5% | Added |
| Brown, Lisle/Cummings, Inc. | 20,394 | $3.54M | 0.88% | +46+0.2% | Added |
| QRG Capital Management, Inc. | 20,656 | $3.58M | 0.04% | −3,074−13.0% | Reduced |
| Brighton Jones LLC | 20,678 | $3.59M | 0.08% | +20,678 | New |
| Morton Community Bank | 20,827 | $3.61M | 0.79% | +395+1.9% | Added |
| Annandale Capital, LLC | 21,380 | $3.61M | 0.59% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,840 | $3.61M | 1.22% | +651+3.2% | Added |
| Larson Financial Group LLC | 21,021 | $3.65M | 0.12% | +1,494+7.7% | Added |
| Moneta Group Investment Advisors LLC | 21,247 | $3.69M | 0.03% | −817−3.7% | Reduced |
| Concurrent Investment Advisors, LLC | 21,382 | $3.71M | 0.04% | −2,820−11.7% | Reduced |
| BNC Wealth Management, LLC | 21,878 | $3.79M | 1.05% | −292−1.3% | Reduced |
| Sivia Capital Partners, LLC | 21,902 | $3.80M | 0.74% | +15,344+234.0% | Added |
| Pinnacle Financial Partners, Inc. | 21,919 | $3.80M | 0.03% | −5,355−19.6% | Reduced |
| Erste Asset Management GmbH | 21,789 | $3.81M | 0.04% | −6,868−24.0% | Reduced |
| ING Groep NV | 21,988 | $3.81M | 0.02% | −625−2.8% | Reduced |
| Vident Advisory, LLC | 22,222 | $3.85M | 0.03% | +3,306+17.5% | Added |