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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 22,556 | $3.91M | 0.12% | −841−3.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 22,600 | $3.92M | 0.85% | −3,681−14.0% | Reduced |
| New Mexico Educational Retirement Board | 22,641 | $3.93M | 0.12% | 00.0% | Unchanged |
| Omers Administration Corp | 22,736 | $3.94M | 0.03% | +5,076+28.7% | Added |
| Hohimer Wealth Management, LLC | 23,136 | $4.01M | 0.49% | +10,697+86.0% | Added |
| Banque Cantonale Vaudoise | 23,614 | $4.10M | 0.15% | +3,000+14.6% | Added |
| Keybank National Association | 23,682 | $4.11M | 0.02% | +1,266+5.6% | Added |
| Crossmark Global Holdings, Inc. | 23,702 | $4.11M | 0.06% | −2,044−7.9% | Reduced |
| Ci Investments Inc. | 23,721 | $4.11M | 0.02% | +490+2.1% | Added |
| Conning Inc. | 24,471 | $4.24M | 0.14% | +533+2.2% | Added |
| Maryland State Retirement & Pension System | 24,609 | $4.27M | 0.09% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,700 | $4.28M | 0.08% | −300−1.2% | Reduced |
| Agf Management Ltd | 24,826 | $4.31M | 0.02% | +3,762+17.9% | Added |
| Metis Global Partners, LLC | 24,846 | $4.31M | 0.11% | −1,700−6.4% | Reduced |
| Beacon Pointe Advisors, LLC | 24,854 | $4.31M | 0.02% | +11,082+80.5% | Added |
| Bonness Enterprises Inc | 25,300 | $4.39M | 1.61% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 25,335 | $4.39M | 0.05% | −48,601−65.7% | Reduced |
| Occidental Asset Management, LLC | 25,805 | $4.48M | 0.53% | +2,627+11.3% | Added |
| Harrington Investments, INC | 25,816 | $4.48M | 2.36% | +835+3.3% | Added |
| Osmosis Investment Management UK Ltd | 26,010 | $4.51M | 0.12% | −12,877−33.1% | Reduced |
| Snowden Capital Advisors LLC | 26,382 | $4.58M | 0.12% | −138−0.5% | Reduced |
| Third View Private Wealth, LLC | 26,426 | $4.58M | 0.63% | +12,651+91.8% | Added |
| Gluskin Sheff & Assoc Inc | 26,497 | $4.60M | 0.76% | −9,142−25.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 26,846 | $4.66M | 0.05% | +319+1.2% | Added |
| Norinchukin Bank, The | 27,120 | $4.70M | 0.05% | −467−1.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,253 | $4.73M | 0.61% | −5,444−16.6% | Reduced |
| Hartford Investment Management Co | 27,578 | $4.78M | 0.15% | −774−2.7% | Reduced |
| Aptus Capital Advisors, LLC | 27,594 | $4.79M | 0.04% | −73,288−72.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 27,736 | $4.81M | 0.37% | +1,769+6.8% | Added |
| Merit Financial Group, LLC | 28,244 | $4.90M | 0.04% | +4,490+18.9% | Added |
| JB Capital LLC | 28,530 | $4.95M | 0.20% | +1,116+4.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 28,807 | $5.00M | 0.14% | −1,621−5.3% | Reduced |
| First Manhattan Co | 29,127 | $5.05M | 0.01% | −1,155−3.8% | Reduced |
| Mizuho Securities USA LLC | 29,267 | $5.08M | 0.12% | −6,405−18.0% | Reduced |
| Aviso Financial Inc. | 29,647 | $5.14M | 0.18% | +2,564+9.5% | Added |
| Parcion Private Wealth LLC | 29,893 | $5.18M | 0.32% | +1,413+5.0% | Added |
| Bell Asset Management Ltd | 29,885 | $5.19M | 1.53% | −2,440−7.5% | Reduced |
| Geneos Wealth Management Inc. | 30,247 | $5.25M | 0.12% | +29,874+8,009.1% | Added |
| Cyndeo Wealth Partners, LLC | 30,382 | $5.27M | 0.28% | +11,957+64.9% | Added |
| Advisors Asset Management, Inc. | 30,416 | $5.28M | 0.09% | −3,567−10.5% | Reduced |
| Te Ahumairangi Investment Management Ltd | 30,527 | $5.29M | 0.89% | +5,840+23.7% | Added |
| Blue Sparrow, LLC | 30,770 | $5.34M | 0.09% | −7,521−19.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,061 | $5.39M | 0.03% | +3,828+14.1% | Added |
| Northwestern Mutual Wealth Management Co | 31,688 | $5.50M | 0.00% | −6,442−16.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 31,697 | $5.50M | 0.03% | −5,340−14.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 32,136 | $5.57M | 0.11% | +1,118+3.6% | Added |
| Lathrop Investment Management Corp | 32,256 | $5.59M | 1.05% | +1,227+4.0% | Added |
| M&G Plc | 32,620 | $5.64M | 0.03% | −1,086−3.2% | Reduced |
| Aurdan Capital Management, LLC | 32,773 | $5.68M | 1.71% | −1,525−4.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,836 | $5.70M | 0.14% | +28,404+640.9% | Added |
| Auxier Asset Management | 32,870 | $5.70M | 0.82% | −245−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 33,136 | $5.75M | 0.33% | −88−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 33,827 | $5.87M | 1.97% | −9,088−21.2% | Reduced |
| Los Angeles Capital Management LLC | 33,902 | $5.88M | 0.02% | +885+2.7% | Added |
| Huntington National Bank | 33,941 | $5.89M | 0.03% | −2,547−7.0% | Reduced |
| Marks Group Wealth Management, Inc | 34,216 | $5.93M | 0.57% | +179+0.5% | Added |
| Intech Investment Management LLC | 34,370 | $5.96M | 0.06% | +1,565+4.8% | Added |
| Hamilton Capital Partners Inc. | 34,652 | $6.01M | 0.20% | +2,261+7.0% | Added |
| M&T Bank Corp | 35,273 | $6.12M | 0.02% | +994+2.9% | Added |
| Empowered Funds, LLC | 35,578 | $6.17M | 0.04% | +35,578 | New |
| Ipswich Investment Management Co., Inc. | 35,727 | $6.20M | 1.46% | −1,441−3.9% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 35,826 | $6.21M | 1.51% | +22,850+176.1% | Added |
| Stokes Capital Advisors, LLC | 36,750 | $6.37M | 1.43% | −1,702−4.4% | Reduced |
| King Luther Capital Management Corp | 37,061 | $6.43M | 0.03% | +179+0.5% | Added |
| Gulf International Bank (UK) Ltd | 37,758 | $6.55M | 0.15% | +13,104+53.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 38,057 | $6.60M | 0.06% | −2,196−5.5% | Reduced |
| Scotia Capital Inc. | 38,165 | $6.62M | 0.03% | −59,563−60.9% | Reduced |
| Bennett Selby Investments LP | 38,292 | $6.64M | 2.33% | +1,110+3.0% | Added |
| Diversified Trust Co | 38,323 | $6.65M | 0.12% | +15,321+66.6% | Added |
| Illinois Municipal Retirement Fund | 38,326 | $6.65M | 0.08% | +1,099+3.0% | Added |
| Builder Investment Group Inc | 38,456 | $6.67M | 1.45% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 38,750 | $6.72M | 0.09% | −5,233−11.9% | Reduced |
| Benjamin Edwards Inc | 38,925 | $6.75M | 0.07% | +3,632+10.3% | Added |
| Canada Post Corp Registered Pension Plan | 39,556 | $6.86M | 0.27% | +4,298+12.2% | Added |
| UniSuper Management Pty Ltd | 39,563 | $6.86M | 0.04% | −477−1.2% | Reduced |
| Union Bancaire Privee, UBP SA | 22,216 | $6.87M | 0.13% | −3,462−13.5% | Reduced |
| Avanza Fonder AB | 39,722 | $6.89M | 0.19% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 39,944 | $6.93M | 0.06% | −4,105−9.3% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 39,824 | $6.93M | 1.65% | +3,655+10.1% | Added |
| Bleakley Financial Group, LLC | 40,502 | $7.03M | 0.11% | +2,703+7.2% | Added |
| Peapack Gladstone Financial Corp | 41,065 | $7.12M | 0.09% | +2,336+6.0% | Added |
| Susquehanna International Group, LLP | 41,090 | $7.13M | 0.01% | −27,069−39.7% | Reduced |
| Picton Mahoney Asset Management | 41,818 | $7.25M | 0.08% | +41,818 | New |
| Ofi Invest Asset Management | 48,790 | $7.41M | 0.10% | +45,117+1,228.3% | Added |
| Voleon Capital Management LP | 42,755 | $7.42M | 0.16% | +33,420+358.0% | Added |
| Blair William & Co | 40,642 | $7.43M | 0.02% | +4,913+13.8% | Added |
| Pacer Advisors, Inc. | 42,858 | $7.43M | 0.02% | −1,017−2.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,187 | $7.49M | 0.21% | −198−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 44,049 | $7.64M | 0.01% | −47,016−51.6% | Reduced |
| Harbour Trust & Investment Management Co | 44,233 | $7.67M | 0.81% | −17,537−28.4% | Reduced |
| Macquarie Group Ltd | 44,671 | $7.73M | 0.05% | −27,206−37.9% | Reduced |
| Annex Advisory Services, LLC | 44,744 | $7.76M | 0.15% | +627+1.4% | Added |
| Vontobel Holding Ltd. | 44,797 | $7.77M | 0.03% | +1,020+2.3% | Added |
| Vestmark Advisory Solutions, Inc. | 46,530 | $8.07M | 0.09% | −1,955−4.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 46,917 | $8.14M | 0.16% | −17,092−26.7% | Reduced |
| Mediolanum International Funds Ltd | 46,622 | $8.15M | 0.09% | +27,492+143.7% | Added |
| Quadrature Capital Ltd | 47,026 | $8.16M | 0.10% | +1,376+3.0% | Added |
| Raiffeisen Bank International AG | 47,228 | $8.25M | 0.12% | −210,378−81.7% | Reduced |
| Commerce Bank | 48,225 | $8.36M | 0.04% | +24,144+100.3% | Added |
| Brinker Capital Investments, LLC | 49,051 | $8.51M | 0.07% | −4,137−7.8% | Reduced |