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 |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 59 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 61 | $10.6K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 61 | $10.6K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $10.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 63 | $11.0K | 0.00% | +28+80.0% | Added |
| Field & Main Bank | 65 | $11.3K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 66 | $11.4K | 0.00% | +46+230.0% | Added |
| 1248 Management, LLC | 72 | $12.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 72 | $12.5K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 75 | $13.0K | 0.01% | −13,839−99.5% | Reduced |
| Arlington Trust Co LLC | 75 | $13.0K | 0.00% | +75 | New |
| Aspect Partners, LLC | 76 | $13.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 77 | $13.3K | 0.00% | +7+10.0% | Added |
| Signature Equity Partners, LLC | 80 | $13.9K | 0.01% | +2+2.6% | Added |
| Clear Street Markets LLC | 80 | $13.9K | 0.01% | −648−89.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 82 | $14.2K | 0.01% | +79+2,633.3% | Added |
| Mascoma Wealth Management LLC | 83 | $14.4K | 0.00% | −2−2.4% | Reduced |
| Boreal Capital Management LLC | 83 | $14.4K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 84 | $14.6K | 0.01% | +39+86.7% | Added |
| Highline Wealth Partners LLC | 85 | $14.8K | 0.00% | +9+11.8% | Added |
| Ogorek Anthony Joseph | 89 | $15.0K | 0.00% | +10+12.7% | Added |
| Wilkerson Advisory Group LLC | 87 | $15.1K | 0.01% | +47+117.5% | Added |
| Truvestments Capital LLC | 88 | $15.3K | 0.00% | −5−5.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 89 | $15.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $15.6K | 0.00% | −272−75.1% | Reduced |
| Kilter Group LLC | 92 | $16.0K | 0.01% | +18+24.3% | Added |
| WealthCollab, LLC | 95 | $16.5K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 97 | $16.8K | 0.02% | +97 | New |
| TD Capital Management LLC | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $17.3K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 100 | $17.4K | 0.01% | +27+37.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 101 | $17.5K | 0.02% | +101 | New |
| Chung Wu Investment Group, LLC | 102 | $17.7K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 103 | $17.9K | 0.01% | −1,482−93.5% | Reduced |
| Joseph Group Capital Management | 108 | $18.7K | 0.00% | +66+157.1% | Added |
| Anchor Investment Management, LLC | 108 | $18.8K | 0.00% | −421−79.6% | Reduced |
| High Note Wealth, LLC | 109 | $18.9K | 0.00% | +2+1.9% | Added |
| Raffa Wealth Management, LLC | 114 | $19.8K | 0.00% | +22+23.9% | Added |
| Delos Wealth Advisors, LLC | 115 | $19.9K | 0.01% | −33−22.3% | Reduced |
| Prosperity Bancshares Inc | 121 | $21.0K | 0.02% | +78+181.4% | Added |
| PlanVest Financial, Inc | 121 | $21.0K | 0.02% | +121 | New |
| Piscataqua Savings Bank | 129 | $22.4K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 129 | $22.4K | 0.01% | +26+25.2% | Added |
| Aventus Investment Advisors, Inc. | 130 | $22.5K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 135 | $23.0K | 0.01% | −853−86.3% | Reduced |
| Covestor Ltd | 130 | $23.0K | 0.02% | −76−36.9% | Reduced |
| Golden State Wealth Management, LLC | 133 | $23.2K | 0.00% | −13−8.9% | Reduced |
| Essential Investment Partners LLC | 135 | $23.4K | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 139 | $24.0K | 0.00% | +14+11.2% | Added |
| Asset Dedication, LLC | 144 | $25.0K | 0.00% | −36−20.0% | Reduced |
| Bell Investment Advisors, Inc | 149 | $25.8K | 0.00% | −5−3.2% | Reduced |
| Atlas Capital Advisors LLC | 151 | $26.2K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 157 | $27.2K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 159 | $27.6K | 0.17% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 159 | $27.6K | 0.01% | +4+2.6% | Added |
| New Age Alpha Advisors, LLC | 159 | $27.6K | 0.00% | +47+42.0% | Added |
| Canton Hathaway, LLC | 164 | $28.4K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 166 | $28.8K | 0.02% | +50+43.1% | Added |
| Operose Advisors LLC | 171 | $29.7K | 0.01% | +130+317.1% | Added |
| Ameriflex Group, Inc. | 172 | $29.8K | 0.02% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 173 | $30.0K | 0.01% | +173 | New |
| Clear Investment Research, LLC | 174 | $30.2K | 0.05% | +174 | New |
| JFS Wealth Advisors, LLC | 180 | $31.2K | 0.00% | −86−32.3% | Reduced |
| Albion Financial Group | 180 | $31.2K | 0.00% | 00.0% | Unchanged |
| Bayban | 181 | $31.4K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 183 | $31.7K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 185 | $32.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 186 | $32.3K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 186 | $32.3K | 0.01% | −7−3.6% | Reduced |
| Stone House Investment Management, LLC | 190 | $32.9K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 194 | $33.6K | 0.00% | +194 | New |
| Kemnay Advisory Services Inc. | 195 | $33.8K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 199 | $34.4K | 0.03% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 200 | $34.7K | 0.01% | −50−20.0% | Reduced |
| SHP Wealth Management | 200 | $34.8K | 0.00% | +62+44.9% | Added |
| Fortitude Family Office, LLC | 202 | $35.0K | 0.01% | +84+71.2% | Added |
| J.Safra Asset Management Corp | 203 | $35.3K | 0.00% | −64−24.0% | Reduced |
| Princeton Global Asset Management LLC | 207 | $35.9K | 0.01% | −124−37.5% | Reduced |
| Hanson & Doremus Investment Management | 206 | $36.0K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 217 | $37.6K | 0.00% | +217 | New |
| Westside Investment Management, Inc. | 218 | $38.1K | 0.01% | −33−13.1% | Reduced |
| Frazier Financial Advisors, LLC | 221 | $38.3K | 0.02% | +40+22.1% | Added |
| Keating Financial Advisory Services, Inc. | 228 | $39.5K | 0.01% | −113−33.1% | Reduced |
| Rialto Wealth Management, LLC | 228 | $39.5K | 0.01% | +5+2.2% | Added |
| Tompkins Financial Corp | 229 | $39.7K | 0.00% | −98−30.0% | Reduced |
| Capital Analysts, LLC | 227 | $40.0K | 0.00% | +56+32.7% | Added |
| Solstein Capital, LLC | 231 | $40.1K | 0.02% | +96+71.1% | Added |
| First Pacific Financial | 238 | $41.3K | 0.01% | +49+25.9% | Added |
| CoreCap Advisors, LLC | 243 | $42.1K | 0.00% | −23−8.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 243 | $42.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 245 | $42.5K | 0.01% | −135−35.5% | Reduced |
| EFG International AG | 247 | $42.8K | 0.00% | −6,453−96.3% | Reduced |
| Motco | 259 | $44.9K | 0.00% | −25−8.8% | Reduced |
| Dunhill Financial, LLC | 262 | $45.5K | 0.01% | −28−9.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 264 | $45.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 270 | $47.0K | 0.00% | −35−11.5% | Reduced |
| SJS Investment Consulting Inc. | 271 | $47.0K | 0.01% | +231+577.5% | Added |
| Nemes Rush Group LLC | 273 | $47.3K | 0.00% | −98−26.4% | Reduced |
| JPL Wealth Management, LLC | 279 | $48.4K | 0.01% | +279 | New |