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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 279 | $48.4K | 0.01% | +4+1.5% | Added |
| Meramec Financial Planners, LLC | 282 | $49.2K | 0.02% | −6−2.1% | Reduced |
| WPG Advisers, LLC | 284 | $49.3K | 0.04% | −44−13.4% | Reduced |
| Perkins Coie Trust Co | 286 | $49.6K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 287 | $49.8K | 0.01% | +277+2,770.0% | Added |
| Webster Bank, N. A. | 297 | $51.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 300 | $52.0K | 0.06% | −100−25.0% | Reduced |
| Chelsea Counsel Co | 300 | $52.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $52.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 301 | $52.3K | 0.01% | −138−31.4% | Reduced |
| S&T Bank | 305 | $52.9K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 308 | $53.3K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 308 | $53.4K | 0.03% | +300+3,750.0% | Added |
| ZRC Wealth Management, LLC | 311 | $53.9K | 0.02% | +59+23.4% | Added |
| Wealth Preservation Advisors, LLC | 317 | $55.0K | 0.05% | +317 | New |
| South State Corp. | 322 | $55.9K | 0.00% | −63−16.4% | Reduced |
| Sound Income Strategies, LLC | 326 | $56.1K | 0.00% | −7−2.1% | Reduced |
| Glen Eagle Advisors, LLC | 326 | $56.5K | 0.01% | +1+0.3% | Added |
| Ares Financial Consulting, LLC | 335 | $57.6K | 0.05% | +265+378.6% | Added |
| SBI Securities Co., Ltd. | 336 | $58.3K | 0.00% | −140−29.4% | Reduced |
| Activest Wealth Management | 343 | $59.5K | 0.01% | +139+68.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 343 | $59.5K | 0.01% | +343 | New |
| Richardson Financial Services Inc. | 346 | $60.0K | 0.04% | −60−14.8% | Reduced |
| Kerr Financial Planning Corp | 358 | $60.7K | 0.07% | +217+153.9% | Added |
| Aventura Private Wealth, LLC | 351 | $60.9K | 0.02% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 354 | $61.4K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 354 | $61.4K | 0.02% | −14−3.8% | Reduced |
| Cornerstone Planning Group LLC | 370 | $61.7K | 0.01% | +93+33.6% | Added |
| Silvant Capital Management LLC | 358 | $62.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 359 | $62.3K | 0.02% | +1+0.3% | Added |
| Axiom Investment Management LLC | 359 | $62.3K | 0.05% | +359 | New |
| Cornerstone National Bank & Trust Co | 375 | $64.5K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 379 | $65.8K | 0.01% | −19−4.8% | Reduced |
| MidFirst Bank | 381 | $66.1K | 0.01% | +162+74.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 388 | $67.2K | 0.10% | −151−28.0% | Reduced |
| Heritage Wealth Advisors | 392 | $68.0K | 0.00% | +89+29.4% | Added |
| Minot DeBlois Advisors LLC | 400 | $69.4K | 0.06% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 410 | $71.1K | 0.02% | +2+0.5% | Added |
| DHJJ Financial Advisors, Ltd. | 410 | $71.1K | 0.02% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 415 | $72.0K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 416 | $72.2K | 0.00% | −15,775−97.4% | Reduced |
| Johnson Financial Group, Inc. | 420 | $72.8K | 0.00% | −123−22.7% | Reduced |
| Lodestone Wealth Management LLC | 420 | $72.8K | 0.03% | +14+3.4% | Added |
| Sachetta, LLC | 422 | $73.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 425 | $73.7K | 0.01% | −49−10.3% | Reduced |
| Pittenger & Anderson Inc | 429 | $74.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 429 | $74.4K | 0.01% | +2+0.5% | Added |
| LRI Investments, LLC | 431 | $74.8K | 0.01% | +306+244.8% | Added |
| Bruce G. Allen Investments, LLC | 434 | $75.3K | 0.05% | −149−25.6% | Reduced |
| Owl Creek Wealth Partners LLC | 444 | $77.0K | 0.03% | +444 | New |
| Global Assets Advisory, LLC | 447 | $77.5K | 0.02% | +447 | New |
| Maseco LLP | 448 | $77.7K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $78.1K | 0.04% | 00.0% | Unchanged |
| Hara Capital LLC | 453 | $78.6K | 0.04% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 460 | $79.0K | 0.07% | +2+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 463 | $80.3K | 0.01% | +40+9.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 468 | $81.1K | 0.03% | +3+0.6% | Added |
| Caldwell Sutter Capital, Inc. | 472 | $81.9K | 0.03% | +90+23.6% | Added |
| Salomon & Ludwin, LLC | 472 | $82.4K | 0.01% | +16+3.5% | Added |
| Key Financial Inc | 493 | $85.5K | 0.02% | +382+344.1% | Added |
| Osterweis Capital Management Inc | 513 | $89.0K | 0.00% | −328−39.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 520 | $90.2K | 0.01% | −448−46.3% | Reduced |
| Wall Street Financial Group, Inc. | 540 | $93.7K | 0.06% | +540 | New |
| USA Financial Portformulas Corp | 546 | $94.7K | 0.02% | +10+1.9% | Added |
| Manning & Napier Advisors LLC | 548 | $95.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 555 | $96.3K | 0.02% | +150+37.0% | Added |
| Rosenberg Matthew Hamilton | 556 | $96.4K | 0.02% | −55−9.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 559 | $97.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 569 | $98.7K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 576 | $100.0K | 0.01% | +16+2.9% | Added |
| REAP Financial Group, LLC | 580 | $100.6K | 0.02% | +12+2.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $104.0K | 0.00% | +600 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $105.8K | 0.04% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 630 | $107.8K | 0.01% | −4,764−88.3% | Reduced |
| Basepoint Wealth LLC | 626 | $108.6K | 0.06% | +4+0.6% | Added |
| Washington Trust Advisors, Inc. | 662 | $114.8K | 0.01% | +64+10.7% | Added |
| Atlantic Trust, LLC | 668 | $115.9K | 0.02% | +75+12.6% | Added |
| Lavaca Capital LLC | 700 | $121.4K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 711 | $123.3K | 0.02% | −10−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 713 | $123.7K | 0.01% | +344+93.2% | Added |
| Optiver Holding B.V. | 732 | $127.0K | 0.00% | +732 | New |
| HHM Wealth Advisors, LLC | 740 | $128.4K | 0.01% | +74+11.1% | Added |
| RWM Asset Management, LLC | 748 | $129.7K | 0.01% | +748 | New |
| Knuff & Co LLC | 780 | $135.3K | 0.04% | +780 | New |
| Clayton Financial Group LLC | 801 | $138.9K | 0.07% | +10+1.3% | Added |
| Vestor Capital, LLC | 802 | $139.0K | 0.01% | −172−17.7% | Reduced |
| AdvisorNet Financial, Inc | 831 | $144.1K | 0.01% | −367−30.6% | Reduced |
| Quent Capital, LLC | 843 | $146.3K | 0.01% | +13+1.6% | Added |
| Park Place Capital Corp | 847 | $146.9K | 0.03% | +102+13.7% | Added |
| Essential Partners LLC | 868 | $150.6K | 0.05% | −328−27.4% | Reduced |
| Central Trust Co | 899 | $155.9K | 0.00% | +124+16.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 915 | $158.7K | 0.07% | −1,535−62.7% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 948 | $164.4K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 959 | $166.3K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,000 | $173.4K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,020 | $177.0K | 0.01% | +44+4.5% | Added |
| MV Capital Management, Inc. | 1,029 | $178.5K | 0.02% | +6+0.6% | Added |
| Mather Group, LLC. | 1,051 | $182.3K | 0.00% | −254−19.5% | Reduced |
| Resources Management Corp | 1,125 | $195.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,134 | $196.7K | 0.01% | +4+0.4% | Added |