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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 1,158 | $200.9K | 0.01% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,163 | $201.7K | 0.03% | +1,163 | New |
| Benchmark Financial Wealth Advisors, LLC | 1,173 | $203.5K | 0.06% | −2−0.2% | Reduced |
| Cahaba Wealth Management, Inc. | 1,174 | $203.7K | 0.01% | −89−7.0% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,179 | $204.5K | 0.04% | +1,179 | New |
| U.S. Capital Wealth Advisors, LLC | 1,182 | $205.0K | 0.01% | +1,182 | New |
| Palumbo Wealth Management LLC | 1,183 | $205.2K | 0.05% | +19+1.6% | Added |
| Woodward Diversified Capital, LLC | 1,167 | $205.2K | 0.09% | −4−0.3% | Reduced |
| Curated Wealth Partners LLC | 1,188 | $206.1K | 0.03% | −771−39.4% | Reduced |
| Courier Capital LLC | 1,190 | $206.4K | 0.01% | −7,091−85.6% | Reduced |
| Nations Financial Group Inc, | 1,197 | $207.6K | 0.01% | +50+4.4% | Added |
| Tyche Wealth Partners LLC | 1,199 | $208.0K | 0.03% | +22+1.9% | Added |
| Douglass Winthrop Advisors, LLC | 1,200 | $208.1K | 0.00% | −508−29.7% | Reduced |
| Diligent Investors, LLC | 1,200 | $208.1K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $208.1K | 0.12% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 1,200 | $208.1K | 0.03% | +1,200 | New |
| Acorn Creek Capital LLC | 1,204 | $208.8K | 0.07% | −116−8.8% | Reduced |
| Duncan Williams Asset Management, LLC | 1,205 | $209.1K | 0.06% | +1+0.1% | Added |
| New England Professional Planning Group Inc. | 1,211 | $210.0K | 0.09% | 00.0% | Unchanged |
| COFG Advisors, LLC | 1,211 | $210.1K | 0.05% | −49−3.9% | Reduced |
| Root Financial Partners, LLC | 1,218 | $211.2K | 0.01% | +684+128.1% | Added |
| Norris Perne & French LLP | 1,220 | $211.6K | 0.01% | −536−30.5% | Reduced |
| Paragon Private Wealth Management, LLC | 1,221 | $211.7K | 0.07% | +59+5.1% | Added |
| Spartan Wealth Advisory Services LLC | 1,222 | $212.0K | 0.02% | +1,222 | New |
| Edgestream Partners, L.P. | 1,224 | $212.3K | 0.01% | −9,478−88.6% | Reduced |
| Falcon Wealth Planning | 1,224 | $212.3K | 0.01% | +1,224 | New |
| Ancora Advisors, LLC | 1,225 | $212.5K | 0.00% | −69−5.3% | Reduced |
| Stonebridge Financial Group, LLC | 1,230 | $213.3K | 0.18% | −16−1.3% | Reduced |
| Genesee Capital Advisors, LLC | 1,232 | $213.8K | 0.09% | −204−14.2% | Reduced |
| BIP Wealth, LLC | 1,233 | $213.8K | 0.01% | +106+9.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,239 | $214.0K | 0.07% | +1,239 | New |
| Opal Wealth Advisors, LLC | 1,239 | $214.9K | 0.05% | +5+0.4% | Added |
| Vectors Research Management, LLC | 1,248 | $216.5K | 0.06% | −9,660−88.6% | Reduced |
| MJP Associates Inc | 1,250 | $216.9K | 0.03% | +1,250 | New |
| Kinloch Capital, LLC | 1,252 | $217.2K | 0.09% | −13−1.0% | Reduced |
| Millstone Evans Group, LLC | 1,252 | $217.2K | 0.13% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 1,255 | $217.7K | 0.09% | 00.0% | Unchanged |
| waypoint wealth counsel | 1,260 | $218.5K | 0.11% | −593−32.0% | Reduced |
| Avidian Wealth Solutions, LLC | 1,260 | $218.6K | 0.01% | −70−5.3% | Reduced |
| Everett Harris & Co | 1,265 | $219.4K | 0.00% | −158−11.1% | Reduced |
| Verdence Capital Advisors LLC | 1,268 | $220.0K | 0.01% | −2,122−62.6% | Reduced |
| Proficio Capital Partners LLC | 1,269 | $220.1K | 0.01% | −38−2.9% | Reduced |
| Parthenon LLC | 1,269 | $220.1K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,270 | $220.3K | 0.22% | +1,270 | New |
| Founders Financial Alliance, LLC | 1,272 | $220.5K | 0.04% | +1,272 | New |
| Signature Estate & Investment Advisors LLC | 1,272 | $220.6K | 0.00% | −33−2.5% | Reduced |
| Nichols & Pratt Advisers LLP | 1,277 | $221.5K | 0.01% | 00.0% | Unchanged |
| Caden Capital Partners, LP | 1,278 | $221.7K | 2.73% | +717+127.8% | Added |
| Old National Bancorp | 1,279 | $221.8K | 0.00% | −40−3.0% | Reduced |
| Everpar Advisors LLC | 1,288 | $223.4K | 0.08% | −442−25.5% | Reduced |
| Cornerstone Wealth Management, LLC | 1,290 | $223.7K | 0.01% | +4+0.3% | Added |
| Busey Wealth Management | 1,291 | $223.9K | 0.01% | −55−4.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,300 | $225.5K | 0.04% | −100−7.1% | Reduced |
| Mairs & Power Inc | 1,300 | $225.5K | 0.00% | −56−4.1% | Reduced |
| SlateStone Wealth, LLC | 1,305 | $226.0K | 0.02% | −244−15.8% | Reduced |
| First Nebraska Trust Co | 1,305 | $226.4K | 0.02% | +60+4.8% | Added |
| Innovative Asset Advisors Group, LLC | 1,313 | $227.8K | 0.13% | +1,313 | New |
| AMG National Trust Bank | 1,314 | $227.9K | 0.00% | −1,192−47.6% | Reduced |
| International Assets Investment Management, LLC | 1,327 | $228.1K | 0.02% | −90−6.4% | Reduced |
| PUREfi Wealth, LLC | 1,325 | $229.8K | 0.15% | −2,054−60.8% | Reduced |
| Indivisible Partners | 1,328 | $230.3K | 0.02% | −360−21.3% | Reduced |
| CVA Family Office, LLC | 1,333 | $231.2K | 0.02% | +387+40.9% | Added |
| Onefund, LLC | 1,346 | $231.4K | 0.15% | −22−1.6% | Reduced |
| Versant Capital Management, Inc | 1,336 | $231.7K | 0.02% | +297+28.6% | Added |
| Farmers & Merchants Investments Inc | 1,337 | $231.9K | 0.01% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 1,349 | $234.0K | 0.35% | +32+2.4% | Added |
| Outlook Wealth Advisors, LLC | 1,349 | $234.0K | 0.06% | +10+0.7% | Added |
| Rice Hall James & Associates, LLC | 1,350 | $234.2K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,351 | $234.3K | 0.01% | −199−12.8% | Reduced |
| Tradewinds, LLC. | 1,415 | $235.2K | 0.08% | +17+1.2% | Added |
| BFSG, LLC | 1,357 | $235.4K | 0.02% | +1,318+3,379.5% | Added |
| Bank of New Hampshire | 1,370 | $237.6K | 0.05% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 1,375 | $238.6K | 0.18% | +7+0.5% | Added |
| EJMK Ventures LLC | 1,378 | $239.0K | 0.13% | −299−17.8% | Reduced |
| Breakwater Capital Group | 1,382 | $239.7K | 0.03% | −13−0.9% | Reduced |
| Sendero Wealth Management, LLC | 1,384 | $240.1K | 0.03% | +1,384 | New |
| Prestige Wealth Management Group LLC | 1,389 | $241.0K | 0.05% | −14−1.0% | Reduced |
| Essex Savings Bank | 1,390 | $241.1K | 0.05% | +19+1.4% | Added |
| Cromwell Holdings LLC | 1,390 | $241.1K | 0.14% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,300 | $241.3K | 0.01% | −150−10.3% | Reduced |
| DV Trading LLC | 1,400 | $242.8K | 0.02% | +1,400 | New |
| Klingenstein Fields & Co LP | 1,401 | $243.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $243.3K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 1,406 | $243.9K | 0.01% | −356−20.2% | Reduced |
| Capital Wealth Planning, LLC | 1,407 | $244.0K | 0.00% | +7+0.5% | Added |
| Parkside Financial Bank & Trust | 1,415 | $245.4K | 0.02% | +85+6.4% | Added |
| Goldstein Advisors, LLC | 1,417 | $245.8K | 0.03% | +152+12.0% | Added |
| Fulton Breakefield Broenniman LLC | 1,417 | $245.8K | 0.02% | −1,296−47.8% | Reduced |
| TigerOak Management, L.L.C. | 1,421 | $246.5K | 0.08% | −14−1.0% | Reduced |
| Main Line Retirement Advisors, LLC | 1,422 | $246.7K | 0.12% | +1+0.1% | Added |
| Carret Asset Management, LLC | 1,430 | $248.0K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1,430 | $248.0K | 0.08% | +4+0.3% | Added |
| TFB Advisors LLC | 1,434 | $248.7K | 0.13% | −96−6.3% | Reduced |
| HCR Wealth Advisors | 1,434 | $248.7K | 0.03% | +16+1.1% | Added |
| Wedbush Securities Inc | 1,433 | $249.0K | 0.01% | −26−1.8% | Reduced |
| Bolthouse Investments, LLC | 1,436 | $249.1K | 0.23% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 1,437 | $249.2K | 0.00% | +1,437 | New |
| Resonant Capital Advisors, LLC | 1,438 | $249.4K | 0.01% | +1,438 | New |
| Cambient Family Office, LLC | 1,441 | $249.9K | 0.03% | −55−3.7% | Reduced |
| Drucker Wealth 3.0, LLC | 1,442 | $250.0K | 0.04% | −77−5.1% | Reduced |