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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 1,397 | $250.1K | 0.02% | +248+21.6% | Added |
| Flatrock Wealth Partners LLC | 1,444 | $250.4K | 0.11% | +1,444 | New |
| Kera Capital Partners, Inc. | 1,447 | $251.0K | 0.03% | +1,447 | New |
| Fayez Sarofim & Co | 1,450 | $251.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,452 | $251.8K | 0.02% | +73+5.3% | Added |
| National Asset Management, Inc. | 1,441 | $251.8K | 0.02% | −11−0.8% | Reduced |
| Baron Wealth Management LLC | 1,453 | $252.0K | 0.08% | +372+34.4% | Added |
| Haverford Trust Co | 1,456 | $252.5K | 0.00% | +257+21.4% | Added |
| Income Insurance Ltd | 1,466 | $254.3K | 0.17% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,467 | $254.5K | 0.06% | −113−7.2% | Reduced |
| PFS Partners, LLC | 1,471 | $255.1K | 0.12% | +1+0.1% | Added |
| Advisor OS, LLC | 1,475 | $255.9K | 0.02% | +1,475 | New |
| D'Orazio & Associates, Inc. | 1,476 | $256.0K | 0.03% | −8−0.5% | Reduced |
| Nwam LLC | 1,481 | $256.9K | 0.01% | −488−24.8% | Reduced |
| Alpha Family Trust | 1,485 | $257.6K | 0.12% | +1,485 | New |
| NBC Securities, Inc. | 1,486 | $257.7K | 0.02% | −14−0.9% | Reduced |
| Natural Investments, LLC | 1,494 | $259.0K | 0.06% | +1+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,501 | $260.0K | 0.01% | −185−11.0% | Reduced |
| Stiles Financial Services Inc | 1,499 | $260.0K | 0.08% | −38−2.5% | Reduced |
| Johnson & White Wealth Management, LLC | 1,500 | $260.2K | 0.11% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,500 | $260.2K | 0.33% | 00.0% | Unchanged |
| J.E. Simmons & Co., P.C. | 1,502 | $260.5K | 0.17% | −22−1.4% | Reduced |
| Expressive Wealth LLC | 1,590 | $260.6K | 0.25% | +1,590 | New |
| Monticello Wealth Management, LLC | 1,506 | $261.2K | 0.02% | +1,506 | New |
| Main Street Financial Solutions, LLC | 1,508 | $261.6K | 0.02% | +29+2.0% | Added |
| Sterling Group Wealth Management, LLC | 1,511 | $262.1K | 0.12% | +209+16.1% | Added |
| Mainsail Asset Management, LLC | 1,512 | $262.2K | 0.12% | +1,512 | New |
| iA Global Asset Management Inc. | 1,520 | $264.0K | 0.00% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,523 | $264.2K | 0.07% | −29−1.9% | Reduced |
| Claro Advisors LLC | 1,531 | $265.6K | 0.03% | −4−0.3% | Reduced |
| Family Management Corp | 1,532 | $265.7K | 0.03% | +1,532 | New |
| Northside Capital Management, LLC | 1,535 | $266.2K | 0.02% | +350+29.5% | Added |
| Wellington Grp LLC | 1,545 | $268.0K | 0.08% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,551 | $269.0K | 0.09% | −421−21.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $269.1K | 0.14% | 00.0% | Unchanged |
| Keel Point, LLC | 1,556 | $270.0K | 0.02% | −557−26.4% | Reduced |
| Patton Fund Management, Inc. | 1,557 | $270.1K | 0.05% | +357+29.8% | Added |
| St Germain D J Co Inc | 1,558 | $270.2K | 0.01% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,561 | $270.7K | 0.00% | −1,263−44.7% | Reduced |
| Spirepoint Private Client, LLC | 1,561 | $270.8K | 0.03% | −1,487−48.8% | Reduced |
| IFC Advisors LLC | 1,561 | $270.8K | 0.04% | +20+1.3% | Added |
| Ariadne Wealth Management, LP | 1,563 | $271.1K | 0.12% | +316+25.3% | Added |
| 1015 Capital Partners, LLC | 1,567 | $271.8K | 0.26% | 00.0% | Unchanged |
| Ariston Services Group | 0 | $272.0K | 0.16% | −1,168−100.0% | Reduced |
| True Wealth Design, LLC | 1,573 | $272.8K | 0.08% | +1,260+402.6% | Added |
| FourThought Financial Partners, LLC | 1,580 | $274.1K | 0.02% | +59+3.9% | Added |
| Intellectus Partners, LLC | 1,588 | $275.4K | 0.06% | +275+20.9% | Added |
| Modern Wealth Management, LLC | 1,611 | $276.9K | 0.00% | +308+23.6% | Added |
| Ewa, LLC | 1,598 | $277.2K | 0.06% | +54+3.5% | Added |
| Sun Group Wealth Partners | 1,600 | $277.5K | 0.22% | −138−7.9% | Reduced |
| Everhart Financial Group, Inc. | 1,602 | $277.9K | 0.02% | +1,602 | New |
| Eastern Bank | 1,605 | $278.4K | 0.00% | +3+0.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,607 | $279.0K | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,610 | $279.3K | 0.10% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 1,618 | $280.6K | 0.20% | +357+28.3% | Added |
| Gladstone Institutional Advisory LLC | 1,619 | $280.9K | 0.01% | +103+6.8% | Added |
| Defiance ETFs, LLC | 1,623 | $281.5K | 0.00% | +1,623 | New |
| Gratus Wealth Advisors, LLC | 1,632 | $283.1K | 0.04% | −65−3.8% | Reduced |
| BlueSky Wealth Advisors, LLC | 1,635 | $283.6K | 0.04% | +1,635 | New |
| TFR Capital, LLC. | 1,638 | $284.1K | 0.09% | +31+1.9% | Added |
| FSM Wealth Advisors, LLC | 1,643 | $284.9K | 0.04% | −163−9.0% | Reduced |
| Basecamp Wealth Advisors LLC | 1,643 | $285.0K | 0.06% | +233+16.5% | Added |
| Clear Creek Financial Management, LLC | 1,647 | $285.8K | 0.02% | +198+13.7% | Added |
| Walleye Capital LLC | 1,649 | $286.0K | 0.00% | −11,489−87.4% | Reduced |
| SeaCrest Wealth Management, LLC | 1,652 | $286.5K | 0.03% | −21−1.3% | Reduced |
| Investment Partners, Ltd. | 1,658 | $287.6K | 0.10% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 1,661 | $288.1K | 0.01% | +35+2.2% | Added |
| Bailard, Inc. | 1,667 | $289.1K | 0.01% | +4+0.2% | Added |
| Hibernia Wealth Partners, LLC | 1,672 | $290.0K | 0.09% | +53+3.3% | Added |
| Mayflower Financial Advisors, LLC | 1,681 | $291.6K | 0.04% | −215−11.3% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 1,688 | $292.8K | 0.18% | +1,688 | New |
| Abner Herrman & Brock LLC | 1,690 | $293.0K | 0.03% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 1,691 | $293.3K | 0.02% | +446+35.8% | Added |
| Meridian Wealth Advisors, LLC | 1,695 | $293.9K | 0.04% | +38+2.3% | Added |
| Riversedge Advisors, LLC | 1,698 | $294.5K | 0.05% | +1,698 | New |
| Sava Infond d.o.o. | 1,700 | $294.9K | 0.04% | +900+112.5% | Added |
| SageView Advisory Group, LLC | 1,706 | $296.0K | 0.01% | −152−8.2% | Reduced |
| LifeGoal Wealth Advisors | 1,725 | $296.5K | 0.17% | +1,725 | New |
| Tower Bridge Advisors | 1,716 | $297.6K | 0.03% | −200−10.4% | Reduced |
| Tempo Wealth, LLC | 1,722 | $298.7K | 0.05% | −14−0.8% | Reduced |
| Evernest Financial Advisors, LLC | 1,758 | $299.2K | 0.06% | −136−7.2% | Reduced |
| Clarkston Capital Partners, LLC | 1,725 | $299.2K | 0.02% | −500−22.5% | Reduced |
| Guardian Wealth Advisors, LLC | 1,725 | $299.2K | 0.02% | −465−21.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 1,730 | $300.1K | 0.02% | 00.0% | Unchanged |
| Umpqua Bank | 1,736 | $301.1K | 0.09% | +85+5.1% | Added |
| Wall Street Access Asset Management, LLC | 1,705 | $301.8K | 0.08% | −75−4.2% | Reduced |
| Symphony Financial, Ltd. Co. | 1,752 | $304.3K | 0.04% | +1,752 | New |
| Summit Asset Management, LLC | 1,757 | $304.7K | 0.04% | +1+0.1% | Added |
| Catalyst Financial Partners LLC | 1,761 | $305.4K | 0.04% | +84+5.0% | Added |
| New Hampshire Trust | 1,778 | $308.4K | 0.06% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 1,781 | $309.0K | 0.02% | +1,781 | New |
| Northstar Financial Companies, Inc. | 1,787 | $310.0K | 0.25% | −167−8.5% | Reduced |
| Sym Financial Corp | 1,789 | $310.3K | 0.03% | +379+26.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,792 | $310.8K | 0.01% | +72+4.2% | Added |
| Dillon & Associates Inc | 1,800 | $311.0K | 0.04% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,793 | $311.0K | 0.03% | −186−9.4% | Reduced |
| Childress Capital Advisors, LLC | 1,809 | $313.9K | 0.06% | +48+2.7% | Added |
| Texas Yale Capital Corp. | 1,810 | $313.9K | 0.01% | +485+36.6% | Added |
| E Fund Management Co., Ltd. | 1,810 | $313.9K | 0.01% | +1,810 | New |
| Financial Management Professionals, Inc. | 1,815 | $314.8K | 0.04% | +27+1.5% | Added |