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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 1,825 | $316.5K | 0.02% | +1,825 | New |
| Koshinski Asset Management, Inc. | 1,836 | $318.4K | 0.02% | +485+35.9% | Added |
| Northwest Wealth Management, LLC | 1,842 | $319.5K | 0.05% | +1,842 | New |
| Dynamic Advisor Solutions LLC | 1,843 | $319.7K | 0.01% | +141+8.3% | Added |
| Verus Capital Partners, LLC | 1,857 | $322.1K | 0.02% | +1,857 | New |
| Matauro, LLC | 1,865 | $323.4K | 0.05% | −872−31.9% | Reduced |
| CWA Asset Management Group, LLC | 1,867 | $323.8K | 0.01% | −644−25.6% | Reduced |
| Golden State Equity Partners | 1,868 | $324.0K | 0.02% | +692+58.8% | Added |
| Talisman Wealth Advisors LLC | 1,870 | $324.3K | 0.26% | −51−2.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,934 | $325.2K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,878 | $325.7K | 0.12% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,881 | $326.3K | 0.10% | −36−1.9% | Reduced |
| Sun Financial Inc | 2,051 | $328.2K | 0.16% | −125−5.7% | Reduced |
| Simplex Trading, LLC | 1,893 | $328.3K | 0.01% | −2,910−60.6% | Reduced |
| Verity & Verity, LLC | 1,900 | $329.6K | 0.02% | +100+5.6% | Added |
| Carlson Capital L P | 1,900 | $329.6K | 0.13% | +1,900 | New |
| Ignite Planners, LLC | 1,908 | $330.6K | 0.05% | +190+11.1% | Added |
| Optas, LLC | 1,913 | $331.8K | 0.05% | +84+4.6% | Added |
| Howard Capital Management Inc. | 1,918 | $332.7K | 0.01% | −2,071−51.9% | Reduced |
| GEM Asset Management, LLC | 1,929 | $334.6K | 0.15% | −4−0.2% | Reduced |
| CKW Financial Group | 1,963 | $337.0K | 0.04% | +6+0.3% | Added |
| True North Advisors, LLC | 1,958 | $339.6K | 0.04% | +803+69.5% | Added |
| Sigma Planning Corp | 1,979 | $343.3K | 0.01% | −526−21.0% | Reduced |
| Atala Financial Inc | 1,981 | $343.9K | 0.23% | +700+54.6% | Added |
| Pine Valley Investments Ltd Liability Co | 1,988 | $344.9K | 0.02% | +56+2.9% | Added |
| Davis R M Inc | 1,991 | $345.3K | 0.01% | +373+23.1% | Added |
| TCG Advisory Services, LLC | 1,991 | $345.4K | 0.01% | +83+4.4% | Added |
| S&CO Inc | 2,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| Hutchinson Capital Management | 1,999 | $346.7K | 0.06% | +1+0.1% | Added |
| VisionPoint Advisory Group, LLC | 2,001 | $347.1K | 0.07% | +91+4.8% | Added |
| AGH Wealth Advisors, LLC | 2,002 | $347.2K | 0.26% | +247+14.1% | Added |
| Parsons Capital Management Inc | 2,010 | $348.6K | 0.02% | −485−19.4% | Reduced |
| Wallace Capital Management Inc. | 2,010 | $348.6K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,019 | $350.2K | 0.01% | +28+1.4% | Added |
| Eagle Harbor Asset Management Inc | 2,029 | $351.9K | 0.30% | +800+65.1% | Added |
| Stockman Wealth Management, Inc. | 2,030 | $352.1K | 0.04% | −15−0.7% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $352.3K | 0.19% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,037 | $353.3K | 0.00% | −60−2.9% | Reduced |
| GeoWealth Management, LLC | 2,036 | $353.4K | 0.01% | +430+26.8% | Added |
| Fisher Asset Management, LLC | 2,037 | $353.4K | 0.00% | −140−6.4% | Reduced |
| Fiduciary Family Office, LLC | 2,040 | $353.8K | 0.10% | +640+45.7% | Added |
| Abundance Wealth Counselors | 2,042 | $354.2K | 0.05% | +2,042 | New |
| Reliant Investment Management, LLC | 2,066 | $358.3K | 0.17% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,071 | $359.2K | 0.09% | +10+0.5% | Added |
| Congress Asset Management Co | 2,087 | $362.0K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,094 | $363.2K | 0.01% | +7+0.3% | Added |
| Eads & Heald Wealth Management | 2,096 | $363.6K | 0.18% | −60−2.8% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,100 | $364.2K | 0.08% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,105 | $365.0K | 0.08% | +29+1.4% | Added |
| Cassaday & Co Wealth Management LLC | 2,109 | $365.8K | 0.01% | −29−1.4% | Reduced |
| Stokes Family Office, LLC | 2,127 | $368.9K | 0.04% | −683−24.3% | Reduced |
| Americana Partners, LLC | 2,136 | $370.5K | 0.01% | +2,136 | New |
| Kearns & Associates LLC | 2,145 | $372.1K | 0.20% | −715−25.0% | Reduced |
| Harbour Investments, Inc. | 2,147 | $372.4K | 0.01% | +883+69.9% | Added |
| Private Wealth Asset Management, LLC | 2,152 | $373.3K | 0.04% | +354+19.7% | Added |
| Roble, Belko & Company, Inc | 2,170 | $376.0K | 0.05% | −285−11.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 2,177 | $377.0K | 0.01% | +2,177 | New |
| Mosley Wealth Management | 1,874 | $377.7K | 0.17% | 00.0% | Unchanged |
| Lawood & Co | 2,189 | $379.7K | 0.35% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,194 | $380.5K | 0.11% | −14−0.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,202 | $382.0K | 0.00% | +258+13.3% | Added |
| Financial Consulate, Inc | 2,210 | $383.3K | 0.05% | −8−0.4% | Reduced |
| Genesis Private Wealth, LLC | 2,217 | $384.6K | 0.12% | +721+48.2% | Added |
| Destination Wealth Management | 2,224 | $385.8K | 0.01% | −231−9.4% | Reduced |
| CBOE Vest Financial, LLC | 2,225 | $385.9K | 0.00% | +296+15.3% | Added |
| ARS Investment Partners, LLC | 2,228 | $386.4K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,243 | $389.0K | 0.02% | +2,129+1,867.5% | Added |
| Avalon Trust Co | 2,244 | $389.2K | 0.03% | −74−3.2% | Reduced |
| Csenge Advisory Group | 2,259 | $391.7K | 0.02% | −323−12.5% | Reduced |
| Frec Markets, Inc. | 2,270 | $393.7K | 0.07% | +37+1.7% | Added |
| Umb Bank N A | 2,277 | $394.9K | 0.01% | −790−25.8% | Reduced |
| Foguth Wealth Management, LLC. | 2,472 | $395.4K | 0.05% | −7−0.3% | Reduced |
| Goldenstone Wealth Management LLC | 2,295 | $398.1K | 0.29% | 00.0% | Unchanged |
| GenTrust, LLC | 2,303 | $399.5K | 0.02% | +2,303 | New |
| Caerus Investment Advisors, LLC | 2,304 | $399.6K | 0.17% | +433+23.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,314 | $401.4K | 0.02% | +35+1.5% | Added |
| Sapient Capital LLC | 2,341 | $406.0K | 0.01% | +1,018+76.9% | Added |
| Prime Capital Investment Advisors, LLC | 2,358 | $409.0K | 0.00% | −306−11.5% | Reduced |
| Powell Investment Advisors, LLC | 2,359 | $409.2K | 0.14% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,366 | $410.4K | 0.06% | −17,180−87.9% | Reduced |
| Grove Bank & Trust | 2,367 | $410.6K | 0.05% | +1,235+109.1% | Added |
| Moors & Cabot, Inc. | 2,391 | $414.8K | 0.02% | −488−17.0% | Reduced |
| AlphaGrep UK Ltd | 2,392 | $414.9K | 0.12% | +1,257+110.7% | Added |
| Trust Co | 2,401 | $416.5K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,404 | $417.0K | 0.06% | −249−9.4% | Reduced |
| QTR Family Wealth, LLC | 2,418 | $418.0K | 0.17% | +1,021+73.1% | Added |
| Aberdeen Wealth Management LLC | 2,436 | $422.5K | 0.19% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,437 | $422.7K | 0.06% | −373−13.3% | Reduced |
| Calamos Wealth Management LLC | 2,450 | $425.0K | 0.01% | +247+11.2% | Added |
| Aprio Wealth Management, LLC | 2,453 | $425.5K | 0.02% | +703+40.2% | Added |
| Avestar Capital, LLC | 2,457 | $426.2K | 0.03% | +1,299+112.2% | Added |
| Montag A & Associates Inc | 2,475 | $429.3K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,487 | $431.3K | 0.03% | −531−17.6% | Reduced |
| Drive Wealth Management, LLC | 2,489 | $431.8K | 0.09% | +987+65.7% | Added |
| Financial Advisory Service, Inc. | 2,494 | $432.6K | 0.03% | +586+30.7% | Added |
| Broderick Brian C | 2,500 | $433.6K | 0.08% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,224 | $436.7K | 0.04% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 2,535 | $440.0K | 0.01% | +2,535 | New |
| West Paces Advisors Inc. | 2,546 | $441.6K | 0.09% | −2,320−47.7% | Reduced |
| Modera Wealth Management, LLC | 2,562 | $444.4K | 0.01% | +697+37.4% | Added |