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 |
|---|---|---|---|---|---|
| C2C Wealth Management, LLC | 2,580 | $447.5K | 0.38% | 00.0% | Unchanged |
| Nvest Financial, LLC | 2,583 | $448.1K | 0.17% | −41−1.6% | Reduced |
| Ninety One SA (PTY) Ltd | 2,589 | $449.1K | 0.02% | −378−12.7% | Reduced |
| LGT Group Foundation | 2,593 | $449.8K | 0.01% | −14−0.5% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,594 | $449.9K | 0.05% | −5,842−69.3% | Reduced |
| Leavell Investment Management, Inc. | 2,606 | $452.0K | 0.02% | −2,399−47.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,618 | $454.1K | 0.03% | +2,618 | New |
| Boston Research & Management Inc | 2,620 | $454.4K | 0.11% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,628 | $455.7K | 0.03% | +96+3.8% | Added |
| Quotient Wealth Partners, LLC | 2,630 | $456.1K | 0.01% | +34+1.3% | Added |
| Armis Advisers, LLC | 2,867 | $456.3K | 0.04% | −146−4.8% | Reduced |
| L2 Asset Management, LLC | 2,647 | $459.1K | 0.04% | +182+7.4% | Added |
| Bulltick Wealth Management, LLC | 2,648 | $459.3K | 0.10% | +1,546+140.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,673 | $463.6K | 0.08% | −703−20.8% | Reduced |
| Trust Co of Toledo NA | 2,677 | $464.3K | 0.04% | −1,776−39.9% | Reduced |
| Rossby Financial, LCC | 2,704 | $464.7K | 0.10% | −49−1.8% | Reduced |
| Warther Private Wealth, LLC | 2,680 | $464.8K | 0.11% | −19−0.7% | Reduced |
| Advisortrust Partners, LLC | 2,681 | $465.0K | 0.19% | +2,681 | New |
| Capital Advisors Inc | 2,699 | $468.1K | 0.01% | +42+1.6% | Added |
| Wealthspire Advisors, LLC | 2,700 | $468.3K | 0.00% | −4,039−59.9% | Reduced |
| First Horizon Corp | 2,717 | $471.3K | 0.02% | +1,045+62.5% | Added |
| Savvy Advisors, Inc. | 2,717 | $471.3K | 0.01% | +221+8.9% | Added |
| SOA Wealth Advisors, LLC. | 2,728 | $473.2K | 0.09% | −33−1.2% | Reduced |
| Knightsbridge Asset Management, LLC | 2,729 | $473.3K | 0.06% | +2,729 | New |
| Patrick M Sweeney & Associates, Inc | 2,734 | $474.2K | 0.30% | +50+1.9% | Added |
| Portland Global Advisors LLC | 2,739 | $475.1K | 0.05% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 2,721 | $475.4K | 0.07% | +131+5.1% | Added |
| VeraBank, N.A. | 2,741 | $475.4K | 0.09% | −1,069−28.1% | Reduced |
| Stratos Wealth Partners, LTD. | 2,776 | $481.5K | 0.01% | −189−6.4% | Reduced |
| Private Trust Co NA | 2,788 | $483.6K | 0.04% | −75−2.6% | Reduced |
| PFG Investments, LLC | 2,794 | $484.7K | 0.02% | +1,036+58.9% | Added |
| Meritas Wealth Management, LLC | 2,805 | $486.5K | 0.22% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,806 | $486.7K | 0.04% | +2,806 | New |
| IHT Wealth Management, LLC | 2,808 | $487.1K | 0.01% | +50+1.8% | Added |
| DF Dent & Co Inc | 2,816 | $488.4K | 0.01% | −2,912−50.8% | Reduced |
| Sterling Wealth Management, Inc. | 2,817 | $488.6K | 0.13% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,844 | $493.3K | 0.17% | +1,138+66.7% | Added |
| Premier Path Wealth Partners, LLC | 2,844 | $493.4K | 0.06% | +322+12.8% | Added |
| Cambria Investment Management, L.P. | 2,849 | $494.2K | 0.03% | +2,849 | New |
| Natixis | 2,852 | $494.7K | 0.00% | −18,404−86.6% | Reduced |
| Strid Group, LLC | 2,873 | $498.4K | 0.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,881 | $499.6K | 0.01% | −13,024−81.9% | Reduced |
| Mayport, LLC | 2,893 | $501.7K | 0.09% | +1,095+60.9% | Added |
| NorthStar Asset Management LLC | 2,900 | $502.9K | 0.24% | −4,231−59.3% | Reduced |
| Ellevest, Inc. | 2,910 | $504.7K | 0.07% | +228+8.5% | Added |
| White Pine Investment CO | 2,920 | $506.0K | 0.12% | −173−5.6% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,918 | $506.1K | 0.33% | +200+7.4% | Added |
| VestGen Advisors, LLC | 3,129 | $511.3K | 0.01% | +3,129 | New |
| OpenArc Corporate Advisory, LLC | 2,950 | $511.7K | 0.01% | +20+0.7% | Added |
| CSU Producer Resources, Inc. | 2,967 | $514.6K | 1.47% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,968 | $514.8K | 0.13% | −1,505−33.6% | Reduced |
| RiverFront Investment Group, LLC | 2,977 | $516.4K | 0.01% | +70+2.4% | Added |
| Mach-1 Financial Group, Inc. | 2,984 | $517.6K | 0.18% | −2,021−40.4% | Reduced |
| Advisors Capital Management, LLC | 2,995 | $519.6K | 0.01% | +237+8.6% | Added |
| Venator Management LLC | 3,000 | $520.4K | 0.13% | +300+11.1% | Added |
| MCF Advisors LLC | 3,001 | $520.4K | 0.02% | +1,396+87.0% | Added |
| Boothbay Fund Management, LLC | 3,021 | $524.0K | 0.01% | −1,832−37.7% | Reduced |
| North Star Asset Management Inc | 3,030 | $525.6K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 3,043 | $527.8K | 0.00% | +3,043 | New |
| 71 West Capital Partners | 3,076 | $533.5K | 0.02% | +936+43.7% | Added |
| Leonteq Securities AG | 3,082 | $534.6K | 0.03% | +2,500+429.6% | Added |
| Florida Financial Advisors, LLC | 3,088 | $536.0K | 0.13% | +113+3.8% | Added |
| Bill Few Associates, Inc. | 3,090 | $536.0K | 0.13% | +5+0.2% | Added |
| Vicus Capital | 3,107 | $538.8K | 0.04% | +16+0.5% | Added |
| Capital Performance Advisors LLP | 3,107 | $539.0K | 0.04% | +1,801+137.9% | Added |
| TIAA Wealth Investment Management LLC | 3,116 | $540.5K | 0.00% | +3,116 | New |
| Williams Jones Wealth Management, LLC. | 3,118 | $540.8K | 0.01% | −43−1.4% | Reduced |
| Missouri Trust & Investment Co | 3,120 | $541.2K | 0.16% | −20−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 3,136 | $543.9K | 0.02% | −344−9.9% | Reduced |
| 44 Wealth Management LLC | 3,148 | $546.0K | 0.19% | +195+6.6% | Added |
| Rodgers Brothers Inc. | 3,150 | $546.4K | 0.06% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,152 | $546.7K | 0.02% | −491−13.5% | Reduced |
| Massmutual Trust Co FSB | 3,157 | $547.6K | 0.01% | +52+1.7% | Added |
| Permanent Capital Management, LP | 3,252 | $548.3K | 0.09% | +16+0.5% | Added |
| Yanni & Associates Investment Advisors, LLC | 3,180 | $551.6K | 0.57% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,197 | $554.5K | 0.32% | +40+1.3% | Added |
| Duncker Streett & Co Inc | 3,200 | $555.0K | 0.11% | 00.0% | Unchanged |
| Intellus Advisors LLC | 3,205 | $555.9K | 0.08% | +964+43.0% | Added |
| SWMG, LLC | 3,206 | $556.1K | 0.16% | −341−9.6% | Reduced |
| Green Harvest Asset Management LLC | 3,226 | $559.5K | 0.01% | +528+19.6% | Added |
| Parvin Asset Management, LLC | 3,230 | $560.2K | 0.41% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $562.7K | 0.05% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,253 | $564.2K | 0.07% | +278+9.3% | Added |
| Catalyst Funds Management Pty Ltd | 3,265 | $566.3K | 0.10% | +3,265 | New |
| Alerus Financial NA | 3,268 | $566.8K | 0.03% | −786−19.4% | Reduced |
| Waller Financial Planning Group, Inc | 3,272 | $567.5K | 0.13% | +17+0.5% | Added |
| United Bank | 3,281 | $569.1K | 0.19% | −3,352−50.5% | Reduced |
| Palisade Capital Management LLC | 3,298 | $572.0K | 0.02% | +2,114+178.5% | Added |
| Kiley Juergens Wealth Management, LLC | 3,300 | $572.4K | 0.10% | +3,300 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,314 | $574.9K | 0.17% | +2,161+187.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 3,317 | $575.3K | 0.16% | +3,317 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $578.1K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,353 | $581.6K | 0.02% | −294−8.1% | Reduced |
| Prospera Financial Services Inc | 3,386 | $588.1K | 0.01% | −886−20.7% | Reduced |
| Jump Financial, LLC | 3,440 | $596.7K | 0.01% | −144,447−97.7% | Reduced |
| Strategic Blueprint, LLC | 3,446 | $597.7K | 0.03% | +12+0.3% | Added |
| Coign Capital Advisors LLC | 3,450 | $598.4K | 0.31% | +249+7.8% | Added |
| Connecticut Wealth Management, LLC | 3,464 | $600.8K | 0.03% | −681−16.4% | Reduced |
| Wick Capital Partners, LLC | 3,470 | $601.9K | 0.11% | +1,395+67.2% | Added |
| Fort Sheridan Advisors LLC | 3,491 | $605.5K | 0.07% | +3,491 | New |