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 |
|---|---|---|---|---|---|
| Noesis Capital Mangement Corp | 3,500 | $607.1K | 0.09% | 00.0% | Unchanged |
| PCM Encore, LLC | 3,507 | $608.3K | 0.13% | +82+2.4% | Added |
| Qtron Investments LLC | 3,524 | $611.2K | 0.08% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $611.5K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 3,528 | $611.9K | 0.02% | −384−9.8% | Reduced |
| Essex Investment Management Co LLC | 3,530 | $612.3K | 0.10% | −369−9.5% | Reduced |
| Caldwell Trust Co | 3,531 | $612.5K | 0.05% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 3,600 | $624.4K | 0.17% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 3,600 | $624.4K | 0.34% | +3,600 | New |
| Fox Run Management, L.L.C. | 3,611 | $630.9K | 0.11% | +3,611 | New |
| Manchester Capital Management LLC | 3,639 | $631.2K | 0.09% | −63−1.7% | Reduced |
| Empower Advisory Group, LLC | 3,640 | $631.4K | 0.00% | −368−9.2% | Reduced |
| Shira Ridge Wealth Management | 3,641 | $631.5K | 0.25% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,641 | $631.5K | 0.15% | +100+2.8% | Added |
| GTS Securities LLC | 3,648 | $632.7K | 0.02% | −3,568−49.4% | Reduced |
| J. Safra Sarasin Holding AG | 3,652 | $633.4K | 0.01% | −120,303−97.1% | Reduced |
| Gateway Wealth Partners, LLC | 3,677 | $637.9K | 0.02% | +3,677 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,679 | $638.0K | 0.07% | −55−1.5% | Reduced |
| Sylvest Advisors, LLC | 3,684 | $639.0K | 0.34% | +180+5.1% | Added |
| Aries Wealth Management | 3,713 | $644.0K | 0.14% | −116−3.0% | Reduced |
| Buckley Wealth Management, LLC | 3,716 | $644.5K | 0.16% | +387+11.6% | Added |
| Allred Capital Management, LLC | 3,719 | $645.2K | 0.23% | +55+1.5% | Added |
| Signet Private Wealth LLC | 3,748 | $650.1K | 0.62% | −197−5.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 3,749 | $650.3K | 0.11% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 3,752 | $650.5K | 0.29% | +3,752 | New |
| Maridea Wealth Management LLC | 3,758 | $651.8K | 0.10% | +1,882+100.3% | Added |
| Groupama Asset Managment | 3,766 | $653.2K | 0.01% | +1,530+68.4% | Added |
| Sageworth Trust Co | 3,782 | $656.0K | 0.03% | +3,782 | New |
| Summit Global Investments | 3,809 | $661.0K | 0.04% | +10+0.3% | Added |
| Verition Fund Management LLC | 3,823 | $663.1K | 0.01% | −32,963−89.6% | Reduced |
| Midwest Trust Co | 3,827 | $663.8K | 0.01% | −335−8.0% | Reduced |
| James Hambro & Partners | 3,856 | $668.7K | 0.03% | −72−1.8% | Reduced |
| Parisi Gray Wealth Management | 3,882 | $673.4K | 0.16% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 3,894 | $675.4K | 0.02% | −4,321−52.6% | Reduced |
| Baker Ellis Asset Management LLC | 3,896 | $675.8K | 0.08% | −410−9.5% | Reduced |
| Kondo Wealth Advisors, Inc. | 3,896 | $675.8K | 0.25% | −6−0.2% | Reduced |
| EntryPoint Capital, LLC | 3,920 | $679.9K | 0.20% | −2,147−35.4% | Reduced |
| Jackson Thornton Asset Management, LLC | 4,049 | $680.8K | 0.06% | +2,112+109.0% | Added |
| Perpetual Ltd | 3,944 | $684.1K | 0.01% | +2,822+251.5% | Added |
| Coastal Bridge Advisors, LLC | 3,947 | $684.6K | 0.05% | +95+2.5% | Added |
| SFMG, LLC | 3,963 | $687.3K | 0.05% | −20−0.5% | Reduced |
| Vanguard National Trust Co | 3,982 | $690.7K | 0.04% | +3,982 | New |
| Sowell Financial Services LLC | 3,984 | $690.9K | 0.03% | +179+4.7% | Added |
| Tobam | 3,992 | $692.0K | 0.18% | +3+0.1% | Added |
| Soltis Investment Advisors LLC | 4,010 | $695.5K | 0.05% | +1,481+58.6% | Added |
| Ausdal Financial Partners, Inc. | 4,019 | $697.1K | 0.03% | −110−2.7% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,022 | $697.6K | 0.37% | −18−0.4% | Reduced |
| Corps Capital Advisors, LLC | 4,045 | $701.6K | 0.61% | +1,345+49.8% | Added |
| GM Advisory Group, Inc. | 4,046 | $701.7K | 0.03% | −99−2.4% | Reduced |
| Persium Advisors, LLC | 4,047 | $702.0K | 0.55% | +350+9.5% | Added |
| Tower Trust & Investment Co | 4,061 | $704.3K | 0.46% | −107−2.6% | Reduced |
| Mutual Advisors, LLC | 4,076 | $707.0K | 0.02% | +132+3.3% | Added |
| Gryphon Financial Partners LLC | 4,102 | $711.5K | 0.07% | +452+12.4% | Added |
| Net Worth Advisory Group | 4,112 | $713.2K | 0.15% | −83−2.0% | Reduced |
| Integrated Advisors Network LLC | 4,176 | $724.3K | 0.04% | −191−4.4% | Reduced |
| Profund Advisors LLC | 4,176 | $724.3K | 0.03% | −921−18.1% | Reduced |
| Charter Trust Co | 4,184 | $725.7K | 0.04% | −347−7.7% | Reduced |
| Atomi Financial Group, Inc. | 4,210 | $730.3K | 0.02% | +1,462+53.2% | Added |
| Entropy Technologies, LP | 4,214 | $730.9K | 0.03% | −75,074−94.7% | Reduced |
| Western Wealth Management, LLC | 4,224 | $732.7K | 0.03% | −71−1.7% | Reduced |
| PDS Planning, Inc | 4,224 | $732.7K | 0.05% | +327+8.4% | Added |
| Marshall Financial Group LLC | 4,236 | $734.8K | 0.12% | +142+3.5% | Added |
| Ferguson Wellman Capital Management, Inc | 4,240 | $735.4K | 0.01% | −111−2.6% | Reduced |
| Independent Advisor Alliance | 4,279 | $742.2K | 0.01% | +469+12.3% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,383 | $760.2K | 0.04% | +256+6.2% | Added |
| Kovitz Investment Group Partners, LLC | 4,394 | $762.1K | 0.02% | −185−4.0% | Reduced |
| Sentinus, LLC | 4,395 | $762.3K | 0.07% | +2,894+192.8% | Added |
| Change Path, LLC | 4,400 | $763.1K | 0.02% | −4−0.1% | Reduced |
| Trust Point Inc. | 4,414 | $765.6K | 0.07% | +2,068+88.2% | Added |
| Norway Savings Bank | 4,417 | $766.1K | 0.36% | −1,357−23.5% | Reduced |
| Cascade Financial Partners, LLC | 4,423 | $767.1K | 0.08% | −53−1.2% | Reduced |
| Level Four Advisory Services, LLC | 4,423 | $767.2K | 0.03% | +353+8.7% | Added |
| Gateway Investment Advisers LLC | 4,450 | $771.8K | 0.01% | −1,014−18.6% | Reduced |
| Mma Asset Management LLC | 4,460 | $773.6K | 0.27% | +377+9.2% | Added |
| Bridgewater Advisors Inc. | 4,876 | $774.6K | 0.05% | −277−5.4% | Reduced |
| Center For Asset Management LLC | 4,511 | $782.5K | 0.39% | −39−0.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,520 | $784.0K | 0.01% | −2,162−32.4% | Reduced |
| Oppenheimer & Co Inc | 4,536 | $786.8K | 0.01% | −432−8.7% | Reduced |
| Bryn Mawr Trust Co | 4,582 | $794.7K | 0.02% | +274+6.4% | Added |
| West Family Investments, Inc. | 4,614 | $800.3K | 0.28% | −64−1.4% | Reduced |
| Cigna Investments Inc | 4,628 | $803.0K | 0.12% | −80−1.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 4,645 | $805.7K | 0.29% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 4,645 | $805.7K | 0.12% | +22+0.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,671 | $810.2K | 0.05% | +220+4.9% | Added |
| Dover Advisors, LLC | 4,689 | $813.3K | 0.34% | −2,689−36.4% | Reduced |
| Beck Bode, LLC | 4,689 | $813.3K | 0.14% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,706 | $816.3K | 0.02% | −20−0.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,711 | $817.2K | 0.03% | −42−0.9% | Reduced |
| HM Payson & Co | 4,726 | $819.7K | 0.01% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 4,766 | $826.7K | 0.04% | +1,893+65.9% | Added |
| Cary Street Partner Investment Advisory LLC | 4,792 | $831.2K | 0.21% | −7−0.1% | Reduced |
| Regal Investment Advisors LLC | 4,832 | $838.1K | 0.05% | +596+14.1% | Added |
| Aaron Wealth Advisors | 4,835 | $838.6K | 0.05% | +795+19.7% | Added |
| Evergreen Wealth Solutions, LLC | 4,882 | $846.8K | 0.06% | +506+11.6% | Added |
| TBH Global Asset Management, LLC | 4,887 | $847.7K | 0.17% | +514+11.8% | Added |
| Gilbert & Cook, Inc. | 4,895 | $849.0K | 0.11% | +9+0.2% | Added |
| Colter Lewis Investment Partners LLC | 4,924 | $854.1K | 0.80% | +4,924 | New |
| Turtle Creek Wealth Advisors, LLC | 4,998 | $866.9K | 0.07% | +150+3.1% | Added |
| Kathmere Capital Management, LLC | 4,998 | $866.9K | 0.05% | +1,457+41.1% | Added |
| Cito Capital Group, LLC | 5,000 | $867.0K | 0.27% | 00.0% | Unchanged |