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 |
|---|---|---|---|---|---|
| Truefg, LLC | 5,000 | $867.3K | 0.23% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4,998 | $868.0K | 0.12% | +70+1.4% | Added |
| Quantitative Investment Management, LLC | 5,021 | $870.0K | 0.09% | −1,867−27.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,021 | $870.9K | 0.40% | +5,021 | New |
| Fjell Capital, LLC | 5,098 | $884.3K | 0.68% | +144+2.9% | Added |
| Broadway Wealth Solutions, Inc. | 5,107 | $885.8K | 0.46% | −9−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,114 | $887.0K | 0.01% | +62+1.2% | Added |
| Wedmont Private Capital | 5,048 | $887.4K | 0.03% | −557−9.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,136 | $890.9K | 0.14% | −22−0.4% | Reduced |
| Advyzon Investment Management, LLC | 5,166 | $896.1K | 0.08% | +1,796+53.3% | Added |
| Nilsine Partners, LLC | 5,269 | $896.5K | 0.07% | −303−5.4% | Reduced |
| AlphaCore Capital LLC | 5,170 | $896.8K | 0.02% | +1,727+50.2% | Added |
| Canandaigua National Corp | 5,248 | $910.3K | 0.08% | +5,248 | New |
| Quadcap Wealth Management, LLC | 5,293 | $918.1K | 0.10% | +74+1.4% | Added |
| Checchi Capital Advisers, LLC | 5,319 | $922.5K | 0.06% | +369+7.5% | Added |
| Fidelis Capital Partners, LLC | 5,355 | $928.9K | 0.07% | −201−3.6% | Reduced |
| JGP Wealth Management, LLC | 5,402 | $937.0K | 0.10% | −146−2.6% | Reduced |
| Employees Retirement System of Texas | 5,414 | $939.0K | 0.01% | +297+5.8% | Added |
| Trust Asset Management LLC | 5,454 | $946.0K | 0.07% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,458 | $946.8K | 0.02% | +2,943+117.0% | Added |
| Concord Asset Management, LLC | 5,473 | $949.3K | 0.16% | −211−3.7% | Reduced |
| Mattern Capital Management, LLC | 5,492 | $952.6K | 0.11% | +551+11.2% | Added |
| Ironwood Investment Counsel, LLC | 5,528 | $958.9K | 0.14% | +5+0.1% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $959.0K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,551 | $962.8K | 0.05% | +1,889+51.6% | Added |
| S-Bank Fund Management Ltd | 5,559 | $964.2K | 0.14% | −207−3.6% | Reduced |
| NorthRock Partners, LLC | 5,587 | $969.2K | 0.02% | +3,119+126.4% | Added |
| Abc Arbitrage SA | 5,613 | $973.6K | 0.13% | −7,564−57.4% | Reduced |
| Elmwood Wealth Management, Inc. | 5,622 | $975.1K | 0.27% | −245−4.2% | Reduced |
| Nicolet Bankshares Inc | 5,666 | $977.7K | 0.04% | +3,192+129.0% | Added |
| Lester Murray Antman dba SimplyRich | 5,653 | $980.0K | 0.25% | −90−1.6% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,654 | $980.7K | 0.16% | −9−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,667 | $982.9K | 0.05% | +286+5.3% | Added |
| Adviser Investments LLC | 5,678 | $984.9K | 0.01% | −1,042−15.5% | Reduced |
| Donaldson Capital Management, LLC | 5,705 | $989.5K | 0.03% | −477−7.7% | Reduced |
| LMCG Investments, LLC | 5,712 | $990.7K | 0.06% | +5,712 | New |
| Souders Financial Advisors | 5,763 | $999.5K | 0.11% | −790−12.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 5,780 | $1.00M | 0.18% | −420−6.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,799 | $1.01M | 0.24% | +2,516+76.6% | Added |
| Novem Group | 5,799 | $1.01M | 0.12% | +335+6.1% | Added |
| AA Financial Advisors, LLC | 5,806 | $1.01M | 0.14% | −322−5.3% | Reduced |
| Belpointe Asset Management LLC | 5,811 | $1.01M | 0.04% | −468−7.5% | Reduced |
| Prosperity Consulting Group, LLC | 5,831 | $1.01M | 0.05% | −6,883−54.1% | Reduced |
| Integrity Alliance, LLC. | 5,864 | $1.02M | 0.04% | −547−8.5% | Reduced |
| D.A. Davidson & Co. | 5,975 | $1.04M | 0.01% | −61−1.0% | Reduced |
| Frank, Rimerman Advisors LLC | 5,994 | $1.04M | 0.07% | −14−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,002 | $1.04M | 0.04% | +359+6.4% | Added |
| Advisory Services Network, LLC | 6,008 | $1.04M | 0.01% | +916+18.0% | Added |
| Douglas Lane & Associates, LLC | 6,033 | $1.05M | 0.02% | +6,033 | New |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.05M | 0.02% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.05M | 0.32% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 6,092 | $1.06M | 0.52% | +34+0.6% | Added |
| Venturi Wealth Management, LLC | 6,102 | $1.06M | 0.05% | +1,607+35.8% | Added |
| Middleton & Co Inc | 6,116 | $1.06M | 0.12% | +3,673+150.3% | Added |
| Ambassador Advisors, LLC | 8,273 | $1.06M | 0.16% | +5,162+165.9% | Added |
| Daymark Wealth Partners, LLC | 6,135 | $1.06M | 0.03% | +4,619+304.7% | Added |
| Exchange Bank | 6,164 | $1.07M | 0.74% | −6−0.1% | Reduced |
| Sagespring Wealth Partners, LLC | 6,186 | $1.07M | 0.02% | +1,220+24.6% | Added |
| Westpac Banking Corp | 6,198 | $1.08M | 0.07% | +2,584+71.5% | Added |
| Simplicity Wealth,LLC | 6,227 | $1.08M | 0.06% | +308+5.2% | Added |
| Concord Wealth Partners | 6,268 | $1.09M | 0.14% | +584+10.3% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,338 | $1.10M | 0.04% | −4,032−38.9% | Reduced |
| Citizens & Northern Corp | 6,340 | $1.10M | 0.27% | −169−2.6% | Reduced |
| Pinebridge Investments LLC | 6,342 | $1.10M | 0.01% | −2,395−27.4% | Reduced |
| Ameritas Advisory Services, LLC | 6,347 | $1.10M | 0.04% | −1,302−17.0% | Reduced |
| Journey Strategic Wealth LLC | 6,417 | $1.11M | 0.03% | +1,693+35.8% | Added |
| TD Private Client Wealth LLC | 6,418 | $1.11M | 0.02% | +1,168+22.2% | Added |
| Chatham Capital Group, Inc. | 6,453 | $1.12M | 0.16% | −325−4.8% | Reduced |
| Diversify Wealth Management, LLC | 6,618 | $1.13M | 0.02% | +6,618 | New |
| Arkadios Wealth Advisors | 6,519 | $1.13M | 0.02% | −518−7.4% | Reduced |
| Evergreen Capital Management LLC | 6,522 | $1.13M | 0.02% | +4,138+173.6% | Added |
| Legacy Financial Advisors, Inc. | 6,537 | $1.13M | 0.16% | +4,879+294.3% | Added |
| Smithfield Trust Co | 6,576 | $1.14M | 0.05% | −43−0.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 6,622 | $1.15M | 0.19% | +22+0.3% | Added |
| Ridgewood Investments LLC | 6,641 | $1.15M | 0.47% | +6,641 | New |
| Parallel Advisors, LLC | 6,681 | $1.16M | 0.02% | +195+3.0% | Added |
| WestHill Financial Advisors, Inc. | 6,709 | $1.16M | 0.22% | −22−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,716 | $1.16M | 0.24% | +871+14.9% | Added |
| US Asset Management LLC | 6,760 | $1.17M | 1.02% | −18−0.3% | Reduced |
| Smith, Salley & Associates | 6,776 | $1.18M | 0.06% | +1,255+22.7% | Added |
| Welch & Forbes LLC | 6,789 | $1.18M | 0.02% | −55−0.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,752 | $1.18M | 0.04% | +2,166+47.2% | Added |
| First Citizens Bank & Trust Co | 6,837 | $1.19M | 0.02% | −1,536−18.3% | Reduced |
| Westerkirk Capital Inc. | 6,910 | $1.20M | 0.13% | −500−6.7% | Reduced |
| Great Valley Advisor Group, Inc. | 6,995 | $1.21M | 0.02% | +6,995 | New |
| Perigon Wealth Management, LLC | 7,012 | $1.22M | 0.02% | −884−11.2% | Reduced |
| McAdam, LLC | 7,027 | $1.22M | 0.05% | +24+0.3% | Added |
| Arwa LLC | 7,046 | $1.22M | 0.60% | +420+6.3% | Added |
| Hills Bank & Trust Co | 7,154 | $1.24M | 0.06% | −1,686−19.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,209 | $1.25M | 0.04% | −16−0.2% | Reduced |
| Valeo Financial Advisors, LLC | 7,214 | $1.25M | 0.03% | +1,857+34.7% | Added |
| TCTC Holdings, LLC | 7,247 | $1.26M | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,294 | $1.27M | 0.07% | +6,155+540.4% | Added |
| Twinbeech Capital LP | 7,300 | $1.27M | 0.13% | −20,037−73.3% | Reduced |
| Ballentine Partners, LLC | 7,334 | $1.27M | 0.02% | −2,302−23.9% | Reduced |
| LS Investment Advisors, LLC | 7,336 | $1.27M | 0.19% | −10−0.1% | Reduced |
| Stephens Inc | 7,412 | $1.29M | 0.02% | +1,029+16.1% | Added |
| Krilogy Financial LLC | 7,093 | $1.29M | 0.04% | +4,688+194.9% | Added |
| Penserra Capital Management LLC | 7,516 | $1.30M | 0.02% | +4,812+178.0% | Added |
| Pallas Capital Advisors LLC | 7,518 | $1.30M | 0.05% | +2,626+53.7% | Added |