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 |
|---|---|---|---|---|---|
| Smith & Howard Wealth Management, LLC | 2,100 | $364.2K | 0.08% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 2,096 | $363.6K | 0.18% | −60−2.8% | Reduced |
| Joel Isaacson & Co., LLC | 2,094 | $363.2K | 0.01% | +7+0.3% | Added |
| Congress Asset Management Co | 2,087 | $362.0K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 2,071 | $359.2K | 0.09% | +10+0.5% | Added |
| Reliant Investment Management, LLC | 2,066 | $358.3K | 0.17% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 2,042 | $354.2K | 0.05% | +2,042 | New |
| Fiduciary Family Office, LLC | 2,040 | $353.8K | 0.10% | +640+45.7% | Added |
| Fisher Asset Management, LLC | 2,037 | $353.4K | 0.00% | −140−6.4% | Reduced |
| GeoWealth Management, LLC | 2,036 | $353.4K | 0.01% | +430+26.8% | Added |
| Federated Hermes, Inc. | 2,037 | $353.3K | 0.00% | −60−2.9% | Reduced |
| Merrion Investment Management Co, LLC | 2,031 | $352.3K | 0.19% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 2,030 | $352.1K | 0.04% | −15−0.7% | Reduced |
| Eagle Harbor Asset Management Inc | 2,029 | $351.9K | 0.30% | +800+65.1% | Added |
| Robertson Stephens Wealth Management, LLC | 2,019 | $350.2K | 0.01% | +28+1.4% | 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 |
| AGH Wealth Advisors, LLC | 2,002 | $347.2K | 0.26% | +247+14.1% | Added |
| VisionPoint Advisory Group, LLC | 2,001 | $347.1K | 0.07% | +91+4.8% | Added |
| Hutchinson Capital Management | 1,999 | $346.7K | 0.06% | +1+0.1% | Added |
| S&CO Inc | 2,000 | $346.0K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,991 | $345.4K | 0.01% | +83+4.4% | Added |
| Davis R M Inc | 1,991 | $345.3K | 0.01% | +373+23.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,988 | $344.9K | 0.02% | +56+2.9% | Added |
| Atala Financial Inc | 1,981 | $343.9K | 0.23% | +700+54.6% | Added |
| Sigma Planning Corp | 1,979 | $343.3K | 0.01% | −526−21.0% | Reduced |
| True North Advisors, LLC | 1,958 | $339.6K | 0.04% | +803+69.5% | Added |
| CKW Financial Group | 1,963 | $337.0K | 0.04% | +6+0.3% | Added |
| GEM Asset Management, LLC | 1,929 | $334.6K | 0.15% | −4−0.2% | Reduced |
| Howard Capital Management Inc. | 1,918 | $332.7K | 0.01% | −2,071−51.9% | Reduced |
| Optas, LLC | 1,913 | $331.8K | 0.05% | +84+4.6% | Added |
| Ignite Planners, LLC | 1,908 | $330.6K | 0.05% | +190+11.1% | Added |
| 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 |
| Simplex Trading, LLC | 1,893 | $328.3K | 0.01% | −2,910−60.6% | Reduced |
| Sun Financial Inc | 2,051 | $328.2K | 0.16% | −125−5.7% | Reduced |
| Acima Private Wealth, LLC | 1,881 | $326.3K | 0.10% | −36−1.9% | Reduced |
| Alta Advisers Ltd | 1,878 | $325.7K | 0.12% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,934 | $325.2K | 0.00% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,870 | $324.3K | 0.26% | −51−2.7% | Reduced |
| Golden State Equity Partners | 1,868 | $324.0K | 0.02% | +692+58.8% | Added |
| CWA Asset Management Group, LLC | 1,867 | $323.8K | 0.01% | −644−25.6% | Reduced |
| Matauro, LLC | 1,865 | $323.4K | 0.05% | −872−31.9% | Reduced |
| Verus Capital Partners, LLC | 1,857 | $322.1K | 0.02% | +1,857 | New |
| Dynamic Advisor Solutions LLC | 1,843 | $319.7K | 0.01% | +141+8.3% | Added |
| Northwest Wealth Management, LLC | 1,842 | $319.5K | 0.05% | +1,842 | New |
| Koshinski Asset Management, Inc. | 1,836 | $318.4K | 0.02% | +485+35.9% | Added |
| MBL Wealth, LLC | 1,825 | $316.5K | 0.02% | +1,825 | New |
| Financial Management Professionals, Inc. | 1,815 | $314.8K | 0.04% | +27+1.5% | 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 |
| Childress Capital Advisors, LLC | 1,809 | $313.9K | 0.06% | +48+2.7% | Added |
| Cornerstone Advisory, LLC | 1,793 | $311.0K | 0.03% | −186−9.4% | Reduced |
| Dillon & Associates Inc | 1,800 | $311.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,792 | $310.8K | 0.01% | +72+4.2% | Added |
| Sym Financial Corp | 1,789 | $310.3K | 0.03% | +379+26.9% | Added |
| Northstar Financial Companies, Inc. | 1,787 | $310.0K | 0.25% | −167−8.5% | Reduced |
| Waterloo Capital, L.P. | 1,781 | $309.0K | 0.02% | +1,781 | New |
| New Hampshire Trust | 1,778 | $308.4K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,761 | $305.4K | 0.04% | +84+5.0% | Added |
| Summit Asset Management, LLC | 1,757 | $304.7K | 0.04% | +1+0.1% | Added |
| Symphony Financial, Ltd. Co. | 1,752 | $304.3K | 0.04% | +1,752 | New |
| Wall Street Access Asset Management, LLC | 1,705 | $301.8K | 0.08% | −75−4.2% | Reduced |
| Umpqua Bank | 1,736 | $301.1K | 0.09% | +85+5.1% | Added |
| Fukoku Mutual Life Insurance Co | 1,730 | $300.1K | 0.02% | 00.0% | Unchanged |
| 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 |
| Evernest Financial Advisors, LLC | 1,758 | $299.2K | 0.06% | −136−7.2% | Reduced |
| Tempo Wealth, LLC | 1,722 | $298.7K | 0.05% | −14−0.8% | Reduced |
| Tower Bridge Advisors | 1,716 | $297.6K | 0.03% | −200−10.4% | Reduced |
| LifeGoal Wealth Advisors | 1,725 | $296.5K | 0.17% | +1,725 | New |
| SageView Advisory Group, LLC | 1,706 | $296.0K | 0.01% | −152−8.2% | Reduced |
| Sava Infond d.o.o. | 1,700 | $294.9K | 0.04% | +900+112.5% | Added |
| Riversedge Advisors, LLC | 1,698 | $294.5K | 0.05% | +1,698 | New |
| Meridian Wealth Advisors, LLC | 1,695 | $293.9K | 0.04% | +38+2.3% | Added |
| Diversified Enterprises, LLC | 1,691 | $293.3K | 0.02% | +446+35.8% | Added |
| Abner Herrman & Brock LLC | 1,690 | $293.0K | 0.03% | 00.0% | Unchanged |
| Sanchez Gaunt Capital Management, LLC | 1,688 | $292.8K | 0.18% | +1,688 | New |
| Mayflower Financial Advisors, LLC | 1,681 | $291.6K | 0.04% | −215−11.3% | Reduced |
| Hibernia Wealth Partners, LLC | 1,672 | $290.0K | 0.09% | +53+3.3% | Added |
| Bailard, Inc. | 1,667 | $289.1K | 0.01% | +4+0.2% | Added |
| Waldron Private Wealth LLC | 1,661 | $288.1K | 0.01% | +35+2.2% | Added |
| Investment Partners, Ltd. | 1,658 | $287.6K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,652 | $286.5K | 0.03% | −21−1.3% | Reduced |
| Walleye Capital LLC | 1,649 | $286.0K | 0.00% | −11,489−87.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,647 | $285.8K | 0.02% | +198+13.7% | Added |
| Basecamp Wealth Advisors LLC | 1,643 | $285.0K | 0.06% | +233+16.5% | Added |
| FSM Wealth Advisors, LLC | 1,643 | $284.9K | 0.04% | −163−9.0% | Reduced |
| TFR Capital, LLC. | 1,638 | $284.1K | 0.09% | +31+1.9% | Added |
| BlueSky Wealth Advisors, LLC | 1,635 | $283.6K | 0.04% | +1,635 | New |
| Gratus Wealth Advisors, LLC | 1,632 | $283.1K | 0.04% | −65−3.8% | Reduced |
| Defiance ETFs, LLC | 1,623 | $281.5K | 0.00% | +1,623 | New |
| Gladstone Institutional Advisory LLC | 1,619 | $280.9K | 0.01% | +103+6.8% | Added |
| OneAscent Family Office, LLC | 1,618 | $280.6K | 0.20% | +357+28.3% | Added |
| Hall Laurie J Trustee | 1,610 | $279.3K | 0.10% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,607 | $279.0K | 0.11% | 00.0% | Unchanged |
| Eastern Bank | 1,605 | $278.4K | 0.00% | +3+0.2% | Added |
| Everhart Financial Group, Inc. | 1,602 | $277.9K | 0.02% | +1,602 | New |
| Sun Group Wealth Partners | 1,600 | $277.5K | 0.22% | −138−7.9% | Reduced |
| Ewa, LLC | 1,598 | $277.2K | 0.06% | +54+3.5% | Added |