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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 1,611 | $276.9K | 0.00% | +308+23.6% | Added |
| Intellectus Partners, LLC | 1,588 | $275.4K | 0.06% | +275+20.9% | Added |
| FourThought Financial Partners, LLC | 1,580 | $274.1K | 0.02% | +59+3.9% | Added |
| True Wealth Design, LLC | 1,573 | $272.8K | 0.08% | +1,260+402.6% | Added |
| Ariston Services Group | 0 | $272.0K | 0.16% | −1,168−100.0% | Reduced |
| 1015 Capital Partners, LLC | 1,567 | $271.8K | 0.26% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,563 | $271.1K | 0.12% | +316+25.3% | Added |
| Spirepoint Private Client, LLC | 1,561 | $270.8K | 0.03% | −1,487−48.8% | Reduced |
| IFC Advisors LLC | 1,561 | $270.8K | 0.04% | +20+1.3% | Added |
| Pure Financial Advisors, Inc. | 1,561 | $270.7K | 0.00% | −1,263−44.7% | Reduced |
| St Germain D J Co Inc | 1,558 | $270.2K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,557 | $270.1K | 0.05% | +357+29.8% | Added |
| Keel Point, LLC | 1,556 | $270.0K | 0.02% | −557−26.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,609 | $269.1K | 0.14% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,551 | $269.0K | 0.09% | −421−21.3% | Reduced |
| Wellington Grp LLC | 1,545 | $268.0K | 0.08% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 1,535 | $266.2K | 0.02% | +350+29.5% | Added |
| Family Management Corp | 1,532 | $265.7K | 0.03% | +1,532 | New |
| Claro Advisors LLC | 1,531 | $265.6K | 0.03% | −4−0.3% | Reduced |
| Revisor Wealth Management LLC | 1,523 | $264.2K | 0.07% | −29−1.9% | Reduced |
| iA Global Asset Management Inc. | 1,520 | $264.0K | 0.00% | 00.0% | Unchanged |
| Mainsail Asset Management, LLC | 1,512 | $262.2K | 0.12% | +1,512 | New |
| Sterling Group Wealth Management, LLC | 1,511 | $262.1K | 0.12% | +209+16.1% | Added |
| Main Street Financial Solutions, LLC | 1,508 | $261.6K | 0.02% | +29+2.0% | Added |
| Monticello Wealth Management, LLC | 1,506 | $261.2K | 0.02% | +1,506 | New |
| Expressive Wealth LLC | 1,590 | $260.6K | 0.25% | +1,590 | New |
| J.E. Simmons & Co., P.C. | 1,502 | $260.5K | 0.17% | −22−1.4% | Reduced |
| Johnson & White Wealth Management, LLC | 1,500 | $260.2K | 0.11% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 1,500 | $260.2K | 0.33% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 1,499 | $260.0K | 0.08% | −38−2.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,501 | $260.0K | 0.01% | −185−11.0% | Reduced |
| Natural Investments, LLC | 1,494 | $259.0K | 0.06% | +1+0.1% | Added |
| NBC Securities, Inc. | 1,486 | $257.7K | 0.02% | −14−0.9% | Reduced |
| Alpha Family Trust | 1,485 | $257.6K | 0.12% | +1,485 | New |
| Nwam LLC | 1,481 | $256.9K | 0.01% | −488−24.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,476 | $256.0K | 0.03% | −8−0.5% | Reduced |
| Advisor OS, LLC | 1,475 | $255.9K | 0.02% | +1,475 | New |
| PFS Partners, LLC | 1,471 | $255.1K | 0.12% | +1+0.1% | Added |
| Detalus Advisors, LLC | 1,467 | $254.5K | 0.06% | −113−7.2% | Reduced |
| Income Insurance Ltd | 1,466 | $254.3K | 0.17% | 00.0% | Unchanged |
| Haverford Trust Co | 1,456 | $252.5K | 0.00% | +257+21.4% | Added |
| Baron Wealth Management LLC | 1,453 | $252.0K | 0.08% | +372+34.4% | Added |
| National Asset Management, Inc. | 1,441 | $251.8K | 0.02% | −11−0.8% | Reduced |
| Continuum Advisory, LLC | 1,452 | $251.8K | 0.02% | +73+5.3% | Added |
| Fayez Sarofim & Co | 1,450 | $251.5K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,447 | $251.0K | 0.03% | +1,447 | New |
| Flatrock Wealth Partners LLC | 1,444 | $250.4K | 0.11% | +1,444 | New |
| Cornerstone Wealth Group, LLC | 1,397 | $250.1K | 0.02% | +248+21.6% | Added |
| Drucker Wealth 3.0, LLC | 1,442 | $250.0K | 0.04% | −77−5.1% | Reduced |
| Cambient Family Office, LLC | 1,441 | $249.9K | 0.03% | −55−3.7% | Reduced |
| Resonant Capital Advisors, LLC | 1,438 | $249.4K | 0.01% | +1,438 | New |
| River Road Asset Management, LLC | 1,437 | $249.2K | 0.00% | +1,437 | New |
| Bolthouse Investments, LLC | 1,436 | $249.1K | 0.23% | 00.0% | Unchanged |
| Wedbush Securities Inc | 1,433 | $249.0K | 0.01% | −26−1.8% | Reduced |
| TFB Advisors LLC | 1,434 | $248.7K | 0.13% | −96−6.3% | Reduced |
| HCR Wealth Advisors | 1,434 | $248.7K | 0.03% | +16+1.1% | Added |
| Synergy Investment Management, LLC | 1,430 | $248.0K | 0.08% | +4+0.3% | Added |
| Carret Asset Management, LLC | 1,430 | $248.0K | 0.02% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 1,422 | $246.7K | 0.12% | +1+0.1% | Added |
| TigerOak Management, L.L.C. | 1,421 | $246.5K | 0.08% | −14−1.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,417 | $245.8K | 0.02% | −1,296−47.8% | Reduced |
| Goldstein Advisors, LLC | 1,417 | $245.8K | 0.03% | +152+12.0% | Added |
| Parkside Financial Bank & Trust | 1,415 | $245.4K | 0.02% | +85+6.4% | Added |
| Capital Wealth Planning, LLC | 1,407 | $244.0K | 0.00% | +7+0.5% | Added |
| StoneX Group Inc. | 1,406 | $243.9K | 0.01% | −356−20.2% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,403 | $243.3K | 0.02% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,401 | $243.0K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 1,400 | $242.8K | 0.02% | +1,400 | New |
| Sax Wealth Advisors, LLC | 1,300 | $241.3K | 0.01% | −150−10.3% | Reduced |
| Cromwell Holdings LLC | 1,390 | $241.1K | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 1,390 | $241.1K | 0.05% | +19+1.4% | Added |
| Prestige Wealth Management Group LLC | 1,389 | $241.0K | 0.05% | −14−1.0% | Reduced |
| Sendero Wealth Management, LLC | 1,384 | $240.1K | 0.03% | +1,384 | New |
| Breakwater Capital Group | 1,382 | $239.7K | 0.03% | −13−0.9% | Reduced |
| EJMK Ventures LLC | 1,378 | $239.0K | 0.13% | −299−17.8% | Reduced |
| Legacy Advisory Services, LLC | 1,375 | $238.6K | 0.18% | +7+0.5% | Added |
| Bank of New Hampshire | 1,370 | $237.6K | 0.05% | 00.0% | Unchanged |
| BFSG, LLC | 1,357 | $235.4K | 0.02% | +1,318+3,379.5% | Added |
| Tradewinds, LLC. | 1,415 | $235.2K | 0.08% | +17+1.2% | Added |
| TCI Wealth Advisors, Inc. | 1,351 | $234.3K | 0.01% | −199−12.8% | Reduced |
| Rice Hall James & Associates, LLC | 1,350 | $234.2K | 0.01% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,349 | $234.0K | 0.06% | +10+0.7% | Added |
| Stronghold Wealth Management L.L.C. | 1,349 | $234.0K | 0.35% | +32+2.4% | Added |
| Farmers & Merchants Investments Inc | 1,337 | $231.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,336 | $231.7K | 0.02% | +297+28.6% | Added |
| Onefund, LLC | 1,346 | $231.4K | 0.15% | −22−1.6% | Reduced |
| CVA Family Office, LLC | 1,333 | $231.2K | 0.02% | +387+40.9% | Added |
| Indivisible Partners | 1,328 | $230.3K | 0.02% | −360−21.3% | Reduced |
| PUREfi Wealth, LLC | 1,325 | $229.8K | 0.15% | −2,054−60.8% | Reduced |
| International Assets Investment Management, LLC | 1,327 | $228.1K | 0.02% | −90−6.4% | Reduced |
| AMG National Trust Bank | 1,314 | $227.9K | 0.00% | −1,192−47.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,313 | $227.8K | 0.13% | +1,313 | New |
| First Nebraska Trust Co | 1,305 | $226.4K | 0.02% | +60+4.8% | Added |
| SlateStone Wealth, LLC | 1,305 | $226.0K | 0.02% | −244−15.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,300 | $225.5K | 0.04% | −100−7.1% | Reduced |
| Mairs & Power Inc | 1,300 | $225.5K | 0.00% | −56−4.1% | Reduced |
| Busey Wealth Management | 1,291 | $223.9K | 0.01% | −55−4.1% | Reduced |
| Cornerstone Wealth Management, LLC | 1,290 | $223.7K | 0.01% | +4+0.3% | Added |
| Everpar Advisors LLC | 1,288 | $223.4K | 0.08% | −442−25.5% | Reduced |
| Old National Bancorp | 1,279 | $221.8K | 0.00% | −40−3.0% | Reduced |