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 |
|---|---|---|---|---|---|
| Caden Capital Partners, LP | 1,278 | $221.7K | 2.73% | +717+127.8% | Added |
| Nichols & Pratt Advisers LLP | 1,277 | $221.5K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 1,272 | $220.6K | 0.00% | −33−2.5% | Reduced |
| Founders Financial Alliance, LLC | 1,272 | $220.5K | 0.04% | +1,272 | New |
| Western Pacific Wealth Management, LP | 1,270 | $220.3K | 0.22% | +1,270 | New |
| Proficio Capital Partners LLC | 1,269 | $220.1K | 0.01% | −38−2.9% | Reduced |
| Parthenon LLC | 1,269 | $220.1K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,268 | $220.0K | 0.01% | −2,122−62.6% | Reduced |
| Everett Harris & Co | 1,265 | $219.4K | 0.00% | −158−11.1% | Reduced |
| Avidian Wealth Solutions, LLC | 1,260 | $218.6K | 0.01% | −70−5.3% | Reduced |
| waypoint wealth counsel | 1,260 | $218.5K | 0.11% | −593−32.0% | Reduced |
| Lewis Asset Management, LLC | 1,255 | $217.7K | 0.09% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 1,252 | $217.2K | 0.09% | −13−1.0% | Reduced |
| Millstone Evans Group, LLC | 1,252 | $217.2K | 0.13% | 00.0% | Unchanged |
| MJP Associates Inc | 1,250 | $216.9K | 0.03% | +1,250 | New |
| Vectors Research Management, LLC | 1,248 | $216.5K | 0.06% | −9,660−88.6% | Reduced |
| Opal Wealth Advisors, LLC | 1,239 | $214.9K | 0.05% | +5+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 1,239 | $214.0K | 0.07% | +1,239 | New |
| BIP Wealth, LLC | 1,233 | $213.8K | 0.01% | +106+9.4% | Added |
| Genesee Capital Advisors, LLC | 1,232 | $213.8K | 0.09% | −204−14.2% | Reduced |
| Stonebridge Financial Group, LLC | 1,230 | $213.3K | 0.18% | −16−1.3% | Reduced |
| Ancora Advisors, LLC | 1,225 | $212.5K | 0.00% | −69−5.3% | Reduced |
| Edgestream Partners, L.P. | 1,224 | $212.3K | 0.01% | −9,478−88.6% | Reduced |
| Falcon Wealth Planning | 1,224 | $212.3K | 0.01% | +1,224 | New |
| Spartan Wealth Advisory Services LLC | 1,222 | $212.0K | 0.02% | +1,222 | New |
| Paragon Private Wealth Management, LLC | 1,221 | $211.7K | 0.07% | +59+5.1% | Added |
| Norris Perne & French LLP | 1,220 | $211.6K | 0.01% | −536−30.5% | Reduced |
| Root Financial Partners, LLC | 1,218 | $211.2K | 0.01% | +684+128.1% | Added |
| COFG Advisors, LLC | 1,211 | $210.1K | 0.05% | −49−3.9% | Reduced |
| New England Professional Planning Group Inc. | 1,211 | $210.0K | 0.09% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 1,205 | $209.1K | 0.06% | +1+0.1% | Added |
| Acorn Creek Capital LLC | 1,204 | $208.8K | 0.07% | −116−8.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,200 | $208.1K | 0.00% | −508−29.7% | Reduced |
| Diligent Investors, LLC | 1,200 | $208.1K | 0.05% | 00.0% | Unchanged |
| Granite FO LLC | 1,200 | $208.1K | 0.12% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 1,200 | $208.1K | 0.03% | +1,200 | New |
| Tyche Wealth Partners LLC | 1,199 | $208.0K | 0.03% | +22+1.9% | Added |
| Nations Financial Group Inc, | 1,197 | $207.6K | 0.01% | +50+4.4% | Added |
| Courier Capital LLC | 1,190 | $206.4K | 0.01% | −7,091−85.6% | Reduced |
| Curated Wealth Partners LLC | 1,188 | $206.1K | 0.03% | −771−39.4% | Reduced |
| Woodward Diversified Capital, LLC | 1,167 | $205.2K | 0.09% | −4−0.3% | Reduced |
| Palumbo Wealth Management LLC | 1,183 | $205.2K | 0.05% | +19+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,182 | $205.0K | 0.01% | +1,182 | New |
| Allegiance Financial Group Advisory Services LLC | 1,179 | $204.5K | 0.04% | +1,179 | New |
| Cahaba Wealth Management, Inc. | 1,174 | $203.7K | 0.01% | −89−7.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,173 | $203.5K | 0.06% | −2−0.2% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,163 | $201.7K | 0.03% | +1,163 | New |
| Hollencrest Capital Management | 1,158 | $200.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,134 | $196.7K | 0.01% | +4+0.4% | Added |
| Resources Management Corp | 1,125 | $195.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,051 | $182.3K | 0.00% | −254−19.5% | Reduced |
| MV Capital Management, Inc. | 1,029 | $178.5K | 0.02% | +6+0.6% | Added |
| Bogart Wealth, LLC | 1,020 | $177.0K | 0.01% | +44+4.5% | Added |
| Paradigm Asset Management Co LLC | 1,000 | $173.4K | 0.04% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 959 | $166.3K | 0.03% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 948 | $164.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 915 | $158.7K | 0.07% | −1,535−62.7% | Reduced |
| Central Trust Co | 899 | $155.9K | 0.00% | +124+16.0% | Added |
| Essential Partners LLC | 868 | $150.6K | 0.05% | −328−27.4% | Reduced |
| Park Place Capital Corp | 847 | $146.9K | 0.03% | +102+13.7% | Added |
| Quent Capital, LLC | 843 | $146.3K | 0.01% | +13+1.6% | Added |
| AdvisorNet Financial, Inc | 831 | $144.1K | 0.01% | −367−30.6% | Reduced |
| Vestor Capital, LLC | 802 | $139.0K | 0.01% | −172−17.7% | Reduced |
| Clayton Financial Group LLC | 801 | $138.9K | 0.07% | +10+1.3% | Added |
| Knuff & Co LLC | 780 | $135.3K | 0.04% | +780 | New |
| RWM Asset Management, LLC | 748 | $129.7K | 0.01% | +748 | New |
| HHM Wealth Advisors, LLC | 740 | $128.4K | 0.01% | +74+11.1% | Added |
| Optiver Holding B.V. | 732 | $127.0K | 0.00% | +732 | New |
| Transamerica Financial Advisors, Inc. | 713 | $123.7K | 0.01% | +344+93.2% | Added |
| Independence Bank of Kentucky | 711 | $123.3K | 0.02% | −10−1.4% | Reduced |
| Lavaca Capital LLC | 700 | $121.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 668 | $115.9K | 0.02% | +75+12.6% | Added |
| Washington Trust Advisors, Inc. | 662 | $114.8K | 0.01% | +64+10.7% | Added |
| Basepoint Wealth LLC | 626 | $108.6K | 0.06% | +4+0.6% | Added |
| Fideuram Asset Management (Ireland) dac | 630 | $107.8K | 0.01% | −4,764−88.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 610 | $105.8K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 600 | $104.0K | 0.00% | +600 | New |
| REAP Financial Group, LLC | 580 | $100.6K | 0.02% | +12+2.1% | Added |
| Colonial Trust Co | 576 | $100.0K | 0.01% | +16+2.9% | Added |
| Union Savings Bank | 569 | $98.7K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 559 | $97.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 556 | $96.4K | 0.02% | −55−9.0% | Reduced |
| Morse Asset Management, Inc | 555 | $96.3K | 0.02% | +150+37.0% | Added |
| Manning & Napier Advisors LLC | 548 | $95.1K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 546 | $94.7K | 0.02% | +10+1.9% | Added |
| Wall Street Financial Group, Inc. | 540 | $93.7K | 0.06% | +540 | New |
| Evelyn Partners Investment Management Services Ltd | 520 | $90.2K | 0.01% | −448−46.3% | Reduced |
| Osterweis Capital Management Inc | 513 | $89.0K | 0.00% | −328−39.0% | Reduced |
| Key Financial Inc | 493 | $85.5K | 0.02% | +382+344.1% | Added |
| Salomon & Ludwin, LLC | 472 | $82.4K | 0.01% | +16+3.5% | Added |
| Caldwell Sutter Capital, Inc. | 472 | $81.9K | 0.03% | +90+23.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 468 | $81.1K | 0.03% | +3+0.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 463 | $80.3K | 0.01% | +40+9.5% | Added |
| Merrithew & Thorsten Inc | 460 | $79.0K | 0.07% | +2+0.4% | Added |
| Hara Capital LLC | 453 | $78.6K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $78.1K | 0.04% | 00.0% | Unchanged |
| Maseco LLP | 448 | $77.7K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 447 | $77.5K | 0.02% | +447 | New |
| Owl Creek Wealth Partners LLC | 444 | $77.0K | 0.03% | +444 | New |
| Bruce G. Allen Investments, LLC | 434 | $75.3K | 0.05% | −149−25.6% | Reduced |