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 |
|---|---|---|---|---|---|
| M&G Plc | 32,620 | $5.64M | 0.03% | −1,086−3.2% | Reduced |
| Lathrop Investment Management Corp | 32,256 | $5.59M | 1.05% | +1,227+4.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 32,136 | $5.57M | 0.11% | +1,118+3.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 31,697 | $5.50M | 0.03% | −5,340−14.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 31,688 | $5.50M | 0.00% | −6,442−16.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,061 | $5.39M | 0.03% | +3,828+14.1% | Added |
| Blue Sparrow, LLC | 30,770 | $5.34M | 0.09% | −7,521−19.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 30,527 | $5.29M | 0.89% | +5,840+23.7% | Added |
| Advisors Asset Management, Inc. | 30,416 | $5.28M | 0.09% | −3,567−10.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 30,382 | $5.27M | 0.28% | +11,957+64.9% | Added |
| Geneos Wealth Management Inc. | 30,247 | $5.25M | 0.12% | +29,874+8,009.1% | Added |
| Bell Asset Management Ltd | 29,885 | $5.19M | 1.53% | −2,440−7.5% | Reduced |
| Parcion Private Wealth LLC | 29,893 | $5.18M | 0.32% | +1,413+5.0% | Added |
| Aviso Financial Inc. | 29,647 | $5.14M | 0.18% | +2,564+9.5% | Added |
| Mizuho Securities USA LLC | 29,267 | $5.08M | 0.12% | −6,405−18.0% | Reduced |
| First Manhattan Co | 29,127 | $5.05M | 0.01% | −1,155−3.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 28,807 | $5.00M | 0.14% | −1,621−5.3% | Reduced |
| JB Capital LLC | 28,530 | $4.95M | 0.20% | +1,116+4.1% | Added |
| Merit Financial Group, LLC | 28,244 | $4.90M | 0.04% | +4,490+18.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 27,736 | $4.81M | 0.37% | +1,769+6.8% | Added |
| Aptus Capital Advisors, LLC | 27,594 | $4.79M | 0.04% | −73,288−72.6% | Reduced |
| Hartford Investment Management Co | 27,578 | $4.78M | 0.15% | −774−2.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,253 | $4.73M | 0.61% | −5,444−16.6% | Reduced |
| Norinchukin Bank, The | 27,120 | $4.70M | 0.05% | −467−1.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 26,846 | $4.66M | 0.05% | +319+1.2% | Added |
| Gluskin Sheff & Assoc Inc | 26,497 | $4.60M | 0.76% | −9,142−25.7% | Reduced |
| Third View Private Wealth, LLC | 26,426 | $4.58M | 0.63% | +12,651+91.8% | Added |
| Snowden Capital Advisors LLC | 26,382 | $4.58M | 0.12% | −138−0.5% | Reduced |
| Osmosis Investment Management UK Ltd | 26,010 | $4.51M | 0.12% | −12,877−33.1% | Reduced |
| Harrington Investments, INC | 25,816 | $4.48M | 2.36% | +835+3.3% | Added |
| Occidental Asset Management, LLC | 25,805 | $4.48M | 0.53% | +2,627+11.3% | Added |
| Engineers Gate Manager LP | 25,335 | $4.39M | 0.05% | −48,601−65.7% | Reduced |
| Bonness Enterprises Inc | 25,300 | $4.39M | 1.61% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 24,854 | $4.31M | 0.02% | +11,082+80.5% | Added |
| Metis Global Partners, LLC | 24,846 | $4.31M | 0.11% | −1,700−6.4% | Reduced |
| Agf Management Ltd | 24,826 | $4.31M | 0.02% | +3,762+17.9% | Added |
| Louisiana State Employees Retirement System | 24,700 | $4.28M | 0.08% | −300−1.2% | Reduced |
| Maryland State Retirement & Pension System | 24,609 | $4.27M | 0.09% | 00.0% | Unchanged |
| Conning Inc. | 24,471 | $4.24M | 0.14% | +533+2.2% | Added |
| Ci Investments Inc. | 23,721 | $4.11M | 0.02% | +490+2.1% | Added |
| Crossmark Global Holdings, Inc. | 23,702 | $4.11M | 0.06% | −2,044−7.9% | Reduced |
| Keybank National Association | 23,682 | $4.11M | 0.02% | +1,266+5.6% | Added |
| Banque Cantonale Vaudoise | 23,614 | $4.10M | 0.15% | +3,000+14.6% | Added |
| Hohimer Wealth Management, LLC | 23,136 | $4.01M | 0.49% | +10,697+86.0% | Added |
| Omers Administration Corp | 22,736 | $3.94M | 0.03% | +5,076+28.7% | Added |
| New Mexico Educational Retirement Board | 22,641 | $3.93M | 0.12% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 22,600 | $3.92M | 0.85% | −3,681−14.0% | Reduced |
| Exencial Wealth Advisors, LLC | 22,556 | $3.91M | 0.12% | −841−3.6% | Reduced |
| Vident Advisory, LLC | 22,222 | $3.85M | 0.03% | +3,306+17.5% | Added |
| ING Groep NV | 21,988 | $3.81M | 0.02% | −625−2.8% | Reduced |
| Erste Asset Management GmbH | 21,789 | $3.81M | 0.04% | −6,868−24.0% | Reduced |
| Pinnacle Financial Partners, Inc. | 21,919 | $3.80M | 0.03% | −5,355−19.6% | Reduced |
| Sivia Capital Partners, LLC | 21,902 | $3.80M | 0.74% | +15,344+234.0% | Added |
| BNC Wealth Management, LLC | 21,878 | $3.79M | 1.05% | −292−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 21,382 | $3.71M | 0.04% | −2,820−11.7% | Reduced |
| Moneta Group Investment Advisors LLC | 21,247 | $3.69M | 0.03% | −817−3.7% | Reduced |
| Larson Financial Group LLC | 21,021 | $3.65M | 0.12% | +1,494+7.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,840 | $3.61M | 1.22% | +651+3.2% | Added |
| Annandale Capital, LLC | 21,380 | $3.61M | 0.59% | 00.0% | Unchanged |
| Morton Community Bank | 20,827 | $3.61M | 0.79% | +395+1.9% | Added |
| Brighton Jones LLC | 20,678 | $3.59M | 0.08% | +20,678 | New |
| QRG Capital Management, Inc. | 20,656 | $3.58M | 0.04% | −3,074−13.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20,394 | $3.54M | 0.88% | +46+0.2% | Added |
| Bessemer Group Inc | 20,150 | $3.50M | 0.01% | +1,908+10.5% | Added |
| Allstate Corp | 20,076 | $3.48M | 0.04% | −17,621−46.7% | Reduced |
| Exchange Traded Concepts, LLC | 20,056 | $3.48M | 0.03% | +3,806+23.4% | Added |
| RBF Capital, LLC | 20,000 | $3.47M | 0.17% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 20,000 | $3.47M | 0.09% | −267−1.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 19,946 | $3.46M | 0.16% | +264+1.3% | Added |
| MUFG Securities EMEA plc | 19,847 | $3.44M | 0.05% | −55,237−73.6% | Reduced |
| Tower Research Capital LLC (TRC) | 19,790 | $3.43M | 0.09% | −968−4.7% | Reduced |
| Buckingham Strategic Partners | 19,657 | $3.41M | 0.03% | +9,802+99.5% | Added |
| Gamco Investors, Inc. Et Al | 19,650 | $3.41M | 0.03% | +303+1.6% | Added |
| Yacktman Asset Management LP | 19,380 | $3.36M | 0.04% | +100+0.5% | Added |
| Lafayette Investments, Inc. | 19,247 | $3.34M | 0.68% | −100−0.5% | Reduced |
| Brentview Investment Management LLC | 19,133 | $3.32M | 1.43% | +770+4.2% | Added |
| Woodline Partners LP | 19,110 | $3.31M | 0.01% | −64,516−77.1% | Reduced |
| Sequoia Financial Advisors, LLC | 19,058 | $3.31M | 0.02% | +1,973+11.5% | Added |
| Vise Technologies, Inc. | 17,805 | $3.30M | 0.06% | 00.0% | Unchanged |
| Suncoast Equity Management | 19,038 | $3.30M | 0.40% | −182−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 18,700 | $3.24M | 0.00% | −1,211−6.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 18,661 | $3.24M | 0.05% | −3,679−16.5% | Reduced |
| Boston Private Wealth LLC | 18,369 | $3.19M | 0.21% | −5,427−22.8% | Reduced |
| Equitable Holdings, Inc. | 17,091 | $3.15M | 0.02% | +7,518+78.5% | Added |
| HB Wealth Management, LLC | 18,142 | $3.15M | 0.02% | +3,653+25.2% | Added |
| Saudi Central Bank | 18,083 | $3.14M | 0.07% | +18,083 | New |
| Univest Financial Corp | 17,731 | $3.08M | 0.17% | +3,063+20.9% | Added |
| Capital International Ltd | 17,485 | $3.03M | 0.11% | −4,588−20.8% | Reduced |
| Integrated Wealth Concepts LLC | 17,387 | $3.02M | 0.02% | +13,884+396.3% | Added |
| Laird Norton Trust Company, LLC | 17,329 | $3.01M | 0.07% | −1,639−8.6% | Reduced |
| Burling Wealth Partners, LLC | 17,292 | $3.00M | 0.49% | −2,876−14.3% | Reduced |
| Plato Investment Management Ltd | 17,248 | $2.99M | 0.20% | +469+2.8% | Added |
| New Vernon Investment Management LLC | 17,221 | $2.99M | 3.17% | −17,221−50.0% | Reduced |
| E. Ohman J:or Asset Management AB | 17,021 | $2.95M | 0.08% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,001 | $2.95M | 0.11% | +714+4.4% | Added |
| Viking Fund Management LLC | 17,000 | $2.95M | 0.30% | 00.0% | Unchanged |
| Becker Capital Management Inc | 16,967 | $2.94M | 0.09% | −144−0.8% | Reduced |
| Hancock Whitney Corp | 16,960 | $2.94M | 0.05% | +90+0.5% | Added |
| Relyea Zuckerberg Hanson LLC | 16,875 | $2.93M | 0.29% | +10,330+157.8% | Added |
| Essex LLC | 16,665 | $2.89M | 0.51% | −948−5.4% | Reduced |