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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 16,650 | $2.89M | 0.14% | −29−0.2% | Reduced |
| Heritage Trust Co | 16,606 | $2.88M | 0.29% | +257+1.6% | Added |
| Dean Investment Associates, LLC | 16,443 | $2.85M | 0.40% | +16,443 | New |
| Founders Financial Securities LLC | 16,432 | $2.85M | 0.16% | +3,050+22.8% | Added |
| Commerzbank Aktiengesellschaft | 16,364 | $2.84M | 0.06% | +4,326+35.9% | Added |
| Dakota Wealth Management | 16,259 | $2.82M | 0.06% | −1,095−6.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,911 | $2.76M | 0.02% | +378+2.4% | Added |
| Summit Trail Advisors, LLC | 15,674 | $2.72M | 0.04% | +5,148+48.9% | Added |
| Zions Bancorporation, National Association | 15,545 | $2.70M | 0.17% | −11,154−41.8% | Reduced |
| Kestra Private Wealth Services, LLC | 15,496 | $2.69M | 0.03% | +807+5.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,491 | $2.69M | 0.04% | −162−1.0% | Reduced |
| NBT Bank N A | 15,462 | $2.68M | 0.18% | −5,752−27.1% | Reduced |
| MAI Capital Management | 15,377 | $2.67M | 0.02% | +3,150+25.8% | Added |
| Ascent Group, LLC | 15,302 | $2.65M | 0.09% | +641+4.4% | Added |
| Resources Investment Advisors, LLC. | 15,067 | $2.61M | 0.03% | −399−2.6% | Reduced |
| Warren Averett Asset Management, LLC | 15,035 | $2.61M | 0.02% | +2,652+21.4% | Added |
| Evelyn Partners Investment Management LLP | 14,966 | $2.60M | 0.07% | −2,529−14.5% | Reduced |
| United Capital Financial Advisers, LLC | 14,861 | $2.58M | 0.02% | +632+4.4% | Added |
| Hennessy Advisors Inc | 14,700 | $2.55M | 0.09% | +14,700 | New |
| WBI Investments | 14,488 | $2.51M | 0.69% | +9,369+183.0% | Added |
| Millington Securities, LLC | 14,488 | $2.51M | 0.69% | +14,488 | New |
| Lombard Odier Asset Management (Switzerland) SA | 14,429 | $2.50M | 0.10% | −2,385−14.2% | Reduced |
| Farringdon Capital, Ltd. | 14,403 | $2.50M | 0.55% | +10,333+253.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 14,355 | $2.49M | 0.01% | +2,468+20.8% | Added |
| Nomura Holdings Inc | 14,312 | $2.48M | 0.02% | +2,074+16.9% | Added |
| Kinneret Advisory, LLC | 14,306 | $2.48M | 0.24% | −634−4.2% | Reduced |
| Freestone Capital Holdings, LLC | 14,300 | $2.48M | 0.08% | +231+1.6% | Added |
| North Dakota State Investment Board | 14,297 | $2.48M | 0.11% | −2,631−15.5% | Reduced |
| Cresset Asset Management, LLC | 14,247 | $2.47M | 0.01% | +1,175+9.0% | Added |
| Zurich Insurance Group Ltd | 14,200 | $2.46M | 0.02% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 14,064 | $2.44M | 0.91% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,013 | $2.43M | 0.02% | −2,194−13.5% | Reduced |
| Quadrant Capital Group LLC | 13,908 | $2.41M | 0.07% | +768+5.8% | Added |
| Ronald Blue Trust, Inc. | 13,875 | $2.41M | 0.03% | −2,346−14.5% | Reduced |
| Palouse Capital Management, Inc. | 13,866 | $2.41M | 1.59% | +1,009+7.8% | Added |
| Pinnacle Associates Ltd | 13,839 | $2.40M | 0.03% | +2,906+26.6% | Added |
| 1832 Asset Management L.P. | 13,599 | $2.36M | 0.00% | −15,301−52.9% | Reduced |
| Ashton Thomas Securities, LLC | 13,429 | $2.33M | 0.29% | +886+7.1% | Added |
| Everence Capital Management Inc | 13,432 | $2.33M | 0.14% | −776−5.5% | Reduced |
| Miracle Mile Advisors, LLC | 13,398 | $2.32M | 0.03% | −491−3.5% | Reduced |
| MUFG Securities Americas Inc. | 13,396 | $2.32M | 0.15% | +198+1.5% | Added |
| Strategic Investment Advisors | 13,368 | $2.32M | 0.16% | +733+5.8% | Added |
| Ostrum Asset Management | 13,305 | $2.31M | 0.13% | +5,018+60.6% | Added |
| TCW Group Inc | 13,271 | $2.30M | 0.02% | +1,388+11.7% | Added |
| Brevan Howard Capital Management LP | 13,210 | $2.29M | 0.02% | −24,760−65.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,145 | $2.28M | 0.11% | −10,082−43.4% | Reduced |
| Securian Asset Management, Inc | 13,133 | $2.28M | 0.09% | −188−1.4% | Reduced |
| Sunstone Asset Management, L.P. | 13,132 | $2.28M | 2.68% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 12,998 | $2.25M | 0.44% | −8,018−38.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,988 | $2.25M | 0.15% | 00.0% | Unchanged |
| American Trust | 12,773 | $2.22M | 0.20% | −2,841−18.2% | Reduced |
| Mechanics Bank Trust Department | 12,722 | $2.21M | 0.31% | −2,311−15.4% | Reduced |
| Argent Trust Co | 12,664 | $2.20M | 0.07% | +398+3.2% | Added |
| Kentucky Retirement Systems | 45,308 | $2.19M | 0.16% | +14,321+46.2% | Added |
| Kimelman & Baird, LLC | 12,630 | $2.19M | 0.18% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,488 | $2.17M | 0.00% | −29,590−70.3% | Reduced |
| CAPROCK Group, Inc. | 12,406 | $2.15M | 0.05% | −554−4.3% | Reduced |
| Coldstream Capital Management Inc | 12,394 | $2.15M | 0.03% | −170−1.4% | Reduced |
| Financial Engines Advisors L.L.C. | 12,392 | $2.15M | 0.00% | −637−4.9% | Reduced |
| RSM US Wealth Management LLC | 12,360 | $2.14M | 0.03% | −7−0.1% | Reduced |
| EP Wealth Advisors, LLC | 12,305 | $2.13M | 0.01% | +2,967+31.8% | Added |
| Private Advisor Group, LLC | 12,236 | $2.12M | 0.01% | −39−0.3% | Reduced |
| Phoenix Holdings Ltd. | 12,025 | $2.10M | 0.02% | −4,412−26.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,849 | $2.06M | 0.10% | −249−2.1% | Reduced |
| Signaturefd, LLC | 11,830 | $2.05M | 0.03% | +245+2.1% | Added |
| South Dakota Investment Council | 11,652 | $2.02M | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,574 | $2.01M | 0.23% | +11,574 | New |
| Howland Capital Management LLC | 11,482 | $1.99M | 0.08% | −212−1.8% | Reduced |
| Syon Capital LLC | 11,171 | $1.94M | 0.10% | +1,212+12.2% | Added |
| Spire Wealth Management | 11,171 | $1.94M | 0.07% | +10,340+1,244.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,058 | $1.92M | 0.01% | +11,058 | New |
| Citizens Financial Group Inc | 11,001 | $1.91M | 0.03% | +1,817+19.8% | Added |
| Transcend Wealth Collective, LLC | 10,911 | $1.89M | 0.15% | −4,065−27.1% | Reduced |
| SRS Capital Advisors, Inc. | 10,901 | $1.89M | 0.05% | +6,090+126.6% | Added |
| Meeder Advisory Services, Inc. | 10,701 | $1.86M | 0.08% | +654+6.5% | Added |
| Ashton Thomas Private Wealth, LLC | 10,636 | $1.84M | 0.04% | +141+1.3% | Added |
| Cincinnati Indemnity Co | 10,596 | $1.84M | 4.57% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 10,560 | $1.83M | 0.49% | +10,560 | New |
| Ritholtz Wealth Management | 10,550 | $1.83M | 0.03% | +707+7.2% | Added |
| We Are One Seven, LLC | 10,330 | $1.79M | 0.04% | +1,454+16.4% | Added |
| Pensionmark Financial Group, LLC | 10,226 | $1.77M | 0.03% | −6,486−38.8% | Reduced |
| Wealthcare Advisory Partners LLC | 10,207 | $1.77M | 0.03% | +189+1.9% | Added |
| GAM Holding AG | 10,157 | $1.76M | 0.15% | +10,157 | New |
| PFG Advisors | 10,067 | $1.75M | 0.09% | +2,114+26.6% | Added |
| Chesley Taft & Associates LLC | 10,030 | $1.74M | 0.07% | −22−0.2% | Reduced |
| Cohen Klingenstein LLC | 10,000 | $1.73M | 0.06% | 00.0% | Unchanged |
| Savant Capital, LLC | 9,990 | $1.73M | 0.01% | +1,368+15.9% | Added |
| Tower View Investment Management & Research LLC | 9,981 | $1.73M | 0.89% | −17,008−63.0% | Reduced |
| V-Square Quantitative Management LLC | 9,938 | $1.72M | 0.18% | +545+5.8% | Added |
| Chicago Partners Investment Group LLC | 9,785 | $1.72M | 0.04% | +5,626+135.3% | Added |
| Bartlett & Co. Wealth Management LLC | 10,166 | $1.72M | 0.02% | −6−0.1% | Reduced |
| Vestcor Inc | 9,880 | $1.71M | 0.05% | −18,008−64.6% | Reduced |
| Venture Visionary Partners LLC | 9,879 | $1.71M | 0.06% | +212+2.2% | Added |
| Accurate Wealth Management, LLC | 10,128 | $1.70M | 0.21% | −3,554−26.0% | Reduced |
| Sciencast Management LP | 9,613 | $1.67M | 0.21% | +9,613 | New |
| Skopos Labs, Inc. | 9,520 | $1.65M | 0.05% | +2,111+28.5% | Added |
| River Wealth Advisors LLC | 9,446 | $1.64M | 0.19% | −517−5.2% | Reduced |
| Capital Asset Advisory Services LLC | 9,317 | $1.63M | 0.06% | +449+5.1% | Added |
| HBK Sorce Advisory LLC | 9,843 | $1.61M | 0.03% | −1,484−13.1% | Reduced |
| Allworth Financial LP | 9,252 | $1.60M | 0.01% | +3,202+52.9% | Added |