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 |
|---|---|---|---|---|---|
| Tema ETFs LLC | 9,159 | $1.59M | 0.11% | +42+0.5% | Added |
| Wealth Alliance | 9,088 | $1.58M | 0.16% | −914−9.1% | Reduced |
| Regions Financial Corp | 9,076 | $1.57M | 0.01% | +261+3.0% | Added |
| Front Row Advisors LLC | 9,065 | $1.57M | 0.53% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 9,054 | $1.57M | 2.06% | −495−5.2% | Reduced |
| RMR Wealth Builders | 9,024 | $1.57M | 0.12% | −89−1.0% | Reduced |
| Tealwood Asset Management Inc | 8,924 | $1.55M | 0.70% | +69+0.8% | Added |
| Ledyard National Bank | 8,888 | $1.54M | 0.13% | +527+6.3% | Added |
| Impact Capital Partners LLC | 8,870 | $1.54M | 0.47% | −20−0.2% | Reduced |
| WSFS Capital Management, LLC | 8,819 | $1.53M | 0.07% | −16−0.2% | Reduced |
| Mitchell Sinkler & Starr | 8,811 | $1.53M | 0.71% | +8,811 | New |
| EverSource Wealth Advisors, LLC | 8,809 | $1.53M | 0.05% | +2,545+40.6% | Added |
| Longfellow Investment Management Co LLC | 8,803 | $1.53M | 0.32% | +2,860+48.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,768 | $1.52M | 0.00% | −5,543−38.7% | Reduced |
| Grimes & Company, Inc. | 8,758 | $1.52M | 0.04% | −125−1.4% | Reduced |
| Tounjian Advisory Partners, LLC | 8,756 | $1.52M | 0.55% | −322−3.5% | Reduced |
| ExodusPoint Capital Management, LP | 8,718 | $1.51M | 0.02% | −174,903−95.3% | Reduced |
| Smartleaf Asset Management LLC | 8,641 | $1.51M | 0.05% | +73+0.9% | Added |
| Clearstead Advisors, LLC | 8,647 | $1.50M | 0.01% | −1,361−13.6% | Reduced |
| Bowen Hanes & Co Inc | 8,636 | $1.50M | 0.04% | −275−3.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 8,601 | $1.49M | 0.10% | +2,700+45.8% | Added |
| Moody National Bank Trust Division | 8,596 | $1.49M | 0.14% | +22+0.3% | Added |
| Harbor Capital Advisors, Inc. | 8,582 | $1.49M | 0.12% | +8,582 | New |
| Bokf, NA | 8,529 | $1.48M | 0.02% | −70−0.8% | Reduced |
| Storen Legacy Partners, LLC | 8,507 | $1.48M | 0.46% | +8+0.1% | Added |
| Summit Financial, LLC | 8,490 | $1.47M | 0.02% | −2,084−19.7% | Reduced |
| Farther Finance Advisors, LLC | 8,552 | $1.47M | 0.01% | +392+4.8% | Added |
| Equitable Trust Co | 8,427 | $1.46M | 0.07% | +887+11.8% | Added |
| Delap Wealth Advisory, LLC | 8,349 | $1.45M | 0.54% | 00.0% | Unchanged |
| Shelton Capital Management | 8,339 | $1.45M | 0.03% | −75−0.9% | Reduced |
| Greenleaf Trust | 8,228 | $1.43M | 0.01% | −1,185−12.6% | Reduced |
| Polymer Capital Management (US) LLC | 8,133 | $1.41M | 0.21% | +1,924+31.0% | Added |
| Dumont & Blake Investment Advisors LLC | 8,098 | $1.40M | 0.35% | −99−1.2% | Reduced |
| GAMMA Investing LLC | 8,072 | $1.40M | 0.07% | +2,539+45.9% | Added |
| Evercore Wealth Management, LLC | 8,044 | $1.40M | 0.02% | 00.0% | Unchanged |
| Stance Capital LLC | 8,022 | $1.39M | 0.68% | +412+5.4% | Added |
| Principal Securities, Inc. | 7,973 | $1.38M | 0.02% | +756+10.5% | Added |
| Mogy Joel R Investment Counsel Inc | 7,950 | $1.38M | 0.09% | −6,468−44.9% | Reduced |
| Rockland Trust Co | 7,937 | $1.38M | 0.06% | −3,246−29.0% | Reduced |
| Kestra Advisory Services, LLC | 7,896 | $1.37M | 0.01% | −2,295−22.5% | Reduced |
| Fiduciary Trust Co | 7,800 | $1.35M | 0.02% | −2,101−21.2% | Reduced |
| Lantz Financial LLC | 7,784 | $1.35M | 0.28% | +21+0.3% | Added |
| Landscape Capital Management, L.L.C. | 7,763 | $1.35M | 0.09% | −18,851−70.8% | Reduced |
| Boyd Watterson Asset Management LLC | 7,736 | $1.34M | 0.41% | +945+13.9% | Added |
| Essex Financial Services, Inc. | 7,716 | $1.34M | 0.08% | +731+10.5% | Added |
| Chilton Investment Co LLC | 7,709 | $1.34M | 0.03% | +2,703+54.0% | Added |
| Mission Wealth Management, LP | 7,538 | $1.31M | 0.03% | −906−10.7% | Reduced |
| IFP Advisors, Inc | 7,525 | $1.31M | 0.03% | −1,538−17.0% | Reduced |
| Pallas Capital Advisors LLC | 7,518 | $1.30M | 0.05% | +2,626+53.7% | Added |
| Penserra Capital Management LLC | 7,516 | $1.30M | 0.02% | +4,812+178.0% | Added |
| Krilogy Financial LLC | 7,093 | $1.29M | 0.04% | +4,688+194.9% | Added |
| Stephens Inc | 7,412 | $1.29M | 0.02% | +1,029+16.1% | Added |
| LS Investment Advisors, LLC | 7,336 | $1.27M | 0.19% | −10−0.1% | Reduced |
| Ballentine Partners, LLC | 7,334 | $1.27M | 0.02% | −2,302−23.9% | Reduced |
| Twinbeech Capital LP | 7,300 | $1.27M | 0.13% | −20,037−73.3% | Reduced |
| Waddell & Associates, LLC | 7,294 | $1.27M | 0.07% | +6,155+540.4% | Added |
| TCTC Holdings, LLC | 7,247 | $1.26M | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 7,214 | $1.25M | 0.03% | +1,857+34.7% | Added |
| Clifford Swan Investment Counsel LLC | 7,209 | $1.25M | 0.04% | −16−0.2% | Reduced |
| Hills Bank & Trust Co | 7,154 | $1.24M | 0.06% | −1,686−19.1% | Reduced |
| Arwa LLC | 7,046 | $1.22M | 0.60% | +420+6.3% | Added |
| McAdam, LLC | 7,027 | $1.22M | 0.05% | +24+0.3% | Added |
| Perigon Wealth Management, LLC | 7,012 | $1.22M | 0.02% | −884−11.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,995 | $1.21M | 0.02% | +6,995 | New |
| Westerkirk Capital Inc. | 6,910 | $1.20M | 0.13% | −500−6.7% | Reduced |
| First Citizens Bank & Trust Co | 6,837 | $1.19M | 0.02% | −1,536−18.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,752 | $1.18M | 0.04% | +2,166+47.2% | Added |
| Welch & Forbes LLC | 6,789 | $1.18M | 0.02% | −55−0.8% | Reduced |
| Smith, Salley & Associates | 6,776 | $1.18M | 0.06% | +1,255+22.7% | Added |
| US Asset Management LLC | 6,760 | $1.17M | 1.02% | −18−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,716 | $1.16M | 0.24% | +871+14.9% | Added |
| WestHill Financial Advisors, Inc. | 6,709 | $1.16M | 0.22% | −22−0.3% | Reduced |
| Parallel Advisors, LLC | 6,681 | $1.16M | 0.02% | +195+3.0% | Added |
| Ridgewood Investments LLC | 6,641 | $1.15M | 0.47% | +6,641 | New |
| Beverly Hills Private Wealth, LLC | 6,622 | $1.15M | 0.19% | +22+0.3% | Added |
| Smithfield Trust Co | 6,576 | $1.14M | 0.05% | −43−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 6,537 | $1.13M | 0.16% | +4,879+294.3% | Added |
| Evergreen Capital Management LLC | 6,522 | $1.13M | 0.02% | +4,138+173.6% | Added |
| Arkadios Wealth Advisors | 6,519 | $1.13M | 0.02% | −518−7.4% | Reduced |
| Diversify Wealth Management, LLC | 6,618 | $1.13M | 0.02% | +6,618 | New |
| Chatham Capital Group, Inc. | 6,453 | $1.12M | 0.16% | −325−4.8% | Reduced |
| TD Private Client Wealth LLC | 6,418 | $1.11M | 0.02% | +1,168+22.2% | Added |
| Journey Strategic Wealth LLC | 6,417 | $1.11M | 0.03% | +1,693+35.8% | Added |
| Ameritas Advisory Services, LLC | 6,347 | $1.10M | 0.04% | −1,302−17.0% | Reduced |
| Pinebridge Investments LLC | 6,342 | $1.10M | 0.01% | −2,395−27.4% | Reduced |
| Citizens & Northern Corp | 6,340 | $1.10M | 0.27% | −169−2.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 6,338 | $1.10M | 0.04% | −4,032−38.9% | Reduced |
| Concord Wealth Partners | 6,268 | $1.09M | 0.14% | +584+10.3% | Added |
| Simplicity Wealth,LLC | 6,227 | $1.08M | 0.06% | +308+5.2% | Added |
| Westpac Banking Corp | 6,198 | $1.08M | 0.07% | +2,584+71.5% | Added |
| Sagespring Wealth Partners, LLC | 6,186 | $1.07M | 0.02% | +1,220+24.6% | Added |
| Exchange Bank | 6,164 | $1.07M | 0.74% | −6−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 6,135 | $1.06M | 0.03% | +4,619+304.7% | Added |
| Ambassador Advisors, LLC | 8,273 | $1.06M | 0.16% | +5,162+165.9% | Added |
| Middleton & Co Inc | 6,116 | $1.06M | 0.12% | +3,673+150.3% | Added |
| Venturi Wealth Management, LLC | 6,102 | $1.06M | 0.05% | +1,607+35.8% | Added |
| Wimmer Associates 1, LLC | 6,092 | $1.06M | 0.52% | +34+0.6% | Added |
| Graybill Bartz & Assoc Ltd | 6,053 | $1.05M | 0.32% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 6,049 | $1.05M | 0.02% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 6,033 | $1.05M | 0.02% | +6,033 | New |