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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 6,008 | $1.04M | 0.01% | +916+18.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,002 | $1.04M | 0.04% | +359+6.4% | Added |
| Frank, Rimerman Advisors LLC | 5,994 | $1.04M | 0.07% | −14−0.2% | Reduced |
| D.A. Davidson & Co. | 5,975 | $1.04M | 0.01% | −61−1.0% | Reduced |
| Integrity Alliance, LLC. | 5,864 | $1.02M | 0.04% | −547−8.5% | Reduced |
| Prosperity Consulting Group, LLC | 5,831 | $1.01M | 0.05% | −6,883−54.1% | Reduced |
| Belpointe Asset Management LLC | 5,811 | $1.01M | 0.04% | −468−7.5% | Reduced |
| AA Financial Advisors, LLC | 5,806 | $1.01M | 0.14% | −322−5.3% | Reduced |
| Novem Group | 5,799 | $1.01M | 0.12% | +335+6.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,799 | $1.01M | 0.24% | +2,516+76.6% | Added |
| Sompo Asset Management Co., Ltd. | 5,780 | $1.00M | 0.18% | −420−6.8% | Reduced |
| Souders Financial Advisors | 5,763 | $999.5K | 0.11% | −790−12.1% | Reduced |
| LMCG Investments, LLC | 5,712 | $990.7K | 0.06% | +5,712 | New |
| Donaldson Capital Management, LLC | 5,705 | $989.5K | 0.03% | −477−7.7% | Reduced |
| Adviser Investments LLC | 5,678 | $984.9K | 0.01% | −1,042−15.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,667 | $982.9K | 0.05% | +286+5.3% | Added |
| Laurel Oak Wealth Management, LLC | 5,654 | $980.7K | 0.16% | −9−0.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,653 | $980.0K | 0.25% | −90−1.6% | Reduced |
| Nicolet Bankshares Inc | 5,666 | $977.7K | 0.04% | +3,192+129.0% | Added |
| Elmwood Wealth Management, Inc. | 5,622 | $975.1K | 0.27% | −245−4.2% | Reduced |
| Abc Arbitrage SA | 5,613 | $973.6K | 0.13% | −7,564−57.4% | Reduced |
| NorthRock Partners, LLC | 5,587 | $969.2K | 0.02% | +3,119+126.4% | Added |
| S-Bank Fund Management Ltd | 5,559 | $964.2K | 0.14% | −207−3.6% | Reduced |
| Rothschild Investment LLC | 5,551 | $962.8K | 0.05% | +1,889+51.6% | Added |
| Neville Rodie & Shaw Inc | 5,530 | $959.0K | 0.07% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 5,528 | $958.9K | 0.14% | +5+0.1% | Added |
| Mattern Capital Management, LLC | 5,492 | $952.6K | 0.11% | +551+11.2% | Added |
| Concord Asset Management, LLC | 5,473 | $949.3K | 0.16% | −211−3.7% | Reduced |
| Evoke Wealth, LLC | 5,458 | $946.8K | 0.02% | +2,943+117.0% | Added |
| Trust Asset Management LLC | 5,454 | $946.0K | 0.07% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 5,414 | $939.0K | 0.01% | +297+5.8% | Added |
| JGP Wealth Management, LLC | 5,402 | $937.0K | 0.10% | −146−2.6% | Reduced |
| Fidelis Capital Partners, LLC | 5,355 | $928.9K | 0.07% | −201−3.6% | Reduced |
| Checchi Capital Advisers, LLC | 5,319 | $922.5K | 0.06% | +369+7.5% | Added |
| Quadcap Wealth Management, LLC | 5,293 | $918.1K | 0.10% | +74+1.4% | Added |
| Canandaigua National Corp | 5,248 | $910.3K | 0.08% | +5,248 | New |
| AlphaCore Capital LLC | 5,170 | $896.8K | 0.02% | +1,727+50.2% | Added |
| Nilsine Partners, LLC | 5,269 | $896.5K | 0.07% | −303−5.4% | Reduced |
| Advyzon Investment Management, LLC | 5,166 | $896.1K | 0.08% | +1,796+53.3% | Added |
| Hamilton Point Investment Advisors, LLC | 5,136 | $890.9K | 0.14% | −22−0.4% | Reduced |
| Wedmont Private Capital | 5,048 | $887.4K | 0.03% | −557−9.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,114 | $887.0K | 0.01% | +62+1.2% | Added |
| Broadway Wealth Solutions, Inc. | 5,107 | $885.8K | 0.46% | −9−0.2% | Reduced |
| Fjell Capital, LLC | 5,098 | $884.3K | 0.68% | +144+2.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 5,021 | $870.9K | 0.40% | +5,021 | New |
| Quantitative Investment Management, LLC | 5,021 | $870.0K | 0.09% | −1,867−27.1% | Reduced |
| SkyView Investment Advisors, LLC | 4,998 | $868.0K | 0.12% | +70+1.4% | Added |
| Truefg, LLC | 5,000 | $867.3K | 0.23% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 5,000 | $867.0K | 0.27% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,998 | $866.9K | 0.05% | +1,457+41.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,998 | $866.9K | 0.07% | +150+3.1% | Added |
| Colter Lewis Investment Partners LLC | 4,924 | $854.1K | 0.80% | +4,924 | New |
| Gilbert & Cook, Inc. | 4,895 | $849.0K | 0.11% | +9+0.2% | Added |
| TBH Global Asset Management, LLC | 4,887 | $847.7K | 0.17% | +514+11.8% | Added |
| Evergreen Wealth Solutions, LLC | 4,882 | $846.8K | 0.06% | +506+11.6% | Added |
| Aaron Wealth Advisors | 4,835 | $838.6K | 0.05% | +795+19.7% | Added |
| Regal Investment Advisors LLC | 4,832 | $838.1K | 0.05% | +596+14.1% | Added |
| Cary Street Partner Investment Advisory LLC | 4,792 | $831.2K | 0.21% | −7−0.1% | Reduced |
| Evolve Private Wealth, LLC | 4,766 | $826.7K | 0.04% | +1,893+65.9% | Added |
| HM Payson & Co | 4,726 | $819.7K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,711 | $817.2K | 0.03% | −42−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 4,706 | $816.3K | 0.02% | −20−0.4% | Reduced |
| Dover Advisors, LLC | 4,689 | $813.3K | 0.34% | −2,689−36.4% | Reduced |
| Beck Bode, LLC | 4,689 | $813.3K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,671 | $810.2K | 0.05% | +220+4.9% | Added |
| Quadrant Private Wealth Management, LLC | 4,645 | $805.7K | 0.12% | +22+0.5% | Added |
| Murphy Pohlad Asset Management LLC | 4,645 | $805.7K | 0.29% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,628 | $803.0K | 0.12% | −80−1.7% | Reduced |
| West Family Investments, Inc. | 4,614 | $800.3K | 0.28% | −64−1.4% | Reduced |
| Bryn Mawr Trust Co | 4,582 | $794.7K | 0.02% | +274+6.4% | Added |
| Oppenheimer & Co Inc | 4,536 | $786.8K | 0.01% | −432−8.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,520 | $784.0K | 0.01% | −2,162−32.4% | Reduced |
| Center For Asset Management LLC | 4,511 | $782.5K | 0.39% | −39−0.9% | Reduced |
| Bridgewater Advisors Inc. | 4,876 | $774.6K | 0.05% | −277−5.4% | Reduced |
| Mma Asset Management LLC | 4,460 | $773.6K | 0.27% | +377+9.2% | Added |
| Gateway Investment Advisers LLC | 4,450 | $771.8K | 0.01% | −1,014−18.6% | Reduced |
| Level Four Advisory Services, LLC | 4,423 | $767.2K | 0.03% | +353+8.7% | Added |
| Cascade Financial Partners, LLC | 4,423 | $767.1K | 0.08% | −53−1.2% | Reduced |
| Norway Savings Bank | 4,417 | $766.1K | 0.36% | −1,357−23.5% | Reduced |
| Trust Point Inc. | 4,414 | $765.6K | 0.07% | +2,068+88.2% | Added |
| Change Path, LLC | 4,400 | $763.1K | 0.02% | −4−0.1% | Reduced |
| Sentinus, LLC | 4,395 | $762.3K | 0.07% | +2,894+192.8% | Added |
| Kovitz Investment Group Partners, LLC | 4,394 | $762.1K | 0.02% | −185−4.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 4,383 | $760.2K | 0.04% | +256+6.2% | Added |
| Independent Advisor Alliance | 4,279 | $742.2K | 0.01% | +469+12.3% | Added |
| Ferguson Wellman Capital Management, Inc | 4,240 | $735.4K | 0.01% | −111−2.6% | Reduced |
| Marshall Financial Group LLC | 4,236 | $734.8K | 0.12% | +142+3.5% | Added |
| PDS Planning, Inc | 4,224 | $732.7K | 0.05% | +327+8.4% | Added |
| Western Wealth Management, LLC | 4,224 | $732.7K | 0.03% | −71−1.7% | Reduced |
| Entropy Technologies, LP | 4,214 | $730.9K | 0.03% | −75,074−94.7% | Reduced |
| Atomi Financial Group, Inc. | 4,210 | $730.3K | 0.02% | +1,462+53.2% | Added |
| Charter Trust Co | 4,184 | $725.7K | 0.04% | −347−7.7% | Reduced |
| Profund Advisors LLC | 4,176 | $724.3K | 0.03% | −921−18.1% | Reduced |
| Integrated Advisors Network LLC | 4,176 | $724.3K | 0.04% | −191−4.4% | Reduced |
| Net Worth Advisory Group | 4,112 | $713.2K | 0.15% | −83−2.0% | Reduced |
| Gryphon Financial Partners LLC | 4,102 | $711.5K | 0.07% | +452+12.4% | Added |
| Mutual Advisors, LLC | 4,076 | $707.0K | 0.02% | +132+3.3% | Added |
| Tower Trust & Investment Co | 4,061 | $704.3K | 0.46% | −107−2.6% | Reduced |
| Persium Advisors, LLC | 4,047 | $702.0K | 0.55% | +350+9.5% | Added |
| GM Advisory Group, Inc. | 4,046 | $701.7K | 0.03% | −99−2.4% | Reduced |