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 |
|---|---|---|---|---|---|
| Corps Capital Advisors, LLC | 4,045 | $701.6K | 0.61% | +1,345+49.8% | Added |
| Wingate Wealth Advisors, Inc. | 4,022 | $697.6K | 0.37% | −18−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,019 | $697.1K | 0.03% | −110−2.7% | Reduced |
| Soltis Investment Advisors LLC | 4,010 | $695.5K | 0.05% | +1,481+58.6% | Added |
| Tobam | 3,992 | $692.0K | 0.18% | +3+0.1% | Added |
| Sowell Financial Services LLC | 3,984 | $690.9K | 0.03% | +179+4.7% | Added |
| Vanguard National Trust Co | 3,982 | $690.7K | 0.04% | +3,982 | New |
| SFMG, LLC | 3,963 | $687.3K | 0.05% | −20−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 3,947 | $684.6K | 0.05% | +95+2.5% | Added |
| Perpetual Ltd | 3,944 | $684.1K | 0.01% | +2,822+251.5% | Added |
| Jackson Thornton Asset Management, LLC | 4,049 | $680.8K | 0.06% | +2,112+109.0% | Added |
| EntryPoint Capital, LLC | 3,920 | $679.9K | 0.20% | −2,147−35.4% | Reduced |
| Baker Ellis Asset Management LLC | 3,896 | $675.8K | 0.08% | −410−9.5% | Reduced |
| Kondo Wealth Advisors, Inc. | 3,896 | $675.8K | 0.25% | −6−0.2% | Reduced |
| Sumitomo Life Insurance Co | 3,894 | $675.4K | 0.02% | −4,321−52.6% | Reduced |
| Parisi Gray Wealth Management | 3,882 | $673.4K | 0.16% | 00.0% | Unchanged |
| James Hambro & Partners | 3,856 | $668.7K | 0.03% | −72−1.8% | Reduced |
| Midwest Trust Co | 3,827 | $663.8K | 0.01% | −335−8.0% | Reduced |
| Verition Fund Management LLC | 3,823 | $663.1K | 0.01% | −32,963−89.6% | Reduced |
| Summit Global Investments | 3,809 | $661.0K | 0.04% | +10+0.3% | Added |
| Sageworth Trust Co | 3,782 | $656.0K | 0.03% | +3,782 | New |
| Groupama Asset Managment | 3,766 | $653.2K | 0.01% | +1,530+68.4% | Added |
| Maridea Wealth Management LLC | 3,758 | $651.8K | 0.10% | +1,882+100.3% | Added |
| MOKAN Wealth Management Inc. | 3,752 | $650.5K | 0.29% | +3,752 | New |
| Matthew Goff Investment Advisor, LLC | 3,749 | $650.3K | 0.11% | 00.0% | Unchanged |
| Signet Private Wealth LLC | 3,748 | $650.1K | 0.62% | −197−5.0% | Reduced |
| Allred Capital Management, LLC | 3,719 | $645.2K | 0.23% | +55+1.5% | Added |
| Buckley Wealth Management, LLC | 3,716 | $644.5K | 0.16% | +387+11.6% | Added |
| Aries Wealth Management | 3,713 | $644.0K | 0.14% | −116−3.0% | Reduced |
| Sylvest Advisors, LLC | 3,684 | $639.0K | 0.34% | +180+5.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,679 | $638.0K | 0.07% | −55−1.5% | Reduced |
| Gateway Wealth Partners, LLC | 3,677 | $637.9K | 0.02% | +3,677 | New |
| J. Safra Sarasin Holding AG | 3,652 | $633.4K | 0.01% | −120,303−97.1% | Reduced |
| GTS Securities LLC | 3,648 | $632.7K | 0.02% | −3,568−49.4% | Reduced |
| Shira Ridge Wealth Management | 3,641 | $631.5K | 0.25% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 3,641 | $631.5K | 0.15% | +100+2.8% | Added |
| Empower Advisory Group, LLC | 3,640 | $631.4K | 0.00% | −368−9.2% | Reduced |
| Manchester Capital Management LLC | 3,639 | $631.2K | 0.09% | −63−1.7% | Reduced |
| Fox Run Management, L.L.C. | 3,611 | $630.9K | 0.11% | +3,611 | New |
| Vista Investment Partners LLC | 3,600 | $624.4K | 0.17% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 3,600 | $624.4K | 0.34% | +3,600 | New |
| Caldwell Trust Co | 3,531 | $612.5K | 0.05% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 3,530 | $612.3K | 0.10% | −369−9.5% | Reduced |
| First National Trust Co | 3,528 | $611.9K | 0.02% | −384−9.8% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 3,500 | $611.5K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,524 | $611.2K | 0.08% | 00.0% | Unchanged |
| PCM Encore, LLC | 3,507 | $608.3K | 0.13% | +82+2.4% | Added |
| Noesis Capital Mangement Corp | 3,500 | $607.1K | 0.09% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 3,491 | $605.5K | 0.07% | +3,491 | New |
| Wick Capital Partners, LLC | 3,470 | $601.9K | 0.11% | +1,395+67.2% | Added |
| Connecticut Wealth Management, LLC | 3,464 | $600.8K | 0.03% | −681−16.4% | Reduced |
| Coign Capital Advisors LLC | 3,450 | $598.4K | 0.31% | +249+7.8% | Added |
| Strategic Blueprint, LLC | 3,446 | $597.7K | 0.03% | +12+0.3% | Added |
| Jump Financial, LLC | 3,440 | $596.7K | 0.01% | −144,447−97.7% | Reduced |
| Prospera Financial Services Inc | 3,386 | $588.1K | 0.01% | −886−20.7% | Reduced |
| Fulton Bank, N.A. | 3,353 | $581.6K | 0.02% | −294−8.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,334 | $578.1K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 3,317 | $575.3K | 0.16% | +3,317 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,314 | $574.9K | 0.17% | +2,161+187.4% | Added |
| Kiley Juergens Wealth Management, LLC | 3,300 | $572.4K | 0.10% | +3,300 | New |
| Palisade Capital Management LLC | 3,298 | $572.0K | 0.02% | +2,114+178.5% | Added |
| United Bank | 3,281 | $569.1K | 0.19% | −3,352−50.5% | Reduced |
| Waller Financial Planning Group, Inc | 3,272 | $567.5K | 0.13% | +17+0.5% | Added |
| Alerus Financial NA | 3,268 | $566.8K | 0.03% | −786−19.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 3,265 | $566.3K | 0.10% | +3,265 | New |
| Legacy Advisors, LLC | 3,253 | $564.2K | 0.07% | +278+9.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 3,244 | $562.7K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 3,230 | $560.2K | 0.41% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,226 | $559.5K | 0.01% | +528+19.6% | Added |
| SWMG, LLC | 3,206 | $556.1K | 0.16% | −341−9.6% | Reduced |
| Intellus Advisors LLC | 3,205 | $555.9K | 0.08% | +964+43.0% | Added |
| Duncker Streett & Co Inc | 3,200 | $555.0K | 0.11% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 3,197 | $554.5K | 0.32% | +40+1.3% | Added |
| Yanni & Associates Investment Advisors, LLC | 3,180 | $551.6K | 0.57% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 3,252 | $548.3K | 0.09% | +16+0.5% | Added |
| Massmutual Trust Co FSB | 3,157 | $547.6K | 0.01% | +52+1.7% | Added |
| Advance Capital Management, Inc. | 3,152 | $546.7K | 0.02% | −491−13.5% | Reduced |
| Rodgers Brothers Inc. | 3,150 | $546.4K | 0.06% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,148 | $546.0K | 0.19% | +195+6.6% | Added |
| LGT Fund Management Co Ltd. | 3,136 | $543.9K | 0.02% | −344−9.9% | Reduced |
| Missouri Trust & Investment Co | 3,120 | $541.2K | 0.16% | −20−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,118 | $540.8K | 0.01% | −43−1.4% | Reduced |
| TIAA Wealth Investment Management LLC | 3,116 | $540.5K | 0.00% | +3,116 | New |
| Capital Performance Advisors LLP | 3,107 | $539.0K | 0.04% | +1,801+137.9% | Added |
| Vicus Capital | 3,107 | $538.8K | 0.04% | +16+0.5% | Added |
| Bill Few Associates, Inc. | 3,090 | $536.0K | 0.13% | +5+0.2% | Added |
| Florida Financial Advisors, LLC | 3,088 | $536.0K | 0.13% | +113+3.8% | Added |
| Leonteq Securities AG | 3,082 | $534.6K | 0.03% | +2,500+429.6% | Added |
| 71 West Capital Partners | 3,076 | $533.5K | 0.02% | +936+43.7% | Added |
| Capula Management Ltd | 3,043 | $527.8K | 0.00% | +3,043 | New |
| North Star Asset Management Inc | 3,030 | $525.6K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,021 | $524.0K | 0.01% | −1,832−37.7% | Reduced |
| MCF Advisors LLC | 3,001 | $520.4K | 0.02% | +1,396+87.0% | Added |
| Venator Management LLC | 3,000 | $520.4K | 0.13% | +300+11.1% | Added |
| Advisors Capital Management, LLC | 2,995 | $519.6K | 0.01% | +237+8.6% | Added |
| Mach-1 Financial Group, Inc. | 2,984 | $517.6K | 0.18% | −2,021−40.4% | Reduced |
| RiverFront Investment Group, LLC | 2,977 | $516.4K | 0.01% | +70+2.4% | Added |
| Boltwood Capital Management | 2,968 | $514.8K | 0.13% | −1,505−33.6% | Reduced |
| CSU Producer Resources, Inc. | 2,967 | $514.6K | 1.47% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 2,950 | $511.7K | 0.01% | +20+0.7% | Added |