Marsh & McLennan Companies, Inc.

MRSH

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0000062709

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Marsh & McLennan Companies, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 16; 0 vs. Q2 2026
Shares held: 47.8K; −50.8K (−51.5%) vs. Q2 2026
Total value: $8.16M; −$8.27M (−50.3%) vs. Q2 2026
New holders: 0; 3 more added
Sold out: 0; 8 more reduced

1,490 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding MRSH and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Marsh & McLennan Companies, Inc.; share changes are against Q2 2026.

Institutions holding MRSH in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
New England Professional Planning Group Inc.	–	–	–	–	Not filed
Duncan Williams Asset Management, LLC	–	–	–	–	Not filed
waypoint wealth counsel	–	–	–	–	Not filed
Keel Point, LLC	–	–	–	–	Not filed
Mairs & Power Inc	–	–	–	–	Not filed
Douglass Winthrop Advisors, LLC	–	–	–	–	Not filed
Diligent Investors, LLC	–	–	–	–	Not filed
Mattern Wealth Management LLC	–	–	–	–	Not filed
Granite FO LLC	–	–	–	–	Not filed
Strategic Investment Advisors	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Swiss Re Ltd	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
University of Texas/Texas Am Investment Managment Co	–	–	–	–	Not filed
Lavaca Capital LLC	–	–	–	–	Not filed
Tower Trust & Investment Co	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
Spectrum Wealth Advisory Group, LLC	–	–	–	–	Not filed
Transamerica Financial Advisors, Inc.	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Washington Trust Advisors, Inc.	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Clean Yield Group	–	–	–	–	Not filed
Dixon Mitchell Investment Counsel Inc.	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Basepoint Wealth LLC	–	–	–	–	Not filed
Harel Insurance Investments & Financial Services Ltd.	–	–	–	–	Not filed
REAP Financial Group, LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
Manning & Napier Advisors LLC	–	–	–	–	Not filed
Caldwell Sutter Capital, Inc.	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
Union Savings Bank	–	–	–	–	Not filed
Osterweis Capital Management Inc	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Baillie Gifford & Co	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Key Financial Inc	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Jackson, Grant Investment Advisers, Inc.	–	–	–	–	Not filed
USA Financial Formulas	–	–	–	–	Not filed
Merrithew & Thorsten Inc	–	–	–	–	Not filed
State of Wyoming	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Kerr Financial Planning Corp	–	–	–	–	Not filed
Hara Capital LLC	–	–	–	–	Not filed
Islay Capital Management, LLC	–	–	–	–	Not filed
Maseco LLP	–	–	–	–	Not filed
Kozak & Associates, Inc.	–	–	–	–	Not filed
Lodestone Wealth Management LLC	–	–	–	–	Not filed
Pittenger & Anderson Inc	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
GF Fund Management Co. Ltd.	–	–	–	–	Not filed
New England Capital Financial Advisors LLC	–	–	–	–	Not filed
DHJJ Financial Advisors, Ltd.	–	–	–	–	Not filed
Morse Asset Management, Inc	–	–	–	–	Not filed
Minot DeBlois Advisors LLC	–	–	–	–	Not filed
Guardian Partners Inc.	–	–	–	–	Not filed
Independence Bank of Kentucky	–	–	–	–	Not filed
Mowery & Schoenfeld Wealth Management, LLC	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Silvant Capital Management LLC	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
Raleigh Capital Management Inc.	–	–	–	–	Not filed
Purpose Unlimited Inc.	–	–	–	–	Not filed
Axiom Investment Management LLC	–	–	–	–	Not filed
Ares Financial Consulting, LLC	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Meramec Financial Planners, LLC	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
HighMark Wealth Management LLC	–	–	–	–	Not filed
S&T Bank	–	–	–	–	Not filed
Plante Moran Financial Advisors, LLC	–	–	–	–	Not filed
Glen Eagle Advisors, LLC	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
Chelsea Counsel Co	–	–	–	–	Not filed
Riverview Trust Co	–	–	–	–	Not filed
Acumen Wealth Advisors, LLC	–	–	–	–	Not filed
Park Place Capital Corp	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Fedenia Advisers LLC	–	–	–	–	Not filed
Loomis Sayles & Co L P	–	–	–	–	Not filed