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Marsh & McLennan Companies (MRSH) Institutional Ownership

Marsh & McLennan Companies logo
$180.66 +4.26 (+2.41%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$181.38 +0.72 (+0.40%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Marsh & McLennan Companies (NYSE:MRSH)

Current
Institutional Ownership
Percentage
87.99%
Number of
Institutional Buyers
(last 12 months)
1207
Total
Institutional Inflows
(last 12 months)
$93.30M
Number of
Institutional Sellers
(last 12 months)
699
Total
Institutional Outflows
(last 12 months)
$52.09M
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MRSH Institutional Buying and Selling by Quarter

Marsh & McLennan Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/14/2026 Trust Asset Management LLC5,392$899K0.0%-1.1%0.001%
7/10/2026 Annex Advisory Services LLC1,950$325K0.0%-95.6%0.000%
7/10/2026 Family Wealth Partners LLC1,316$219K0.1%N/A0.000%
7/10/2026 Tema ETFs LLC10,029$1.67M0.1%+9.5%0.002%
7/10/2026 Handelsbanken Fonder AB215,758$35.96M0.1%+7.4%0.045%
7/10/2026 Fulton Bank N.A.2,882$480K0.0%-14.0%0.001%
7/9/2026 Revolve Wealth Partners LLC2,232$372K0.0%N/A0.000%
7/9/2026 Shira Ridge Wealth Management2,673$446K0.2%-26.6%0.001%
7/9/2026 Franklin Parlapiano Turner & Welch LLC41,467$6.91M1.6%+4.1%0.009%
7/9/2026 TOWER TRUST & INVESTMENT Co828$138K0.1%-79.6%0.000%
7/9/2026 Avity Investment Management Inc.210,658$35.11M2.2%+2.2%0.044%
7/9/2026 First National Bank of Mount Dora Trust Investment Services22,435$3.74M0.7%N/A0.005%
7/9/2026 Breakwater Capital Group1,523$254K0.0%+10.2%0.000%
7/9/2026 Valeo Financial Advisors LLC6,319$1.05M0.0%-12.4%0.001%
7/8/2026 Rockland Trust Co.4,832$805K0.0%-39.1%0.001%
7/8/2026 Chesley Taft & Associates LLC7,603$1.27M0.0%-24.2%0.002%
7/8/2026 Trust Point Inc.11,099$1.85M0.2%+151.4%0.002%
7/8/2026 Palouse Capital Management Inc.13,706$2.28M1.4%-1.2%0.003%
7/8/2026 Elmwood Wealth Management Inc.5,793$966K0.2%+3.0%0.001%
7/8/2026 Elevation Wealth Partners LLC476$79K0.0%+53.1%0.000%
7/8/2026 Czech National Bank137,137$22.86M0.1%+4.0%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab100,250$16.71M0.1%-2.7%0.021%
7/8/2026 Assenagon Asset Management S.A.654,434$109.08M0.1%+316.2%0.135%
7/8/2026 Sarasin & Partners LLP161,885$26.98M0.3%-60.8%0.034%
7/8/2026 Thrive Wealth Management LLC2,328$388K0.0%-4.5%0.000%
7/7/2026 JGP Wealth Management LLC5,797$966K0.1%+7.3%0.001%
7/7/2026 Mechanics Bank Trust Department12,380$2.06M0.3%-2.7%0.003%
7/7/2026 Trust Asset Management LLC5,392$899K0.1%-1.1%0.001%
7/7/2026 Dynamic Advisor Solutions LLC1,677$280K0.0%-9.0%0.000%
7/7/2026 Baron Wealth Management LLC1,617$270K0.1%+11.3%0.000%
7/7/2026 GAMMA Investing LLC7,921$1.32M0.0%-1.9%0.002%
7/7/2026 Moody National Bank Trust Division8,529$1.42M0.1%-0.8%0.002%
7/6/2026 Boltwood Capital Management2,763$461K0.1%-6.9%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB2,761$460K0.0%-12.5%0.001%
7/2/2026 Versant Capital Management Inc1,903$317K0.0%+42.4%0.000%
7/2/2026 KERR FINANCIAL PLANNING Corp454$76K0.1%+26.8%0.000%
7/2/2026 CX Institutional56,534$9.42M0.3%-5.2%0.012%
7/1/2026 Eastern Bank2,269$378K0.0%+41.4%0.000%
6/24/2026Basecamp Wealth Advisors LLC1,643$285K0.1%+16.5%0.000%
6/22/2026 Sapient Capital LLC2,341$406K0.0%N/A0.000%
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6/18/2026Western Wealth Management LLC4,224$733K0.0%N/A0.001%
6/18/2026Pacer Advisors Inc.42,858$7.43M0.0%-2.3%0.009%
6/16/2026Empowered Funds LLC35,578$6.17M0.0%+20.5%0.007%
6/15/2026Lombard Odier Asset Management Europe Ltd84,056$14.58M0.1%N/A0.017%
6/9/2026 Rathbones Group PLC1,356,972$235.37M0.9%N/A0.281%
6/3/2026DV Trading LLC1,400$243K0.0%N/A0.000%
6/3/2026Parallel Advisors LLC6,681$1.16M0.0%+3.0%0.001%
6/3/2026NewEdge Advisors LLC54,705$9.49M0.0%-15.2%0.011%
6/2/2026Optiver Holding B.V.732$127K0.0%N/A0.000%
6/1/2026Caerus Investment Advisors LLC2,304$400K0.2%+23.1%0.000%
6/1/2026First Nebraska Trust Co1,305$226K0.0%N/A0.000%
6/1/2026 Foguth Wealth Management LLC.2,472$395K0.0%N/A0.001%
6/1/2026Keel Point LLC1,556$270K0.0%-26.4%0.000%
5/29/2026Asset Dedication LLC144$25K0.0%N/A0.000%
5/28/2026Carlson Capital L.P.1,900$330K0.1%N/A0.000%
5/26/2026Axiom Investment Management LLC359$62K0.0%N/A0.000%
5/22/2026Groupama Asset Managment3,766$653K0.0%+68.4%0.001%
5/22/2026Verus Capital Partners LLC1,857$322K0.0%N/A0.000%
5/21/2026Essential Partners LLC868$151K0.1%-27.4%0.000%
5/21/2026Vestor Capital LLC802$139K0.0%-17.7%0.000%
5/20/2026 SOA Wealth Advisors LLC.2,728$473K0.1%N/A0.001%
5/19/2026Western Wealth Management LLC4,224$733K0.0%N/A0.001%
5/19/2026Ariadne Wealth Management LP1,563$271K0.1%+25.3%0.000%
5/19/2026Bank of America Corp DE4,939,614$856.78M0.1%-10.6%1.025%
5/19/2026Edgestream Partners L.P.1,224$212K0.0%-88.6%0.000%
5/19/2026Kentucky Retirement Systems45,308$7.86M0.3%+46.2%0.009%
5/19/2026Janus Henderson Group PLC157,363$27.29M0.0%-58.9%0.033%
5/19/2026Bull Harbor Capital LLC10,560$1.83M0.5%N/A0.002%
5/19/2026Strategic Investment Advisors MI13,368$2.32M0.2%+5.8%0.003%
5/19/2026Ashton Thomas Securities LLC13,429$2.33M0.3%N/A0.003%
5/19/2026Arkadios Wealth Advisors6,519$1.13M0.0%-7.4%0.001%
5/18/2026Amundi2,298,833$398.73M0.1%-31.7%0.477%
5/18/2026EverSource Wealth Advisors LLC8,809$1.53M0.0%N/A0.002%
5/18/2026California State Teachers Retirement System729,798$126.58M0.1%-3.0%0.151%
5/18/2026Royal Bank of Canada3,316,579$575.26M0.1%+4.7%0.688%
5/18/2026Empowered Funds LLC35,578$6.17M0.0%+20.5%0.007%
5/18/2026Evelyn Partners Investment Management LLP14,966$2.60M0.1%-14.5%0.003%
5/18/2026Evelyn Partners Investment Management Services Ltd520$90K0.0%-46.3%0.000%
5/16/2026The Manufacturers Life Insurance Company 1,572,947$272.83M0.2%+3.1%0.326%
5/16/2026Quantinno Capital Management LP246,855$42.82M0.1%+57.2%0.051%
5/16/2026Lazard Asset Management LLC1,623,755$281.64M0.5%-5.0%0.337%
5/16/2026Family Manage LLC1,532$266K0.0%N/A0.000%
5/15/2026Gateway Wealth Partners LLC3,677$638K0.0%N/A0.001%
5/15/2026Quadcap Wealth Management LLC5,293$918K0.1%N/A0.001%
5/15/2026OMERS ADMINISTRATION Corp22,736$3.94M0.0%+28.7%0.005%
5/15/202644 Wealth Management LLC3,148$546K0.2%+6.6%0.001%
5/15/2026Bradley Foster & Sargent Inc. CT474,702$82.34M1.3%-6.0%0.099%
5/15/2026Lombard Odier Asset Management Switzerland SA14,429$2.50M0.1%-14.2%0.003%
5/15/2026Lombard Odier Asset Management Europe Ltd84,056$14.58M0.8%N/A0.017%
5/15/2026Waverly Advisors LLC15,035$2.61M0.0%+21.4%0.003%
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5/15/2026Wealth Alliance LLC9,088$1.58M0.2%-9.1%0.002%
5/15/2026Epoch Investment Partners Inc.644,170$111.73M0.7%-10.2%0.134%
5/15/2026Sustainable Insight Capital Management LLC33,827$5.87M2.0%-21.2%0.007%
5/15/2026Bridgewater Advisors Inc.4,876$775K0.0%N/A0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund248,408$43.09M0.1%-55.0%0.052%
5/14/2026Dai ichi Life Insurance Company Ltd28,807$5.00M0.1%-5.3%0.006%
5/14/2026Renaissance Technologies LLC365,500$63.40M0.1%-8.1%0.076%
5/14/2026Gabelli Funds LLC60,700$10.53M0.1%N/A0.013%
5/14/2026Gamco Investors INC. ET AL19,650$3.41M0.0%N/A0.004%
5/14/2026Public Employees Retirement System of Ohio199,403$34.59M0.1%-1.6%0.041%


MRSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,779 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($8.64B), FMR LLC ($4.51B), State Street Corp ($4.06B), Capital International Investors ($3.48B), Capital World Investors ($3.14B), Wellington Management Group LLP ($2.97B), and Geode Capital Management LLC ($2.76B).Learn more on Marsh & McLennan Companies' institutional investors.

87.99% of Marsh & McLennan Companies' stock is owned by institutional investors. Learn more on MRSH's institutional investor holdings.

Of the 1,611 institutional investors that purchased Marsh & McLennan Companies' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: State Street Corp ($21.98M), Wellington Management Group LLP ($21.76M), Norges Bank ($20.28M), Capital International Investors ($18.99M), Capital World Investors ($17.02M), Price T Rowe Associates Inc. MD ($9.31M), and Nuveen LLC ($8.11M).

Institutional investors have bought a total of 273,806,523 shares in the last 24 months. This purchase volume represents approximately $93.30M in transactions.

Of the 699 institutional investors that sold Marsh & McLennan Companies' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amundi ($2.48M), Ameriprise Financial Inc. ($2.03M), Robeco Institutional Asset Management B.V. ($1.59M), Massachusetts Financial Services Co. MA ($1.43M), Mawer Investment Management Ltd. ($1.40M), Nippon Life Insurance Co. ($1.31M), and Ninety One UK Ltd ($1.18M).

Institutional investors have sold a total of 30,383,321 shares in the last 24 months. This volume of shares sold represents approximately $52.09M in transactions.


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This page (NYSE:MRSH) was last updated on 7/26/2026 by MarketBeat.com Staff.
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