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Marsh & McLennan Companies (MRSH) Institutional Ownership

Marsh & McLennan Companies logo
$191.32 -1.98 (-1.02%)
Closing price 03:59 PM Eastern
Extended Trading
$191.58 +0.27 (+0.14%)
As of 04:15 PM Eastern
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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)
1177
Total
Institutional Inflows
(last 12 months)
$8.15B
Number of
Institutional Sellers
(last 12 months)
661
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
8/7/2026BlackRock Inc.39,502,046$6.58B0.1%N/A8.278%
8/7/2026Occidental Asset Management LLC26,750$4.46M0.4%N/A0.006%
8/7/2026Dunhill Financial LLC277$46K0.0%N/A0.000%
8/7/2026Pallas Capital Advisors LLC7,603$1.27M0.0%N/A0.002%
8/7/2026Deutsche Bank AG4,113,644$685.62M0.2%N/A0.862%
8/7/2026Perigon Wealth Management LLC8,767$1.46M0.0%N/A0.002%
8/7/2026Commerzbank Aktiengesellschaft FI15,543$2.59M0.1%N/A0.003%
8/7/2026Rice Hall James & Associates LLC1,350$225K0.0%N/A0.000%
8/7/2026Focused Wealth Management Inc1,264$211K0.0%N/A0.000%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.1,199,699$200.06M0.1%N/A0.251%
8/7/2026Beverly Hills Private Wealth LLC3,019$503K0.1%N/A0.001%
8/7/2026OneDigital Investment Advisors LLC9,373$1.56M0.0%N/A0.002%
8/7/2026Plato Investment Management Ltd17,248$2.86M0.2%N/A0.004%
8/7/2026Bell Investment Advisors Inc187$31K0.0%N/A0.000%
8/7/2026AMG National Trust Bank9,747$1.63M0.0%N/A0.002%
8/7/2026Simplicity Wealth LLC6,992$1.17M0.0%N/A0.001%
8/7/2026Longfellow Investment Management Co. LLC11,106$1.85M0.4%N/A0.002%
8/7/2026HBK Sorce Advisory LLC9,673$1.85M0.0%N/A0.002%
8/6/2026Northstar Financial Companies Inc.1,787$298K0.2%N/A0.000%
8/6/2026Flputnam Investment Management Co.28,972$4.83M0.1%N/A0.006%
8/6/2026Global Retirement Partners LLC8,069$1.35M0.0%N/A0.002%
8/6/2026Fielder Capital Group LLC2,075$346K0.1%N/A0.000%
8/6/2026Bank of New York Mellon Corp3,194,567$532.44M0.1%N/A0.669%
8/6/2026Focus Partners Advisor Solutions LLC12,917$2.15M0.0%N/A0.003%
8/6/2026State of Wyoming455$76K0.0%N/A0.000%
8/6/2026Summit Asset Management LLC1,757$293K0.0%N/A0.000%
8/6/2026S&CO Inc.2,000$333K0.0%N/A0.000%
8/6/2026Kelleher Financial Advisors1,639$273K0.0%N/A0.000%
8/6/2026EJMK Ventures LLC1,847$308K0.1%N/A0.000%
8/6/2026Avalon Trust Co2,244$374K0.0%N/A0.000%
8/6/2026TFR Capital LLC.1,581$264K0.1%N/A0.000%
8/6/2026Clearstead Trust LLC751$125K0.0%N/A0.000%
8/6/2026Maridea Wealth Management LLC1,523$254K0.0%N/A0.000%
8/5/2026 Bridgewater Advisors Inc.4,790$921K0.1%N/A0.001%
8/5/2026USA Financial Formulas546$95K0.0%N/A0.000%
8/3/2026 BIP Wealth LLC1,489$248K0.0%N/A0.000%
8/3/2026 Trifecta Capital Advisors LLC206$34K0.0%N/A0.000%
8/3/2026 Everett Harris & Co. CA1,265$211K0.0%N/A0.000%
8/3/2026 Summit Global Investments1,398$233K0.0%N/A0.000%
8/3/2026 Oppenheimer Asset Management Inc.84,280$14.05M0.1%N/A0.018%
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8/3/2026 Bryn Mawr Trust Advisors LLC7,633$1.27M0.1%N/A0.002%
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%
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%
6/3/2026 Parallel 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%
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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%
5/29/2026 Asset Dedication LLC144$25K0.0%N/A0.000%
5/28/2026Carlson Capital L.P.1,900$330K0.1%N/A0.000%
5/26/2026 Axiom 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%


MRSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,774 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($8.64B), BlackRock Inc. ($6.58B), FMR LLC ($4.51B), State Street Corp ($4.06B), Capital International Investors ($3.48B), Capital World Investors ($3.14B), and Wellington Management Group LLP ($2.97B).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 1,607 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: BlackRock Inc. ($39.50M), 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), and Price T Rowe Associates Inc. MD ($9.31M).

Institutional investors have bought a total of 320,092,665 shares in the last 24 months. This purchase volume represents approximately $8.15B in transactions.

Of the 658 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), Nippon Life Insurance Co. ($1.31M), Ninety One UK Ltd ($1.18M), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.16M).

Institutional investors have sold a total of 27,803,397 shares in the last 24 months. This volume of shares sold represents approximately $52.09M in transactions.


Related Companies

Institutional ownership data for NYSE:MRSH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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