MARSH & MCLENNAN COS MRSH

US Financials Insurance Agents, Brokers & Service
$178.54
+3.7%
52w: $157.32 – $215.54

Latest 13F among current holders filed 4 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
157.32186.43215.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.5K
-54 QoQ
13F value
$76.11B
-6.1% QoQ
Smart-money holders
113
signal tier ≥ 2
New smart buyers
8
Q1 2026
Options barometer
2.0×
$59.2M calls / $29.4M puts

Institutional value by quarter

$96.90B
Q1 2024
$92.50B
Q2 2024
$97.31B
Q3 2024
$93.92B
Q4 2024
$107.38B
Q1 2025
$97.01B
Q2 2025
$88.21B
Q3 2025
$81.10B
Q4 2025
$76.11B
Q1 2026

Number of holders

1.4K
Q1 2024
1.5K
Q2 2024
1.5K
Q3 2024
1.6K
Q4 2024
1.6K
Q1 2025
1.6K
Q2 2025
1.6K
Q3 2025
1.6K
Q4 2025
1.5K
Q1 2026

Who owns MRSH?

Q1 2026 filings
FundTypeSharesValue% of fundChange
BlackRock, Inc. Index provider42.1M$7.30B0.1%+4.0%
VANGUARD CAPITAL MANAGEMENT LLC Diversified mechanical31.5M$5.46B0.1%
STATE STREET CORP Index provider22.1M$3.83B0.1%+0.9%
Capital World Investors Long only active18.0M$3.12B0.4%+6.2%
WELLINGTON MANAGEMENT GROUP LLP Long only active17.4M$3.01B0.6%+8.6%
Capital International Investors Long only active15.7M$2.73B0.6%-16.3%
GEODE CAPITAL MANAGEMENT, LLC Index provider13.4M$2.32B0.1%+15.1%
VANGUARD PORTFOLIO MANAGEMENT LLC Diversified mechanical12.4M$2.16B0.1%
Capital Research Global Investors Long only active11.3M$1.96B0.3%+41.5%
PRICE T ROWE ASSOCIATES INC /MD/ Diversified mechanical11.0M$1.90B0.2%+19.1%
FMR LLC Long only active10.2M$1.77B0.1%-33.1%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Other8.2M$1.42B0.5%-5.3%
MORGAN STANLEY Bank broker6.5M$1.12B0.1%-5.8%
Clearbridge Investments, LLC Other6.4M$1.11B1.0%+26.5%
JPMORGAN CHASE & CO Bank broker6.1M$1.06B0.1%+42.4%
AMERIPRISE FINANCIAL INC Bank broker5.5M$951.6M0.2%+14.6%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Bank broker5.2M$898.9M0.2%+14.0%
HARRIS ASSOCIATES L P Other5.2M$896.6M1.2%New
NORTHERN TRUST CORP Index provider5.0M$861.2M0.1%-6.3%
BANK OF AMERICA CORP /DE/ Bank broker4.9M$856.8M0.1%-10.6%
Artisan Partners Limited Partnership Other4.9M$845.7M1.4%+45.2%
UBS Group AG Bank broker4.7M$818.9M0.1%+24.7%
AMERICAN CENTURY COMPANIES INC Diversified mechanical4.2M$734.4M0.4%+81.7%
Nuveen, LLC Diversified mechanical4.2M$722.9M0.2%+8.0%
Ninety One UK Ltd Other4.0M$698.9M1.6%+13.8%
Invesco Ltd. Index provider3.9M$673.8M0.1%+12.2%
DEUTSCHE BANK AG\ Bank broker3.7M$642.5M0.2%+10.0%
AQR CAPITAL MANAGEMENT LLC Quant stat arb3.7M$637.3M0.3%+148.6%
GOLDMAN SACHS GROUP INC Bank broker3.7M$637.1M0.1%-8.5%
Mawer Investment Management Ltd. ★2Fundamental diversified3.5M$602.8M3.9%-11.0%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Quant stat arb3.5M$599.2M0.3%+25.3%
ROYAL BANK OF CANADA Bank broker3.3M$575.3M0.1%+4.7%
Bank of New York Mellon Corp Diversified mechanical3.3M$564.4M0.1%-2.0%
Legal & General Group Plc Diversified mechanical3.1M$531.8M0.1%-2.5%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Index provider3.0M$526.1M0.1%+2.8%
VANGUARD FIDUCIARY TRUST CO Diversified mechanical2.7M$474.2M0.1%
Rathbones Group PLC Other2.7M$470.7M1.0%+1.9%
WELLS FARGO & COMPANY/MN Bank broker2.6M$447.3M0.1%+5.5%
BNP PARIBAS FINANCIAL MARKETS Bank broker2.6M$445.2M0.3%+78.2%
STIFEL FINANCIAL CORP Diversified mechanical2.3M$400.2M0.4%+6.9%
Amundi Diversified mechanical2.3M$398.7M0.1%-31.7%
PARNASSUS INVESTMENTS, LLC ★2Fundamental diversified2.2M$383.4M1.1%+1.7%
ALLIANCEBERNSTEIN L.P. Long only active2.0M$367.6M0.1%+7.7%
DIMENSIONAL FUND ADVISORS LP Quant stat arb2.0M$352.8M0.1%+0.2%
London & Capital Asset Management Ltd ★2Fundamental diversified2.0M$350.9M3.8%+6.5%
D. E. Shaw & Co., Inc. Quant stat arb1.7M$300.0M0.3%-33.4%
Navera Investment Management Ltd. ★3Fundamental concentrated1.7M$291.5M7.4%-4.2%
LAZARD ASSET MANAGEMENT LLC Diversified mechanical1.6M$281.6M0.5%-5.0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE Diversified mechanical1.6M$272.8M0.2%+3.1%
FRANKLIN RESOURCES INC Long only active1.5M$266.8M0.1%-1.1%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.