# MARSH & MCLENNAN COS INC (MRSH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MRSH/

- Reporting holders: 58
- Reported value: $85.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $42.6M | 249,522 | 2.7% | 28 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $5.4M | 31,750 | 0.4% | 32 |
| [BONNESS ENTERPRISES INC](https://holderbook.com/funds/1105471-bonness-enterprises-inc/) | $4.3M | 25,300 | 1.4% | 32 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $3.7M | 21,411 | 0.8% | 32 |
| [Bell Asset Management Ltd](https://holderbook.com/funds/1681004-bell-asset-management-ltd/) | $2.8M | 16,241 | 1.0% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $2.1M | 12,091 | 0.0% | 13 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.7M | 9,912 | 0.1% | 12 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $1.6M | 9,530 | 0.1% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 9,480 | 0.0% | 16 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $1.4M | 8,488 | 0.5% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.4M | 8,054 | 0.0% | 20 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.3M | 7,400 | 0.0% | 28 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $1.1M | 6,494 | 0.0% | 21 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $1.1M | 6,188 | 0.2% | 5 |
| [Exchange Bank](https://holderbook.com/funds/2001155-exchange-bank/) | $1.1M | 6,164 | 0.7% | 14 |
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $1.0M | 6,087 | 0.0% | 3 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $1.0M | 5,872 | 0.1% | 14 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $721.0K | 4,223 | 0.0% | 32 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $619.9K | 3,631 | 0.1% | 17 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $614.6K | 3,600 | 0.2% | 12 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $595.5K | 3,488 | 0.3% | 1 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $566.7K | 3,319 | 0.0% | 25 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $564.7K | 3,307 | 0.1% | 32 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $531.0K | 3,110 | 0.1% | 20 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $530.3K | 3,106 | 0.1% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 58 | $85.1M |
| Q2 2026 | 1,504 | $78.1B |
| Q1 2026 | 1,544 | $77.7B |
| Q4 2025 | 1,592 | $81.4B |
| Q3 2025 | 1,577 | $88.6B |
| Q2 2025 | 1,612 | $98.0B |
| Q1 2025 | 1,637 | $108.0B |
| Q4 2024 | 1,579 | $94.5B |
| Q3 2024 | 1,532 | $98.4B |
| Q2 2024 | 1,478 | $93.5B |
| Q1 2024 | 1,445 | $93.7B |
| Q4 2023 | 1,381 | $84.4B |