MARSH & MCLENNAN COS INC (MRSH)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
58
Reporting holders
$85.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,446
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AVITY INVESTMENT MANAGEMENT INC. | $42.6M | 249,522 | 2.67% | 28q | +18.4%+$6.6M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $5.4M | 31,750 | 0.36% | 32q | +1.4%+$76.1K |
| BONNESS ENTERPRISES INC | $4.3M | 25,300 | 1.40% | 32q | HELD |
| Stokes Capital Advisors, LLC | $3.7M | 21,411 | 0.80% | 32q | -19.0%-$860.0K |
| Bell Asset Management Ltd | $2.8M | 16,241 | 1.00% | 32q | -46.6%-$2.4M |
| CONGRESS ASSET MANAGEMENT CO | $2.1M | 12,091 | 0.01% | 13q | +479.3%+$1.7M |
| GAMMA Investing LLC | $1.7M | 9,912 | 0.06% | 12q | +25.1%+$339.9K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.6M | 9,530 | 0.13% | 32q | +11.7%+$170.9K |
| Farther Finance Advisors, LLC | $1.6M | 9,480 | 0.01% | 16q | +25.7%+$330.7K |
| Ridgewood Investments LLC | $1.4M | 8,488 | 0.53% | 9q | HELD |
| Wedmont Private Capital | $1.4M | 8,054 | 0.03% | 20q | +68.4%+$577.9K |
| Venture Visionary Partners LLC | $1.3M | 7,400 | 0.03% | 28q | -12.7%-$183.0K |
| Valeo Financial Advisors, LLC | $1.1M | 6,494 | 0.02% | 21q | +2.8%+$29.9K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.1M | 6,188 | 0.21% | 5q | HELD |
| Exchange Bank | $1.1M | 6,164 | 0.65% | 14q | HELD |
| Douglas Lane & Associates, LLC | $1.0M | 6,087 | 0.01% | 3q | +0.7%+$6.8K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.0M | 5,872 | 0.09% | 14q | +19.3%+$162.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $721.0K | 4,223 | 0.01% | 32q | HELD |
| Legacy Wealth Asset Management, LLC | $619.9K | 3,631 | 0.14% | 17q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $614.6K | 3,600 | 0.16% | 12q | HELD |
| Canandaigua National Trust Co of Florida | $595.5K | 3,488 | 0.33% | new | NEW |
| ROCKLAND TRUST CO | $566.7K | 3,319 | 0.02% | 25q | -31.3%-$258.3K |
| WALLER FINANCIAL PLANNING GROUP, INC | $564.7K | 3,307 | 0.11% | 32q | +0.5%+$2.9K |
| Bill Few Associates, Inc. | $531.0K | 3,110 | 0.11% | 20q | +0.6%+$3.4K |
| RIVERSEDGE ADVISORS, LLC | $530.3K | 3,106 | 0.07% | 3q | +52.9%+$183.5K |
| Shira Ridge Wealth Management | $456.4K | 2,673 | 0.16% | 16q | HELD |
| Boltwood Capital Management | $433.3K | 2,538 | 0.10% | 27q | -8.1%-$38.4K |
| Grove Bank & Trust | $399.5K | 2,340 | 0.04% | 16q | -2.0%-$8.2K |
| EASTERN BANK | $387.4K | 2,269 | 0.01% | 9q | HELD |
| MassMutual Private Wealth & Trust, FSB | $381.2K | 2,233 | 0.01% | 32q | -19.1%-$90.1K |
| YHB Investment Advisors, Inc. | $371.9K | 2,178 | 0.02% | 2q | -7.8%-$31.4K |
| Versant Capital Management, Inc | $365.5K | 2,141 | 0.03% | 32q | +12.5%+$40.6K |
| LAWOOD & CO | $322.5K | 1,889 | 0.22% | 4q | -13.7%-$51.2K |
| Avidian Wealth Enterprises, LLC | $312.0K | 1,828 | 0.01% | 10q | +23.8%+$60.1K |
| ACIMA PRIVATE WEALTH, LLC | $292.3K | 1,712 | 0.08% | 32q | -9.0%-$28.9K |
| HALL LAURIE J TRUSTEE | $274.9K | 1,610 | 0.09% | 30q | HELD |
| LifeGoal Investments, LLC | $269.1K | 1,576 | 0.08% | new | NEW |
| Bank of New Hampshire | $233.9K | 1,370 | 0.05% | 22q | HELD |
| Breakwater Capital Group | $224.2K | 1,313 | 0.03% | 11q | -13.8%-$35.9K |
| Rosenberg Matthew Hamilton | $154.2K | 903 | 0.03% | 26q | +2.1%+$3.2K |
| Wealth Enhancement Trust Services, Inc. | $93.4K | 547 | 0.01% | 4q | -50.8%-$96.5K |
| ELEVATION WEALTH PARTNERS, LLC | $91.0K | 533 | 0.03% | 15q | +12.0%+$9.7K |
| CoreCap Advisors, LLC | $45.9K | 269 | 0.00% | 9q | +2.3%+$1.0K |
| Mn Services Vermogensbeheer B.V. | $24.0K | 140,377 | 0.18% | 31q | HELD |
| TOMPKINS FINANCIAL CORP | $9.6K | 56 | 0.00% | 31q | -75.5%-$29.5K |
| Miller Global Investments, LLC | $9.0K | 53 | 0.01% | 4q | HELD |
| Investors Research Corp | $7.7K | 45 | 0.00% | 7q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $7.7K | 45 | 0.00% | 13q | -27.4%-$2.9K |
| ATWOOD & PALMER INC | $7.2K | 42 | 0.00% | 32q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $6.8K | 40 | 0.00% | new | NEW |
| Bullock Wealth Management Group | $6.7K | 39 | 0.00% | 9q | HELD |
| Marquette Asset Management, LLC | $6.1K | 36 | 0.00% | 5q | -44.6%-$5.0K |
| GILPIN WEALTH MANAGEMENT, LLC | $5.6K | 33 | 0.00% | new | NEW |
| Davis Capital Management | $5.1K | 30 | 0.00% | 5q | +76.5%+$2.2K |
| TOTH FINANCIAL ADVISORY CORP | $4.8K | 28 | 0.00% | 21q | +12.0% |
| Pacifica Partners Inc. | $3.4K | 20 | 0.00% | 7q | HELD |
| Planning Strategies Inc. | $3.2K | 19 | 0.00% | 2q | +46.2%+$1.0K |
| CX Institutional | $1.4K | 8,134 | 0.04% | 32q | -85.6%-$8.3K |
| Noble Wealth Management PBC | $1.4K | 8 | 0.00% | 2q | HELD |
| NEVILLE RODIE & SHAW INC | $944 | 5,530 | 0.06% | 32q | HELD |
| Trust Co | $171 | 1 | 0.00% | 7q | HELD |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-21 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-02 | Doyle John Q | President and CEO | Sold | 16,656 | $2.7M |
| 2026-07-23 | Yates Lloyd M | Director | Sold | 12,000 | $2.1M |
| 2026-07-28 | South Martin | Chief Client Officer | Sold | 7,100 | $1.3M |
| 2026-08-06 | Jones John Jude | Chief Marketing Officer | Sold | 6,500 | $1.2M |
| 2026-07-29 | Beswick Paul | SVP, Chief Information Officer | Sold | 713 | $141.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 58 | $85.1M | 498,185 | 4 | 21 | 15 | 0.0% |
| Q2 2026 | 1,504 | $78.1B | 467,277,362 | 128 | 457 | 616 | 0.2% |
| Q1 2026 | 1,544 | $77.7B | 447,280,117 | 116 | 569 | 540 | 0.1% |
| Q4 2025 | 1,592 | $81.4B | 437,296,035 | 122 | 491 | 608 | 0.3% |
| Q3 2025 | 1,577 | $88.6B | 438,421,192 | 137 | 512 | 567 | 0.3% |
| Q2 2025 | 1,612 | $98.0B | 447,019,842 | 103 | 562 | 536 | 0.3% |
| Q1 2025 | 1,637 | $108.0B | 441,974,735 | 162 | 557 | 516 | 0.2% |
| Q4 2024 | 1,579 | $94.5B | 443,841,332 | 90 | 568 | 444 | 0.2% |
| Q3 2024 | 1,532 | $98.4B | 438,113,986 | 119 | 557 | 448 | 0.7% |
| Q2 2024 | 1,478 | $93.5B | 441,092,302 | 106 | 541 | 469 | 0.6% |
| Q1 2024 | 1,445 | $93.7B | 452,534,488 | 157 | 473 | 451 | 0.5% |
| Q4 2023 | 1,381 | $84.4B | 444,433,308 | 100 | 429 | 449 | 0.3% |
| Q3 2023 | 1,302 | $83.3B | 434,996,240 | 98 | 397 | 464 | 0.3% |
| Q2 2023 | 1,262 | $82.2B | 434,822,572 | 96 | 395 | 408 | 0.2% |
| Q1 2023 | 1,232 | $75.9B | 452,989,372 | 81 | 404 | 413 | 0.2% |
| Q4 2022 | 1,225 | $72.8B | 439,088,509 | 106 | 401 | 385 | 0.2% |
| Q3 2022 | 1,160 | $65.7B | 438,925,062 | 82 | 415 | 358 | 0.2% |
| Q2 2022 | 1,156 | $68.9B | 442,205,618 | 106 | 388 | 372 | 0.3% |
| Q1 2022 | 1,159 | $75.4B | 441,631,774 | 87 | 398 | 365 | 0.2% |
| Q4 2021 | 1,177 | $78.4B | 449,419,865 | 107 | 399 | 333 | 0.5% |
| Q3 2021 | 1,080 | $68.4B | 449,957,108 | 117 | 345 | 315 | 0.3% |
| Q2 2021 | 1,010 | $64.0B | 454,002,774 | 101 | 332 | 295 | 0.2% |
| Q1 2021 | 985 | $54.9B | 450,231,750 | 86 | 343 | 319 | 0.2% |
| Q4 2020 | 978 | $53.7B | 444,843,580 | 62 | 328 | 299 | 0.2% |
| Q3 2020 | 943 | $51.1B | 444,912,120 | 82 | 282 | 300 | 0.2% |
| Q2 2020 | 915 | $48.0B | 446,203,697 | 101 | 303 | 299 | 0.2% |
| Q1 2020 | 889 | $38.9B | 449,583,388 | 83 | 299 | 308 | 0.1% |
| Q4 2019 | 929 | $50.8B | 455,774,548 | 90 | 242 | 282 | 0.1% |
| Q3 2019 | 839 | $44.6B | 445,904,804 | 57 | 244 | 285 | 0.1% |
| Q2 2019 | 849 | $46.0B | 460,658,247 | 78 | 267 | 270 | 0.2% |
| Q1 2019 | 842 | $41.5B | 441,019,601 | 76 | 257 | 271 | 0.2% |
| Q4 2018 | 825 | $35.8B | 448,760,051 | 12 | 13 | 15 | 0.2% |